The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying 1 Episode of The Scholar Wealth Podcast with the tag “advisor red flags”.
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Episode 19: Helping Family, Law Firm Partnership Buy-In, and Using NUA: High-Stakes Money Decisions
August 25th, 2025 | 24 mins 1 sec
advisor red flags, asset protection, career transitions, family finance, financial literacy, high-net-worth strategy, partnership buy-in, retirement decisions, retirement planning, tax efficiency, tax planning
Big financial decisions often carry more risk than they first appear. In this episode of the Scholar Wealth Podcast, Stephan answers three listener questions on high-stakes money moves: helping family with a major purchase, evaluating a $500,000 law firm partnership buy-in, and deciding whether to use the Net Unrealized Appreciation (NUA) tax strategy in retirement.
Plus, in our Advisor Red Flags segment, we spotlight why “exclusive” alternative investment opportunities aren’t always as good as they sound.