Displaying items 21-22 of 22 in total of The Scholar Wealth Podcast with the tag "inheritance planning".
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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.
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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.