Displaying items 1-10 of 32 in total of The Scholar Wealth Podcast with the tag "financial literacy".
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Episode 51: Rachel Cruze of The Ramsey Show on Raising Money-Smart Kids, DAFs vs. Private Foundations, and Getting Into Alternatives
April 6th, 2026 | 36 mins 25 secs
alternative investments, charitable giving, donor-advised funds, estate planning, family business, family philanthropy, financial literacy, generational wealth transfer, gifting strategies, inheritance planning, parenting and money, private equity investment, private foundations, real estate investing, rental property, tax planning, third-generation wealth, trust strategies
Rachel Cruze, author and co-host of The Ramsey Show, joins us to talk about how financial values are formed, passed down, and sometimes lost across generations. We also look at when a private foundation makes more sense than a donor-advised fund for a family giving $200,000 a year, and whether rental real estate is a smart entry point into alternatives — or just trading one set of risks for another.
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Episode 50: PE Exit Prep, Offshore Account Reporting, and Protecting Collector Vehicles with Hagerty's Trent Abbott
March 30th, 2026 | 34 mins 50 secs
asset protection, business exit strategy, car insurance, expat tax planning, family business, financial literacy, foreign account compliance, international planning, liquidity event, pe sale preparation, physician finance, private equity investment, specialty asset coverage, tax planning
This week on the Scholar Wealth Podcast, Stephan walks through what a business owner should be doing in the years before entering a formal sale process, using the example of a regional physical therapy group fielding private equity interest. He then addresses the foreign account reporting obligations that can put returning expats out of compliance without realizing it. Finally, Trent Abbott, Vice President of Global Development at Hagerty, joins to discuss how families with significant vehicle collections should think about specialty insurance, agreed value coverage, and the unique risks that standard auto policies miss.
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Episode 48: Stock Compensation, Inherited IRA Taxes, and Documenting Family Legacy
March 16th, 2026 | 36 mins 47 secs
employee stock compensation, equity compensation, executive compensation, family legacy planning, financial literacy, inheritance planning, inherited ira, legacy storytelling, tax planning
In this episode, we examine why publicly traded companies often compensate employees with stock instead of cash and how equity-based pay structures align incentives while creating new risks for employees. We then discuss the tax challenges of inheriting a large traditional IRA under the 10-year distribution rule and explore strategies for managing the resulting tax burden. Finally, in our From the Field segment, we speak with Susan Brody, founder of Family Legacy Videos, about preserving family stories, values, and history across generations.
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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.