News and Updates
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 […]
Myth or Money: Should You Really Ditch Stocks at 65?
One common belief in retirement planning is that once you reach age 65, you should shift most of your portfolio out of stocks and into bonds. This rule of thumb […]
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