The Scholar Advising Podcast
A discussion of essential topics in personal finance, financial planning, and accumulating wealth.
About the show
Join us for an engaging and informative exploration of the essential pillars of personal finance, financial planning, and strategies for building lasting wealth. In each episode, we break down key financial concepts, offer practical tips, and share expert insights to empower you on your journey toward financial independence. Whether you’re navigating planning for retirement or seeking ways to grow your investments, this podcast provides information for you.
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.
The Scholar Advising Podcast on social media
Episodes
-
Episode 11: Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance
June 30th, 2025 | 23 mins 3 secs
This week, we’re answering client questions about big-picture estate planning, preparing for future tax exposure, and protecting family wealth. We’ll cover trust strategies ahead of the 2026 estate tax sunset, key tax considerations for pre-IPO stockholders, and what to expect when shopping for umbrella insurance coverage.
-
Episode 10: Planning When Plans Shift: Inflation, Impact Investing, and Helping Others Catch Up
June 23rd, 2025 | 20 mins 9 secs
personal finance, wealth strategy
What should you do if inflation stays higher than expected? How can you help a friend who hasn’t saved for retirement? And what should you consider when thinking about impact investing in today’s shifting landscape? In this episode, we tackle these questions and share insights from our annual personal finance conference.
-
Episode 9: Beyond the Paycheck: Vacation Rental ROI, State Taxes, and Deferred Comp Decisions
June 16th, 2025 | 18 mins 43 secs
This week, we’re digging into real-world financial decisions with long-term impact. What’s the right way to measure ROI on a vacation rental—and how do you account for taxes, maintenance, and future resale? Thinking of relocating to a no-income-tax state? We explain what to evaluate beyond just taxes, including legal residency rules and estate implications. If you’ve been offered deferred compensation, we’ll walk through how to weigh the benefits, risks, and coordination with other retirement strategies.
Then in Money in the Headlines, Stephan reacts to a new survey showing 77% of Americans are changing their financial behavior due to recession fears. Is that smart strategy—or emotional overreaction?
-
Episode 8: Three Physicians, Three Big Questions: Planning for Flexibility, Savings, and Sanity
June 9th, 2025 | 19 mins 24 secs
Feeling burned out but unsure if you can afford to cut back? We answer physician finance questions about retirement accounts, variable income planning, and what financial independence looks like when you’re ready for a slower pace.
-
Episode 7: Wealth Concentration to Weekend Plans: Retirement Prep and Financial Literacy for Heirs
June 2nd, 2025 | 28 mins 15 secs
Holding most of your wealth in a family business? We cover how to reduce concentration risk when wealth is tied to a family business, how to prepare for the emotional and financial transition into retirement, and how to structure gifts to children with financial literacy in mind. Plus, a bonus question on managing over-contributions after a large bonus payout.
-
Episode 6: Corporate Cash, Market Timing, and Private Equity: Diversification Strategies for High Earners
May 26th, 2025 | 24 mins 39 secs
finance, investing, wealth
Wondering what to do with excess cash in your business or portfolio? We cover diversification benefits, dollar cost averaging, and private equity basics, including how to protect yourself with an LLC vs. LP. Plus, a simple breakdown of Qualified Charitable Distributions (QCDs) and when they make sense.
-
Episode 5: From Startup Exits to Luxury Properties: High-Income Tax Planning and Wealth Strategies for Founders and Medical Pros
May 19th, 2025 | 22 mins 18 secs
finance, investing, wealth
Sold your startup or earning big as a physician? In this episode, we answer questions about high-income tax strategies, smart property investing, and how to prioritize competing financial goals—from retirement to philanthropy.
-
Episode 4: Office Hours Q&A - Roth for Kids, Starter Home Turned Rental, and Portable Insurance
January 9th, 2025 | 16 mins 40 secs
In this episode of the Scholar Financial Advising Podcast, we address three timely and commonly asked financial questions. First, we discuss how to fund a Roth IRA for your children, including investment strategies tailored to their long-time horizons. Second, we explore the considerations of turning your current home into a rental property versus selling it to fund a new home. Lastly, we delve into the importance of having separate disability and life insurance policies despite the coverage offered by your job.
-
Episode 3: Does wealth improve your health and how can you make things easier for your heirs?
January 2nd, 2025 | 34 mins 42 secs
finances, health
This episode explores the intersection of wealth and life expectancy, delving into how financial status influences access to healthcare, diet, and overall quality of life and how you can help your heirs at your passing.
-
Episode 2: What is important when building versus buying a home?
December 19th, 2024 | 37 mins 45 secs
housing, real estate
In this episode we discuss the many factors that are important in deciding if you should build a new home or buy an existing home.
-
Episode 1: What is your philosophy of gifting wealth?
December 12th, 2024 | 38 mins 36 secs
gifting
In this episode we discuss the essentials of planning for gifting your wealth to future generations or causes you support.