With war headlines, rising government debt, and fears of broader instability, many investors are asking a simple question: Why isn’t the market reacting more? This episode was recorded during a recent market pullback, when volatility and uncertainty were front of mind. Shortly afterwards, markets recovered—highlighting one of the central themes of this conversation: markets often …
What does it really take to feel energized, fulfilled, and happy in your life—at any stage? In this episode, Adam Scott, CFP®, is joined by his wife, Cynthia Scott, for a personal conversation about how lifestyle, environment, relationships, and daily habits shape how we actually experience life. Cynthia shares a pivotal experience that changed her …
Healthcare choices in retirement often feel routine at first, yet they can quietly shape finances, stress levels, and quality of life for decades. How do you weigh lower monthly costs against long-term predictability? What happens when a decision made at 65 becomes harder to reverse later? In this episode, Adam Scott and co-host Patrice Sikora …
Market valuations are reaching levels not seen since the dot-com bubble, raising questions about whether AI justifies these heights or if we’re heading for another crash. Are we witnessing a genuine transformation or falling for hype? Can AI really deliver the productivity gains everyone is betting on? In this episode, Adam Scott, CFP®, brings on …
Many Americans dream of retiring abroad, but few realize the tax implications involved. In this episode, Adam Scott, CFP®, explains what it really means to expatriate, the financial consequences of renouncing U.S. citizenship, and how couples can strategically plan to reduce taxes. He also discusses potential pitfalls, from exit taxes to inheritance issues, and offers …
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 …
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, …
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 …
When the credits roll on your first career, what’s next? For midlife professionals—especially those in entertainment, reinvention is not just possible, it’s essential. In this episode, Adam Scott, CFP®, continues his conversation with Liz Mohler to explore career pivot options for midlife professionals. They unpack how changing industries can be rewarding, and they break down …
Life has a way of pushing us toward reinvention, but how do we embrace change and make it work for us? How can we turn uncertainty into opportunity and transition into a career that reflects our passions and values? In this episode, Adam Scott, CFP®, talks with career coach Liz Mohler, M.S., PCC, about the …