News and Updates
Choosing Charitable Impact, Wash Sale Rules, and Business Valuation in Practice
Transcript Intro Stephan Shipe:Welcome back to the Scholar Wealth Podcast. Today’s episode is about decision-making when the numbers say you’re fine, but the choices still feel a little bit more […]
Solar Tax Write-Offs, Franchise Investment Decisions, and the Scholar Big Picture
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, two listener questions involving opportunities that look compelling on paper, but need a deeper look before deciding […]
529 Planning in an AI World, Raising Grounded Kids, and Understanding REITs
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we’re starting with two listener questions that reflect the kinds of trade-offs many high-income families are wrestling […]
Social Security Timing, Home Sale Capital Gains, and Educational Travel with Road Scholar
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today, we start with a listener question about social security, specifically whether it ever makes sense for high earners […]
Qualified Opportunity Zones, IDGTs, and Modern Estate Management
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we start with a listener question about what to do after realizing a significant capital gain and how […]
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