The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
About the show
The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of high-net-worth individuals and families. Every Monday morning, our team of PhD financial advisors tackles listener questions with the same strategic clarity and depth we bring to our client relationships.
This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs facing exit planning, and families stewarding multigenerational wealth. In each episode, you’ll find trusted guidance grounded in experience and fiduciary care.
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.
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Episodes
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Episode 8: Three Physicians, Three Big Questions: Planning for Flexibility, Savings, and Sanity
June 9th, 2025 | 19 mins 24 secs
financial independence, financial literacy, locum tenens retirement accounts, physician burnout, physician finance, retirement planning, variable income planning
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.
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Episode 7: Wealth Concentration to Weekend Plans: Retirement Prep and Financial Literacy for Heirs
June 2nd, 2025 | 28 mins 15 secs
concentration risk, family business, financial literacy, gifting strategies, incentive trusts, over-contribution correction, retirement transition
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.
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Episode 6: Corporate Cash, Market Timing, and Private Equity: Diversification Strategies for High Earners
May 26th, 2025 | 24 mins 39 secs
corporate cash strategy, market timing, private equity investment, qualified charitable distributions
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.
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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
charitable fund, charitable giving, luxury property decision, mortgage payoff decision, tax planning
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.