News and Updates
What SECURE 2.0 Actually Lets You Do With a Leftover 529
A listener wrote in saying their family funded a 529 for their daughter starting when she was born, and that their daughter ended up receiving a significant scholarship that left […]
Q&A Speed Round with Noah and Evan: AI Investing, Living Off Dividends, 529-to-Roth, and More
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re doing something a little different. Instead of our usual format, we’re handing the mic over to […]
The Right Way to Buy a Car for the Family Nanny
A listener wrote in with what felt like a simple question. They have a full-time nanny who has been with the family for over a year, their older daughter just […]
When the AUM Math Stops Working for You
A listener wrote in recently with a story that comes up more than people realize. He has about $18 million with a wirehouse advisor, pays a hair over 1% plus […]
$200K a Year in AUM Fees, Buying Your Nanny a Car, and Education with Lindsay Tanne Howe
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a listener with $18 million under management is paying his AUM advisor over $200,000 a year and […]
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.