Displaying items 1-10 of 34 in total of The Scholar Wealth Podcast with the tag "estate planning".
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Episode 67: FIRE at 45 and the Underspending Problem, Public Company Board Seats, and Art in Your Estate
July 27th, 2026 | 49 mins 1 sec
art collections, asset protection, board seats, charitable giving, charitable remainder trusts, estate planning, executive compensation, financial independence, fire, inheritance planning, ipo planning, physician finance, retirement planning, tax planning, trust strategies, family limited partnerships
Retired at 45 with a $200,000 spending plan and can't get above $100,000 — the FIRE underspending problem. What to actually ask before joining the board of a company going public. And attorney Asher Rubinstein on keeping art and collectibles from becoming an estate tax problem, from family limited partnerships to charitable remainder trusts.
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Episode 66: The $800K CPA Gap, Negotiating Away From Unvested RSUs, and Money Masters with Mike
July 20th, 2026 | 34 mins 40 secs
charitable giving, deferred compensation, endowment portfolio, estate planning, executive compensation, financial independence, financial literacy, generational wealth transfer, gifting strategies, high income tax strategy, inheritance planning, retirement planning, retirement transition planning, stock option exercise, tax planning
A high earner realizing his CPA is filing history rather than shaping strategy, a professional weighing a competitor offer with $2.8M in unvested RSUs and deferred comp on the line, and Money Masters with Mike on retiring at 56, building an endowment-style portfolio, and passing it on with intention.
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Episode 65: IPO Access, Dynasty Trusts, and Bitcoin Arbitrage Funds
July 13th, 2026 | 26 mins 11 secs
alternative investments, concentration risk, cryptocurrency investing, dynasty trusts, estate planning, financial independence, gifting strategies, inheritance planning, ipo planning, tax planning, trust strategies
Three listener questions this week: a Bay Area tech executive working out how to get real access to IPOs after landing only 13% of his SpaceX allocation, a family pressure testing whether the ongoing costs of an irrevocable dynasty trust actually pencil out for long-horizon private investments, and a listener weighing whether Bitcoin arbitrage funds are as market neutral as they appear on paper.
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Episode 64: Gifting at 88, Deferred Comp Defaults, and 100-Year Families
July 6th, 2026 | 40 mins 31 secs
100-year family enterprises, deferred comp elections, deferred compensation, estate planning, executive compensation, family business, financial literacy, gifting strategies, inheritance planning, lifetime gifting to grandchildren, retirement planning, step-up in basis, tax planning, three-generation myth
An 88-year-old mother with $6 million in a brokerage account of embedded gains wants to gift to her grandchildren now, and Stephan works through the tradeoff between lifetime gifting and the step-up at death, the tools that solve the problem without sacrificing basis, and why the honest answer at 88 is rarely more complicated than annual exclusions and direct payments. Then a 51-year-old executive defaulting to lump-sum-at-separation on his deferred comp elections gets a full walkthrough of what's actually at stake — Section 409A irrevocability, credit risk, the tax cliff at separation, and how installment options and in-service distributions coordinate with the years ahead. In From the Field, organizational psychologist Dennis Jaffe joins the show to share what he learned from interviewing 100 families across 22 countries that have thrived past their third generation, why the "three-generation curse" is largely a myth, and how successful families evolve from a single entrepreneur into a cooperative community across generations.
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Episode 63: Partner Buyouts, the Surgeon's Retirement Cliff, and Executive Protection
June 29th, 2026 | 31 mins 4 secs
asset protection, business exit strategy, business valuation, estate planning, executive compensation, executive protection, income cliff planning, partnership buyout, physician finance, retirement planning, surgeon retirement
A founder with an $18M medical staffing business wants to buy out his 22% minority partner before selling in five to seven years, an orthopedic surgeon at 58 plans a retirement around a hard physical expiration date on his hands, and Brendan Weed of Arux Group walks through what personal security and executive protection actually look like for families with significant wealth and visibility.
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Episode 61: Preparing the Spouse Who Doesn't Manage the Money, When Vacation Rental Income Disappears, and Preparing Heirs with Jessica McGawley
June 15th, 2026 | 29 mins 9 secs
asset protection, estate planning, family business, family governance, family wealth transfer, financial literacy, gifting strategies, inheritance planning, real estate investing, retirement planning, spousal financial planning, trust strategies, vacation rental
A wife who has managed every dollar of her family's $19 million for thirty years faces the reality that her husband doesn't know where any of it is. A couple at 63 lose their beach house rental income overnight when a zoning change kills VRBO on their street. And in From the Field, Jessica McGawley of Dallington joins us on preparing the next generation for wealth, not just preparing the wealth for them.
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Episode 59: Family Property Tax Traps, I Bonds vs. Treasury Ladders, and Rethinking the Prenup with Aaron Thomas
June 1st, 2026 | 40 mins 33 secs
asset protection, business exit strategy, cash management, corporate cash strategy, estate planning, family property tax, gifting strategies, i bonds, inflation planning, liquidity event, prenuptial agreements, real estate investing, tax planning, treasury laddering, vacation rental
Three properties, family use, and a CPA raising tax flags. Twelve million in cash and the I bonds versus Treasury ladder debate. Then Aaron Thomas, founder of Prenups.com and one of the country's leading family law attorneys, joins Stephan to reframe prenuptial agreements as foundational tools for clarity and alignment, not defensive instruments.
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Episode 57: Q&A Speed Round with Noah and Evan: AI Investing, Living Off Dividends, 529-to-Roth, and More
May 18th, 2026 | 25 mins 28 secs
bond investing, charitable giving, concentration risk, education funding, estate planning, gifting strategies, inflation planning, international planning, investment strategy, retirement planning, tax planning, trust strategies
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.
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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 55: 529 Superfunding, Evaluating Memberships After a Liquidity Event, and Concierge Nursing
May 4th, 2026 | 30 mins 28 secs
529 planning, concierge healthcare, estate planning, financial independence, financial literacy, gifting strategies, liquidity event, private club memberships, retirement planning
This week on the Scholar Wealth Podcast, Stephan walks through how 529 superfunding works, how it interacts with an existing annual gifting strategy, and whether it's actually the right estate planning tool for a family with a $40 million estate. He then breaks down a framework for evaluating the flood of pitches that follow a liquidity event — golf clubs, city clubs, private aviation cards, and family office intro services — and how to separate what's genuinely worth it from what just sounds like it should be. Finally, Jasmine Bhatti, founder and CEO of NaviNurses, joins to discuss the personalized healthcare landscape: from private duty nursing and post-surgical recovery care to concierge medicine, longevity practitioners, and integrative health.