The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying all 3 Episode of The Scholar Wealth Podcast with the tag “inheritance planning”.
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Episode 18: When to Sell, When to Hedge, and When to Start Your Second Act
August 18th, 2025 | 27 mins 32 secs
asset protection, auction commissions, currency diversification, financial independence, financial literacy, foreign currency investing, gold investing, inheritance planning, international bond funds, market timing, retirement planning, second act retirement, selling collectibles, wealth premiums
In this episode, we answer a listener question about selling a $250,000 gold coin collection. Then, we explore whether shifting several million dollars into foreign currencies is a smart hedge against instability in the US banking system. Finally, in our Money Masters segment, Byron shares how he built confidence as a DIY investor, achieved financial independence, and reinvented himself in retirement.
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Episode 15: Fractional Jets, Option Exercises, and Estate Fairness: Financial Planning at the Next Level
July 28th, 2025 | 18 mins 44 secs
estate planning, financial literacy, fractional jet ownership, inheritance fairness, inheritance planning, legacy letters, private jet tax rules, stock option exercise
A private jet decision. A multimillion-dollar option grant. An uneven inheritance. In this Q&A episode, Stephan unpacks three dilemmas that high-net-worth families face—and offers clear, strategic guidance for navigating them with confidence.
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Episode 14: Dividing, Inheriting, and Starting Fresh: Smart Moves After Life’s Turning Points
July 21st, 2025 | 22 mins 17 secs
debt-free milestone, divorce asset division, estate planning, financial literacy, inheritance planning, physician finance, physician financial planning, step-up in basis
From divorce settlements to post-inheritance decisions to finally being debt-free—life’s transitions come with big financial questions. In this episode, we answer listener questions about dividing marital assets, what to do after inheriting a $1.2M brokerage account, and how two physicians can reset their financial plan after paying off student loans. Plus, in Myth or Money, we bust the idea that you're ever too young to plan for retirement.