Displaying items 1-10 of 29 in total of The Scholar Wealth Podcast with the tag "financial literacy".
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Episode 45: Family Travel Fairness, STR Bonus Depreciation, and Digital Risk Management
February 23rd, 2026 | 37 mins 26 secs
asset protection, bonus depreciation, charitable giving, cybersecurity, family dynamics, financial literacy, gifting strategies, intergenerational wealth, real estate investing, short-term rentals, tax planning, vacation rental
In this episode, we explore how complexity shows up in family dynamics, tax strategy, and digital risk. We discuss how parents can navigate lifestyle differences among adult children without falling into the reallocation trap, unpack how bonus depreciation for short-term rentals actually works under the One Big Beautiful Bill, and close with a From the Field conversation on modern cybersecurity risks facing high-profile families and family offices.
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Episode 43: Lean Family Office Builds, Trump Accounts, and Angel Investing
February 9th, 2026 | 32 mins 8 secs
angel investing, child savings, concentration risk, family business, family office, financial literacy, private equity investment, retirement planning, tax planning
In this episode, we answer two listener questions that highlight common decisions families face as financial structures and options expand. We discuss how to build a family office without overbuilding too early, how new Trump Accounts fit alongside existing child savings options, and close with a From the Field conversation on how angel investors evaluate risk and judgment when outcomes are uncertain.
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Episode 42: Managing Inherited Property, Protecting Physician Wealth, and Inside the Bourbon Market
February 2nd, 2026 | 42 mins 57 secs
asset protection, bourbon collecting, concentration risk, estate planning, financial literacy, inheritance planning, inherited property, legal exposure, ownership tradeoffs, passion investing, physician finance, real estate investing, tax planning, trust strategies, vacation rental
In this episode, we answer two listener questions that highlight common tradeoffs as wealth and complexity grow. We discuss how to approach inherited real estate when illiquidity and emotional attachment are involved, how high-net-worth physicians can think about asset protection as income and exposure rise together, and close with a From the Field conversation on what actually drives quality and value in the bourbon market.
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Episode 40: Solar Tax Write-Offs, Franchise Investment Decisions, and the Scholar Big Picture
January 19th, 2026 | 38 mins 1 sec
commercial solar investing, concentration risk, financial literacy, franchise investing, inflation planning, investment due diligence, market timing, passive investment myths, private equity investment, real estate investing, tax driven investments, tax planning
In this episode of the Scholar Wealth Podcast, Stephan answers two listener questions focused on evaluating investments that look attractive on paper but require deeper analysis. We start with commercial solar investments and large tax write-offs, then turn to franchising and what investors should consider before committing meaningful capital. The episode closes with the Scholar Big Picture, a quarterly conversation with Dr. Deon Strickland on market behavior, economic uncertainty, and what to watch right now.
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Episode 39: 529 Planning in an AI World, Raising Grounded Kids, and Understanding REITs
January 12th, 2026 | 28 mins 51 secs
529 plans, financial literacy, higher education, inheritance planning, lifestyle inflation, raising grounded kids, real estate investing, reits, tax planning
In this episode of the Scholar Wealth Podcast, we start with two listener questions facing many high-income families today. First, we discuss how to think about funding a 529 plan when AI is rapidly changing education, careers, and credentialing, and how to plan for college without overcommitting to a single path. We then turn to a lifestyle question about enjoying financial success while raising kids who stay grounded and understand the value of money. In the second half of the episode, we’re joined by Dr. Stace Sirmans, Professor of Finance at Auburn University, for a clear, academic explanation of how REITs work and how they’re structured.
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Holiday Special: Working Asset Tax Rules, Equipment Depreciation, and Employee Benefits Planning
December 22nd, 2025 | 7 mins 56 secs
bonus depreciation rules, business owner tax planning, corporate cash strategy, employee benefits design, family business, financial literacy, retirement planning, section 179 depreciation, tax planning, working asset depreciation
In this episode, three year-end planning questions from a business owner covering the tax treatment of working assets, depreciation of specialized equipment, and long-term employee benefits planning. The conversation explores how business owners should think about asset classification, Section 179 and bonus depreciation, and designing sustainable benefits for a long-tenured workforce.
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Episode 35: AI IPO Scenarios, IRA and Roth Timing, and Digital Legacy Preservation
December 15th, 2025 | 26 mins 2 secs
concentration risk, digital legacy planning, estate planning, financial literacy, ipo planning, ira contribution deadlines, iso amt planning, liquidity event, photo and story preservation, roth conversion rules, rsu taxation, stock option exercise, tax planning, trust strategies
This week:
How to approach RSUs, ISOs, and tax planning when your AI startup hints at an IPO.
Why IRA contributions follow one deadline while Roth conversions follow another.
Practical steps for building and preserving a meaningful digital legacy with guest Robyn Sechler. -
Episode 33: Exchange Funds, IRMAA Surprises, and the Modern Watch Market
December 1st, 2025 | 37 mins 17 secs
collectible timepieces, concentrated stock, concentration risk, diversification strategies, exchange funds, financial literacy, income smoothing, irmaa, magi, medicare premiums, retirement planning, tax planning, watch market, watch valuation
In this episode,we break down how exchange funds help investors manage concentrated stock positions, explains how IRMAA surcharges work when income fluctuates, and talks with Perri Dash about what truly drives value in the modern luxury watch market.
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Episode 32: Irish-Domiciled ETFs, 2026 IPS Refresh, and Luxury Holiday Design
November 24th, 2025 | 25 mins 34 secs
charitable giving, donor-advised funds, estate planning, expat investing, family business, family governance, financial independence, financial literacy, ips updates, irish etfs, luxury holiday décor, seasonal planning, tax planning
This episode explores three sides of global wealth management and seasonal lifestyle planning. Stephan Shipe, Ph.D., CFA, CFP®, explains how non-U.S. residents can access index-fund diversification through Irish-domiciled ETFs, then breaks down what modern family offices should include in a 2026 Investment Policy Statement refresh. In our From the Field segment, holiday designer Christine Mango shares how luxury families create festive, elegant spaces for the season.
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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.