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 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

Weve received a lot of questions about real estate and Adam Scott addresses them in this two-part real state series. In this episode, Adam talks about real estate across America and how the future ma

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

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

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

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

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

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

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