News and Updates
Partner Buyouts, the Surgeon’s Retirement Cliff, and Executive Protection
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a founder who built a regional medical staffing company and brought on a minority partner […]
The SpaceX IPO, the Magnificent Ten, and What’s Quietly Breaking Underneath the Market
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re doing something a little different. We’re giving the full episode to our quarterly Scholar Big Picture conversation […]
Preparing the Spouse Who Doesn’t Manage the Money, When Vacation Rental Income Disappears, and Preparing Heirs with Jessica McGawley
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener who’s managed every dollar of her family’s $19 million balance sheet for 30 […]
Buying a Business in the Era of Mass Retirement
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re dedicating the full episode to a conversation I had with Brandon Mendez, Ph.D., CPA, who joined us […]
Family Property Tax Traps, I Bonds vs. Treasury Ladders, and Rethinking the Prenup
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a question from a couple who own three properties across two states and have been […]
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