Page de couverture de Red Carpet Retirement™

Red Carpet Retirement™

Red Carpet Retirement™

Auteur(s): Adam Scott
Écouter gratuitement

À propos de cet audio

 Welcome to Red Carpet Retirement™ with Adam Scott from WellAcre Wealth Management, LLC. In this podcast, we provide strategies and tools so those in the entertainment and creative industries can achieve greater financial and retirement security. We help make work optional so you only work when you want on the projects you love, with the people you like. Join us for this journey where we explore financial planning for creatives and business owners within the entertainment industry as Adam draws from years of expertise and guest experts to increase your certainty of a Red Carpet Retirement.Copyright © 2022 Red Carpet Retirement Finances personnelles Économie
Épisodes
  • Moving Abroad for Taxes and Lifestyle (Ep. 38)

    Moving Abroad for Taxes and Lifestyle (Ep. 38)
    Sep 16 2025
    Can living abroad really lower your tax bill, or is it more about lifestyle? In this episode, Adam Scott, CFP®, explores the allure of relocating to places like Portugal, Italy, Greece, and even Puerto Rico. He explains ways to reduce your taxes by moving abroad, but that for some gaining residency and improving lifestyle often outweighs tax savings. Adam shares insights, examples, and strategies to consider before packing your bags. Key points covered: How U.S. taxation on worldwide income makes reducing taxes abroad more complicated Why tax treaties and foreign tax credits prevent most cases of double taxation Lifestyle and residency factors that often drive the decision more than tax savings Details on the foreign earned income exclusion and where it applies A preview of next episode topics: Puerto Rico, the exit tax, and moving between U.S. states And more! Connect with Adam Scott, CFP®: LinkedIn: Adam Scott LinkedIn: WellAcre Wealth WellAcreWealth.com Phone: 310-220-4946
    Voir plus Voir moins
    21 min
  • The Big Beautiful Bill and Your Social Security Future (Ep. 37)

    The Big Beautiful Bill and Your Social Security Future (Ep. 37)
    Aug 19 2025
    Social Security decisions have always been a balancing act, but a new piece of legislation, the “Big Beautiful Bill,” is adding fresh twists. This week, Adam Scott examines how recent changes impact when and how to claim Social Security, challenging viral “claim early” advice and breaking down the bill’s pros and cons. Adam unpacks myths, math errors, and what the future may really hold for your benefits. He also delivers a sobering warning: plan for a 20% cut in benefits after 2032, and don’t count on Congress to save the day. Adam discusses: How the Big Beautiful Bill’s tax changes may mean tax-free Social Security, but only until 2028 Why influencer advice to claim early at 62 often ignores flawed assumptions and survivorship benefits The real impact of the Social Security Trust Fund running out, and why it’s not a total disappearance of benefits The connection between life expectancy, claiming age, and long-term payout strategies Political and fiscal challenges make a full Congressional “rescue” of Social Security unlikely And more! Resources: Should You Claim Social Security Early or Wait? (Ep. 27) Connect with Adam Scott, CFP®: LinkedIn: Adam Scott LinkedIn: WellAcre Wealth WellAcreWealth.com Phone: 310-220-4946
    Voir plus Voir moins
    34 min
  • Turning 65: The Vital Action Steps (Ep. 36)

    Turning 65: The Vital Action Steps (Ep. 36)
    Jul 17 2025
    Turning 65 is more than a milestone. It's a financial and healthcare turning point that demands action. In this episode, Adam Scott, CFP®, shares the essential decisions you must make around Medicare as you turn 65, from enrollment timelines to cost-saving strategies. With personal anecdotes and professional insights, Adam demystifies Parts A, B, C, and D, discusses common missteps, and explains how Medicare ties into employer and retiree health plans. Whether you're still working, semi-retired, or fully retired, this episode breaks down what really matters at 65. Adam discusses: Medicare enrollment timelines, how to apply, and why timing is critical to avoid penalties The differences between Medicare Parts A, B, C (Advantage), D (prescription), and Medigap How existing retiree or employer health plans interact with Medicare Mistakes to avoid, like enrolling in the wrong plan, or skipping enrollment when required The cost implications of Medicare based on income and the potential loss of HSA eligibility Resources: Social Security Administration website (Medicare enrollment) Connect with Adam Scott, CFP®: LinkedIn: Adam Scott LinkedIn: WellAcre Wealth WellAcreWealth.com Phone: 310-220-4946
    Voir plus Voir moins
    43 min
Pas encore de commentaire