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The Scholar Advising Podcast

The Scholar Advising Podcast

De: Scholar Financial Advising LLC
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 Join us for an engaging and informative exploration of the essential pillars of personal finance, financial planning, and strategies for building lasting wealth. In each episode, we break down key financial concepts, offer practical tips, and share expert insights to empower you on your journey toward financial independence. Whether you’re navigating planning for retirement or seeking ways to grow your investments, this podcast provides information for you. Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance.© 2025 The Scholar Advising Podcast Desarrollo Personal Economía Finanzas Personales Éxito Personal
Episodios
  • Episode 12: LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market

    Episode 12: LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market
    Jul 7 2025
    Thinking about launching a solo consulting business? We kick off this episode with a listener question about whether to choose a sole proprietorship or LLC—and how that decision affects taxes, liability, and retirement account options like a Solo 401(k). Then we shift gears and tackle a timely economic topic: why the Federal Reserve hasn’t cut interest rates yet, even as inflation cools. We break down the Fed’s dual mandate, the risks of acting too early, and how this all affects your borrowing, investing, and planning decisions. We also answer a key portfolio management question: how often should you review and rebalance your investments—especially during a volatile rate environment? And in our Tool Spotlight, we feature Kubera, a sleek net worth tracking app that gives high-net-worth individuals a consolidated, secure, and estate-ready view of their entire financial life. Got a question you’d like us to answer? Share it with us at scholarfinancialadvising.com/podcast
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    20 m
  • Episode 11: Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance

    Episode 11: Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance
    Jun 30 2025
    This week on the Scholar Advising Podcast, we’re tackling three client questions about managing wealth for the next generation and preparing for future tax changes. First, we look at how an irrevocable trust can help families lock in today’s higher estate tax exemption before the 2026 sunset—and how to align trust planning with long-term gifting goals. Next, we dive into pre-IPO planning: what to know about tax triggers, timing, and risk management when holding stock in a private company headed toward IPO. Then we discuss industry norms around umbrella insurance—what to expect when adding this type of coverage, and why many insurers require bundling with other policies. In this week’s Term of the Day, we break down Family Limited Partnerships—what they are, how they work, and why some families use this structure as part of an overall estate or gifting plan. Have a question you’d like us to tackle in a future episode? Submit it at scholarfinancialadvising.com/podcast (www.scholarfinancialadvising.com/podcast) Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance.
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    23 m
  • Episode 10: Planning When Plans Shift: Inflation, Impact Investing, and Helping Others Catch Up

    Episode 10: Planning When Plans Shift: Inflation, Impact Investing, and Helping Others Catch Up
    Jun 23 2025
    This week on the Scholar Advising Podcast, we’re tackling three thoughtful listener questions—each one focused on what to do when your plan, or someone else’s, needs a reset. We start with inflation: if it doesn’t cool down as expected, should you revisit your numbers? We’ll walk through how to adjust spending, allocation, and expectations without derailing your long-term goals. Next, we address how to help a friend or relative who hasn’t saved for retirement and isn’t financially confident—without overwhelming them. And for listeners curious about aligning money with values, we break down how to get started with impact investing in a way that makes sense for your portfolio. In our From the Field segment, Stephan shares a few highlights and personal takeaways from our annual personal finance conference in Charleston. Thanks to everyone who joined us—we’ll be back next year! Have a question you’d like us to tackle in a future episode? Email us at podcast@scholarfinancialadvising.com (mailto:podcast@scholarfinancialadvising.com)
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    20 m
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