News and Updates
Pre-IPO Planning: What to Do Before the Lockup Lifts
A software engineer at one of the major AI companies wrote in this week. He joined three years ago, the company is heading toward what could be one of the […]
‘Inheritance Bullying’ Is Putting Family Homes and Generational Wealth at Risk
Full Article Link: https://www.realtor.com/news/trends/inheritance-bullying-elder-financial-exploitation-family-home-generational-wealth/ Quote from Stephan Shipe, Ph.D., CFA, CFP® “If you don’t make these decisions clearly and intentionally, your kids will have to, and they’ll be doing it […]
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 […]
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