News and Updates

August 18, 2025

When to Sell, When to Hedge, and When to Start Your Second Act

Transcript Intro Stephan Shipe: Welcome to the Scholar Wealth Podcast. In today’s episode, we’re starting with a question from a listener who inherited a gold coin collection and wants to […]

August 15, 2025

9 Financial Pros Share Their Secrets to Successfully Taking RMDs — and Minimizing Taxes While Doing It

Full Article Link: MarketWatch – 9 Financial Pros Share Their Secrets to Successfully Taking RMDs Quote from Stephan Shipe “Required minimum distributions are one of the most nuanced areas of […]

August 13, 2025

Should You Join a Private Club? 5 Steps to Make the Call

Listener Question:We were recently invited to apply for a private social club in New York. My wife is especially excited, but we’re trying to be thoughtful before saying yes. The […]

August 12, 2025

$10,000 CD vs. $10,000 High-Yield Savings Account: What Experts Recommend Now

Full Article Link: CBS News – $10,000 CD vs. $10,000 High-Yield Savings Account: What Experts Recommend Now Quote from Stephan Shipe “There is a slightly higher expected return on CDs […]

August 11, 2025

The Art of Balancing: Liquidity Events, Lifestyle Choices, and Financial Freedom

Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re digging into a few complex choices that can have a lasting impact on your wealth and lifestyle. […]

What’s Next?

We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.