Displaying 9 items of The Scholar Wealth Podcast with the tag "executive compensation".
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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 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 58: The $10M Restlessness, AI IPO Stock Decisions, and Heirloom Construction
May 25th, 2026 | 37 mins 52 secs
charitable giving, concentrated stock, concentration risk, executive compensation, financial independence, ipo planning, iso tax planning, liquidity event, luxury residential construction, pre-ipo planning, retirement planning, stock option exercise, tax planning
A business owner in his mid-forties with ten million saved asks why every financial milestone has failed to feel like arrival, and what mistakes people in his position tend to make. Then a software engineer at one of the major AI companies heading toward a historic IPO asks how to plan around fifteen million in pre-IPO equity, including ISOs, AMT exposure, and the holding periods that unlock long-term capital gains. In From the Field, we are joined by Matt Lutz, Managing Director of Flatwater Homes, for a conversation about luxury residential construction, from underground garages to glass-walled natatoriums.
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Episode 48: Stock Compensation, Inherited IRA Taxes, and Documenting Family Legacy
March 16th, 2026 | 36 mins 47 secs
employee stock compensation, equity compensation, executive compensation, family legacy planning, financial literacy, inheritance planning, inherited ira, legacy storytelling, tax planning
In this episode, we examine why publicly traded companies often compensate employees with stock instead of cash and how equity-based pay structures align incentives while creating new risks for employees. We then discuss the tax challenges of inheriting a large traditional IRA under the 10-year distribution rule and explore strategies for managing the resulting tax burden. Finally, in our From the Field segment, we speak with Susan Brody, founder of Family Legacy Videos, about preserving family stories, values, and history across generations.
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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 21: All in One Bank, Deferred Comp Timing, and a $20-to-Success Journey
September 8th, 2025 | 36 mins 43 secs
asset protection, company solvency risk, compounding interest, concentration risk, deferred compensation, executive compensation, fdic insurance, financial independence, financial literacy, lump sum vs installment payments, sipc insurance, tax bracket management, tax planning
Two practical questions for high-net-worth families: 1) Is keeping all your cash and investments at one institution a smart simplifier or a hidden risk? We unpack FDIC vs. SIPC, custodial risk, and why splitting liquidity across banks and custodians can protect access. 2) How to choose a deferred compensation distribution schedule when the future is uncertain. We walk through the tradeoffs among company solvency, tax brackets, and your real cash needs. Plus, a Money Masters story who arrived in the US with $20 and built wealth through discipline, compounding, and clear values he now passes to his kids.
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Episode 1: Launching the Scholar Wealth Podcast
April 21st, 2025 | 5 mins 45 secs
asset protection, business exit strategy, charitable giving, concentration risk, corporate cash strategy, deferred compensation, estate planning, executive compensation, family business, family wealth, financial education, financial independence, financial planning, gifting strategies, high net worth, inflation planning, inheritance planning, investment strategy, ipo planning, legacy planning, liquidity event, market timing, philanthropy, physician finance, portfolio rebalancing, private equity investment, real estate investing, retirement planning, stock option exercise, tax planning, trust strategies, vacation rental, wealth management
In our debut episode, host Stephan Shipe shares the story behind the Scholar Wealth Podcast and what listeners can expect each week. Designed for families with complex wealth, the show goes beyond the basics to deliver expert insights, real stories, and practical answers to your most sophisticated financial questions.