News and Updates

August 18, 2025

When to Sell, When to Hedge, and When to Start Your Second Act

Transcript Intro Stephan Shipe: Welcome to the Scholar Wealth Podcast. In today’s episode, we’re starting with a question from a listener who inherited a gold coin collection and wants to […]

August 11, 2025

The Art of Balancing: Liquidity Events, Lifestyle Choices, and Financial Freedom

Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re digging into a few complex choices that can have a lasting impact on your wealth and lifestyle. […]

August 4, 2025

Big Money Moves: Diversifying, Funding Kids’ Futures, and Buying Abroad

Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re tackling three big money moves. First, we’ll look at what to do if a large portion of […]

July 28, 2025

Fractional Jets, Option Exercises, and Estate Fairness: Financial Planning at the Next Level

Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. Today we’re answering questions about private jets, stock options, and estate planning. We’ll break down what to consider when deciding between […]

July 21, 2025

Dividing, Inheriting, and Starting Fresh: Smart Moves After Life’s Turning Points

We kick off this week’s episode with a question from a divorce attorney who listens to help his clients make smarter financial decisions. Stephan shares what really matters when dividing […]

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