Episodes

  • Is Life Insurance a Good Investment Vehicle? (Ep. 28)

    Is Life Insurance a Good Investment Vehicle? (Ep. 28)
    Nov 20 2024
    Life insurance products are often marketed as essential tools for financial planning, but are they really the best solution for everyone? How do popular strategies like Infinite Banking and Rich Man’s Roth measure up for real retirement security? What financial moves make sense as you age and your financial needs shift? In this episode of …

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    28 mins
  • Should You Claim Social Security Early or Wait? (Ep. 27)

    Should You Claim Social Security Early or Wait? (Ep. 27)
    Oct 15 2024
    With the Social Security Trust Fund potentially running out by 2035, should you claim your benefits now or wait for a better payout? Let’s address the reality behind Social Security’s future and its impact on your retirement plans. In this episode, Adam Scott talks about the complexities of Social Security, exploring the imminent depletion of …

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    24 mins
  • The 3 Worst Mistakes to Make in an Election Year (Ep. 26)

    The 3 Worst Mistakes to Make in an Election Year (Ep. 26)
    Sep 17 2024
    Do you struggle with investment decisions during election years? Discover the three worst mistakes you should avoid to keep your portfolio safe. In this episode of Red Carpet Retirement, Adam addresses the three biggest investment blunders investors make during election years. You’ll learn some shocking statistics about market performance during election cycles, why sitting in …

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    17 mins
  • 10 Ways to Protect Yourself From the Sneakiest Online Financial Fraud (Ep. 25)

    10 Ways to Protect Yourself From the Sneakiest Online Financial Fraud (Ep. 25)
    Aug 20 2024
    Do you know if your online banking details are truly secure? Today on Red Carpet Retirement, Adam addresses the alarming rise in sophisticated online financial frauds and discusses ten crucial ways to protect yourself. From phishing and vishing to smishing and pharming, you’ll understand the different tactics used by cyber criminals and learn the best …

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    28 mins
  • Protecting You and Your Loved Ones from Financial Fraud (Ep. 24)

    Protecting You and Your Loved Ones from Financial Fraud (Ep. 24)
    Jul 9 2024
    Americans lost $13BN to fraud in 2023. Young adults are particularly vulnerable – along with the elderly – as social engineering becomes increasingly sophisticated. Don’t think it can’t happen to you. Today on Red Carpet Retirement, Adam Scott, CFP® delves into the concerning rise of financial fraud and offers practical tools to help safeguard against …

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

    Avoid CPA Mistakes: Why you Should Check your Tax Return (Ep. 23)
    Jun 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 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 mins
  • 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)
    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 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 mins
  • 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)
    Apr 23 2024
    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 mins