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Explore every episode of the podcast Red Carpet Retirement™

Dive into the complete episode list for Red Carpet Retirement™. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
7 Real Career Pivots for Midlife Reinvention with Liz Mohler, M.S., PCC – Part 2 (Ep. 35)17 juin 202500:43:48
When the credits roll on your first career, what’s next?  For midlife professionals—especially those in entertainment, reinvention is not just possible, it’s essential. In this episode, Adam Scott, CFP®, continues his conversation with Liz Mohler to explore career pivot options for midlife professionals. They unpack how changing industries can be rewarding, and they break down …

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Reinventing Careers with Liz Mohler, M.S., PCC – Part 1 (Ep. 34)20 mai 202500:35:24
Life has a way of pushing us toward reinvention, but how do we embrace change and make it work for us? How can we turn uncertainty into opportunity and transition into a career that reflects our passions and values? In this episode, Adam Scott, CFP®, talks with career coach Liz Mohler, M.S., PCC, about the …

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Part 2: Are you ready for a 30% Market Decline? (Pay Attention to Valuations, Not Headlines) (Ep. 33)15 avr. 202500:27:33
In a climate where volatility is the price of admission to long-term wealth, are you truly prepared—not just emotionally, but structurally—for a significant market downturn? This week on Red Carpet Retirement, Adam Scott, CFP®, takes us deeper into the mindset and math that drives resilient investment strategies. Building on the theme of being ready for …

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Are You Ready for a 30% US Stock Market Decline? (Ep. 32)18 mars 202500:24:27
How would you react if the US stock market suddenly dipped by 30% or even 50%? The unpredictability of financial markets can be intimidating, but fear not—there are ways to prepare and to protect your portfolio. Join host Adam Scott, CFP® as he dives into the volatile world of market declines, addressing common investor fears …

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Optimizing your MPI Pension Plan with CEO David Asplund (Ep. 31)17 févr. 202500:40:07
How can Entertainment Industry members best ensure financial stability in retirement?  Understand how the Motion Picture Industry and Health Plans work as this episode explores the benefits, strategies, and vital decisions shaping retirement for industry members. Adam Scott, CFP® interviews David Asplund, CEO of the Motion Picture Pension and Health Plan, who explains the robust …

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Examining The Financial Impacts of a Trump Presidency – Part 2 (Ep. 30)21 janv. 202500:24:26
Do political changes redefine financial strategies, or do fundamentals remain king? This episode of Red Carpet Retirement delves into the potential impacts of Trump’s policies on investments, taxes, and the economy. Adam Scott discusses tax cuts, corporate profits, interest rates, and their influence on the national deficit. He also emphasizes separating political views from portfolio …

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Examining the Financial Impacts of a Trump Presidency – Part 1 (Ep. 29)17 déc. 202400:23:53
From tariffs to immigration, the implications of a Trump presidency ripple through economic policy and investment strategies. What does this mean for your portfolio? In this episode of Red Carpet Retirement, Adam Scott analyzes the potential investment and economic effects of the newly re-elected Trump administration.  He dissects key topics such as tariffs, immigration policies, …

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Is Life Insurance a Good Investment Vehicle? (Ep. 28)20 nov. 202400:27:59
Life insurance products are often marketed as essential tools for financial planning, but are they really the best solution for everyone? How do popular strategies like Infinite Banking and Rich Man’s Roth measure up for real retirement security? What financial moves make sense as you age and your financial needs shift? In this episode of …

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Should You Claim Social Security Early or Wait? (Ep. 27)15 oct. 202400:23:48
With the Social Security Trust Fund potentially running out by 2035, should you claim your benefits now or wait for a better payout? Let’s address the reality behind Social Security’s future and its impact on your retirement plans. In this episode, Adam Scott talks about the complexities of Social Security, exploring the imminent depletion of …

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The 3 Worst Mistakes to Make in an Election Year (Ep. 26)17 sept. 202400:17:03
Do you struggle with investment decisions during election years? Discover the three worst mistakes you should avoid to keep your portfolio safe. In this episode of Red Carpet Retirement, Adam addresses the three biggest investment blunders investors make during election years. You’ll learn some shocking statistics about market performance during election cycles, why sitting in …

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10 Ways to Protect Yourself From the Sneakiest Online Financial Fraud (Ep. 25)20 août 202400:27:59
Do you know if your online banking details are truly secure? Today on Red Carpet Retirement, Adam addresses the alarming rise in sophisticated online financial frauds and discusses ten crucial ways to protect yourself. From phishing and vishing to smishing and pharming, you’ll understand the different tactics used by cyber criminals and learn the best …

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Protecting You and Your Loved Ones from Financial Fraud (Ep. 24)09 juil. 202400:26:13
Americans lost $13BN to fraud in 2023. Young adults are particularly vulnerable – along with the elderly – as social engineering becomes increasingly sophisticated. Don’t think it can’t happen to  you. Today on Red Carpet Retirement, Adam Scott, CFP®  delves into the concerning rise of financial fraud and offers practical tools to help safeguard against …

