web02.fireside.fm Wed, 15 Apr 2026 03:43:01 -0500 Fireside (https://fireside.fm) The Scholar Wealth Podcast - Episodes Tagged with “Private Business Risk” https://sfa-podcast.fireside.fm/tags/private%20business%20risk Mon, 06 Oct 2025 05:00:00 -0400 The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. en-us episodic Complex Wealth Questions. Expert Answers. Scholar Financial Advising, LLC The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. no finance, investing, high-income, tax strategy, personal finance, wealth management podcast, high net worth financial planning, fiduciary financial advice, physician finance podcast, estate planning podcast, investment strategy podcast, tax planning podcast, business exit strategy podcast, financial planning for high net worth families, podcast for physicians with equity compensation, tax strategies for entrepreneurs selling a business, multigenerational wealth planning podcast, personal finance stories high net worth, fiduciary advisors podcast, deferred compensation planning podcast, portfolio rebalancing advice podcast, high net worth investing, ultra high net worth wealth strategies, gifting and legacy planning, private equity and alternative investments, liquidity event financial planning, trust and estate strategies, financial independence for entrepreneurs, expert interviews on wealth management Scholar Financial Advising, LLC stephan@scholarfinancialadvising.com Episode 25: When Spouses Disagree on Legacy Goals, Family Business Concentration Risk, and IRS Audit Insights https://sfa-podcast.fireside.fm/25 93809bc6-06c1-4e10-b48c-ebfe467a6413 Mon, 06 Oct 2025 05:00:00 -0400 Scholar Financial Advising, LLC full Scholar Financial Advising, LLC This episode tackles family and financial crossroads: how couples can resolve different visions for their legacy, the risks of tying too much wealth to a relative’s business, and expert strategies for handling IRS audits with David De Jong. 37:01 no This week: two listener questions that highlight the tension between family, finances, and legacy. First, we explore how couples can approach disagreements over whether to spend more now or preserve more wealth for their children. Next, we break down the risks of concentration when a large share of net worth is tied up in a family business, and how to weigh reinvesting versus diversifying. In our special segment, Stephan is joined by David De Jong, Chair of Stein Sperling’s nationally recognized tax law group. With more than 45 years of experience representing high-net-worth individuals, David shares practical insights on IRS audit triggers, the most common mistakes taxpayers make, and proactive strategies to reduce risk while pursuing effective tax planning. Have a question for a future episode? Submit it at scholaradvising.com/podcast. Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. Thanks for listening! wealth management, financial planning, legacy planning, inheritance planning, estate planning, family business succession, business exit strategy, concentration risk, diversification strategies, private equity investment, investing in family business, high-net-worth families, tax planning, tax strategies, IRS audits, IRS audit triggers, IRS audit preparation, common audit mistakes, audit risk reduction, David De Jong tax attorney, Scholar Wealth Podcast, retirement planning, charitable giving, wealth preservation, financial independence This week: two listener questions that highlight the tension between family, finances, and legacy. First, we explore how couples can approach disagreements over whether to spend more now or preserve more wealth for their children. Next, we break down the risks of concentration when a large share of net worth is tied up in a family business, and how to weigh reinvesting versus diversifying.

In our special segment, Stephan is joined by David De Jong, Chair of Stein Sperling’s nationally recognized tax law group. With more than 45 years of experience representing high-net-worth individuals, David shares practical insights on IRS audit triggers, the most common mistakes taxpayers make, and proactive strategies to reduce risk while pursuing effective tax planning.

Have a question for a future episode? Submit it at scholaradvising.com/podcast.

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. Thanks for listening!

]]> This week: two listener questions that highlight the tension between family, finances, and legacy. First, we explore how couples can approach disagreements over whether to spend more now or preserve more wealth for their children. Next, we break down the risks of concentration when a large share of net worth is tied up in a family business, and how to weigh reinvesting versus diversifying.

In our special segment, Stephan is joined by David De Jong, Chair of Stein Sperling’s nationally recognized tax law group. With more than 45 years of experience representing high-net-worth individuals, David shares practical insights on IRS audit triggers, the most common mistakes taxpayers make, and proactive strategies to reduce risk while pursuing effective tax planning.

Have a question for a future episode? Submit it at scholaradvising.com/podcast.

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. Thanks for listening!

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