The Scholar Wealth Podcast - Episodes Tagged with “Corporate Cash Strategy”

Holiday Special: Working Asset Tax Rules, Equipment Depreciation, and Employee Benefits Planning

Scholar Financial Advising, LLC — Mon, 22 Dec 2025 05:00:00 -0500

In this episode of the Scholar Wealth Podcast, we work through three business planning questions that touch on how assets, equipment, and employees are treated from a tax and benefits perspective.

We start with a question about the tax treatment of working assets. Stephan walks through how the IRS distinguishes between a legitimate business activity and a hobby, why profit motive and documentation matter, and how depreciation rules apply to working animals used in an active trade or business.

Next, we turn to equipment purchases and depreciation. Stephan explains how specialized business equipment is classified, how Section 179 and bonus depreciation work, and why tax benefits should support business decisions rather than drive them.

Finally, we look at employee benefits planning for a long-tenured workforce. Stephan discusses how retirement plans and health benefits should be designed with longevity and sustainability in mind, and why periodic review is critical as workforce demographics and costs evolve.

And if a few of these questions feel a little seasonal, we’ll just say this episode is arriving at the perfect time of year.

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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 principal. 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. Thanks for listening!

Episode 6: Corporate Cash, Market Timing, and Private Equity: Diversification Strategies for High Earners

Scholar Financial Advising, LLC — Mon, 26 May 2025 05:00:00 -0400

Sitting on cash, whether in a corporate account or on the sidelines of the market, can feel safe, but is there a more strategic move? In this episode, we chat through real questions from business owners and high-net-worth investors looking to make smarter use of their wealth. From deciding whether to reinvest profits or take a distribution, to reentering the market after sitting in cash, we explore how to balance opportunity, liquidity, and long-term growth.

We also get into the fundamentals of investing in private equity with friends: what entity structure to use, how to protect yourself legally, and why due diligence matters.

Finally, in this week's “Term of the Day” segment, we break down Qualified Charitable Distributions (QCDs) and explain how they can be a powerful tax tool in retirement.

Have a burning finance question we should discuss in the next episode? Email us at podcast@scholarfinancialadvising.com.

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.

Episode 1: Launching the Scholar Wealth Podcast

Scholar Financial Advising, LLC — Mon, 21 Apr 2025 07:00:00 -0400

In this first episode of the Scholar Wealth Podcast, host Stephan Shipe introduces himself, shares the story behind the show, and outlines what listeners can expect each week. With a PhD in finance, years of academic research, and experience advising high-net-worth families, Stephan explains why this podcast was created: to provide clear, expert insights for families facing complex wealth challenges.

From multi-generational legacy planning to executive compensation, business exits, philanthropy, and beyond, this podcast is built for those who want to go deeper than the basics. Stephan also introduces the Scholar Wealth Network, a community designed to connect families with resources, education, and expert perspectives.

Tune in to hear the mission behind the podcast and how you can get involved by submitting your own questions and joining the conversation.

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.