News and Updates
Values-Based Wedding Planning: Spending with Intention, Not Obligation
For some families, setting a wedding budget isn’t about what’s affordable — it’s about what feels appropriate. When financial constraints aren’t the limiting factor, the challenge becomes defining “enough” in […]
Defining Value: From Wedding Budgets to Market Wisdom to Comic Collectibles
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re answering two very different listener questions that both come down to how we define value. Joining me […]
Windfall Planning for Contingency Attorneys: Balancing Taxes and Liquidity
For contingency attorneys, income rarely arrives in steady intervals. It comes in waves — months or even years of investment in a case followed by a large payout when it […]
CRUT Strategies: Turning Appreciated Assets into Lifetime Income and Future Giving
Selling a highly appreciated asset — such as a rental property that’s doubled in value — can trigger a major capital gains tax bill. One strategy that can help manage […]
CRUT Strategies, Contingency Fee Windfalls, and Protecting Art Collections
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re taking a look at two different sides of wealth planning for a major event. First, how to […]
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