All Episodes

Episode 55: 529 Superfunding, Evaluating Memberships After a Liquidity Event, and Concierge Nursing

Episode 54: Mortgages, Trusts, Hedge Funds, and More: Live Q&A from Our Annual Conference

Episode 53: Structured Family Support, Cash Balance Plans, and Hiring a Private Chef

Episode 52: Self-Directed IRAs, EU Citizenship, and the K-Shaped Economy - Scholar Big Picture with Dr. Deon Strickland

Episode 51: Rachel Cruze of The Ramsey Show on Raising Money-Smart Kids, DAFs vs. Private Foundations, and Getting Into Alternatives

Episode 50: PE Exit Prep, Offshore Account Reporting, and Protecting Collector Vehicles with Hagerty's Trent Abbott

Episode 49: Delaware Statutory Trusts, Illiquid Business Wealth, and Designing Legacy Homes

Episode 48: Stock Compensation, Inherited IRA Taxes, and Documenting Family Legacy

Episode 47: AI Concentration Risk, Concierge Medicine, and Avoiding Trust Disputes

Episode 46: Evaluating PPLI, Investing in a Child’s Startup, and Cross-Border Tax Complexity

Episode 45: Family Travel Fairness, STR Bonus Depreciation, and Digital Risk Management

Episode 44: Oil Well Concentration Risk, Australian Superannuation, and Learning to Fly

Episode 43: Lean Family Office Builds, Trump Accounts, and Angel Investing

Episode 42: Managing Inherited Property, Protecting Physician Wealth, and Inside the Bourbon Market

Episode 41: Choosing Charitable Impact, Wash Sale Rules, and Business Valuation in Practice

Episode 40: Solar Tax Write-Offs, Franchise Investment Decisions, and the Scholar Big Picture

Episode 39: 529 Planning in an AI World, Raising Grounded Kids, and Understanding REITs

Episode 38: Social Security Timing, Home Sale Capital Gains, and Educational Travel with Road Scholar

Episode 37: Qualified Opportunity Zones, IDGTs, and Modern Estate Management

Holiday Special: Working Asset Tax Rules, Equipment Depreciation, and Employee Benefits Planning

Episode 35: AI IPO Scenarios, IRA and Roth Timing, and Digital Legacy Preservation

Episode 34: Buying a €450K Home Abroad, Planning Around Carried Interest, and Building a Wine Collection That Lasts

Episode 33: Exchange Funds, IRMAA Surprises, and the Modern Watch Market

Episode 32: Irish-Domiciled ETFs, 2026 IPS Refresh, and Luxury Holiday Design

Episode 31: Bridge Loan Tradeoffs, Private Market 401(k)s, and 1031 Exchange Strategies

Episode 30: Defining Value: From Wedding Budgets to Market Wisdom to Comic Collectibles

Episode 29: CRUT Strategies, Contingency Fee Windfalls, and Protecting Valuable Collections

Episode 28: Historic Home Incentives, Valuation Discounts, and the Luxury Yacht Market

Episode 27: Triple Net Leases, Trust Gifting, and Lessons from SEC Whistleblower Cases

Episode 26: Roth Conversions, Gold at Record Highs, and Elite College Admissions

Episode 25: When Spouses Disagree on Legacy Goals, Family Business Concentration Risk, and IRS Audit Insights

Episode 24: Family Gifting Expectations, Tech IPO Decisions, and the Capital Call Dilemma

Episode 23: SLAT Adjustments, Family Philanthropy, and Spotting Ponzi Schemes

Episode 22: Trusts vs Wills, Senior Living REITs, and a Physician Bonus Playbook

Episode 21: All in One Bank, Deferred Comp Timing, and a $20-to-Success Journey

Episode 20: Learning Capital for Kids, Tax Loss Harvesting with Direct Indexing, and Hiring a Private Chef

Episode 19: Helping Family, Law Firm Partnership Buy-In, and Using NUA: High-Stakes Money Decisions

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

Episode 17: The Art of Balancing: Liquidity Events, Lifestyle Choices, and Financial Freedom

Episode 16: Big Money Moves: Diversifying, Funding Kids’ Futures, and Buying Abroad

Episode 15: Fractional Jets, Option Exercises, and Estate Fairness: Financial Planning at the Next Level

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

Episode 13: Equity, Exit Plans, and Expensive Zip Codes: Wealth Strategy in Real Life

Episode 12: LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market

Episode 11: Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance

Episode 10: Planning When Plans Shift: Inflation, Impact Investing, and Helping Others Catch Up

Episode 9: Beyond the Paycheck: Vacation Rental ROI, State Taxes, and Deferred Comp Decisions

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

Episode 7: Wealth Concentration to Weekend Plans: Retirement Prep and Financial Literacy for Heirs

Episode 6: Corporate Cash, Market Timing, and Private Equity: Diversification Strategies for High Earners

Episode 5: From Startup Exits to Luxury Properties: High-Income Tax Planning and Wealth Strategies for Founders and Medical Pros

Episode 4: Clarity and Confidence: From Family Finances to Finding the Right Advisor

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

Episode 2: Can You DIY Your Financial Plan with Software? Plus, How Often to Check Your Portfolio

Episode 1: Launching the Scholar Wealth Podcast