Displaying items 21-30 of 32 in total of The Scholar Wealth Podcast with the tag "estate planning".
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Episode 31: Bridge Loan Tradeoffs, Private Market 401(k)s, and 1031 Exchange Strategies
November 17th, 2025 | 29 mins 27 secs
estate planning, executive compensation, financial independence, financial literacy, liquidity event, portfolio rebalancing, real estate investing, tax planning, trust strategies
This week, we break down when it makes sense to sell investments versus borrow for a new home, what to know about private market options in 401(k)s, and how 1031 exchanges can reshape long-term real estate planning with guest Julie Baird of First American Exchange Company.
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Episode 28: Historic Home Incentives, Valuation Discounts, and the Luxury Yacht Market
October 27th, 2025 | 28 mins 32 secs
construction budgeting, estate planning, estate tax efficiency, family llc planning, family office investing, family wealth transfer, financial independence, financial literacy, gifting strategies, historic property renovation, home restoration costs, independent appraisal, irs valuation scrutiny, lack of marketability discount, luxury asset management, minority interest discount, national register of historic places, preservation incentives, real estate investing, tax credits, tax planning, trust strategies, valuation discounts, virginia historic tax credit, yacht ownership
We discuss restoring historic properties, gifting family LLC interests, and the financial realities of yacht ownership. Topics include federal and state tax credits for historic renovations, how valuation discounts create tax-efficient transfers, and insights from Steve Myers of YATCO on the evolving role of family offices in the global yacht market.
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Episode 27: Triple Net Leases, Trust Gifting, and Lessons from SEC Whistleblower Cases
October 20th, 2025 | 39 mins 47 secs
alternative investments, commercial real estate, concentration risk, estate planning, family wealth, fiduciary vs suitability, gifting strategies, income strategy, irrevocable trust, legacy planning, leveraged real estate strategy, lifetime gift exemption, liquidity planning, multigenerational wealth transfer, portfolio diversification, private investment fraud, real estate investing, sec whistleblower, tax planning, triple net lease, trust strategies
This week, Stephan answers two listener questions — how to evaluate triple net lease opportunities with a $5 million budget, and how high-net-worth families should begin transferring wealth to their children through irrevocable trusts. Then, in our From the Field segment, Scott Silver and David Chase share insights from their work as SEC whistleblower attorneys and discuss how investors can protect themselves from fraud in private markets.
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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.
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Episode 25: When Spouses Disagree on Legacy Goals, Family Business Concentration Risk, and IRS Audit Insights
October 6th, 2025 | 37 mins 1 sec
concentration risk, estate planning, family business, family company, family dynamics, gifting strategies, inheritance planning, irs audits, legacy disagreements, private business risk, tax planning
This episode tackles family and financial crossroads: how couples can resolve different visions for their legacy, the risks of tying too much wealth to a relative’s business, and expert strategies for handling IRS audits with David De Jong.
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Episode 23: SLAT Adjustments, Family Philanthropy, and Spotting Ponzi Schemes
September 22nd, 2025 | 33 mins 57 secs
alternative investment risks, asset protection, balancing family giving priorities, charitable giving, cost-of-living trust adjustments, donor-advised fund strategy, due diligence for private investments, estate planning, family foundation governance, financial literacy, gifting strategies, heirs financial literacy, hems trust provisions, inflation planning, irrevocable trust modification, legacy planning strategies, next-gen philanthropy, ponzi scheme red flags, ponzi schemes, real estate syndication fraud, slat distribution flexibility, spotting investment fraud, trust strategies
Two complex questions for high-net-worth families: 1) How much flexibility should couples build into SLAT distributions as living costs rise? 2) How can families balance decades-long charitable commitments with next-generation priorities? Plus, a From the Field interview with attorney Daniel Gielchinsky, who shares the red flags he’s seen in Ponzi schemes and fraudulent investment pitches.
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Episode 22: Trusts vs Wills, Senior Living REITs, and a Physician Bonus Playbook
September 15th, 2025 | 22 mins 38 secs
backdoor roth, donor-advised fund considerations, emergency fund strategy, estate complexity, estate planning, fee transparency, financial literacy, inheritance planning, liquidity constraints, manager quality assessment, physician finance, physician taxable account, private reit due diligence, probate avoidance, real estate investing, senior living investment, signing bonus allocation, tax planning, taxable investing, trust strategies, will vs trust
A $5 million estate. A private senior living REIT. A physician’s $75,000 signing bonus. In this Q&A episode, Stephan unpacks three listener questions with clear, practical guidance for high-net-worth families.
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Episode 20: Learning Capital for Kids, Tax Loss Harvesting with Direct Indexing, and Hiring a Private Chef
September 1st, 2025 | 22 mins 44 secs
charitable giving, concentration risk, crypto investing, dafs, direct indexing, estate planning, financial independence, financial literacy, gifting strategies, inheritance planning, learning capital, market timing, portfolio rebalancing, qsbs, tax loss harvesting, tax planning, trust strategies
In this episode, we answer listener questions about setting boundaries around “learning capital” when a child wants to invest trust assets in crypto, weighing the benefits of direct indexing for tax loss harvesting in a $6 million taxable portfolio, and handling the financial logistics of hiring a private chef for a family-owned summer residence. Plus, our Term of the Day segment breaks down QSBS — Qualified Small Business Stock — and why it can be such a powerful tax planning opportunity for entrepreneurs.
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Episode 15: Fractional Jets, Option Exercises, and Estate Fairness: Financial Planning at the Next Level
July 28th, 2025 | 18 mins 44 secs
estate planning, financial literacy, fractional jet ownership, inheritance fairness, inheritance planning, legacy letters, private jet tax rules, stock option exercise
A private jet decision. A multimillion-dollar option grant. An uneven inheritance. In this Q&A episode, Stephan unpacks three dilemmas that high-net-worth families face—and offers clear, strategic guidance for navigating them with confidence.
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Episode 14: Dividing, Inheriting, and Starting Fresh: Smart Moves After Life’s Turning Points
July 21st, 2025 | 22 mins 17 secs
debt-free milestone, divorce asset division, estate planning, financial literacy, inheritance planning, physician finance, physician financial planning, step-up in basis
From divorce settlements to post-inheritance decisions to finally being debt-free—life’s transitions come with big financial questions. In this episode, we answer listener questions about dividing marital assets, what to do after inheriting a $1.2M brokerage account, and how two physicians can reset their financial plan after paying off student loans. Plus, in Myth or Money, we bust the idea that you're ever too young to plan for retirement.