News and Updates
What Happens When Your Retirement Rental Strategy Disappears?
Full Article Link: https://www.kiplinger.com/retirement/retirement-planning/we-were-banned-from-airbnb-do-we-have-to-sell-our-dream-beach-house Quote from Evan Mills “You have a $1.6 million portfolio and a $1.1 million beach house, so you’re looking at almost half of your total wealth […]
Treasury Ladder vs. Money Market: Structuring Cash After a Business Sale
A listener wrote in: They sold their business 18 months ago and are sitting on roughly $12 million in cash, split between a high-yield savings account and a money market […]
Do You Have to Charge Your Kids Rent to Use the Family Lake House?
A question came in recently from a couple who own three properties across two states. Their kids and grandkids use them freely throughout the year, and everything seemed fine until […]
Family Property Tax Traps, I Bonds vs. Treasury Ladders, and Rethinking the Prenup
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a question from a couple who own three properties across two states and have been […]
Pre-IPO Planning: What to Do Before the Lockup Lifts
A software engineer at one of the major AI companies wrote in this week. He joined three years ago, the company is heading toward what could be one of the […]
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