News and Updates
The Boulder Home Decision, What “Complex” Really Means, and Generational Wealth Stewardship with Lisa McCurdy
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a couple planning to buy a second home in Boulder at around $2.8 million. […]
Fully Paid Lending, The AI Monte Carlo Trap, and Longevity Medicine with Dr. Nathan Ruch
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener whose brokerage is pitching a fully paid lending program. He has a […]
Q&A Speed Round with Noah and Evan: $5M Bond Question, Private Credit, Whole Life Pitch, and More
Transcript Intro Noah Lewis: Welcome back to the Scholar Wealth Podcast. Evan and I are back for another speed round. Stephan is handing us the mic again this week to […]
FIRE at 45 and the Underspending Problem, Public Company Board Seats, and Art in Your Estate
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a couple of locum tenens physicians who ground through years of demanding schedules to […]
The $800K CPA Gap, Negotiating Away From Unvested RSUs, and Money Masters with Mike
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a high earner realizing his CPA is filing history rather than shaping strategy, and what tax planning […]
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