News and Updates
AI Concentration Risk, Concierge Medicine, and Avoiding Trust Disputes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth podcast. This week we begin by discussing how to think about concentration risk after significant gains in large cap tech […]
Evaluating PPLI, Investing in a Child’s Startup, and Cross-Border Tax Complexity
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth podcast. This week we explore private placement life insurance and how families should evaluate whether the promised tax advantages justify […]
Family Travel Fairness, STR Bonus Depreciation, and Digital Risk Management
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we start with a question about navigating lifestyle differences among children and what happens when those differences […]
Oil Well Concentration Risk, Australian Superannuation, and Learning to Fly
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a question on private oil well investments, then how US Australian family should think […]
Where Trump Accounts Fit Among 529s, UGMAs, and Brokerage Accounts
We recently received a question about a new option coming in 2026 called 530A accounts, aka Trump Accounts, and how they compare to more familiar tools like 529 plans, UGMAs, […]
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