News and Updates
Family Property Tax Traps, I Bonds vs. Treasury Ladders, and Rethinking the Prenup
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a question from a couple who own three properties across two states and have been […]
The $10M Restlessness, AI IPO Stock Decisions, and Heirloom Construction
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a business owner in his mid-40s with around $10 million saved who keeps hitting […]
Q&A Speed Round with Noah and Evan: AI Investing, Living Off Dividends, 529-to-Roth, and More
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re doing something a little different. Instead of our usual format, we’re handing the mic over to […]
$200K a Year in AUM Fees, Buying Your Nanny a Car, and Education with Lindsay Tanne Howe
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a listener with $18 million under management is paying his AUM advisor over $200,000 a year and […]
529 Superfunding, Evaluating Memberships After a Liquidity Event, and Concierge Nursing
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a question about 529 superfunding and how it interacts with an existing annual gifting […]
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