News and Updates
Cash Balance Plans for High-Earning Physicians, Building a System for Lumpy Income, and Trust Provisions for Adult Kids
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with an anesthesiologist doing locums through an S-corp who already maxes a solo 401(k) and […]
Being Asked to Be an Executor Is a Job Offer, Not a Compliment
Most people hear the executor question as a compliment and answer it like one. Someone you care about is telling you she trusts you, above everyone else in her life, […]
You Probably Already Own the AI Build-Out
NVIDIA is roughly eight percent of the S&P 500 on its own. Broadcom, AMD, Intel, Dell, Seagate, and Eaton are all sitting in there too. Before going looking for a […]
Anthropic Trades Above $1 Trillion in Private Markets as Holders Sit Tight
Full Article Link: https://www.benzinga.com/exclusives/anthropic-trades-above-1-trillion-private-markets-holders-sit-tight Quote from Evan Mills “With the $1 trillion valuation, or anywhere north of that, it requires a lot of success to already be true. Investors are […]
The Executor Trap, the Machine Age Fund, and Handbags as an Asset Class
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a listener who was asked to serve as executor of a close friend’s estate […]
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