News and Updates
Gifting at 88, Deferred Comp Defaults, and 100-Year Families
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener whose 88-year-old mother wants to start gifting to her grandchildren now while she’s […]
Partner Buyouts, the Surgeon’s Retirement Cliff, and Executive Protection
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a founder who built a regional medical staffing company and brought on a minority partner […]
The SpaceX IPO, the Magnificent Ten, and What’s Quietly Breaking Underneath the Market
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re doing something a little different. We’re giving the full episode to our quarterly Scholar Big Picture conversation […]
Preparing the Spouse Who Doesn’t Manage the Money, When Vacation Rental Income Disappears, and Preparing Heirs with Jessica McGawley
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener who’s managed every dollar of her family’s $19 million balance sheet for 30 […]
Buying a Business in the Era of Mass Retirement
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re dedicating the full episode to a conversation I had with Brandon Mendez, Ph.D., CPA, who joined us […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.