News and Updates
Q&A Speed Round with Noah and Evan: AI Investing, Living Off Dividends, 529-to-Roth, and More
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re doing something a little different. Instead of our usual format, we’re handing the mic over to […]
$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 […]
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