News and Updates
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, […]
Rebalancing Across a Taxable Account, an IRA, and a 401(k)
You’ve got a taxable brokerage account, a rollover IRA from an old employer, and a 401(k) with your current company. Three accounts, three tax treatments, and one question every time […]
Q&A Speed Round with Noah and Evan: $5M Bond Question, Private Credit, Whole Life Pitch, and More
Transcript Intro Noah Lewis: Welcome back to the Scholar Wealth Podcast. Evan and I are back for another speed round. Stephan is handing us the mic again this week to […]
Before You Say Yes to That Board Seat
Getting asked onto a board on its way to an IPO, with a seven figure equity grant attached, sounds like an easy yes. A listener in exactly that spot, invited […]
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