Displaying 3 items of The Scholar Wealth Podcast with the tag "executive compensation".
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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.