News and Updates
Inheriting Multiple Properties: When to Hold, Sell, or Restructure
When you inherit real estate after a parent passes, it can feel like a weight drops onto your shoulders overnight. Suddenly you are staring at multiple properties, multiple decisions, and […]
Managing Inherited Property, Protecting Physician Wealth, and Inside the Bourbon Market
Transcript Intro Stephan Shipe:Welcome back to the Scholar Wealth Podcast. Today we have a listener question on inheriting a large real estate portfolio and how to think about illiquidity, ongoing […]
Wash Sales in Complex Portfolios: What Investors Miss
When portfolios get large and spread across multiple accounts, custodians, and reinvestment systems, tax loss harvesting becomes more complicated than most investors expect. One of the most common questions I […]
Turning Charitable Giving Into Meaningful, Measurable Impact
One of the most common questions we hear around charitable giving is not how much someone can afford to give, but where the money should actually go. Often this conversation […]
Choosing Charitable Impact, Wash Sale Rules, and Business Valuation in Practice
Transcript Intro Stephan Shipe:Welcome back to the Scholar Wealth Podcast. Today’s episode is about decision-making when the numbers say you’re fine, but the choices still feel a little bit more […]
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