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Avoid CPA Mistakes: Why you Should Check your Tax Return (Ep. 23)11 juin 202400:26:08
Avoid costly CPA mistakes on your current or next tax return! Today on Red Carpet Retirement, Adam talks about common but unintended mistakes CPAs make. Our discussion isn’t about pointing fingers but rather about uncovering common oversights in the filing process, how they happen, and, most importantly, how you can avoid being caught by surprise …

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Navigating the Markets: A Q1 2024 Review with Red Carpet Retirement (Ep. 22)14 mai 202400:30:37
What shook the stock market and economy in Q1 of 2024? Dive into this episode for an insightful quarterly wrap-up! In this episode, Adam dissects the impactful first quarter of 2024, analyzing stock market shifts, economic trends, and a surprising twist on the usual recession predictions. He unravels the events that led to one of …

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Raising Financially and Mentally Healthy Kids amidst Affluence, with Liz Mohler (Ep. 21)23 avr. 202400:37:35
What’s the secret to raising financially and mentally healthy young adults? This is never easy, and for wealthy families it can be particularly challenging. This week on Red Carpet Retirement, Adam Scott, CFP® teams up with Liz Mohler, an esteemed ICF-accredited career and life coach, to explore the complex but crucial topic of raising financially …

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Retire with Purpose: Goal Setting & Life Coaching with Liz Mohler M.S. PCC (Ep. 20)12 mars 202400:36:12
They say retirement is like a second childhood—except this time, you’re the one in charge! It’s time to set new goals! This week on Red Carpet Retirement, Adam speaks with Liz Mohler, an esteemed ICF-accredited career and life coach, about setting goals in retirement. While focusing on the importance of goal setting and finding purpose, …

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2023 Market Wrap-Up and 2024 Projections (Ep. 19)20 févr. 202400:25:25
2023’s market forecasts were dark, but the markets kept out of the shadows. Let’s take a look at what we think 2024 may look like. This week on Red Carpet Retirement, Adam Scott reflects on 2023’s financial market outlook. Looking forward into 2024, he talks about the potential impact of the Federal Reserve’s policies, inflation, …

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How To Maximize Your Retirement Savings Using The Mega-Backdoor Roth Strategy (Ep. 18)23 janv. 202400:30:37
Are you looking for ways to maximize your tax-advantaged retirement savings bucket? (In other words, a savings bucket where both growth and withdrawals are tax-free!) A mega backdoor Roth 401(k) might be what you need. This week, Adam Scott, CFP®, delves into the ins and outs of a mega-backdoor Roth 401(k), a financial maneuver that …

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Use Roth Conversions to Reduce your Lifetime Taxes: Turning Financial Lemons into Lemonade (Ep. 17)12 déc. 202300:25:29
There are many benefits to  Roth conversions. But beware! Don’t step on a land mine when implementing that can blow your finances up!  In this episode, Adam introduces his new co-host, Patrice Sikora, before discussing the benefits of Roth conversions. They highlight how these conversions can help reduce taxable income and potentially avoid higher taxes …

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The Downtown Real Estate Armageddon (and What it Means for You) (Ep. 16)14 nov. 202300:26:43
We’re not here to spread alarm but to unravel the intricate web of challenges and transformations reshaping the commercial real estate sector. Join us for an in-depth exploration of what’s causing the downtown commercial real estate Armageddon and what it means for the future of these urban landscapes. In this episode, Adam Scott, CFP® discusses …

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Don’t Be Fooled By This Dirty Little Secret (Ep. 15)17 oct. 202300:22:49
When it comes to financial advisory, finding the right balance between innovation and caution is crucial.  With the rise of data and technology, risk analysis software has become a popular tool for guiding investment strategies. But should we rely on this software? What are the risks of doing so? In this episode, Adam Scott explores …

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Real Estate Part 2: The Future May Be Different (Ep. 14)12 sept. 202300:31:21
Real Estate values always go up, right? In this episode, Adam provides an in-depth analysis of the future of rental properties. They dismantle the perception of real estate as a guaranteed win, exploring the pros and cons, tax implications, financial intricacies, and potential challenges of managing rental properties. Throughout the episode, Adam covers: The key …

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Real Estate Part 1: What Is the Future for Home Prices? (Ep. 13)15 août 202300:29:55
We’ve received a lot of questions about real estate and Adam Scott addresses them in this two-part real state series. In this episode, Adam talks about real estate across America and how the future may differ from what we’ve seen happen historically. He goes over what’s going on with the housing market, whether it’s a …

