News and Updates
Where Trump Accounts Fit Among 529s, UGMAs, and Brokerage Accounts
We recently received a question about a new option coming in 2026 called 530A accounts, aka Trump Accounts, and how they compare to more familiar tools like 529 plans, UGMAs, […]
Lean Family Office Builds, Trump Accounts, and Angel Investing
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today, we have a question from a listener who’s building out a family office and trying to think about […]
A Neurosurgeon Navigating Rising Wealth and Rising Risk
I recently heard from a neurosurgeon with roughly nine to ten million dollars spread across investments, retirement accounts, and ownership in a medical practice. As earning power has increased, so […]
Inheriting Multiple Properties: When to Hold, Sell, or Restructure
When you inherit real estate after a parent passes, it can feel like a weight drops onto your shoulders overnight. Suddenly you are staring at multiple properties, multiple decisions, and […]
Managing Inherited Property, Protecting Physician Wealth, and Inside the Bourbon Market
Transcript Intro Stephan Shipe:Welcome back to the Scholar Wealth Podcast. Today we have a listener question on inheriting a large real estate portfolio and how to think about illiquidity, ongoing […]
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