News and Updates

September 22, 2025

SLAT Adjustments, Family Philanthropy, and Spotting Ponzi Schemes

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering two listener questions that get into managing wealth across generations. First, we’ll talk about how couples […]

September 15, 2025

Trusts vs Wills, Senior Living REITs, and a Physician Bonus Playbook

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. In today’s episode: When does it make sense to go beyond wills and set up a trust to make […]

September 8, 2025

All in One Bank, Deferred Comp Timing, and a $20-to-Success Journey

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re answering two listener questions. First, whether keeping all of your accounts at one bank is a smart […]

September 1, 2025

Learning Capital for Kids, Tax Loss Harvesting with Direct Indexing, and Hiring a Private Chef

Transcript IntroStephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering a wide range of topics from how to set boundaries when your kids want to invest in […]

August 25, 2025

Helping Family, Law Firm Partnership Buy-In, and Using NUA: High-Stakes Money Decisions

Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast, where we tackle the real world financial questions that matter to high net worth families. Today we’re covering three very […]

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