Displaying 2 items of The Scholar Wealth Podcast with the tag "estate equalization".
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Episode 78: The 351 Conversion Breakdown, a 400-Acre Farm Legacy Fight, and Patterns After Seven Years
October 12th, 2026 | 25 mins 5 secs
concentration risk, estate equalization, estate planning, family business, family farm estate planning, financial independence, inheritance planning, irs ruling, retirement planning, section 351, tax planning, wealth planning patterns
Stephan takes three listener questions this week. A listener who ran a Section 351 ETF conversion earlier this year to diversify a $4.2 million concentrated position wants to know what the IRS’s new Revenue Ruling 2026-20 means for him. A 400-acre Pennsylvania family farm has three siblings pulling in three directions. And after seven years at Scholar, Stephan adds a handful more patterns to the ones from the Q3 Advisor Desk letter, including the $10 million complexity trap, the retiring-early myth, and why grandkids ruin financial plans.
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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.