The Scholar Financial Advising Podcast

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.