Displaying items 1-10 of 17 in total of The Scholar Wealth Podcast with the tag "asset protection".
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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.
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Episode 53: Structured Family Support, Cash Balance Plans, and Hiring a Private Chef
April 20th, 2026 | 31 mins 52 secs
adult child financial support, asset protection, business exit strategy, cash balance plan, charitable giving, defined benefit plan, domestic staff hiring, estate planning, family business, family gifting strategy, financial independence, gifting strategies, inheritance planning, private chef placement, retirement contribution stacking, retirement planning, solo 401k, tax planning
A listener asks how to structure financial support for an adult child in a way that builds accountability rather than dependence. Then, a consultant explores whether layering a cash balance plan on top of a solo 401(k) makes sense, and what the long-term funding commitment actually looks like. Chris Demaillet, founder of Montclair Chef, joins From the Field to discuss what families need to know before hiring a private chef.
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Episode 52: Self-Directed IRAs, EU Citizenship, and the K-Shaped Economy - Scholar Big Picture with Dr. Deon Strickland
April 13th, 2026 | 36 mins 10 secs
asset protection, fbar reporting, foreign bank accounts, international planning, k-shaped economy, market timing, portfolio rebalancing, prohibited transactions, real estate investing, self-directed ira, tax planning
Stephan breaks down why splitting a private real estate loan between a Roth IRA and non-qualified funds at different interest rates is a prohibited transaction risk — and what to do instead. Then, a listener with newly obtained EU citizenship wants to know what U.S. tax and reporting obligations come with foreign bank accounts. To close, Dr. Deon Strickland joins for the quarterly Scholar Big Picture conversation on the K-shaped economy, what AI means for labor versus equity returns, and why industrial metals may be worth watching.
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Episode 50: PE Exit Prep, Offshore Account Reporting, and Protecting Collector Vehicles with Hagerty's Trent Abbott
March 30th, 2026 | 34 mins 50 secs
asset protection, business exit strategy, car insurance, expat tax planning, family business, financial literacy, foreign account compliance, international planning, liquidity event, pe sale preparation, physician finance, private equity investment, specialty asset coverage, tax planning
This week on the Scholar Wealth Podcast, Stephan walks through what a business owner should be doing in the years before entering a formal sale process, using the example of a regional physical therapy group fielding private equity interest. He then addresses the foreign account reporting obligations that can put returning expats out of compliance without realizing it. Finally, Trent Abbott, Vice President of Global Development at Hagerty, joins to discuss how families with significant vehicle collections should think about specialty insurance, agreed value coverage, and the unique risks that standard auto policies miss.
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Episode 45: Family Travel Fairness, STR Bonus Depreciation, and Digital Risk Management
February 23rd, 2026 | 37 mins 26 secs
asset protection, bonus depreciation, charitable giving, cybersecurity, family dynamics, financial literacy, gifting strategies, intergenerational wealth, real estate investing, short-term rentals, tax planning, vacation rental
In this episode, we explore how complexity shows up in family dynamics, tax strategy, and digital risk. We discuss how parents can navigate lifestyle differences among adult children without falling into the reallocation trap, unpack how bonus depreciation for short-term rentals actually works under the One Big Beautiful Bill, and close with a From the Field conversation on modern cybersecurity risks facing high-profile families and family offices.