News and Updates
When to Sell, When to Hedge, and When to Start Your Second Act
Transcript Intro Stephan Shipe: Welcome to the Scholar Wealth Podcast. In today’s episode, we’re starting with a question from a listener who inherited a gold coin collection and wants to […]
The Art of Balancing: Liquidity Events, Lifestyle Choices, and Financial Freedom
Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re digging into a few complex choices that can have a lasting impact on your wealth and lifestyle. […]
Big Money Moves: Diversifying, Funding Kids’ Futures, and Buying Abroad
Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re tackling three big money moves. First, we’ll look at what to do if a large portion of […]
Fractional Jets, Option Exercises, and Estate Fairness: Financial Planning at the Next Level
Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. Today we’re answering questions about private jets, stock options, and estate planning. We’ll break down what to consider when deciding between […]
Dividing, Inheriting, and Starting Fresh: Smart Moves After Life’s Turning Points
We kick off this week’s episode with a question from a divorce attorney who listens to help his clients make smarter financial decisions. Stephan shares what really matters when dividing […]
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.