News and Updates
You Probably Already Own the AI Build-Out
NVIDIA is roughly eight percent of the S&P 500 on its own. Broadcom, AMD, Intel, Dell, Seagate, and Eaton are all sitting in there too. Before going looking for a […]
The Executor Trap, the Machine Age Fund, and Handbags as an Asset Class
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a listener who was asked to serve as executor of a close friend’s estate […]
If Your Deal Has an Earnout, Plan on the Cash You Already Have
If someone handed you a signed deal worth $10 million, six million wired at close and four million contingent on the next three years, how much of that ten would […]
When Gifted Money Sits in Cash, Start With Five Minutes, Not a Manager
The gifts go out on schedule. They land in a 28 year old’s account, and then nothing happens. Months pass, the balance climbs, and every dollar of it stays in […]
The Uninterested Heir, Earnout Reality Check, and Hiring a Nanny
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we have a question from a self-managed investor asking whether to steer his adult son toward a wealth […]
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