For high-earning consultants who have already maxed out their solo 401(k), the next question that tends to come up is whether to add a cash balance plan on top. The […]
One of the most common questions I get from parents centers on gifting to adult children. The tension is almost always the same. You want to help, but you don’t […]
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a listener is supporting an adult child who has struggled financially for years and wants to know if […]
Creative tax planning is worth pursuing. But there’s a point where creativity starts working against you, and this is one of those situations. If you’re considering making a private loan […]
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week a listener is splitting a $250,000 private real estate loan between a Roth IRA and non-qualified funds […]
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