The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying all 3 Episode of The Scholar Wealth Podcast with the tag “tax planning”.
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Episode 16: Big Money Moves: Diversifying, Funding Kids’ Futures, and Buying Abroad
August 4th, 2025 | 18 mins 52 secs
10b5-1 plan, 529 plan funding, charitable remainder trust, company stock diversification, financial literacy, international property purchase, tax planning
In this episode, we answer listener questions about diversifying concentrated company stock with a 10b5-1 plan, avoiding overfunding 529 plans, and the key considerations before buying a second home abroad. Plus, our Term of the Day breaks down Charitable Remainder Trusts (CRTs) in plain English.
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Episode 12: LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market
July 7th, 2025 | 20 mins 13 secs
federal reserve policy, finance app, interest rates, llc formation, portfolio rebalancing, solo consulting, tax planning
Starting a consulting business? Wondering if an LLC is worth it? In this episode, we tackle entity selection for solo entrepreneurs, how to think through tax treatment, and what structure gives you the best retirement plan options. We also dig into why the Fed hasn’t lowered interest rates yet—and what that means for investors navigating today’s uncertain landscape. Finally, we answer a common question: how often should you rebalance your portfolio in a market like this? Plus, in this week’s Tool Spotlight, we highlight Kubera, a powerful net worth tracking tool for clients with complex assets.
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Episode 5: From Startup Exits to Luxury Properties: High-Income Tax Planning and Wealth Strategies for Founders and Medical Pros
May 19th, 2025 | 22 mins 18 secs
charitable fund, charitable giving, luxury property decision, mortgage payoff decision, tax planning
Sold your startup or earning big as a physician? In this episode, we answer questions about high-income tax strategies, smart property investing, and how to prioritize competing financial goals—from retirement to philanthropy.