News and Updates
HYSA vs Brokerage, Roth Tilt, Gold or Bonds, and Gifting: Five Finance Debates
Transcript Intro Noah Lewis: Welcome back to the Scholar Wealth Podcast. Stephan’s handing us the mic today for a face-off. Five questions in personal finance where thoughtful planners land on […]
Investment Migration and the €500K Portugal Golden Visa
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. One of the questions we get regularly from clients is around international residency and citizenship, specifically how the Portugal […]
The 351 Conversion Breakdown, a 400-Acre Farm Legacy Fight, and Patterns After Seven Years
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a listener sitting on a concentrated single stock position from a 2015 acquisition who […]
The Fed Cut and the Bond Market, Physical Gold as Risk Management, and the Commercial Real Estate Refinancing Wall
Transcript Stephan Shipe: Today we’re here with Dr. Deon Strickland, our in-house economist and financial advisor at Scholar Financial Advising, in front of our live studio audience. Tell me what’s […]
Trustee Crime Insurance, Paying 1% for Alts Access, and NYC Real Estate with Ashley Reidy Quinn
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a listener researching an insurance policy covering trustee theft. He’s weighing whether it’s worth […]
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