News and Updates
The $800K CPA Gap, Negotiating Away From Unvested RSUs, and Money Masters with Mike
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a high earner realizing his CPA is filing history rather than shaping strategy, and what tax planning […]
IPO Access, Dynasty Trusts, and Bitcoin Arbitrage Funds
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a tech executive in the Bay Area working through IPO allocation strategy after mixed results on SpaceX, then […]
Gifting at 88, Deferred Comp Defaults, and 100-Year Families
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener whose 88-year-old mother wants to start gifting to her grandchildren now while she’s […]
Partner Buyouts, the Surgeon’s Retirement Cliff, and Executive Protection
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a founder who built a regional medical staffing company and brought on a minority partner […]
The SpaceX IPO, the Magnificent Ten, and What’s Quietly Breaking Underneath the Market
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re doing something a little different. We’re giving the full episode to our quarterly Scholar Big Picture conversation […]
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.