Sitting on cash, whether in a corporate account or on the sidelines of the market, can feel safe, but is there a more strategic move? In this episode, we chat through real questions from business owners and high-net-worth investors looking to make smarter use of their wealth. From deciding whether to reinvest profits or take a distribution, to reentering the market after sitting in cash, we explore how to balance opportunity, liquidity, and long-term growth.
We also get into the fundamentals of investing in private equity with friends: what entity structure to use, how to protect yourself legally, and why due diligence matters.
Finally, in this week’s “Term of the Day” segment, we break down Qualified Charitable Distributions (QCDs) and explain how they can be a powerful tax tool in retirement.
Have a burning finance question we should discuss in the next 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.