The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying 1 Episode of The Scholar Wealth Podcast with the tag “private equity investment”.
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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.