News and Updates
Rethinking 529 Funding as Education Models Evolve
Questions around 529 plans have shifted recently. It is no longer just about how much college will cost. More parents are asking whether traditional education will look the same at […]
Enjoying Financial Success Without Raising Entitled Kids
This is one of the most common and emotionally charged questions we hear from successful parents. You spend years grinding, building careers, living modestly, and making tradeoffs. Then the hard […]
529 Planning in an AI World, Raising Grounded Kids, and Understanding REITs
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we’re starting with two listener questions that reflect the kinds of trade-offs many high-income families are wrestling […]
Selling a Long-Held Home Without Letting Capital Gains Taxes Decide
When someone has owned a home for decades, the decision to sell is rarely just financial. Often it is driven by family changes, like wanting to be closer to children […]
Claiming Social Security Early vs. Waiting to 70
This question comes up all the time, especially for high earners who are still working into their mid to late 60s and are not relying on Social Security to fund […]
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