News and Updates
Before You Say Yes to That Board Seat
Getting asked onto a board on its way to an IPO, with a seven figure equity grant attached, sounds like an easy yes. A listener in exactly that spot, invited […]
What Is A K-Shaped Economy And How It Can Affect Your Financial Future
Full Article Link: https://www.forbes.com/sites/investor-hub/article/what-is-k-shaped-economy/ Quote from Deon Strickland “I tell young clients that the story here is that it’s discipline and delayed gratification. Saving enough to do your match at […]
You Hit Your Number. Why Can’t You Spend It?
A listener wrote in with a problem I hear more often than you’d think. He and his wife were both locum tenens physicians, ran a disciplined FIRE plan from the […]
Diploma in One Hand, Tax-Free Roth IRA in the Other: Evan Mills on the Endgame for Trump Accounts
Full Article Link: https://www.forbes.com/sites/eriksherman/2026/07/25/what-you-still-need-to-know-about-trump-accounts-for-your-kids/ Quote from Evan Mills “It’s really valuable when the child is in college, because over those four to five years, depending on graduate school, you can […]
FIRE at 45 and the Underspending Problem, Public Company Board Seats, and Art in Your Estate
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a couple of locum tenens physicians who ground through years of demanding schedules to […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.