Red Carpet Retirement™

Red Carpet Retirement™

Latest Episodes

Avoid CPA Mistakes: Why you Should Check your Tax Return (Ep. 23)
June 11, 2024

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 isnt about pointing fingers but

Navigating the Markets: A Q1 2024 Review with Red Carpet Retirement (Ep. 22)
May 14, 2024

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 m

Raising Financially and Mentally Healthy Kids amidst Affluence, with Liz Mohler (Ep. 21)
April 23, 2024

Whats 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 Sc

Retire with Purpose: Goal Setting & Life Coaching with Liz Mohler M.S. PCC (Ep. 20)
March 12, 2024

They say retirement is like a second childhoodexcept this time, youre the one in charge! Its time to set new goals! This week on Red Carpet Retirement, Adam speaks with Liz Mohler, an esteemed ICF-

2023 Market Wrap-Up and 2024 Projections (Ep. 19)
February 20, 2024

2023s market forecasts were dark, but the markets kept out of the shadows. Lets take a look at what we think 2024 may look like. This week on Red Carpet Retirement, Adam Scott reflects on 2023s fin

How To Maximize Your Retirement Savings Using The Mega-Backdoor Roth Strategy (Ep. 18)
January 23, 2024

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

Use Roth Conversions to Reduce your Lifetime Taxes: Turning Financial Lemons into Lemonade (Ep. 17)
December 12, 2023

There are many benefits to Roth conversions. But beware! Dont step on a land mine when implementing that can blow your finances up! In this episode, Adam introduces his new co-host, Patrice Sikora,

The Downtown Real Estate Armageddon (and What it Means for You) (Ep. 16)
November 14, 2023

Were 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 whats causing the

Don’t Be Fooled By This Dirty Little Secret (Ep. 15)
October 17, 2023

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 gu

Real Estate Part 2: The Future May Be Different (Ep. 14)
September 12, 2023

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, explor