News and Updates
CRUT Strategies, Contingency Fee Windfalls, and Protecting Art Collections
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re taking a look at two different sides of wealth planning for a major event. First, how to […]
Historic Home Incentives, Valuation Discounts, and the Luxury Yacht Market
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at two questions that highlight how financial decisions intersect with both emotion and strategy. First, a […]
Triple Net Leases, Trust Gifting, and Lessons from SEC Whistleblower Cases
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re taking on two listener questions. First, how should you think about triple net lease investments when you’re […]
Roth Conversions, Gold at Record Highs, and Elite College Admissions
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re tackling two timely questions at the heart of long-term planning. First, we’ll look at what to consider […]
Legacy Goal Disagreements, Family Business Concentration Risk, and IRS Audit Insights
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering two listener questions that highlight the tension between family, finances, and legacy. First, we’ll look at […]
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