News and Updates
Tax Refunds Are Bigger This Year — Here’s How to Use Yours Strategically
Full Article Link: CBS News – 3 smart ways to use your tax refund this year, according to experts Quote from Noah Lewis “If you have a credit card at […]
Oil Well Concentration Risk, Australian Superannuation, and Learning to Fly
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a question on private oil well investments, then how US Australian family should think […]
Family Office Strategy: Outsourcing vs. Hiring for Long-Term Growth
When you’re in the early stages of building out a family office, it’s tempting to move quickly. But one of the most common questions I hear is whether starting with […]
Where Trump Accounts Fit Among 529s, UGMAs, and Brokerage Accounts
We recently received a question about a new option coming in 2026 called 530A accounts, aka Trump Accounts, and how they compare to more familiar tools like 529 plans, UGMAs, […]
Lean Family Office Builds, Trump Accounts, and Angel Investing
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today, we have a question from a listener who’s building out a family office and trying to think about […]
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