Displaying 2 items of The Scholar Wealth Podcast with the tag "education planning".
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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 26: Roth Conversions, Gold at Record Highs, and Elite College Admissions
October 13th, 2025 | 25 mins 20 secs
401k strategy, alternative investments, college admissions, concentration risk, diversification, education planning, estate planning, financial independence, financial literacy, gifting strategies, gold investing, inflation planning, legacy planning, market timing, retirement planning, roth conversion, tax planning, wealth preservation
This episode tackles wealth decisions across two generations: when it makes sense to convert a 401(k) to a Roth, how to think about gold at record highs, and what high-net-worth families should know about navigating elite college admissions with Lindsay Tanne Howe of LogicPrep.