web02.fireside.fm Mon, 11 May 2026 11:42:38 -0500 Fireside (https://fireside.fm) The Scholar Wealth Podcast - Episodes Tagged with “Family Relocation Strategy” https://sfa-podcast.fireside.fm/tags/family%20relocation%20strategy Mon, 11 May 2026 05:00:00 -0400 The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. en-us episodic Complex Wealth Questions. Expert Answers. Scholar Financial Advising, LLC The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. no finance, investing, high-income, tax strategy, personal finance, wealth management podcast, high net worth financial planning, fiduciary financial advice, physician finance podcast, estate planning podcast, investment strategy podcast, tax planning podcast, business exit strategy podcast, financial planning for high net worth families, podcast for physicians with equity compensation, tax strategies for entrepreneurs selling a business, multigenerational wealth planning podcast, personal finance stories high net worth, fiduciary advisors podcast, deferred compensation planning podcast, portfolio rebalancing advice podcast, high net worth investing, ultra high net worth wealth strategies, gifting and legacy planning, private equity and alternative investments, liquidity event financial planning, trust and estate strategies, financial independence for entrepreneurs, expert interviews on wealth management Scholar Financial Advising, LLC stephan@scholarfinancialadvising.com Episode 56: $200K a Year in AUM Fees, Buying Your Nanny a Car, and Education with Lindsay Tanne Howe https://sfa-podcast.fireside.fm/56 7c86c8ee-ff77-493d-b4e8-12d8925aa21f Mon, 11 May 2026 05:00:00 -0400 Scholar Financial Advising, LLC full Scholar Financial Advising, LLC 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. 38:23 no <p>A listener with $18 million at a wirehouse advisor is paying just over $200,000 a year in AUM fees and was told by his advisor that there's no way he could handle a portfolio that size on his own. Stephan separates the management of money from the advice on money, walks through why the AUM model scales well for advisors but poorly for clients, and gives a real answer on where the threshold for self-management actually sits. Spoiler: it's much higher than most advisors will admit.</p> <p>Then, a family with a longtime nanny on payroll wants to provide her a safe new vehicle now that the daily drive to private school has changed the job. Stephan walks through three structures, including the option most families overlook, and explains why insurance is the biggest risk most people miss when a personal vehicle starts getting used for what looks like commercial work.</p> <p>To close, 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. Stephan and Lindsay discuss the big-fish small-pond question that comes up in places like Greenwich, the rise of new family hubs from Lisbon to South Florida, when families should start planning for college (earlier than most assume), and how AI is reshaping both the admissions process and what colleges are teaching once students arrive.</p> <hr> <p>Stay in touch beyond the podcast:<br> Newsletter: <a href="https://scholarfinancialadvising.com/newsletter" target="_blank" rel="nofollow noopener">https://scholarfinancialadvising.com/newsletter</a><br> Start your planning journey: <a href="https://scholarfinancialadvising.com/welcome" target="_blank" rel="nofollow noopener">https://scholarfinancialadvising.com/welcome</a><br> Submit a question for the show: <a href="https://scholarfinancialadvising.com/podcast" target="_blank" rel="nofollow noopener">https://scholarfinancialadvising.com/podcast</a></p> <hr> <p>Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor who can assess your individual financial situation, objectives, and risk tolerance. Thanks for listening! </p> AUM fees explained, AUM vs flat fee advisor, wirehouse advisor fees, $200K AUM fees, self-directed wealth management, when to fire your financial advisor, threshold for self-management, flat fee financial advisor, non-custodial financial advisor, fee-only fiduciary advisor, family office threshold, $18 million portfolio management, hiring a nanny payroll, nanny car insurance, providing a vehicle for household employees, household employee insurance, mileage reimbursement nanny, titling a car for an employee, personal vs commercial auto use, nanny tax compliance, college admissions strategy, education-driven relocation, big fish small pond college admissions, international families college planning, Lisbon family relocation, South Florida private schools, AI in college admissions, AI in college essays, liberal arts in the AI era, Northeastern co-op program, Fordham guaranteed internship, when to start college planning, LogicPrep, Lindsay Tanne Howe, ultra high net worth families, Scholar Wealth Podcast, financial planning for wealthy families, post-exit financial planning A listener with $18 million at a wirehouse advisor is paying just over $200,000 a year in AUM fees and was told by his advisor that there's no way he could handle a portfolio that size on his own. Stephan separates the management of money from the advice on money, walks through why the AUM model scales well for advisors but poorly for clients, and gives a real answer on where the threshold for self-management actually sits. Spoiler: it's much higher than most advisors will admit.

Then, a family with a longtime nanny on payroll wants to provide her a safe new vehicle now that the daily drive to private school has changed the job. Stephan walks through three structures, including the option most families overlook, and explains why insurance is the biggest risk most people miss when a personal vehicle starts getting used for what looks like commercial work.

To close, 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. Stephan and Lindsay discuss the big-fish small-pond question that comes up in places like Greenwich, the rise of new family hubs from Lisbon to South Florida, when families should start planning for college (earlier than most assume), and how AI is reshaping both the admissions process and what colleges are teaching once students arrive.

Stay in touch beyond the podcast:
Newsletter: https://scholarfinancialadvising.com/newsletter
Start your planning journey: https://scholarfinancialadvising.com/welcome
Submit a question for the show: https://scholarfinancialadvising.com/podcast

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor who can assess your individual financial situation, objectives, and risk tolerance. Thanks for listening!

]]> A listener with $18 million at a wirehouse advisor is paying just over $200,000 a year in AUM fees and was told by his advisor that there's no way he could handle a portfolio that size on his own. Stephan separates the management of money from the advice on money, walks through why the AUM model scales well for advisors but poorly for clients, and gives a real answer on where the threshold for self-management actually sits. Spoiler: it's much higher than most advisors will admit.

Then, a family with a longtime nanny on payroll wants to provide her a safe new vehicle now that the daily drive to private school has changed the job. Stephan walks through three structures, including the option most families overlook, and explains why insurance is the biggest risk most people miss when a personal vehicle starts getting used for what looks like commercial work.

To close, 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. Stephan and Lindsay discuss the big-fish small-pond question that comes up in places like Greenwich, the rise of new family hubs from Lisbon to South Florida, when families should start planning for college (earlier than most assume), and how AI is reshaping both the admissions process and what colleges are teaching once students arrive.

Stay in touch beyond the podcast:
Newsletter: https://scholarfinancialadvising.com/newsletter
Start your planning journey: https://scholarfinancialadvising.com/welcome
Submit a question for the show: https://scholarfinancialadvising.com/podcast

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor who can assess your individual financial situation, objectives, and risk tolerance. Thanks for listening!

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