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  • Avoid CPA Mistakes: Why you Should Check your Tax Return (Ep. 23)

    Avoid CPA Mistakes: Why you Should Check your Tax Return (Ep. 23)
    2024/06/11
    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 isn’t about pointing fingers but rather about uncovering common oversights in the filing process, how they happen, and, most importantly, how you can avoid being caught by surprise …

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    26 分
  • Navigating the Markets: A Q1 2024 Review with Red Carpet Retirement (Ep. 22)

    Navigating the Markets: A Q1 2024 Review with Red Carpet Retirement (Ep. 22)
    2024/05/14
    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 market shifts, economic trends, and a surprising twist on the usual recession predictions. He unravels the events that led to one of …

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    31 分
  • Raising Financially and Mentally Healthy Kids amidst Affluence, with Liz Mohler (Ep. 21)

    Raising Financially and Mentally Healthy Kids amidst Affluence, with Liz Mohler (Ep. 21)
    2024/04/23
    What’s 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 Scott, CFP® teams up with Liz Mohler, an esteemed ICF-accredited career and life coach, to explore the complex but crucial topic of raising financially …

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    38 分
  • Retire with Purpose: Goal Setting & Life Coaching with Liz Mohler M.S. PCC (Ep. 20)

    Retire with Purpose: Goal Setting & Life Coaching with Liz Mohler M.S. PCC (Ep. 20)
    2024/03/12
    They say retirement is like a second childhood—except this time, you’re the one in charge! It’s time to set new goals! This week on Red Carpet Retirement, Adam speaks with Liz Mohler, an esteemed ICF-accredited career and life coach, about setting goals in retirement. While focusing on the importance of goal setting and finding purpose, …

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    36 分
  • 2023 Market Wrap-Up and 2024 Projections (Ep. 19)

    2023 Market Wrap-Up and 2024 Projections (Ep. 19)
    2024/02/20
    2023’s market forecasts were dark, but the markets kept out of the shadows. Let’s take a look at what we think 2024 may look like. This week on Red Carpet Retirement, Adam Scott reflects on 2023’s financial market outlook. Looking forward into 2024, he talks about the potential impact of the Federal Reserve’s policies, inflation, …

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    25 分
  • How To Maximize Your Retirement Savings Using The Mega-Backdoor Roth Strategy (Ep. 18)

    How To Maximize Your Retirement Savings Using The Mega-Backdoor Roth Strategy (Ep. 18)
    2024/01/23
    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 be what you need. This week, Adam Scott, CFP®, delves into the ins and outs of a mega-backdoor Roth 401(k), a financial maneuver that …

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    31 分
  • Use Roth Conversions to Reduce your Lifetime Taxes: Turning Financial Lemons into Lemonade (Ep. 17)

    Use Roth Conversions to Reduce your Lifetime Taxes: Turning Financial Lemons into Lemonade (Ep. 17)
    2023/12/12
    There are many benefits to  Roth conversions. But beware! Don’t step on a land mine when implementing that can blow your finances up!  In this episode, Adam introduces his new co-host, Patrice Sikora, before discussing the benefits of Roth conversions. They highlight how these conversions can help reduce taxable income and potentially avoid higher taxes …

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    25 分
  • The Downtown Real Estate Armageddon (and What it Means for You) (Ep. 16)

    The Downtown Real Estate Armageddon (and What it Means for You) (Ep. 16)
    2023/11/14
    We’re 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 what’s causing the downtown commercial real estate Armageddon and what it means for the future of these urban landscapes. In this episode, Adam Scott, CFP® discusses …

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    27 分