News and Updates

October 20, 2025

Triple Net Leases, Trust Gifting, and Lessons from SEC Whistleblower Cases

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re taking on two listener questions. First, how should you think about triple net lease investments when you’re […]

October 16, 2025

When a Roth Conversion Makes (and Doesn’t Make) Sense

Deciding whether to convert a traditional 401(k) to a Roth can feel like a guessing game — one that depends on how your income, tax rates, and retirement timeline evolve […]

October 15, 2025

8 pros — including the former U.S. Mint director — on how (and if) you should invest in gold now

Featured in MarketWatch Full Article Link: ‘More advisers coming out of the shadows on gold.’ 8 pros — including the former U.S. Mint director — on how (and if) you […]

October 13, 2025

Roth Conversions, Gold at Record Highs, and Elite College Admissions

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re tackling two timely questions at the heart of long-term planning. First, we’ll look at what to consider […]

October 8, 2025

When Family and Finance Collide: Managing Concentration Risk

It’s not uncommon for family and finance to intertwine—especially when a relative’s business takes off. I recently spoke with someone whose situation illustrates the challenge well: roughly 40% of their […]

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