News and Updates
The Right Way to Buy a Car for the Family Nanny
A listener wrote in with what felt like a simple question. They have a full-time nanny who has been with the family for over a year, their older daughter just […]
When the AUM Math Stops Working for You
A listener wrote in recently with a story that comes up more than people realize. He has about $18 million with a wirehouse advisor, pays a hair over 1% plus […]
$200K a Year in AUM Fees, Buying Your Nanny a Car, and Education with Lindsay Tanne Howe
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a listener with $18 million under management is paying his AUM advisor over $200,000 a year and […]
Teens May Soon Get AI Money Tips on Snapchat — What Parents Should Know
Full Article Link: https://www.forbes.com/advisor/banking/checking/teens-ai-money-tips-snapchat-parents-to-know-lmandp5/ Quote from Evan Mills “Financial literacy can start on Snapchat, but I don’t think it should end there. I think this tool is going to be […]
Can Retirees Afford to Help Pay Off a Grandchild’s Student Loans?
Full Article Link: https://www.kiplinger.com/retirement/retirement-planning/i-want-to-pay-off-our-grandsons-usd45k-student-loan-debt-but-my-husband-says-we-cant-afford-it-whos-right Quote from Deon Strickland, Ph.D. “This really comes down more to the relationship with the grandson and what they’re trying to accomplish. If the grandson has […]
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.