News and Updates
The Risks of Lending From a Self-Directed IRA
Creative tax planning is worth pursuing. But there’s a point where creativity starts working against you, and this is one of those situations. If you’re considering making a private loan […]
Self-Directed IRAs, EU Citizenship, and the K-Shaped Economy – Scholar Big Picture with Dr. Deon Strickland
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week a listener is splitting a $250,000 private real estate loan between a Roth IRA and non-qualified funds […]
Is Rental Real Estate the Right Alt for You?
When markets get choppy, some investors start looking to alternatives. Rental real estate in particular tends to come up early in that conversation because it feels familiar. You’ve bought a […]
When Your Charitable Giving Outgrows a DAF
If you’ve been giving consistently and generously for years, at some point someone is likely to suggest you consider starting a private foundation. It’s a question that comes up often, […]
Rachel Cruze of The Ramsey Show on Raising Money-Smart Kids, DAFs vs. Private Foundations, and Getting Into Alternatives
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a family giving through a DAF wants to know if a private foundation makes more sense, especially […]
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