News and Updates
Gifting at 88, Deferred Comp Defaults, and 100-Year Families
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener whose 88-year-old mother wants to start gifting to her grandchildren now while she’s […]
When Your Business Partner Wants Different Things: A Realistic Guide to a Minority Buyout
A listener recently wrote in with a situation I see more often than most business owners expect. He built a regional medical staffing company doing around $20 million in annual […]
Planning Retirement When Your Income Has an Expiration Date
Most retirement planning tools are built around a gradual wind-down. You earn, you save, and someday you start drawing down. The income fades slowly and the portfolio takes over. That […]
Partner Buyouts, the Surgeon’s Retirement Cliff, and Executive Protection
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a founder who built a regional medical staffing company and brought on a minority partner […]
Why Bonds and Gold Still Belong in Your Portfolio
I hear this more and more in client meetings: “Why am I holding bonds when equities keep outperforming?” Sometimes gold gets the same treatment. After a long run of strong […]
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.