web02.fireside.fm Wed, 15 Apr 2026 06:51:11 -0500 Fireside (https://fireside.fm) The Scholar Wealth Podcast - Episodes Tagged with “Federal Reserve Policy” https://sfa-podcast.fireside.fm/tags/federal%20reserve%20policy Mon, 07 Jul 2025 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 12: LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market https://sfa-podcast.fireside.fm/12 b9ba3c4f-74bd-4787-93f6-1edef9efa15f Mon, 07 Jul 2025 05:00:00 -0400 Scholar Financial Advising, LLC full Scholar Financial Advising, LLC Starting a consulting business? Wondering if an LLC is worth it? In this episode, we tackle entity selection for solo entrepreneurs, how to think through tax treatment, and what structure gives you the best retirement plan options. We also dig into why the Fed hasn’t lowered interest rates yet—and what that means for investors navigating today’s uncertain landscape. Finally, we answer a common question: how often should you rebalance your portfolio in a market like this? Plus, in this week’s Tool Spotlight, we highlight Kubera, a powerful net worth tracking tool for clients with complex assets. 20:13 no Thinking about launching a solo consulting business? We kick off this episode with a listener question about whether to choose a sole proprietorship or LLC—and how that decision affects taxes, liability, and retirement account options like a Solo 401(k). Then we shift gears and tackle a timely economic topic: why the Federal Reserve hasn’t cut interest rates yet, even as inflation cools. We break down the Fed’s dual mandate, the risks of acting too early, and how this all affects your borrowing, investing, and planning decisions. We also answer a key portfolio management question: how often should you review and rebalance your investments—especially during a volatile rate environment? And in our Tool Spotlight, we feature Kubera, a sleek net worth tracking app that gives high-net-worth individuals a consolidated, secure, and estate-ready view of their entire financial life. Got a question you’d like us to answer? Share it with us at scholarfinancialadvising.com/podcast llc vs sole proprietorship, best business structure for consultants, solo 401k vs sep ira, retirement plans for solo business owners, fed interest rate policy 2025, why hasn’t the fed cut rates, inflation and interest rates, portfolio rebalancing strategies, how often to rebalance portfolio, tax-loss harvesting tips, kubera net worth tracker, best net worth tracking tool, financial planning podcast, investing in high interest rate environment, rebalancing in volatile markets, wealth tracking for high net worth, solo consulting business setup, s corp vs llc for consultants Thinking about launching a solo consulting business? We kick off this episode with a listener question about whether to choose a sole proprietorship or LLC—and how that decision affects taxes, liability, and retirement account options like a Solo 401(k).

Then we shift gears and tackle a timely economic topic: why the Federal Reserve hasn’t cut interest rates yet, even as inflation cools. We break down the Fed’s dual mandate, the risks of acting too early, and how this all affects your borrowing, investing, and planning decisions.

We also answer a key portfolio management question: how often should you review and rebalance your investments—especially during a volatile rate environment?

And in our Tool Spotlight, we feature Kubera, a sleek net worth tracking app that gives high-net-worth individuals a consolidated, secure, and estate-ready view of their entire financial life.

Got a question you’d like us to answer? Share it with us at scholarfinancialadvising.com/podcast

]]> Thinking about launching a solo consulting business? We kick off this episode with a listener question about whether to choose a sole proprietorship or LLC—and how that decision affects taxes, liability, and retirement account options like a Solo 401(k).

Then we shift gears and tackle a timely economic topic: why the Federal Reserve hasn’t cut interest rates yet, even as inflation cools. We break down the Fed’s dual mandate, the risks of acting too early, and how this all affects your borrowing, investing, and planning decisions.

We also answer a key portfolio management question: how often should you review and rebalance your investments—especially during a volatile rate environment?

And in our Tool Spotlight, we feature Kubera, a sleek net worth tracking app that gives high-net-worth individuals a consolidated, secure, and estate-ready view of their entire financial life.

Got a question you’d like us to answer? Share it with us at scholarfinancialadvising.com/podcast

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