News and Updates
SpaceX IPO is days away: Here are 3 reasons to buy and 2 reasons to wait
Full Article Link: https://finance.yahoo.com/markets/stocks/articles/spacex-ipo-days-away-3-193323986.html Quote from Evan Mills “Just because SpaceX is a great company doesn’t necessarily mean it’s going to be a great investment.”— Evan Mills, Associate Financial Advisor […]
Buying a Business in the Era of Mass Retirement
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re dedicating the full episode to a conversation I had with Brandon Mendez, Ph.D., CPA, who joined us […]
What Happens When Your Retirement Rental Strategy Disappears?
Full Article Link: https://www.kiplinger.com/retirement/retirement-planning/we-were-banned-from-airbnb-do-we-have-to-sell-our-dream-beach-house Quote from Evan Mills “You have a $1.6 million portfolio and a $1.1 million beach house, so you’re looking at almost half of your total wealth […]
Treasury Ladder vs. Money Market: Structuring Cash After a Business Sale
A listener wrote in: They sold their business 18 months ago and are sitting on roughly $12 million in cash, split between a high-yield savings account and a money market […]
Do You Have to Charge Your Kids Rent to Use the Family Lake House?
A question came in recently from a couple who own three properties across two states. Their kids and grandkids use them freely throughout the year, and everything seemed fine until […]
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