Red Carpet Retirement™

Our 90-10 Investment Process™: Part 2 (Ep. 4)

Listen Later

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
        • ...more
        View all episodesView all episodes
        Download on the App Store
        Red Carpet Retirement™By Adam Scott