Red Carpet Retirement™

We’ve 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 may differ from what we’ve seen happen historically. He goes over what’s going on with the housing market, whether it’s a good time to buy or sell, how taxes can affect the housing market, and what tax strategies you can use to minimize your real estate taxes.

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Medicare doesn’t cover long-term care. If you thought it did or haven’t purchased long-term care insurance for any other reason, Adam has 10 things for you to think about before you make your final decision.

In this episode, Adam Scott, CFP®, introduces a dear friend of his, Jennifer Burnham-Grubbs, Founder of Quantum Insurance Services and Women Of Wealth, to go over 10 things you should know about long-term care insurance. 

Adam introduces the list with a personal story about his family’s experiences with needing long-term care before diving into the ins and outs of long-term care, unravelling the crucial factors determining whether it’s right for you. From understanding the amount of coverage you need, to discovering who can benefit from long-term care insurance.

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About our Guest: 

Within the business, entertainment and high-net-worth circles of Southern California, Jennifer

Burnham-Grubbs, Founder and CEO of Quantum Insurance Services and senior wealth advisor,

is renowned for her strategic insights into A-rated insurance products that build wealth, financial

freedom and security.

Rather than as just a bill to pay, Jennifer sees insurance as a gateway to wealth and well-being.

Her unique background, expertise, and perspective on insurance, tax and financial strategies

shift the approach to guiding businesses and individuals who want to protect themselves, their

families and employees while growing assets and savings. This approach has catapulted

Jennifer into the spotlight as a leading female in the insurance sector and positioned Quantum

Insurance Services as an award-winning, innovative, client-focused financial well-being

brokerage firm for health and wealth protection and growth.

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 CPA. Adam discusses the questions you should be asking and takes you through eight essential steps that will help you identify and select the right tax professional for you. 

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For business owners and freelancers in entertainment, this is an episode you won’t want to miss! CPAs look through the rearview mirror at where you have been. Good Financial Planners help you navigate the route ahead. 

In this episode, Adam Scott, CFP®, provides 5 valuable wealth-building insights and practical tax-saving strategies that CPAs often don’t know or overlook. Listen in as Adam unpacks these strategies to help you achieve greater financial flexibility to pursue your dreams and enjoy your hard-earned money.

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Spice up your retirement planning with the Secure Act 2.0’s hottest benefit strategies.

Retirement planning may not sound like the sexiest topic, but the Secure Act 2.0 is changing that. In this episode, Adam discusses several benefit strategies that employers, retirees, pre-retirees, and even younger employees can take advantage of, and they’re anything but boring.

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Estate planning isn’t a fun topic of conversation, but it’s more important than you might think. Don’t miss these 10 common mistakes.

In this episode, Adam Scott shares 10 of the most significant estate planning mistakes. He explains what they are and how to avoid them! He also drives the lessons home with a few stories about instances of these snafus.

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Finding a financial advisor can be difficult. Just because they are likable doesn’t mean they will be excellent at taking care of you. How can you tell the difference?

In this episode, Adam shares 10 of the most important questions everyone should ask their financial advisor, especially if they are in the interview process, to find out if the financial advisor will actually help them, how they’ll help, or if the advisor will put their own interests first.

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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 oversights CPAs and clients make. He explains how these overlooked strategies can save clients tons of money unnecessarily spent on taxes and he emphasizes the importance of having tax returns double-checked by a financial advisor before submitting them.

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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 Roth conversions, why and when it’s a great strategy to reduce taxes, and how it works. Adding to Roth conversions, Adam shares a few stories about putting Roth conversions into practice and finishes with a speedy roundup of nine other great year-end tax strategies.

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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.

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