Displaying items 21-23 of 23 in total of The Scholar Wealth Podcast with the tag "financial independence".
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Episode 17: The Art of Balancing: Liquidity Events, Lifestyle Choices, and Financial Freedom
August 11th, 2025 | 24 mins 49 secs
business legacy planning, coast fi, concentration risk, financial independence, lifestyle planning, liquidity event, part-time work transition, private club membership
In this episode, we answer listener questions about reducing concentration risk ahead of a major liquidity event, deciding whether a private club membership fits your financial life, and evaluating the tradeoffs of shifting to part-time work after reaching Coast FI. Plus, our Money in the Headlines segment looks at a WSJ article about why financial advice often fails to reflect individual preferences.
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Episode 8: Three Physicians, Three Big Questions: Planning for Flexibility, Savings, and Sanity
June 9th, 2025 | 19 mins 24 secs
financial independence, financial literacy, locum tenens retirement accounts, physician burnout, physician finance, retirement planning, variable income planning
Feeling burned out but unsure if you can afford to cut back? We answer physician finance questions about retirement accounts, variable income planning, and what financial independence looks like when you’re ready for a slower pace.
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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.