Red Carpet Retirement™

Red Carpet Retirement™


Latest Episodes

Is Long Term Care Insurance Right For You? 10 Questions To Ask with Jennifer Burnham-Grubbs (Ep. 12)
July 11, 2023

Medicare doesnt cover long-term care. If you thought it did or havent purchased long-term care insurance for any other reason, Adam has 10 things for you to think about before you make your final de

How To Choose A Great CPA (Ep. 11)
June 13, 2023

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 C

Top 5 Strategies for Business Owners and Freelancers to Build Wealth (Ep. 10)
May 09, 2023

For business owners and freelancers in entertainment, this is an episode you wont want to miss! CPAs look through the rearview mirror at where you have been. Good Financial Planners help you navigate

The Top 10 Sexiest Benefits Of The Secure Act 2.0 (Ep. 9)
April 11, 2023

Spice up your retirement planning with the Secure Act 2.0s hottest benefit strategies. Retirement planning may not sound like the sexiest topic, but the Secure Act 2.0 is changing that. In this episo

The 10 Biggest Estate Planning Mistakes (Ep. 8)
March 14, 2023

Estate planning isnt a fun topic of conversation, but its more important than you might think. Dont miss these 10 common mistakes. In this episode, Adam Scott shares 10 of the most significant esta

10 Important Questions To Ask Your Financial Advisor (Ep. 7)
February 14, 2023

Finding a financial advisor can be difficult. Just because they are likable doesnt mean they will be excellent at taking care of you. How can you tell the difference? In this episode, Adam shares 10

The Top 8 Tax Oversights That CPAs And Their Clients Make (Ep. 6)
January 17, 2023

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 oversigh

Top 10 Year-End Tax Tips (Ep. 5)
December 07, 2022

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

Our 90-10 Investment Process™: Part 2 (Ep. 4)
November 15, 2022

We help reduce risk, enhance returns and create more certainty with our90-10 Investment Processand our5 Investment Pillars. Previously, we talked about pillars 1-3. Today, we wrap up our philosoph

Our 90-10 Investment Process™: Part 1 (Ep. 3)
October 25, 2022

Many intelligent people invest inefficiently, or worse, they make catastrophic investment mistakes. They dont know what they dont know. At WellAcre, we help minimize risk, enhance returns and create