Tag: Financial Planning

7 Real Career Pivots for Midlife Reinvention with Liz Mohler, M.S., PCC – Part 2 (Ep. 35)

7 Real Career Pivots for Midlife Reinvention with Liz Mohler, M.S., PCC – Part 2 (Ep. 35)

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 the practical steps to start over, while honoring your experience and passions.

Liz and Adam discuss:

  • The value of corporate video production as an accessible path for creatives looking to leverage visual storytelling skills in a business setting
  • How coaching and education offer viable ways to share experience, especially for those with niche knowledge or leadership skills
  • The expanding elder care field is a rewarding option for those with strong people and organizational skills
  • The opportunities in tech-adjacent roles like UX writing, project management, and tech sales, where communication and adaptability are prized
  • The mindset shift from job-seeking to value-sharing, and how thinking in terms of “who can I help” opens unexpected career doors
  • And more!

Additional Learning Resources:

Corporate Video Production: 

Create promotional, instructional, or branded content for businesses, nonprofits, or institutions. This role is ideal for former film editors, cinematographers, or producers who want to apply their storytelling and technical skills to commercial environments. Projects include marketing campaigns, onboarding videos, product demos, and internal messaging.

Coaching & Education:

Support individuals or groups by teaching, mentoring, or coaching in a specific area of expertise. This could include academic subjects, career development, life coaching, or leadership training. Great for those who enjoy helping others grow and who have strong communication and listening skills. Many former executives or creatives pivot to this role to “give back” and find purpose.

Elder Care Industry:

Work directly with seniors as a caregiver or support them indirectly through management and coordination roles in home care agencies or retirement communities. Positions range from home companions and caregivers to administrators, operations managers, or even elder care franchise owners. There’s strong and growing demand in this sector due to the aging population.

Tech-Adjacent Careers (No Coding Required):

  1. Tech Sales:

Sell software and tech solutions to businesses. This includes identifying client needs, running product demos, negotiating deals, and maintaining relationships. High-paying and fast-paced, tech sales values strong communication, persistence, and business acumen—perfect for career changers with people skills and a drive to learn.

  1. UX Writing:

Craft the language used in apps, websites, and digital tools to guide users through experiences. It’s a fusion of writing and product design, where you simplify tasks and support users through microcopy (e.g., button text, error messages, confirmations). Great for writers, editors, or marketers who enjoy clarity and precision.

  1. Project Management:

Lead cross-functional teams to plan, execute, and complete projects on time and on budget. This career suits detail-oriented professionals with a background in production, operations, or event coordination. Industries include tech, marketing, healthcare, construction, and nonprofit work.

Cybersecurity Analyst:

Protect organizations from cyber threats by monitoring systems, detecting intrusions, and implementing security protocols. This in-demand field offers stable, remote-friendly roles for those interested in tech and problem-solving. You don’t need a computer science degree—just a commitment to learning and some training.

Data Privacy Compliance:

Help companies follow privacy laws like GDPR and CCPA by managing how personal data is collected, stored, and shared. Roles include compliance analyst, data privacy officer, or consultant. Perfect for detail-oriented professionals who enjoy research, regulation, and protecting consumer rights.

Franchise & Business Ownership:

Own and operate a proven business model in industries like senior care, home repair, fitness, tutoring, or pet services. A solid choice for entrepreneurial types who want independence but don’t want to start from scratch. Some franchises are well-suited for career changers with leadership experience.

Connect with Adam Scott, CFP®

Connect with Liz Mohler:

About Our Guest: 

Liz Mohler is a well-regarded Executive, Career, and Life Coach with a strong background in academia and a deep commitment to empowering her clients.

For over 20 years, she has passionately devoted her coaching practice to guiding clients toward personal and professional growth.

Her professional experience, both domestic and international, has enriched her perspective and equipped her with expertise in various coaching capacities, including career management, leadership development coaching, team building, and transition coaching across a spectrum of industries.

Currently, Liz serves as an Executive Coach, Speaker, and CORE Guide Facilitator for CHIEF, an exclusive network where she provides support and guidance to women in senior leadership roles across diverse industries. She also works as a consultant for Praditus and Felix Global, providing leadership assessments and outplacement consulting.

She is a frequent guest speaker at conferences, on podcasts, at retreats, and at universities.

Liz’s journey began in Madison, Wisconsin, where she supported herself through college and graduate school by working in residence halls at universities, psychiatric hospitals, alcohol/drug rehab centers, and the Department of Rehabilitation. She later moved to California, launching her private coaching practice while holding pivotal consulting roles at Right Associates and JVS So Cal, coaching executives in entertainment, aerospace, law, medicine, banking, family business, and sales.

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