News and Updates

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 […]

July 14, 2025

Equity, Exit Plans, and Expensive Zip Codes: Wealth Strategy in Real Life

Thinking about buying a rental property or vacation home? We start this episode with a listener question on whether real estate still makes sense in today’s market. We walk through […]

July 7, 2025

LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market

Thinking about launching a solo consulting business? We kick off this episode with a listener question about whether to choose a sole proprietorship or LLC—and how that decision affects taxes, […]

June 30, 2025

Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance

This week on the Scholar Advising Podcast, we’re tackling three client questions about managing wealth for the next generation and preparing for future tax changes. First, we look at how […]

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