News and Updates
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 […]
Family Property Tax Traps, I Bonds vs. Treasury Ladders, and Rethinking the Prenup
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a question from a couple who own three properties across two states and have been […]
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 […]
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