The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying 1 Episode of The Scholar Wealth Podcast with the tag “estate equalization”.
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Episode 13: Equity, Exit Plans, and Expensive Zip Codes: Wealth Strategy in Real Life
July 14th, 2025 | 22 mins 28 secs
business exit strategy, estate equalization, gifting down payments, gifting strategies, vacation rental, vacation rental investing
Is it still worth buying a vacation rental? What’s the best way to gift down payments to kids in wildly different housing markets? And how do you start preparing—personally—for a business sale that’s still a few years out? In this episode, we tackle three listener questions around real estate, family gifting strategy, and long-term exit planning. Plus, in this week’s Money in the Headlines, we explore whether wealth really leads to longer life.