The Scholar Financial 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 Financial Advising Podcast on social media
Episodes
-
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.