News and Updates
Investment Migration and the €500K Portugal Golden Visa
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. One of the questions we get regularly from clients is around international residency and citizenship, specifically how the Portugal […]
The 351 Conversion Breakdown, a 400-Acre Farm Legacy Fight, and Patterns After Seven Years
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a listener sitting on a concentrated single stock position from a 2015 acquisition who […]
The Fed Cut and the Bond Market, Physical Gold as Risk Management, and the Commercial Real Estate Refinancing Wall
Transcript Stephan Shipe: Today we’re here with Dr. Deon Strickland, our in-house economist and financial advisor at Scholar Financial Advising, in front of our live studio audience. Tell me what’s […]
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 […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.