The Scholar Advising Podcast

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.