Scholar Financial Advising, LLC

The Scholar Wealth Podcast

Business EN ↓ 77 episoder

The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and famili...

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Forfatter

Scholar Financial Advising, LLC

Kategori

Business

Podcastens hjemmeside

sfa-podcast.fireside.fm

Seneste episode

5. okt. 2026

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Episoder

Episode 2: Can You DIY Your Financial Plan with Software? Plus, How Often to Check Your Portfolio 28.04.2025 9:50

In this episode of the Scholar Wealth Podcast, Stephan Shipe tackles two practical questions that come up often for hands-on investors: Can you just buy the same financial planning software advisors use and do it yourself? Stephan explains where consumer tools fall short, the hidden complexity behind professional financial models, and why the real value of a financial plan isn’t in the software—it...

Episode 1: Launching the Scholar Wealth Podcast 21.04.2025 5:45

In this first episode of the Scholar Wealth Podcast, host Stephan Shipe introduces himself, shares the story behind the show, and outlines what listeners can expect each week. With a PhD in finance, years of academic research, and experience advising high-net-worth families, Stephan explains why this podcast was created: to provide clear, expert insights for families facing complex wealth challeng...