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 with inflation: if it doesn’t cool down as expected, should you revisit your numbers? We’ll walk through how to adjust spending, allocation, and expectations without derailing your long-term goals.
Next, we address how to help a friend or relative who hasn’t saved for retirement and isn’t financially confident—without overwhelming them. And for listeners curious about aligning money with values, we break down how to get started with impact investing in a way that makes sense for your portfolio.
In our From the Field segment, Stephan shares a few highlights and personal takeaways from our annual personal finance conference in Charleston. Thanks to everyone who joined us—we’ll be back next year!
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.