The Scholar Advising Podcast

Latest Episode:

Complex Wealth Questions. Expert Answers.
The Scholar Advising Podcast delivers clear, expert insights into the financial decisions that shape the lives of high-net-worth individuals and families. Every Monday morning, our team of PhD financial advisors tackles listener questions with the same strategic clarity and depth we bring to our client relationships.

This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs facing exit planning, and families stewarding multigenerational wealth. In each episode, you’ll find trusted guidance grounded in experience and fiduciary care.

Scholar Advising Podcast Cover

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Have a question you’d like us to tackle in a future episode? Email us at podcast@scholarfinancialadvising.com

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance.

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Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.