News and Updates

July 27, 2026

FIRE at 45 and the Underspending Problem, Public Company Board Seats, and Art in Your Estate

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a couple of locum tenens physicians who ground through years of demanding schedules to […]

July 22, 2026

Why Your CPA Might Be Filing History Instead of Building a Strategy

I hear this complaint all the time: my CPA is great every March and invisible the other eleven months of the year. The return comes back, and there’s this nagging […]

July 21, 2026

Are We in an AI Bubble?

Full Article Link: https://money.usnews.com/investing/articles/are-we-in-an-ai-bubble Quote from Deon Strickland “We may not get dark fiber exactly, but we’re not necessarily going to get all the payoff people expect in the time […]

July 21, 2026

What “We’ll Make You Whole” Needs to Mean

A recruiter is offering you a 40% comp bump to jump to a competitor. Sounds great, until you look at what you’re leaving behind: $2.8 million in unvested RSUs and […]

July 20, 2026

The $800K CPA Gap, Negotiating Away From Unvested RSUs, and Money Masters with Mike

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a high earner realizing his CPA is filing history rather than shaping strategy, and what tax planning […]

What’s Next?

Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.