News and Updates
All in One Bank, Deferred Comp Timing, and a $20-to-Success Journey
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re answering two listener questions. First, whether keeping all of your accounts at one bank is a smart […]
Learning Capital for Kids, Tax Loss Harvesting with Direct Indexing, and Hiring a Private Chef
Transcript IntroStephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering a wide range of topics from how to set boundaries when your kids want to invest in […]
Helping Family, Law Firm Partnership Buy-In, and Using NUA: High-Stakes Money Decisions
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast, where we tackle the real world financial questions that matter to high net worth families. Today we’re covering three very […]
When to Sell, When to Hedge, and When to Start Your Second Act
Transcript Intro Stephan Shipe: Welcome to the Scholar Wealth Podcast. In today’s episode, we’re starting with a question from a listener who inherited a gold coin collection and wants to […]
The Art of Balancing: Liquidity Events, Lifestyle Choices, and Financial Freedom
Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re digging into a few complex choices that can have a lasting impact on your wealth and lifestyle. […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.