News and Updates
Trump Accounts: A New Approach to Building Generational Wealth
Full Article Link: https://www.realtor.com/news/trends/trump-accounts-generational-wealth-homeownership/ Quote from Evan Mills “The value here isn’t really the size of the contribution limit; it’s the time. A dollar invested at birth is not the […]
The Deferred Comp Election You Shouldn’t Set and Forget
A listener wrote in with a situation I see often. His company’s deferred comp election window opens every November, and for years he’s simply defaulted to a lump sum payout […]
Gifting at 88, Deferred Comp Defaults, and 100-Year Families
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener whose 88-year-old mother wants to start gifting to her grandchildren now while she’s […]
When Your Business Partner Wants Different Things: A Realistic Guide to a Minority Buyout
A listener recently wrote in with a situation I see more often than most business owners expect. He built a regional medical staffing company doing around $20 million in annual […]
Planning Retirement When Your Income Has an Expiration Date
Most retirement planning tools are built around a gradual wind-down. You earn, you save, and someday you start drawing down. The income fades slowly and the portfolio takes over. That […]
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