News and Updates
AI IPO Scenarios, IRA and Roth Timing, and Digital Legacy Preservation
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at what employees should be thinking about as AI companies race toward potential IPOs. With valuations […]
Buying a €450K Home Abroad, Planning Around Carried Interest, and Building a Wine Collection That Lasts
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at the financial and family considerations behind buying a childhood home abroad. It is a mix […]
Exchange Funds, IRMAA Surprises, and the Modern Watch Market
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we discuss how exchange funds can help reduce concentration risk for investors holding large amounts of appreciated […]
Irish-Domiciled ETFs, 2026 IPS Refresh, and Luxury Holiday Design
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re looking at two sides of global wealth management. First, we’ll look at how investors living outside […]
Bridge Loan Tradeoffs, Private Market 401(k)s, and 1031 Exchange Strategies
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a question about buying a new home before selling the old one, and how to weigh the […]
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