web01.fireside.fm Mon, 18 May 2026 04:25:05 -0500 Fireside (https://fireside.fm) The Scholar Wealth Podcast - Episodes Tagged with “Education Funding” https://sfa-podcast.fireside.fm/tags/education%20funding Mon, 18 May 2026 05:00:00 -0400 The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. 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. en-us episodic Complex Wealth Questions. Expert Answers. Scholar Financial Advising, LLC The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. 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. no finance, investing, high-income, tax strategy, personal finance, wealth management podcast, high net worth financial planning, fiduciary financial advice, physician finance podcast, estate planning podcast, investment strategy podcast, tax planning podcast, business exit strategy podcast, financial planning for high net worth families, podcast for physicians with equity compensation, tax strategies for entrepreneurs selling a business, multigenerational wealth planning podcast, personal finance stories high net worth, fiduciary advisors podcast, deferred compensation planning podcast, portfolio rebalancing advice podcast, high net worth investing, ultra high net worth wealth strategies, gifting and legacy planning, private equity and alternative investments, liquidity event financial planning, trust and estate strategies, financial independence for entrepreneurs, expert interviews on wealth management Scholar Financial Advising, LLC stephan@scholarfinancialadvising.com Episode 57: Q&A Speed Round with Noah and Evan: AI Investing, Living Off Dividends, 529-to-Roth, and More https://sfa-podcast.fireside.fm/57 2dd4d7a4-29af-4ddc-83e4-95325e122dbd Mon, 18 May 2026 05:00:00 -0400 Scholar Financial Advising, LLC full Scholar Financial Advising, LLC A Q&A speed round with Associate Financial Advisors Noah Lewis and Evan Mills, tackling eight listener questions across investing and planning. Topics include AI as a structural shift, international allocation, dividends versus selling shares, gifting tuition to grandkids, BIV versus money markets, I-bonds and TIPS, the 529-to-Roth rollover under SECURE 2.0, and charitable remainder trusts versus donor advised funds. 25:28 no <p>This week we're doing something a little different. Instead of the usual two-question format with a guest interview, we're handing the mic over to Associate Financial Advisors Noah Lewis and Evan Mills for a Q&amp;A speed round covering eight shorter questions from listeners. </p> <p>The first half focuses on investing. Noah and Evan discuss how to think about AI as a structural shift without taking on outsized concentration risk, why international allocation still has a place in a portfolio even after a decade of US outperformance, and whether a retiree should restructure to live off dividends or take a total return approach with strategic selling. They also work through why an intermediate-term bond ETF like BIV might be preferred over a money market fund, and where I-bonds and TIPS fit into the current rate environment. </p> <p>The second half turns to planning. The conversation covers smarter ways for grandparents to fund private school tuition beyond just writing a check, how the new SECURE 2.0 provision for rolling overfunded 529 balances into a Roth IRA actually works, and the differences between charitable remainder trusts and donor advised funds and when each one makes sense. </p> <hr> <p>Stay in touch beyond the podcast: <br> Newsletter: <a href="https://scholarfinancialadvising.com/newsletter" target="_blank" rel="nofollow noopener">https://scholarfinancialadvising.com/newsletter</a> <br> Start your planning journey: <a href="https://scholarfinancialadvising.com/welcome" target="_blank" rel="nofollow noopener">https://scholarfinancialadvising.com/welcome</a> <br> Submit a question for the show: <a href="https://scholarfinancialadvising.com/podcast" target="_blank" rel="nofollow noopener">https://scholarfinancialadvising.com/podcast</a></p> <hr> <p>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! </p> AI investing, dividend investing, 529 to Roth rollover, charitable remainder trust, donor advised fund, BIV ETF, I-bonds, TIPS, international allocation, retirement income strategy, SECURE 2.0, gift tax exclusion, direct tuition payment, money market fund, intermediate term bond ETF, total return retirement strategy, dividends vs selling shares for income, how to invest in AI without concentration risk, is international diversification still worth it, 529 to Roth IRA rollover rules, charitable remainder trust vs donor advised fund, overfunded 529 plan options, grandparents paying private school tuition gift tax, I-bonds vs TIPS in low inflation environment, BIV vs money market fund, AI structural shift vs bubble, dividend portfolio concentration risk, qualified charitable distribution alternatives, 15 year rule 529 Roth, appreciated securities donation strategy This week we're doing something a little different. Instead of the usual two-question format with a guest interview, we're handing the mic over to Associate Financial Advisors Noah Lewis and Evan Mills for a Q&A speed round covering eight shorter questions from listeners.

The first half focuses on investing. Noah and Evan discuss how to think about AI as a structural shift without taking on outsized concentration risk, why international allocation still has a place in a portfolio even after a decade of US outperformance, and whether a retiree should restructure to live off dividends or take a total return approach with strategic selling. They also work through why an intermediate-term bond ETF like BIV might be preferred over a money market fund, and where I-bonds and TIPS fit into the current rate environment.

The second half turns to planning. The conversation covers smarter ways for grandparents to fund private school tuition beyond just writing a check, how the new SECURE 2.0 provision for rolling overfunded 529 balances into a Roth IRA actually works, and the differences between charitable remainder trusts and donor advised funds and when each one makes sense.

Stay in touch beyond the podcast:
Newsletter: https://scholarfinancialadvising.com/newsletter
Start your planning journey: https://scholarfinancialadvising.com/welcome
Submit a question for the show: https://scholarfinancialadvising.com/podcast

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!

]]> This week we're doing something a little different. Instead of the usual two-question format with a guest interview, we're handing the mic over to Associate Financial Advisors Noah Lewis and Evan Mills for a Q&A speed round covering eight shorter questions from listeners.

The first half focuses on investing. Noah and Evan discuss how to think about AI as a structural shift without taking on outsized concentration risk, why international allocation still has a place in a portfolio even after a decade of US outperformance, and whether a retiree should restructure to live off dividends or take a total return approach with strategic selling. They also work through why an intermediate-term bond ETF like BIV might be preferred over a money market fund, and where I-bonds and TIPS fit into the current rate environment.

The second half turns to planning. The conversation covers smarter ways for grandparents to fund private school tuition beyond just writing a check, how the new SECURE 2.0 provision for rolling overfunded 529 balances into a Roth IRA actually works, and the differences between charitable remainder trusts and donor advised funds and when each one makes sense.

Stay in touch beyond the podcast:
Newsletter: https://scholarfinancialadvising.com/newsletter
Start your planning journey: https://scholarfinancialadvising.com/welcome
Submit a question for the show: https://scholarfinancialadvising.com/podcast

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!

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