Planning When Plans Shift: Inflation, Impact Investing, and Helping Others Catch Up

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 [email protected]