Displaying items 11-12 of 12 in total of The Scholar Wealth Podcast with the tag "real estate investing".
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Episode 22: Trusts vs Wills, Senior Living REITs, and a Physician Bonus Playbook
September 15th, 2025 | 22 mins 38 secs
backdoor roth, donor-advised fund considerations, emergency fund strategy, estate complexity, estate planning, fee transparency, financial literacy, inheritance planning, liquidity constraints, manager quality assessment, physician finance, physician taxable account, private reit due diligence, probate avoidance, real estate investing, senior living investment, signing bonus allocation, tax planning, taxable investing, trust strategies, will vs trust
A $5 million estate. A private senior living REIT. A physician’s $75,000 signing bonus. In this Q&A episode, Stephan unpacks three listener questions with clear, practical guidance for high-net-worth families.
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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.