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In our Red Carpet Retirement™ Podcast we provide real life stories of what to do - and what not to do - illustrating our unique strategies that help Make Work Optional™ to help ensure your Red Carpet Retirement™ success and illustrating how best to enjoy it!
We help Make Work Optional™ for highly successful pre-retirees and retirees by helping to enhance and secure their financial future. We do our best work with business owners and those from the entertainment and creative industries. Listen and learn today!
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 brings attention to 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 the importance of having tax returns double-checked by a financial advisor before submitting them.
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 works. Adding to Roth conversions, Adam shares a few stories about putting Roth conversions into practice and finishes with a speedy roundup of nine other great year-end tax strategies.
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 4 and 5. Adam unpacks the bucket investment strategy and shares a story explaining how the different types of buckets can be utilized. Adam then talks about the significance of tax efficiency in navigating your financial journey.
Many smart 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, and elaborates on the first three in-depth. Don’t hesitate to contact Adam Scott, CFP® for more information or subscribe to Red Carpet Retirement for our upcoming episode about the last two pillars of our investment strategy.
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 goes over what someone can expect when they call the office to arrange a meeting with him, and describes the Lunar Landing Formula designed to make work optional. This includes a description of four of the main pillars of Advanced Financial Planning.
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 his experiences in the entertainment industry and how he got into the financial services industry. Adam shares what success looks like to him and what to expect in future episodes.