Episode 55: 529 Superfunding, Evaluating Memberships After a Liquidity Event, and Concierge Nursing

May 4th, 2026  |  30 mins 28 secs

529 planning, concierge healthcare, estate planning, financial independence, financial literacy, gifting strategies, liquidity event, private club memberships, retirement planning

This week on the Scholar Wealth Podcast, Stephan walks through how 529 superfunding works, how it interacts with an existing annual gifting strategy, and whether it's actually the right estate planning tool for a family with a $40 million estate. He then breaks down a framework for evaluating the flood of pitches that follow a liquidity event — golf clubs, city clubs, private aviation cards, and family office intro services — and how to separate what's genuinely worth it from what just sounds like it should be. Finally, Jasmine Bhatti, founder and CEO of NaviNurses, joins to discuss the personalized healthcare landscape: from private duty nursing and post-surgical recovery care to concierge medicine, longevity practitioners, and integrative health.