News and Updates
Helping Family, Law Firm Partnership Buy-In, and Using NUA: High-Stakes Money Decisions
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast, where we tackle the real world financial questions that matter to high net worth families. Today we’re covering three very […]
Moving Millions Overseas: How to Manage Currency Risk Wisely
Most of my assets are in the US, but I already hold about a million in Euros. I’m considering moving another $3–5 million into foreign currencies or overseas accounts as […]
Can ChatGPT Revolutionize Your Retirement Strategy?
Full Article Link: Investopedia – Can ChatGPT Revolutionize Your Retirement Strategy? “ChatGPT can be a great tool for explaining retirement concepts or helping you understand your options, but it’s not […]
Gold Prices Are High—Is It Time to Sell?
Listener Question:“I inherited a collection of gold coins from my parents who always told me to hang onto them—gold was the ultimate backup if the US dollar ever lost value. […]
When to Sell, When to Hedge, and When to Start Your Second Act
Transcript Intro Stephan Shipe: Welcome to the Scholar Wealth Podcast. In today’s episode, we’re starting with a question from a listener who inherited a gold coin collection and wants to […]
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