Displaying 2 items of The Scholar Wealth Podcast with the tag "tax efficiency".
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Episode 19: Helping Family, Law Firm Partnership Buy-In, and Using NUA: High-Stakes Money Decisions
August 25th, 2025 | 24 mins 1 sec
advisor red flags, asset protection, career transitions, family finance, financial literacy, high-net-worth strategy, partnership buy-in, retirement decisions, retirement planning, tax efficiency, tax planning
Big financial decisions often carry more risk than they first appear. In this episode of the Scholar Wealth Podcast, Stephan answers three listener questions on high-stakes money moves: helping family with a major purchase, evaluating a $500,000 law firm partnership buy-in, and deciding whether to use the Net Unrealized Appreciation (NUA) tax strategy in retirement.
Plus, in our Advisor Red Flags segment, we spotlight why “exclusive” alternative investment opportunities aren’t always as good as they sound.
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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.