News and Updates
Cash Balance Plans for High-Earning Physicians, Building a System for Lumpy Income, and Trust Provisions for Adult Kids
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with an anesthesiologist doing locums through an S-corp who already maxes a solo 401(k) and […]
Being Asked to Be an Executor Is a Job Offer, Not a Compliment
Most people hear the executor question as a compliment and answer it like one. Someone you care about is telling you she trusts you, above everyone else in her life, […]
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 […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.