Our latest POSTS

June 30, 2025

Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance

This week on the Scholar Advising Podcast, we’re tackling three client questions about managing wealth for the next generation and preparing for future tax changes. First, we look at how […]

June 23, 2025

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 […]

June 16, 2025

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 […]

June 9, 2025

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 […]

June 2, 2025

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 […]

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