News and Updates
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 […]
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 […]
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 […]
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 […]
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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