News and Updates

Full Article Link: https://www.the-independent.com/us/money/retirement-purchases-regrets-finance-b2922226.html Quote from Evan Mills “Silver kind of sits in between, where it has that hybrid of precious metal and industrial metal exposure.”— Evan Mills, Financial Advising […]

One of the most common questions I am hearing right now, from clients and from our podcast listeners, goes something like this. “We invested in a real estate syndication a […]

Losing a parent is hard enough. Having to turn around and have a practical, money-focused conversation with the surviving parent about what comes next can feel impossible. But this is […]

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we’re bringing you a special episode, a little different than our usual format. Last week, about 60 […]

For high-earning consultants who have already maxed out their solo 401(k), the next question that tends to come up is whether to add a cash balance plan on top. The […]