News and Updates
Legacy Goal Disagreements, Family Business Concentration Risk, and IRS Audit Insights
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering two listener questions that highlight the tension between family, finances, and legacy. First, we’ll look at […]
Family Gifting Expectations, Tech IPO Decisions, and the Capital Call Dilemma
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering three listener questions that get into family dynamics, concentrated wealth, and private investments. First, we’ll look […]
SLAT Adjustments, Family Philanthropy, and Spotting Ponzi Schemes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering two listener questions that get into managing wealth across generations. First, we’ll talk about how couples […]
Trusts vs Wills, Senior Living REITs, and a Physician Bonus Playbook
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. In today’s episode: When does it make sense to go beyond wills and set up a trust to make […]
All in One Bank, Deferred Comp Timing, and a $20-to-Success Journey
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re answering two listener questions. First, whether keeping all of your accounts at one bank is a smart […]
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