News and Updates
Buying a Home Owned by a Pension, Three Homes and No Budget, Leaving New York for Florida
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week is all about homes and the planning questions that come with them. We begin with a listener […]
Gifting to Your Children: Direct Gifts or an Irrevocable Trust?
What would you want to be true about a large gift to your child five years after you make it? That you can see how they handled it, or that […]
Where Should Your Emergency Fund Live: A High Yield Savings Account or a Brokerage Money Market?
An emergency fund has one job, and earning the highest yield on the screen is not it. Its job is to be there, in full, the day something goes wrong. […]
HYSA vs Brokerage, Roth Tilt, Gold or Bonds, and Gifting: Five Finance Debates
Transcript Intro Noah Lewis: Welcome back to the Scholar Wealth Podcast. Stephan’s handing us the mic today for a face-off. Five questions in personal finance where thoughtful planners land on […]
The Commercial Real Estate Refinancing Problem Nobody Talks About Anymore
Picture a $2 million single-tenant Starbucks, bought several years ago at a 5% cap rate. The lease is solid, the tenant pays on time, and when the debt was financed […]
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