Episode 14: Dividing, Inheriting, and Starting Fresh: Smart Moves After Life’s Turning Points

We kick off this week's episode with a question from a divorce attorney who listens to help his clients make smarter financial decisions. Stephan shares what really matters when dividing assets like real estate, retirement accounts, and taxable investments... and why equal isn’t always equitable. Next, we hear from a physician couple in their late 30s who just paid off student loans and want to know what’s next. Then, we tackle a listener question about inheriting a taxable brokerage account. What does a step-up in basis mean, and how do you decide whether to hold or sell the investments? Finally, in this week’s Myth or Money, Stephan takes on the idea that "I'm too young to worry about retirement." Have a question for a future episode? Submit it at scholarfinancialadvising.com/podcast.