News and Updates
Equity Trust Company Owns the House. Should You Still Buy It?
When a home sale involves an unfamiliar entity name and a retirement plan structure, it can look more complicated than it is. Equity Trust Company Is Not a Trust The […]
Planning the Perfect African Safari with Clint Saint of Live Life Safaris
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re joined by Clint Saint, founder and CEO of Live Life Safaris, a concierge African safari planning […]
The IPO Is Day One: Why Equity Wealth Needs a Plan That Outlasts the Lock-Up
If you work at a company preparing to go public, you already know the feeling. For months, nearly every conversation has come back to one date: the day the stock […]
How to Budget When You Own Three Homes and Your Income Is Lumpy
“We’ve given up on budgeting at least four times in the past two years.” That is how a listener opened a question this week. The family has a primary home […]
Buying a Home Owned by a Pension, Three Homes and No Budget, Leaving New York for Florida
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week is all about homes and the planning questions that come with them. We begin with a listener […]
What’s Next?
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