News and Updates
Charitable Remainder Trust vs Donor Advised Fund: Which One Fits Your Situation
At some point in the planning conversation, families with charitable intent will ask whether a donor advised fund or a charitable remainder trust is the better structure. Both are real […]
Americans Are Rethinking When to Claim Social Security
Full Article Link: https://www.foxbusiness.com/lifestyle/americans-rethink-social-security-timing-longer-lifespans-insolvency-fears-raise-stakes Quote from Evan Mills “Social Security certainly has a funding problem. If you claim now, you’re basically making a bet that Congress does nothing about the […]
What SECURE 2.0 Actually Lets You Do With a Leftover 529
A listener wrote in saying their family funded a 529 for their daughter starting when she was born, and that their daughter ended up receiving a significant scholarship that left […]
Q&A Speed Round with Noah and Evan: AI Investing, Living Off Dividends, 529-to-Roth, and More
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re doing something a little different. Instead of our usual format, we’re handing the mic over to […]
The Right Way to Buy a Car for the Family Nanny
A listener wrote in with what felt like a simple question. They have a full-time nanny who has been with the family for over a year, their older daughter just […]
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