News and Updates

October 6, 2025

Legacy Goal Disagreements, Family Business Concentration Risk, and IRS Audit Insights

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering two listener questions that highlight the tension between family, finances, and legacy. First, we’ll look at […]

October 2, 2025

How ChatGPT Could Transform Your Retirement Planning — But Only If You Use It Wisely

Featured in InvestopediaFull article link: How ChatGPT Could Transform Your Retirement Planning for the Better Quote from Dr. Stephan Shipe “ChatGPT can be a great tool for explaining retirement concepts […]

October 1, 2025

Myth or Money: Should You Really Ditch Stocks at 65?

One common belief in retirement planning is that once you reach age 65, you should shift most of your portfolio out of stocks and into bonds. This rule of thumb […]

September 30, 2025

The Capital Call Dilemma: Double Down or Walk Away?

One of the hardest parts of alternative investing is what happens when things don’t go as planned. We hear this situation more than you might think: an investor joins a […]

September 30, 2025

Upcoming Webinar: Gold and the Dollar

Upcoming Webinar: Thursday, November 13 | 3:00–4:00 PM ET How should long-term investors think about gold today? In this live webinar, Stephan Shipe will explore how gold and commodities behave […]

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