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.

Adam discusses: 

• A recap of pillars 1-3 from the previous episode of Red Carpet Retirement
  
• Pillar number 4, the bucket investment strategy, and 5, tax efficiency
  
• A client’s story detailing how investment buckets are set up and what each type of bucket is for
  
• How important tax efficiency is in navigating your financial journey
  
• And more
  

Resources:

• The 5 Pillars Of Our 90-10 Investment Philosophy To Help You Minimize Risk And Maximize Your Investments: Part 1 (Ep. 3)
  
• Your Red Carpet Experience With WellAcre Wealth Management (Ep. 2)
  

Connect with Adam Scott: 

• LinkedIn: Adam Scott, CFP®
  
• LinkedIn: WellAcre Wealth
  
• WellAcreWealth.com
  
• Phone: 310-220-4946