News and Updates

April 21, 2026

Helping an Adult Child Without Creating Financial Dependence

One of the most common questions I get from parents centers on gifting to adult children. The tension is almost always the same. You want to help, but you don’t […]

April 20, 2026

Structured Family Support, Cash Balance Plans, and Hiring a Private Chef

Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a listener is supporting an adult child who has struggled financially for years and wants to know if […]

April 14, 2026

The Risks of Lending From a Self-Directed IRA

Creative tax planning is worth pursuing. But there’s a point where creativity starts working against you, and this is one of those situations. If you’re considering making a private loan […]

April 13, 2026

Self-Directed IRAs, EU Citizenship, and the K-Shaped Economy – Scholar Big Picture with Dr. Deon Strickland

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week a listener is splitting a $250,000 private real estate loan between a Roth IRA and non-qualified funds […]

April 8, 2026

Is Rental Real Estate the Right Alt for You?

When markets get choppy, some investors start looking to alternatives. Rental real estate in particular tends to come up early in that conversation because it feels familiar. You’ve bought a […]

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