Episode 18: When to Sell, When to Hedge, and When to Start Your Second Act

August 18th, 2025  |  27 mins 32 secs

asset protection, auction commissions, currency diversification, financial independence, financial literacy, foreign currency investing, gold investing, inheritance planning, international bond funds, market timing, retirement planning, second act retirement, selling collectibles, wealth premiums

In this episode, we answer a listener question about selling a $250,000 gold coin collection. Then, we explore whether shifting several million dollars into foreign currencies is a smart hedge against instability in the US banking system. Finally, in our Money Masters segment, Byron shares how he built confidence as a DIY investor, achieved financial independence, and reinvented himself in retirement.

Episode 8: Three Physicians, Three Big Questions: Planning for Flexibility, Savings, and Sanity

June 9th, 2025  |  19 mins 24 secs

financial independence, financial literacy, locum tenens retirement accounts, physician burnout, physician finance, retirement planning, variable income planning

Feeling burned out but unsure if you can afford to cut back? We answer physician finance questions about retirement accounts, variable income planning, and what financial independence looks like when you’re ready for a slower pace.

Episode 3: Tax Planning, CPAs, and the Final Stretch to Retirement

May 5th, 2025  |  9 mins 53 secs

cpa coordination, financial readiness, holistic planning, income modeling, liquidity management, portfolio allocation, pre-retirement strategy, retirement planning, roth conversions, sequence of returns risk, tax efficiency, tax planning

What’s the difference between tax planning and tax advice—and when should you involve your CPA?
In this week’s Scholar Wealth Podcast, Stephan Shipe breaks down how financial advisors and accountants work together to optimize tax outcomes, then walks through what it really means to prepare for retirement when you’re just a few years away.

From Roth conversion timing and income modeling to portfolio structure and cash flow strategy, this episode explores how proactive planning today can make your next major financial transition far smoother.

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.