24 episodes
Red Carpet Retirement™ Adam Scott
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- Business
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5.0 • 5 Ratings
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Welcome to Red Carpet Retirement with Adam Scott from WellAcre Wealth Management, LLC. In this podcast, we provide strategies and tools so those in the entertainment and creative industries can achieve greater financial and retirement security. We help make work optional so you only work when you want on the projects you love, with the people you like. Join us for this journey where we explore financial planning for creatives and business owners within the entertainment industry as Adam draws from years of expertise and guest experts to increase your certainty of a Red Carpet Retirement.
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Avoid CPA Mistakes: Why you Should Check your Tax Return (Ep. 23)
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 … Read More Read More
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Navigating the Markets: A Q1 2024 Review with Red Carpet Retirement (Ep. 22)
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 … Read More Read More
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Raising Financially and Mentally Healthy Kids amidst Affluence, with Liz Mohler (Ep. 21)
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 … Read More Read More
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Retire with Purpose: Goal Setting & Life Coaching with Liz Mohler M.S. PCC (Ep. 20)
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, … Read More Read More
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2023 Market Wrap-Up and 2024 Projections (Ep. 19)
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, … Read More Read More
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How To Maximize Your Retirement Savings Using The Mega-Backdoor Roth Strategy (Ep. 18)
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 … Read More Read More
Customer Reviews
Great Info!
Great content from an industry leader in entertainer planning.
Easy on the ears retirement advice
This podcast is the be-all, end- all of how- to retire smart and successfully. Adam breaks down the complicated rules and regs in pedestrian speak, sprinkled with humor and witty repartee with the affable Arik.
Great Listen
This is a great bite sized podcast for smart actionable financial advice-glad I stumbled upon it!