News and Updates
Roth Conversions, Gold at Record Highs, and Elite College Admissions
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re tackling two timely questions at the heart of long-term planning. First, we’ll look at what to consider […]
When Family and Finance Collide: Managing Concentration Risk
It’s not uncommon for family and finance to intertwine—especially when a relative’s business takes off. I recently spoke with someone whose situation illustrates the challenge well: roughly 40% of their […]
Spend It or Save It: When Couples Disagree on Legacy
One spouse wants to enjoy the wealth they’ve built, while the other wants to preserve more for the next generation. It’s an understandable divide — but before you debate spending […]
Legacy Goal Disagreements, Family Business Concentration Risk, and IRS Audit Insights
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering two listener questions that highlight the tension between family, finances, and legacy. First, we’ll look at […]
How ChatGPT Could Transform Your Retirement Planning — But Only If You Use It Wisely
Featured in InvestopediaFull article link: How ChatGPT Could Transform Your Retirement Planning for the Better Quote from Dr. Stephan Shipe “ChatGPT can be a great tool for explaining retirement concepts […]
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