Displaying 7 items of The Scholar Wealth Podcast with the tag "portfolio rebalancing".
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Episode 41: Choosing Charitable Impact, Wash Sale Rules, and Business Valuation in Practice
January 26th, 2026 | 38 mins 36 secs
business exit strategy, business valuation, charitable giving, charitable impact, estate planning, family business, nonprofit evaluation, portfolio rebalancing, tax loss harvesting, tax planning, wash sale rules
In this episode, we explore how financial decisions can still feel complicated even when the numbers clearly work. The conversation covers how to choose impactful charitable giving without an existing connection, how wash sale rules show up in real-world portfolios, and a practical discussion with Mike Blake on how business valuations actually work in practice.
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Episode 31: Bridge Loan Tradeoffs, Private Market 401(k)s, and 1031 Exchange Strategies
November 17th, 2025 | 29 mins 27 secs
estate planning, executive compensation, financial independence, financial literacy, liquidity event, portfolio rebalancing, real estate investing, tax planning, trust strategies
This week, we break down when it makes sense to sell investments versus borrow for a new home, what to know about private market options in 401(k)s, and how 1031 exchanges can reshape long-term real estate planning with guest Julie Baird of First American Exchange Company.
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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 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 12: LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market
July 7th, 2025 | 20 mins 13 secs
federal reserve policy, finance app, interest rates, llc formation, portfolio rebalancing, solo consulting, tax planning
Starting a consulting business? Wondering if an LLC is worth it? In this episode, we tackle entity selection for solo entrepreneurs, how to think through tax treatment, and what structure gives you the best retirement plan options. We also dig into why the Fed hasn’t lowered interest rates yet—and what that means for investors navigating today’s uncertain landscape. Finally, we answer a common question: how often should you rebalance your portfolio in a market like this? Plus, in this week’s Tool Spotlight, we highlight Kubera, a powerful net worth tracking tool for clients with complex assets.
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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.