WellAcre Global Wealth Advisors provides tailored wealth management, customized financial planning, and decades of experience in tax planning and risk management. Our founder's background in the entertainment industry gives WellAcre a special edge in understanding the financial needs of those in this field. We’re uniquely equipped to offer insights and tools that are tailor-made for entertainment professionals. We get it — your industry demands a lot, from long hours to little free time. Our aim is to make your financial management easier, helping you build the secure financial future you work so hard for. Your wealth, well planned. SERVICES WE PROVIDE: 📊Comprehensive Financial Planning | Financial Risk Management 👪Estate Planning & Management 💰Wealth Management | Wealth Preservation Planning ☂️Risk Management (Property & Casualty, Personal Umbrella, Business Insurance) 👴🏻Retirement Accounts – Corporate Sponsored (401k, DB Plans, Profit Sharing) 👵🏼Personal Retirement Accounts (IRAs, SEP, Simple) 👨👩👧👧Life Insurance Planning 📊Portfolio Management (Asset Allocation, Investment Selection, Tax-Efficient Asset Location, Risk Mitigation, Portfolio Re-balancing) 📈Stock Holding Requirements | Stock Management | Stock Market Analysis 👨💼Executive Compensation Planning & Consultation - Stock Options, Restricted Stock (RSUs), Performance Stock (PSUs), Deferred Compensation Plans (DCP) 🏡Real Estate & Mortgages
External link for WellAcre Global Wealth Advisors
520 Broadway
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Santa Monica, California 90401, US
WellAcre Global Wealth Advisors reposted this
Market declines of 30% to 50% sound like a nightmare, right? But what if they’re actually the key to unlocking a Red Carpet Retirement? 📉➡️🚀 The downside isn’t always the enemy—it can be an opportunity. Let’s talk about how to navigate it and come out ahead. Join me as we break it all down in the latest episode! 🎧 Listen now: https://lnkd.in/gpDCycC4 #RedCarpetRetirement #FinancialPlanning #RetirementPlanning #InvestmentOpportunities
WellAcre Global Wealth Advisors reposted this
Are you ready for a 30% market decline? Adam Scott, CFP® explains why you should be. It can feel like a punch to the gut, but it’s also a reminder that the market moves in cycles. While fear might try to take over, history teaches us that you need to be ready for them and correctly positioned to survive them. This is your opportunity to take a step back, reassess, and position yourself for the long haul. The right moves now could set you up for success. Tune into the latest episode to learn how to weather any upcoming financial storm. 🎧 Listen now ➡️ https://lnkd.in/gx3i7wkH #RedCarpetRetirement #FinancialPlanning #MindsetMatters #WealthManagement
WellAcre Global Wealth Advisors reposted this
A $600 million safety net for the entertainment industry! This week, I chatted with David Asplund, CEO of the Motion Picture Pension and Health Plan, about how residuals play a crucial role in funding retirement and healthcare for entertainment professionals. 🎬 Dive into this fascinating episode and increase your financial knowledge! #RedCarpetRetirement #Finance #Retirement #Residuals #EntertainmentIndustry
WellAcre Global Wealth Advisors reposted this
Entertainment professionals: Are you making the most of your pension and healthcare benefits? This week, I sit down with David Asplund, CEO of the Motion Picture Pension and Health Plan, to uncover the secrets of maximizing retirement security while having health coverage. 👉 Tune in to the latest episode of Red Carpet Retirement! https://bit.ly/4gLDV2K #RedCarpetRetirement #Retirement #Finance #Healthcare #Entertainment
The entertainment industry’s ups and downs—illustrated by hours worked! Adam Scott CFP® Scott and David Asplund, CEO of the Motion Picture Pension and Health Plan, discuss how events like COVID-19 and industry strikes have shaped the financial stability of entertainment professionals. 💡 Stay informed on the trends impacting your future. https://bit.ly/4g1kUZv #RedCarpetRetirement #Finance #RetirementPlanning #IndustryInsights #Data
WellAcre Global Wealth Advisors reposted this
💪 Resilience through tough times! I speak with David Asplund, CEO of the Motion Picture Pension and Health Plan, about how retirement plans have remained steady and protected through challenging times, providing a bright future for entertainment professionals. 🎧 Discover the strategies behind this resilience on the latest episode of Red Carpet Retirement! #RedCarpetRetirement #Resilience #Finance #Retirement #Entertainment
WellAcre Global Wealth Advisors reposted this
Did you know you may access retiree healthcare without officially retiring? I speak with David Asplund, the CEO of the Motion Picture Pension and Health Plan, about the little-known “health-only retirement” option. Learn how entertainment professionals can maintain coverage without tapping into their pensions early. 🎧 Don’t miss this episode of Red Carpet Retirement! https://lnkd.in/g_7Fu29Z #RedCarpetRetirement #Retirement #Healthcare #Finance #Entertainment #IATSE #ACE #MPI
WellAcre Global Wealth Advisors reposted this
Did you know you could borrow against your life insurance policy? It might seem like a great alternative to bank loans, but there’s more to it than meets the eye. I reveal the real limitations and costs involved. Learn why this popular strategy may not be the best option for building your wealth on the newest episode of Red Carpet Retirement. https://bit.ly/3ZrObYx #RedCarpetRetirement #Finance #Retirement #LifeInsurance #Borrowing #MoneyTips #FinancialPlanning #Investing #SmartFinance #PersonalFinance #MoneyMatters
Ever heard of the "Infinite Banking" or "Be Your Own Banker" strategies? Our founder, Adam Scott CFP®, dives into the truth behind these life insurance tactics being sold as “retirement plans” – and why they might not be the answer you’re looking for. Get the real story on these trending financial strategies on the latest episode of Red Carpet Retirement. https://bit.ly/3ZrObYx #RedCarpetRetirement #Finance #Retirement #InvestSmart #Wealth #TaxPlanning #Investment #FinancialAdvice #Insurance #MoneyMoves #RetireRight
Ever heard of the "Infinite Banking" or "Be Your Own Banker" strategies? I dive into the truth behind these life insurance tactics being sold as “retirement plans” – and why they might not be the answer you’re looking for. Get the real story on these trending financial strategies on the latest episode of Red Carpet Retirement. https://bit.ly/3ZrObYx #RedCarpetRetirement #Finance #Retirement #InvestSmart #Wealth #TaxPlanning #Investment #FinancialAdvice #Insurance #MoneyMoves #RetireRight
WellAcre Global Wealth Advisors reposted this
Navigating the delicate topic of supporting adult children financially can stir up a mix of emotions. In a heart-to-heart with Liz Mohler, the Red Carpet Retirement podcast delves into "the complexities of passing on generational wealth. She shares her conflicted feelings and the importance of teaching young adults about money, rather than just handing it over. It's a crucial conversation for anyone looking to balance support with financial education. Join us with the full episode as we explore ways to foster financial independence in the next generation. https://bit.ly/4d73zy5 #RedCarpetRetirement #RaisingResponsibleKids #LifeCoach #FinancialResponsibility #GenerationalWealth #FinancialEducation #FamilyFinance