News and Updates
Weighing Emotion and Economics in Overseas Property Decisions
This question comes up more often than people expect. A childhood home carries emotional weight, and when there is enough financial flexibility to make the purchase feasible, it becomes even […]
Carried Interest Planning: Building a Base Case and Managing Concentration Risk
“I recently moved into a principal role at my firm, and part of my compensation now includes carried interest in our newest fund. The fund size is about $800 million, […]
Buying a €450K Home Abroad, Planning Around Carried Interest, and Building a Wine Collection That Lasts
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at the financial and family considerations behind buying a childhood home abroad. It is a mix […]
Understanding IRMAA and Planning Around Income Spikes
Many people run into IRMAA for the first time right as they turn 65. And it often comes as a surprise because Medicare does not look at your current income […]
How Exchange Funds Work and When They Make Sense for Concentrated Stock Positions
I worked at the same company for almost 20 years, and I’m highly concentrated in appreciated stock. Selling even a portion would create a huge tax bill, but I know […]
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