News and Updates
Bridge Loan Tradeoffs, Private Market 401(k)s, and 1031 Exchange Strategies
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a question about buying a new home before selling the old one, and how to weigh the […]
Defining Value: From Wedding Budgets to Market Wisdom to Comic Collectibles
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re answering two very different listener questions that both come down to how we define value. Joining me […]
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 […]
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