News and Updates
Preparing the Spouse Who Doesn’t Manage the Money, When Vacation Rental Income Disappears, and Preparing Heirs with Jessica McGawley
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener who’s managed every dollar of her family’s $19 million balance sheet for 30 […]
The Smartest Way for Grandparents to Pay Your Kids’ Tuition
A listener wrote in with a great problem to have. Their parents have offered to pay private school tuition for the grandkids and are planning to write a check each […]
SpaceX IPO is days away: Here are 3 reasons to buy and 2 reasons to wait
Full Article Link: https://finance.yahoo.com/markets/stocks/articles/spacex-ipo-days-away-3-193323986.html Quote from Evan Mills “Just because SpaceX is a great company doesn’t necessarily mean it’s going to be a great investment.”— Evan Mills, Associate Financial Advisor […]
Why Living Off Dividends Feels Safer Than It Is
A listener wrote in saying they retired last year and a friend suggested reconstructing the portfolio to live entirely on dividends so they would never have to touch the principal. […]
Buying a Business in the Era of Mass Retirement
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re dedicating the full episode to a conversation I had with Brandon Mendez, Ph.D., CPA, who joined us […]
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