News and Updates
Solar Tax Write-Offs, Franchise Investment Decisions, and the Scholar Big Picture
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, two listener questions involving opportunities that look compelling on paper, but need a deeper look before deciding […]
529 Planning in an AI World, Raising Grounded Kids, and Understanding REITs
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we’re starting with two listener questions that reflect the kinds of trade-offs many high-income families are wrestling […]
Social Security Timing, Home Sale Capital Gains, and Educational Travel with Road Scholar
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today, we start with a listener question about social security, specifically whether it ever makes sense for high earners […]
Qualified Opportunity Zones, IDGTs, and Modern Estate Management
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we start with a listener question about what to do after realizing a significant capital gain and how […]
Working Asset Tax Rules, Equipment Depreciation, and Employee Benefits Planning
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. In today’s episode, we’re answering three listener questions that all came from the same business owner, a regular listener […]
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