Displaying 2 items of The Scholar Wealth Podcast with the tag "generational wealth transfer".
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Episode 66: The $800K CPA Gap, Negotiating Away From Unvested RSUs, and Money Masters with Mike
July 20th, 2026 | 34 mins 40 secs
charitable giving, deferred compensation, endowment portfolio, estate planning, executive compensation, financial independence, financial literacy, generational wealth transfer, gifting strategies, high income tax strategy, inheritance planning, retirement planning, retirement transition planning, stock option exercise, tax planning
A high earner realizing his CPA is filing history rather than shaping strategy, a professional weighing a competitor offer with $2.8M in unvested RSUs and deferred comp on the line, and Money Masters with Mike on retiring at 56, building an endowment-style portfolio, and passing it on with intention.
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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.