News and Updates
Where Trump Accounts Fit Among 529s, UGMAs, and Brokerage Accounts
We recently received a question about a new option coming in 2026 called 530A accounts, aka Trump Accounts, and how they compare to more familiar tools like 529 plans, UGMAs, […]
Lean Family Office Builds, Trump Accounts, and Angel Investing
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today, we have a question from a listener who’s building out a family office and trying to think about […]
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 […]
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 […]
Solar Tax Write-Offs, Franchise Investment Decisions, and the Scholar Big Picture
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, two listener questions involving opportunities that look compelling on paper, but need a deeper look before deciding […]
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