Tag: Financial Planning

Part 2: Are you ready for a 30% Market Decline? (Pay Attention to Valuations, Not Headlines) (Ep. 33)

Part 2: Are you ready for a 30% Market Decline? (Pay Attention to Valuations, Not Headlines) (Ep. 33)

In a climate where volatility is the price of admission to long-term wealth, are you truly prepared—not just emotionally, but structurally—for a significant market downturn?

This week on Red Carpet Retirement, Adam Scott, CFP®, takes us deeper into the mindset and math that drives resilient investment strategies. Building on the theme of being ready for a potential 30% (or even 50%) drawdown, Adam goes beyond emotional readiness and unpacks one of the most misunderstood tools in modern investing: valuation metrics.

🔍 Spoiler alert: If your portfolio doesn’t factor in CAPE ratios, you may be flying blind.

🎧 Adam dives into:

✅ The mental prep investors need when headlines start screaming and prices start falling

✅ Why the CAPE ratio (Cyclically Adjusted P/E) isn’t just academic—it’s your market compass

✅ How historically high P/E ratios should inform—not terrify—your allocation decisions

✅ Building a portfolio that doesn’t just grow—but endures storms and thrives after

✅ Asset classes that offer better value right now, including overlooked international and bond opportunities

Resources: 

Connect with Adam Scott, CFP®

The Top 10 Sexiest Benefits Of The Secure Act 2.0 (Ep. 9)

The Top 10 Sexiest Benefits Of The Secure Act 2.0 (Ep. 9)

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.

Adam discusses: 

  • The benefit strategies that retirees and pre-retirees can take advantage of
  • How business owners can take advantage of the secure act 2.0
  • What the benefits are for employees of all ages, not just pre-retirement employees
  • The benefits of 529 plans
  • And more

Resources:

Connect with Adam Scott: 

Meet Your Red Carpet Retirement Host Adam Scott, CFP® (Ep. 1)

Meet Your Red Carpet Retirement Host Adam Scott, CFP® (Ep. 1)

Here at Red Carpet Retirement™, we help Make Work Optional™ for successful pre-retirees and retirees by helping to enhance and secure their financial future. We do our best work with business owners and highly successful individuals from the entertainment and creative industries. Listen and learn today!

In this first episode, Adam Scott, CFP®, starts his podcast with stories about his experiences in the entertainment industry and how he got into the financial services industry. Adam shares what success looks like to him and what to expect in future episodes.

Adam discusses: 

  • How he got into the financial services industry
  • Why he enjoys working with business owners and people in the entertainment industry
  • What you can expect from the Red Carpet Retirement™ Podcast
  • And more

Resources:

Connect with Adam Scott, CFP®: 

Phone: 310-220-4946