News and Updates
The Boulder Home Decision, What “Complex” Really Means, and Generational Wealth Stewardship with Lisa McCurdy
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a couple planning to buy a second home in Boulder at around $2.8 million. […]
The Illusion of Precision in AI Retirement Modeling
92.67%. That is the number a listener got back after running a Monte Carlo simulation on his own portfolio, using AI, across 70,000 scenarios. He is 61, his wife is […]
What Would Have to Be True Before You Let Someone Bet Against Your Stock?
What would have to be true about a company before you agreed to help other people bet against it? That question sits underneath one of the friendlier offers a brokerage […]
Fully Paid Lending, The AI Monte Carlo Trap, and Longevity Medicine with Dr. Nathan Ruch
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener whose brokerage is pitching a fully paid lending program. He has a […]
What a Whole Life Insurance Illustration Won’t Tell You
A whole life policy can’t hand you tax-free income for the rest of your life and still leave your full death benefit intact for your kids. Somewhere in that pitch, […]
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