News and Updates
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 […]
Gifting to Your Children: Direct Gifts or an Irrevocable Trust?
What would you want to be true about a large gift to your child five years after you make it? That you can see how they handled it, or that […]
Where Should Your Emergency Fund Live: A High Yield Savings Account or a Brokerage Money Market?
An emergency fund has one job, and earning the highest yield on the screen is not it. Its job is to be there, in full, the day something goes wrong. […]
What’s Next?
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