News and Updates
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, […]
Lean Family Office Builds, Trump Accounts, and Angel Investing
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today, we have a question from a listener who’s building out a family office and trying to think about […]
Managing Inherited Property, Protecting Physician Wealth, and Inside the Bourbon Market
Transcript Intro Stephan Shipe:Welcome back to the Scholar Wealth Podcast. Today we have a listener question on inheriting a large real estate portfolio and how to think about illiquidity, ongoing […]
What’s Next?
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