The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying 1 Episode of The Scholar Wealth Podcast with the tag “residency rules”.
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Episode 9: Beyond the Paycheck: Vacation Rental ROI, State Taxes, and Deferred Comp Decisions
June 16th, 2025 | 18 mins 43 secs
deferred compensation, financial literacy, no-income-tax state move, residency rules, vacation rental, vacation rental roi
This week, we’re digging into real-world financial decisions with long-term impact. What’s the right way to measure ROI on a vacation rental—and how do you account for taxes, maintenance, and future resale? Thinking of relocating to a no-income-tax state? We explain what to evaluate beyond just taxes, including legal residency rules and estate implications. If you’ve been offered deferred compensation, we’ll walk through how to weigh the benefits, risks, and coordination with other retirement strategies.
Then in Money in the Headlines, Stephan reacts to a new survey showing 77% of Americans are changing their financial behavior due to recession fears. Is that smart strategy—or emotional overreaction?