Tag: Retirement
Retire with Purpose: Goal Setting & Life Coaching with Liz Mohler M.S. PCC (Ep. 20)

Retire with Purpose: Goal Setting & Life Coaching with Liz Mohler M.S. PCC (Ep. 20)

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They say retirement is like a second childhood—except this time, you’re the one in charge!

It’s time to set new goals!

This week on Red Carpet Retirement, Adam speaks with Liz Mohler, an esteemed ICF-accredited career and life coach, about setting goals in retirement. While focusing on the importance of goal setting and finding purpose, they address the emotional and social challenges retirees face, such as the loss of work-related social networks and the need to redefine daily routines. Liz offers her expertise on navigating these changes, emphasizing the value of mentoring and volunteering. Adam shares personal anecdotes, including his own struggle with the concept of retirement and his wife Cynthia’s positive experiences post-retirement. 

The episode is a deep dive into the varied experiences of retirees and the quest for fulfillment beyond one’s career.

Adam and Liz discuss: 

  • The importance of redefining routine and setting new goals in retirement
  • Nurturing relationships and giving back in retirement
  • Different retirement journeys and finding activities that bring fulfillment
  • Overcoming the fear of retirement and finding purpose beyond work
  • And more

Connect with Adam Scott: 

Connect with Liz Mohler:

About our Guest: 

Liz Mohler is a well-regarded Executive/Career and Life Coach who has a strong background in academia and a deep commitment to empowering my clients. For 20-plus years Liz has passionately devoted her coaching practice to guiding clients toward personal and professional growth. Liz’s professional experience, both domestic and international, has enriched her perspective and equipped her with expertise in various coaching capacities including career management and leadership development coaching, team building, and transition coaching across a spectrum of industries.

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Top 5 Strategies for Business Owners and Freelancers to Build Wealth (Ep. 10)

Top 5 Strategies for Business Owners and Freelancers to Build Wealth (Ep. 10)

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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 know or overlook. Listen in as Adam unpacks these strategies to help you achieve greater financial flexibility to pursue your dreams and enjoy your hard-earned money.

Adam discusses: 

  • Four tax-saving strategies for self-employed business people
  • How self-employed individuals can minimize their self-employment tax by electing to be taxed as an S-Corp and paying themselves a lower salary
  • Maximizing the 199 A deduction for business owners, which provides a 20% tax break on profit for S Corporation owners
  • What is a Hollywood Loan Out Corporation
  • What is and what are the benefits of defined benefit pension plans for high-earning individuals in the entertainment industry
  • Examples of how clients were able to reduce their tax liability and achieve financial flexibility through the use of defined benefit plans
  • The California Pass-through entity (PTE) elective tax allows individuals to pay their California taxes through their corporation and receive a federal tax deduction
  • And more!

Connect with Adam Scott: 

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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)

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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: 

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

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

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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

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