News and Updates
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 […]
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 […]
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 […]
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 […]
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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