News and Updates
Dividing, Inheriting, and Starting Fresh: Smart Moves After Life’s Turning Points
We kick off this week’s episode with a question from a divorce attorney who listens to help his clients make smarter financial decisions. Stephan shares what really matters when dividing […]
Equity, Exit Plans, and Expensive Zip Codes: Wealth Strategy in Real Life
Thinking about buying a rental property or vacation home? We start this episode with a listener question on whether real estate still makes sense in today’s market. We walk through […]
LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market
Thinking about launching a solo consulting business? We kick off this episode with a listener question about whether to choose a sole proprietorship or LLC—and how that decision affects taxes, […]
Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance
This week on the Scholar Advising Podcast, we’re tackling three client questions about managing wealth for the next generation and preparing for future tax changes. First, we look at how […]
Planning When Plans Shift: Inflation, Impact Investing, and Helping Others Catch Up
This week on the Scholar Advising Podcast, we’re tackling three thoughtful listener questions—each one focused on what to do when your plan, or someone else’s, needs a reset. We start […]
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