News and Updates
Lean Family Office Builds, Trump Accounts, and Angel Investing
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today, we have a question from a listener who’s building out a family office and trying to think about […]
Managing Inherited Property, Protecting Physician Wealth, and Inside the Bourbon Market
Transcript Intro Stephan Shipe:Welcome back to the Scholar Wealth Podcast. Today we have a listener question on inheriting a large real estate portfolio and how to think about illiquidity, ongoing […]
Choosing Charitable Impact, Wash Sale Rules, and Business Valuation in Practice
Transcript Intro Stephan Shipe:Welcome back to the Scholar Wealth Podcast. Today’s episode is about decision-making when the numbers say you’re fine, but the choices still feel a little bit more […]
Solar Tax Write-Offs, Franchise Investment Decisions, and the Scholar Big Picture
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, two listener questions involving opportunities that look compelling on paper, but need a deeper look before deciding […]
529 Planning in an AI World, Raising Grounded Kids, and Understanding REITs
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we’re starting with two listener questions that reflect the kinds of trade-offs many high-income families are wrestling […]
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