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 […]
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 […]
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 […]
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 […]
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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