Episode 3: Tax Planning, CPAs, and the Final Stretch to Retirement

May 5th, 2025  |  9 mins 53 secs

cpa coordination, financial readiness, holistic planning, income modeling, liquidity management, portfolio allocation, pre-retirement strategy, retirement planning, roth conversions, sequence of returns risk, tax efficiency, tax planning

What’s the difference between tax planning and tax advice—and when should you involve your CPA?
In this week’s Scholar Wealth Podcast, Stephan Shipe breaks down how financial advisors and accountants work together to optimize tax outcomes, then walks through what it really means to prepare for retirement when you’re just a few years away.

From Roth conversion timing and income modeling to portfolio structure and cash flow strategy, this episode explores how proactive planning today can make your next major financial transition far smoother.