News and Updates

August 15, 2025

9 Financial Pros Share Their Secrets to Successfully Taking RMDs — and Minimizing Taxes While Doing It

Full Article Link: MarketWatch – 9 Financial Pros Share Their Secrets to Successfully Taking RMDs Quote from Stephan Shipe “Required minimum distributions are one of the most nuanced areas of […]

August 13, 2025

Should You Join a Private Club? 5 Steps to Make the Call

Listener Question:We were recently invited to apply for a private social club in New York. My wife is especially excited, but we’re trying to be thoughtful before saying yes. The […]

August 12, 2025

$10,000 CD vs. $10,000 High-Yield Savings Account: What Experts Recommend Now

Full Article Link: CBS News – $10,000 CD vs. $10,000 High-Yield Savings Account: What Experts Recommend Now Quote from Stephan Shipe “There is a slightly higher expected return on CDs […]

August 11, 2025

The Art of Balancing: Liquidity Events, Lifestyle Choices, and Financial Freedom

Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re digging into a few complex choices that can have a lasting impact on your wealth and lifestyle. […]

August 8, 2025

10b5-1 Plans: Timing Your Diversification Strategy

Listener Question:I’m an exec at a large tech company with about 50% of my net worth in company stock. The stock has done very well, and I’m planning to retire […]

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