Displaying 10 items of The Scholar Wealth Podcast with the tag "market timing".
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Episode 62: The SpaceX IPO, the Magnificent Ten, and What's Quietly Breaking Underneath the Market
June 22nd, 2026 | 36 mins 14 secs
ai investing, concentration risk, financial independence, inflation planning, ipo, magnificent ten, market concentration, market timing, portfolio diversification, portfolio rebalancing, retirement planning, tax planning
Deon Strickland joins Stephan for a quarterly Scholar Big Picture conversation on what the SpaceX IPO says about how investors are pricing AI, the growing concentration risk as the Magnificent Ten approaches forty percent of the S&P 500, and the strange disconnect between a strong stock market and rising credit card defaults. They also work through the case for gold and bonds as shock absorbers, the political path toward higher tax rates and wealth taxes, and what Deon is watching from the new Fed chair and the next inflation print.
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Episode 52: Self-Directed IRAs, EU Citizenship, and the K-Shaped Economy - Scholar Big Picture with Dr. Deon Strickland
April 13th, 2026 | 36 mins 10 secs
asset protection, fbar reporting, foreign bank accounts, international planning, k-shaped economy, market timing, portfolio rebalancing, prohibited transactions, real estate investing, self-directed ira, tax planning
Stephan breaks down why splitting a private real estate loan between a Roth IRA and non-qualified funds at different interest rates is a prohibited transaction risk — and what to do instead. Then, a listener with newly obtained EU citizenship wants to know what U.S. tax and reporting obligations come with foreign bank accounts. To close, Dr. Deon Strickland joins for the quarterly Scholar Big Picture conversation on the K-shaped economy, what AI means for labor versus equity returns, and why industrial metals may be worth watching.
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Episode 47: AI Concentration Risk, Concierge Medicine, and Avoiding Trust Disputes
March 9th, 2026 | 34 mins 22 secs
concentration risk, concierge medicine, estate planning, fiduciary litigation, financial independence, healthcare planning, market timing, portfolio rebalancing, retirement planning, tech concentration, trust strategies
In this episode, we discuss how to manage concentrated exposure to AI-driven tech gains without turning rebalancing into market timing, evaluate whether catastrophic coverage paired with concierge medicine is a rational strategy after financial independence, and speak with fiduciary litigator Ellen Morris about what families can do to proactively reduce trust and estate conflicts.
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Episode 40: Solar Tax Write-Offs, Franchise Investment Decisions, and the Scholar Big Picture
January 19th, 2026 | 38 mins 1 sec
commercial solar investing, concentration risk, financial literacy, franchise investing, inflation planning, investment due diligence, market timing, passive investment myths, private equity investment, real estate investing, tax driven investments, tax planning
In this episode of the Scholar Wealth Podcast, Stephan answers two listener questions focused on evaluating investments that look attractive on paper but require deeper analysis. We start with commercial solar investments and large tax write-offs, then turn to franchising and what investors should consider before committing meaningful capital. The episode closes with the Scholar Big Picture, a quarterly conversation with Dr. Deon Strickland on market behavior, economic uncertainty, and what to watch right now.
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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 20: Learning Capital for Kids, Tax Loss Harvesting with Direct Indexing, and Hiring a Private Chef
September 1st, 2025 | 22 mins 44 secs
charitable giving, concentration risk, crypto investing, dafs, direct indexing, estate planning, financial independence, financial literacy, gifting strategies, inheritance planning, learning capital, market timing, portfolio rebalancing, qsbs, tax loss harvesting, tax planning, trust strategies
In this episode, we answer listener questions about setting boundaries around “learning capital” when a child wants to invest trust assets in crypto, weighing the benefits of direct indexing for tax loss harvesting in a $6 million taxable portfolio, and handling the financial logistics of hiring a private chef for a family-owned summer residence. Plus, our Term of the Day segment breaks down QSBS — Qualified Small Business Stock — and why it can be such a powerful tax planning opportunity for entrepreneurs.
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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 6: Corporate Cash, Market Timing, and Private Equity: Diversification Strategies for High Earners
May 26th, 2025 | 24 mins 39 secs
corporate cash strategy, market timing, private equity investment, qualified charitable distributions
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.
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Episode 2: Can You DIY Your Financial Plan with Software? Plus, How Often to Check Your Portfolio
April 28th, 2025 | 9 mins 50 secs
financial literacy, market timing, portfolio rebalancing, tax planning
This week, Stephan answers two common questions from DIY investors. First: can you really just buy the same financial planning software advisors use and run your own plan? Then: how often should you actually be checking your portfolio? Stephan breaks down what separates professional-grade planning tools from consumer versions, when retail software might be enough, and why too much portfolio monitoring can do more harm than good.
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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.