News and Updates
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 […]
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 […]
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 […]
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 […]
Spend It or Save It: When Couples Disagree on Legacy
One spouse wants to enjoy the wealth they’ve built, while the other wants to preserve more for the next generation. It’s an understandable divide — but before you debate spending […]
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