News and Updates
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 […]
Cash Balance Plans for High-Earning Physicians, Building a System for Lumpy Income, and Trust Provisions for Adult Kids
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with an anesthesiologist doing locums through an S-corp who already maxes a solo 401(k) and […]
The Executor Trap, the Machine Age Fund, and Handbags as an Asset Class
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a listener who was asked to serve as executor of a close friend’s estate […]
The Uninterested Heir, Earnout Reality Check, and Hiring a Nanny
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we have a question from a self-managed investor asking whether to steer his adult son toward a wealth […]
Custom Suits, Bulletproof Jackets, and the $45,000 Vicuña with Anthony Bolognese, Capitol Hill Clothiers
Transcript Intro Stephan Shipe: This week, we’re dedicating the full episode to a conversation I had with Anthony Bolognese, founder of Capitol Hill Clothiers. Anthony is a custom clothier based […]
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