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Is Long Term Care Insurance Right For You? 10 Questions To Ask with Jennifer Burnham-Grubbs (Ep. 12)11 juil. 202300:51:03
Medicare doesn’t cover long-term care. If you thought it did or haven’t purchased long-term care insurance for any other reason, Adam has 10 things for you to think about before you make your final decision. In this episode, Adam Scott, CFP®, introduces a dear friend of his, Jennifer Burnham-Grubbs, Founder of Quantum Insurance Services and …

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How To Choose A Great CPA (Ep. 11)13 juin 202300:57:42
Why did the CPA cross the road? To get to the other side of the balance sheet. In this episode, Adam sheds light on a crucial topic that concerns many individuals and businesses: how to find a GREAT CPA. Adam discusses the questions you should be asking and takes you through eight essential steps that …

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Top 5 Strategies for Business Owners and Freelancers to Build Wealth (Ep. 10)09 mai 202300:28:08
For business owners and freelancers in entertainment, this is an episode you won’t want to miss! CPAs look through the rearview mirror at where you have been. Good Financial Planners help you navigate the route ahead.  In this episode, Adam Scott, CFP®, provides 5 valuable wealth-building insights and practical tax-saving strategies that CPAs often don’t …

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The Top 10 Sexiest Benefits Of The Secure Act 2.0 (Ep. 9)11 avr. 202300:28:16
Spice up your retirement planning with the Secure Act 2.0’s hottest benefit strategies. Retirement planning may not sound like the sexiest topic, but the Secure Act 2.0 is changing that. In this episode, Adam discusses several benefit strategies that employers, retirees, pre-retirees, and even younger employees can take advantage of, and they’re anything but boring. …

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The 10 Biggest Estate Planning Mistakes (Ep. 8)14 mars 202300:39:04
Estate planning isn’t a fun topic of conversation, but it’s more important than you might think. Don’t miss these 10 common mistakes. In this episode, Adam Scott shares 10 of the most significant estate planning mistakes. He explains what they are and how to avoid them! He also drives the lessons home with a few …

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10 Important Questions To Ask Your Financial Advisor (Ep. 7)14 févr. 202300:31:53
Finding a financial advisor can be difficult. Just because they are likable doesn’t mean they will be excellent at taking care of you. How can you tell the difference? In this episode, Adam shares 10 of the most important questions everyone should ask their financial advisor, especially if they are in the interview process, to …

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The Top 8 Tax Oversights That CPAs And Their Clients Make (Ep. 6)17 janv. 202300:31:53
Taxes are something everyone could save money on by properly implementing tax strategies, but many of those strategies can easily be overlooked. In this episode, Adam highlights the top 8 tax oversights CPAs and clients make. He explains how these overlooked strategies can save clients tons of money unnecessarily spent on taxes and he emphasizes …

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Top 10 Year-End Tax Tips (Ep. 5)07 déc. 202200:27:30
The end of the tax year is rapidly approaching, and we have 10 tips to help you minimize your taxes. In this episode, Adam shares his Top 10 year-end tax tips as the end of 2022 nears. He talks about Roth conversions, why and when it’s a great strategy to reduce taxes, and how it …

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Our 90-10 Investment Process™: Part 2 (Ep. 4)15 nov. 202200:37:02
We help reduce risk, enhance returns and create more certainty with our 90-10 Investment Process™ and our 5 Investment Pillars. Previously, we talked about pillars 1-3. Today, we wrap up our philosophy with pillars 4 and 5. In this episode, Adam Scott, CFP®, elaborates on the 90-10 Investment Process™ with a recap of pillars 1-3 before diving into pillars …

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Our 90-10 Investment Process™: Part 1 (Ep. 3)25 oct. 202200:30:13
Many intelligent people invest inefficiently, or worse, they make catastrophic investment mistakes. They don’t know what they don’t know. At WellAcre, we help minimize risk, enhance returns and create more certainty with our patented 90-10 investment Process™ and our 5 Investment Pillars. In this episode, Adam introduces WellAcre Wealth Management’s 90-10 Investment Process™, goes over the 5 Investment Pillars, …

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Making Work Optional with WellAcre Wealth Management, LLC (Ep. 2)25 oct. 202200:38:01
What is it like to work with WellAcre Wealth Management, LLC, and how do they make work optional? In this episode, Adam Scott, CFP®, describes the Red Carpet Experience of working with WellAcre Wealth Management. Adam covers the significance of being a fee-only financial planner and the importance of their patented Lunar Landing Wealth Management Formula™.  Adam …

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Meet Your Red Carpet Retirement Host Adam Scott, CFP® (Ep. 1)25 oct. 202200:34:11
Here at Red Carpet Retirement™, we help Make Work Optional™ for successful pre-retirees and retirees by helping to enhance and secure their financial future. We do our best work with business owners and highly successful individuals from the entertainment and creative industries. Listen and learn today! In this first episode, Adam Scott, CFP®, starts his podcast with stories about …

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Coming Soon06 sept. 202200:00:20
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