News and Updates
Helping Family, Law Firm Partnership Buy-In, and Using NUA: High-Stakes Money Decisions
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast, where we tackle the real world financial questions that matter to high net worth families. Today we’re covering three very […]
When to Sell, When to Hedge, and When to Start Your Second Act
Transcript Intro Stephan Shipe: Welcome to the Scholar Wealth Podcast. In today’s episode, we’re starting with a question from a listener who inherited a gold coin collection and wants to […]
The Art of Balancing: Liquidity Events, Lifestyle Choices, and Financial Freedom
Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re digging into a few complex choices that can have a lasting impact on your wealth and lifestyle. […]
Big Money Moves: Diversifying, Funding Kids’ Futures, and Buying Abroad
Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re tackling three big money moves. First, we’ll look at what to do if a large portion of […]
Fractional Jets, Option Exercises, and Estate Fairness: Financial Planning at the Next Level
Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. Today we’re answering questions about private jets, stock options, and estate planning. We’ll break down what to consider when deciding between […]
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