News and Updates
$200K a Year in AUM Fees, Buying Your Nanny a Car, and Education with Lindsay Tanne Howe
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a listener with $18 million under management is paying his AUM advisor over $200,000 a year and […]
529 Superfunding, Evaluating Memberships After a Liquidity Event, and Concierge Nursing
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a question about 529 superfunding and how it interacts with an existing annual gifting […]
Mortgages, Trusts, Hedge Funds, and More: Live Q&A from Our Annual Conference
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we’re bringing you a special episode, a little different than our usual format. Last week, about 60 […]
Structured Family Support, Cash Balance Plans, and Hiring a Private Chef
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a listener is supporting an adult child who has struggled financially for years and wants to know if […]
Self-Directed IRAs, EU Citizenship, and the K-Shaped Economy – Scholar Big Picture with Dr. Deon Strickland
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week a listener is splitting a $250,000 private real estate loan between a Roth IRA and non-qualified funds […]
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