News and Updates
All in One Bank, Deferred Comp Timing, and a $20-to-Success Journey
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re answering two listener questions. First, whether keeping all of your accounts at one bank is a smart […]
Crypto as Learning Capital: Teaching Smart Risk-Taking to Young Investors
“We regularly gift to our 23-year-old daughter, and she recently asked if she could invest $50,000 of her account in crypto. We want to encourage her interest in investing and […]
Warren Buffett Turns 95: What Every Investor Should Learn from the Oracle of Omaha
Full Article Link: Quartz – Warren Buffett turns 95: What every investor should learn from the Oracle of Omaha Quote from Stephan Shipe“A great example is Nebraska Furniture Mart, which […]
Direct Indexing: Tax-Smart Innovation or Overhyped Headache?
Listener Question:“A friend suggested direct indexing could give me an edge on tax loss harvesting, especially since I already donate appreciated stock to our donor advised fund. Is it worth […]
Learning Capital for Kids, Tax Loss Harvesting with Direct Indexing, and Hiring a Private Chef
Transcript IntroStephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering a wide range of topics from how to set boundaries when your kids want to invest in […]
What’s Next?
Use the link below to fill out a form and receive a complimentary personalized proposal for your financial plan.