Scholar Financial Advising, LLC

The Scholar Wealth Podcast

Business EN ↓ 77 afleveringen

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...

Bezoek zeker de website van de podcast en steun de maker: sfa-podcast.fireside.fm

Auteur

Scholar Financial Advising, LLC

Categorie

Business

Website van de podcast

sfa-podcast.fireside.fm

Nieuwste aflevering

5 okt. 2026

Waar luisteren?

Podcasts in de app Replaio Radio Binnenkort beschikbaar

Podcasts komen binnenkort naar de app. Installeer nu en zie als eerste een compleet nieuwe kijk op podcasts

Gratis installeren Android bijna 10 mln downloads · beoordeling 4,8 iOS binnenkort

Afleveringen

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...