Displaying all 6 Episode of The Scholar Wealth Podcast with the tag “inflation planning”.
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Episode 38: Social Security Timing, Home Sale Capital Gains, and Educational Travel with Road Scholar
January 5th, 2026 | 31 mins 12 secs
capital gains tax, estate planning, financial independence, inflation planning, inheritance planning, longevity planning, multigenerational travel planning, primary residence sale, real estate investing, retirement planning, social security timing, tax planning
In this episode, we answer two listener questions that highlight common retirement planning tradeoffs. We discuss Social Security timing for high earners, capital gains considerations when selling a long-held primary residence, and how families think about prioritizing meaningful experiences through educational travel with Road Scholar.
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Episode 30: Defining Value: From Wedding Budgets to Market Wisdom to Comic Collectibles
November 10th, 2025 | 44 mins 17 secs
alternative investments, behavioral finance, collectibles market, comic book investing, efficient markets hypothesis, family values, financial literacy, index funds, inflation and interest rates, inflation planning, long-term investing, market efficiency, passion assets, passive investing, portfolio rebalancing, scarcity and value, spending decisions, tune out the noise, wedding budgets
This episode explores three distinct perspectives on how we define value — from emotional and relational, to financial and even cultural. Stephan and Dr. Deon Strickland answer two listener questions on setting a wedding budget when money isn’t the constraint, and whether the Efficient Markets Hypothesis still holds up in today’s economic environment. The episode concludes with a look inside the world of high-end comic collecting with Vincent Zurzolo of Metropolis Collectibles and ComicConnect.
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Episode 26: Roth Conversions, Gold at Record Highs, and Elite College Admissions
October 13th, 2025 | 25 mins 20 secs
401k strategy, alternative investments, college admissions, concentration risk, diversification, education planning, estate planning, financial independence, financial literacy, gifting strategies, gold investing, inflation planning, legacy planning, market timing, retirement planning, roth conversion, tax planning, wealth preservation
This episode tackles wealth decisions across two generations: when it makes sense to convert a 401(k) to a Roth, how to think about gold at record highs, and what high-net-worth families should know about navigating elite college admissions with Lindsay Tanne Howe of LogicPrep.
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Episode 23: SLAT Adjustments, Family Philanthropy, and Spotting Ponzi Schemes
September 22nd, 2025 | 33 mins 57 secs
alternative investment risks, asset protection, balancing family giving priorities, charitable giving, cost-of-living trust adjustments, donor-advised fund strategy, due diligence for private investments, estate planning, family foundation governance, financial literacy, gifting strategies, heirs financial literacy, hems trust provisions, inflation planning, irrevocable trust modification, legacy planning strategies, next-gen philanthropy, ponzi scheme red flags, ponzi schemes, real estate syndication fraud, slat distribution flexibility, spotting investment fraud, trust strategies
Two complex questions for high-net-worth families: 1) How much flexibility should couples build into SLAT distributions as living costs rise? 2) How can families balance decades-long charitable commitments with next-generation priorities? Plus, a From the Field interview with attorney Daniel Gielchinsky, who shares the red flags he’s seen in Ponzi schemes and fraudulent investment pitches.
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Episode 10: Planning When Plans Shift: Inflation, Impact Investing, and Helping Others Catch Up
June 23rd, 2025 | 20 mins 9 secs
financial literacy, helping others retire, impact investing, inflation planning, personal finance conference
What should you do if inflation stays higher than expected? How can you help a friend who hasn’t saved for retirement? And what should you consider when thinking about impact investing in today’s shifting landscape? In this episode, we tackle these questions and share insights from our annual personal finance conference.
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Episode 1: Launching the Scholar Wealth Podcast
April 21st, 2025 | 5 mins 45 secs
asset protection, business exit strategy, charitable giving, concentration risk, corporate cash strategy, deferred compensation, estate planning, executive compensation, family business, family wealth, financial education, financial independence, financial planning, gifting strategies, high net worth, inflation planning, inheritance planning, investment strategy, ipo planning, legacy planning, liquidity event, market timing, philanthropy, physician finance, portfolio rebalancing, private equity investment, real estate investing, retirement planning, stock option exercise, tax planning, trust strategies, vacation rental, wealth management
In our debut episode, host Stephan Shipe shares the story behind the Scholar Wealth Podcast and what listeners can expect each week. Designed for families with complex wealth, the show goes beyond the basics to deliver expert insights, real stories, and practical answers to your most sophisticated financial questions.