Displaying items 31-32 of 32 in total of The Scholar Wealth Podcast with the tag "financial literacy".
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Episode 7: Wealth Concentration to Weekend Plans: Retirement Prep and Financial Literacy for Heirs
June 2nd, 2025 | 28 mins 15 secs
concentration risk, family business, financial literacy, gifting strategies, incentive trusts, over-contribution correction, retirement transition
Holding most of your wealth in a family business? We cover how to reduce concentration risk when wealth is tied to a family business, how to prepare for the emotional and financial transition into retirement, and how to structure gifts to children with financial literacy in mind. Plus, a bonus question on managing over-contributions after a large bonus payout.
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Episode 2: Can You DIY Your Financial Plan with Software? Plus, How Often to Check Your Portfolio
April 28th, 2025 | 9 mins 50 secs
financial literacy, market timing, portfolio rebalancing, tax planning
This week, Stephan answers two common questions from DIY investors. First: can you really just buy the same financial planning software advisors use and run your own plan? Then: how often should you actually be checking your portfolio? Stephan breaks down what separates professional-grade planning tools from consumer versions, when retail software might be enough, and why too much portfolio monitoring can do more harm than good.