Our latest POSTS
Podcast: Planning When Plans Shift: Inflation, Impact Investing, and Helping Others Catch Up
This week on the Scholar Advising Podcast, we’re tackling three thoughtful listener questions—each one focused on what to do when your plan, or someone else’s, needs a reset. We start […]
Podcast: Beyond the Paycheck: Vacation Rental ROI, State Taxes, and Deferred Comp Decisions
What’s the real return on your vacation rental—and how should you plan for taxes, depreciation, and long-term upkeep? In this episode, we talk through how to evaluate income property profitability […]
Podcast: Three Physicians, Three Big Questions: Planning for Flexibility, Savings, and Sanity
Three physicians. Three very different financial questions. In this episode, we unpack real scenarios from high-income earners navigating career growth, variable income, and burnout. First, we address retirement planning for […]
Podcast: Wealth Concentration to Weekend Plans: Retirement Prep and Financial Literacy for Heirs
What happens when your net worth is concentrated in a single asset—like a family business—and you want to diversify without triggering a big tax bill? In this episode, we talk […]
Podcast: Corporate Cash, Market Timing, and Private Equity: Diversification Strategies for High Earners
Sitting on cash, whether in a corporate account or on the sidelines of the market, can feel safe, but is there a more strategic move? In this episode, we chat […]
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