Displaying items 1-10 of 21 in total of The Scholar Wealth Podcast with the tag "asset protection".
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Episode 79: Investment Migration and the $500K Portugal Golden Visa with Daniel Twomey
October 19th, 2026 | 23 mins 49 secs
asset protection, estate planning, financial independence, golden visa, international planning, investment migration, plan b strategy, portugal golden visa, second citizenship
This week on the Scholar Wealth Podcast, Stephan talks with Daniel Twomey, COO of La Vida Golden Visas, about investment migration and the growing demand from Americans for second residencies and citizenships. They walk through the Portugal Golden Visa and its 500,000 euro investment into private equity funds, how programs compare across Europe and the Caribbean, Malta’s new citizenship by merit framework, and the US EB-5 program. Daniel also covers the biggest misconceptions clients bring to the process, from documentation requirements to language testing.
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Episode 76: Trustee Crime Insurance, Paying 1% for Alts Access, and NYC Real Estate with Ashley Reidy Quinn
September 28th, 2026 | 37 mins 35 secs
asset protection, corporate co-trustee structure, estate planning, inheritance planning, nyc real estate market, pied-à-terre tax, private equity investment, private investment access fees, real estate investing, trust strategies, trustee crime insurance
Trustee crime insurance and the structural questions to ask first, whether 1% is fair for advisor-brokered alts access, and Ashley Reidy Quinn of Christie's International Real Estate New York on a flat NYC market driven almost entirely by cash.
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Episode 75: Selling Your Business Beyond the Earnout, Family Loans and the IRS, Counterfeit Wine
September 21st, 2026 | 40 mins 43 secs
asset protection, business exit strategy, business sale deal structure, collectibles authentication, family gifting strategies, gifting strategies, inheritance planning, intrafamily loans, liquidity event, tax planning, wine collecting
This week on the Scholar Wealth Podcast, Stephan takes on two listener questions and is joined in From the Field by Maureen Downey, founder of Chai Consulting and one of the foremost independent authorities on counterfeit wine. The first listener is preparing to sell his business and, after hearing our earlier earnout episode, wants to know what else in a deal structure can cost sellers at close. The second is a set of parents hoping to help their son and daughter-in-law buy their first home in an expensive market through a below-market family loan, and wants to understand what the IRS actually allows. Maureen walks through how fake wine ends up in top cellars, why an estimated one in five bottles of fine wine on the secondary market is counterfeit, and how The Chai Method authentication process works.
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Episode 73: The Executor Trap, the Machine Age Fund, and Handbags as an Asset Class
September 7th, 2026 | 41 mins 20 secs
ai investing, asset protection, concentration risk, estate administration, estate planning, executor duties, family business, inheritance planning, luxury asset appraisal, property valuation, trust strategies
A listener agreed to serve as executor of a close friend's fifteen million dollar estate and is now second-guessing the decision. Stephan walks through the fiduciary weight of the role, the complications of illiquid assets and estranged beneficiaries, and why a corporate co-executor is often the right structure. Then a look at Andreessen Horowitz's newly announced $1.1 billion Machine Age Fund and what it says about where AI exposure actually lives in a diversified portfolio. Finally, in From the Field, Sophia du Brul, founder of Sophia's Estate Sales and personal property appraiser, on the fast-moving luxury handbag market, how appraisers value these pieces, and what makes a bag hold its value over time.
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Episode 67: FIRE at 45 and the Underspending Problem, Public Company Board Seats, and Art in Your Estate
July 27th, 2026 | 49 mins 1 sec
art collections, asset protection, board seats, charitable giving, charitable remainder trusts, estate planning, executive compensation, financial independence, fire, inheritance planning, ipo planning, physician finance, retirement planning, tax planning, trust strategies, family limited partnerships
Retired at 45 with a $200,000 spending plan and can't get above $100,000 — the FIRE underspending problem. What to actually ask before joining the board of a company going public. And attorney Asher Rubinstein on keeping art and collectibles from becoming an estate tax problem, from family limited partnerships to charitable remainder trusts.
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Episode 63: Partner Buyouts, the Surgeon's Retirement Cliff, and Executive Protection
June 29th, 2026 | 31 mins 4 secs
asset protection, business exit strategy, business valuation, estate planning, executive compensation, executive protection, income cliff planning, partnership buyout, physician finance, retirement planning, surgeon retirement
A founder with an $18M medical staffing business wants to buy out his 22% minority partner before selling in five to seven years, an orthopedic surgeon at 58 plans a retirement around a hard physical expiration date on his hands, and Brendan Weed of Arux Group walks through what personal security and executive protection actually look like for families with significant wealth and visibility.
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Episode 61: Preparing the Spouse Who Doesn't Manage the Money, When Vacation Rental Income Disappears, and Preparing Heirs with Jessica McGawley
June 15th, 2026 | 29 mins 9 secs
asset protection, estate planning, family business, family governance, family wealth transfer, financial literacy, gifting strategies, inheritance planning, real estate investing, retirement planning, spousal financial planning, trust strategies, vacation rental
A wife who has managed every dollar of her family's $19 million for thirty years faces the reality that her husband doesn't know where any of it is. A couple at 63 lose their beach house rental income overnight when a zoning change kills VRBO on their street. And in From the Field, Jessica McGawley of Dallington joins us on preparing the next generation for wealth, not just preparing the wealth for them.
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Episode 60: Buying a Business in the Era of Mass Retirement
June 8th, 2026 | 42 mins 42 secs
asset protection, business acquisitions, business exit strategy, business valuation, due diligence, family business, financial independence, mass retirement, private equity investment, seller discretionary earnings
Brandon Mendez, Ph.D., CPA, Professor of Finance at the Darla Moore School of Business and U.S. Navy veteran, joins Stephan in the studio for a full-episode conversation on what it actually takes to buy a business today. They cover how to read multiples and seller discretionary earnings, why private equity has a structural edge over individual buyers, what AI is doing to the talent side of acquisitions, and where the real red flags hide in a set of financial statements.
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Episode 59: Family Property Tax Traps, I Bonds vs. Treasury Ladders, and Rethinking the Prenup with Aaron Thomas
June 1st, 2026 | 40 mins 33 secs
asset protection, business exit strategy, cash management, corporate cash strategy, estate planning, family property tax, gifting strategies, i bonds, inflation planning, liquidity event, prenuptial agreements, real estate investing, tax planning, treasury laddering, vacation rental
Three properties, family use, and a CPA raising tax flags. Twelve million in cash and the I bonds versus Treasury ladder debate. Then Aaron Thomas, founder of Prenups.com and one of the country's leading family law attorneys, joins Stephan to reframe prenuptial agreements as foundational tools for clarity and alignment, not defensive instruments.
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Episode 56: $200K a Year in AUM Fees, Buying Your Nanny a Car, and Education with Lindsay Tanne Howe
May 11th, 2026 | 38 mins 23 secs
asset protection, aum fees, education planning, estate planning, family business, family relocation strategy, financial independence, financial literacy, higher education, household employee planning, international planning, liquidity event, tax planning
This week on the Scholar Wealth Podcast, Stephan tackles a listener paying his wirehouse advisor over $200,000 a year on $18 million in AUM and wondering whether self-management really has the threshold his advisor claims. He then walks through the right way for a family to provide a vehicle for their full-time nanny, covering insurance, title, and the cleanest structures for everyone involved. Finally, Lindsay Tanne Howe, founder and CEO of LogicPrep, returns to the show for a conversation on how education is increasingly driving where families choose to live, the rise of new global hubs from Lisbon to South Florida, and how AI is reshaping both the college admissions process and the curriculum on the other side of it.