News and Updates
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 […]
Selling Your Business Beyond the Earnout, Family Loans and the IRS, Counterfeit Wine
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a listener considering selling his business who heard our earnout question a few weeks […]
Cash Balance Plans for High-Earning Physicians, Building a System for Lumpy Income, and Trust Provisions for Adult Kids
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with an anesthesiologist doing locums through an S-corp who already maxes a solo 401(k) and […]
The Executor Trap, the Machine Age Fund, and Handbags as an Asset Class
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a listener who was asked to serve as executor of a close friend’s estate […]
The Uninterested Heir, Earnout Reality Check, and Hiring a Nanny
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we have a question from a self-managed investor asking whether to steer his adult son toward a wealth […]
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