The Scholar Advising Podcast
A discussion of essential topics in personal finance, financial planning, and accumulating wealth.
Displaying all 2 Episode of The Scholar Advising Podcast with the tag “investing”.
-
Episode 6: Corporate Cash, Market Timing, and Private Equity: Diversification Strategies for High Earners
May 26th, 2025 | 24 mins 39 secs
finance, investing, wealth
Wondering what to do with excess cash in your business or portfolio? We cover diversification benefits, dollar cost averaging, and private equity basics, including how to protect yourself with an LLC vs. LP. Plus, a simple breakdown of Qualified Charitable Distributions (QCDs) and when they make sense.
-
Episode 5: From Startup Exits to Luxury Properties: High-Income Tax Planning and Wealth Strategies for Founders and Medical Pros
May 19th, 2025 | 22 mins 18 secs
finance, investing, wealth
Sold your startup or earning big as a physician? In this episode, we answer questions about high-income tax strategies, smart property investing, and how to prioritize competing financial goals—from retirement to philanthropy.