News and Updates

April 13, 2026

Self-Directed IRAs, EU Citizenship, and the K-Shaped Economy – Scholar Big Picture with Dr. Deon Strickland

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week a listener is splitting a $250,000 private real estate loan between a Roth IRA and non-qualified funds […]

April 8, 2026

Is Rental Real Estate the Right Alt for You?

When markets get choppy, some investors start looking to alternatives. Rental real estate in particular tends to come up early in that conversation because it feels familiar. You’ve bought a […]

April 7, 2026

When Your Charitable Giving Outgrows a DAF

If you’ve been giving consistently and generously for years, at some point someone is likely to suggest you consider starting a private foundation. It’s a question that comes up often, […]

April 6, 2026

Rachel Cruze of The Ramsey Show on Raising Money-Smart Kids, DAFs vs. Private Foundations, and Getting Into Alternatives

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a family giving through a DAF wants to know if a private foundation makes more sense, especially […]

April 1, 2026

NEWSLETTER – 2026 Q1

First Quarter 2026 Advisor Desk As we close out the first quarter of 2026, the market has once again demonstrated a lesson it teaches every few years: just when confidence […]

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