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 …
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 …
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 …
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. …
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 …
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 …
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 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 …
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 …
Many intelligent people invest inefficiently, or worse, they make catastrophic investment mistakes. They don’t know what they don’t know. At WellAcre, we help minimize risk, enhance returns and create more certainty with our patented 90-10 investment Process™ and our 5 Investment Pillars. In this episode, Adam introduces WellAcre Wealth Management’s 90-10 Investment Process™, goes over the 5 Investment Pillars, …