News and Updates
Why Hitting $10 Million Didn’t Feel Different
A listener wrote in this week with a problem I hear constantly from successful business owners. He is in his mid-40s, still running his company, and has about $10 million […]
The $10M Restlessness, AI IPO Stock Decisions, and Heirloom Construction
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a business owner in his mid-40s with around $10 million saved who keeps hitting […]
NVIDIA Stocks: What Retirees Need to Know About Their Risks and Rewards
Full Article Link: https://finance.yahoo.com/markets/stocks/articles/nvidia-stocks-retirees-know-risks-155418777.html Quote from Evan Mills “NVIDIA is kind of like a race car. It’s fast-moving, it’s impressive, obviously what they’re doing is super impressive. But it’s not […]
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 […]
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