News and Updates

October 27, 2025

Historic Home Incentives, Valuation Discounts, and the Luxury Yacht Market

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at two questions that highlight how financial decisions intersect with both emotion and strategy. First, a […]

October 20, 2025

Triple Net Leases, Trust Gifting, and Lessons from SEC Whistleblower Cases

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re taking on two listener questions. First, how should you think about triple net lease investments when you’re […]

October 13, 2025

Roth Conversions, Gold at Record Highs, and Elite College Admissions

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re tackling two timely questions at the heart of long-term planning. First, we’ll look at what to consider […]

October 6, 2025

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 […]

September 29, 2025

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 […]

What’s Next?

We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.