Hosted by Unknown Host · 🇺🇸 US · EN-US · 61 episodes
Established thought leaders with verified media credentials.
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 families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. 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 necessaril
Unknown Host hosts The Scholar Wealth Podcast, a business show with 61 episodes published.
This week on the Scholar Wealth Podcast, we open with a founder who built a regional medical staffing company to roughly $20 million in revenue and brought on a minority partner three years ago when he was burning out. T
This quarter's Scholar Big Picture conversation runs the full episode. Deon Strickland, financial advisor at Scholar Advising, in-house economist, and finance professor at Wake Forest University, joins Stephan to work th
This week we open with a listener in her early sixties who has managed every dollar of her family's nineteen-million-dollar balance sheet for thirty years, while her husband has never opened a statement. A recent health
Brandon Mendez, Ph.D., CPA, Professor of Finance at the Darla Moore School of Business at the University of South Carolina, joins Stephan in the studio for a conversation on the wave of business acquisitions reshaping pr
A couple owns three properties across two states and has been letting their adult children and grandchildren use them freely. Their CPA recently raised concerns about imputed rental income and gift tax. Stephan walks thr
"In this episode, we hear from a business owner in his mid-forties with around ten million saved who has noticed that every financial milestone, hitting his first million, paying off the house, watching the number keep c
This week we're doing something a little different. Instead of the usual two-question format with a guest interview, we're handing the mic over to Associate Financial Advisors Noah Lewis and Evan Mills for a Q&A speed ro
A listener with $18 million at a wirehouse advisor is paying just over $200,000 a year in AUM fees and was told by his advisor that there's no way he could handle a portfolio that size on his own. Stephan separates the m
When you have a $40 million estate and four grandchildren, superfunding 529s can feel like an obvious estate planning move — but the math isn't always as clean as it looks. Stephan explains how the five-year election wor
This episode was recorded live at our 2026 annual personal wealth conference at the Grove Park Inn in Asheville, North Carolina, where about 60 investors, business owners, and successful families gathered for two days of
A listener shares that they've given their adult son roughly $180,000 informally over the years and it hasn't solved anything. Stephan walks through how to shift from reactive giving to intentional structure, including s
A listener wants to split a $250,000 private real estate loan between a Roth IRA and non-qualified funds — and charge each portion a different interest rate to maximize tax-free growth. Stephan breaks down why that struc
This week, Rachel Cruze — author, speaker, and co-host of The Ramsey Show — joins Stephan for a candid conversation about the third-generation wealth trap, the mistakes well-intentioned parents make, and how to raise kid
If you're thinking about selling your business in the next few years, the most important work happens before you ever hire a banker. Stephan breaks down how to reduce owner dependency, clean up financials, identify syner
In this episode, we begin with a listener looking to simplify a real estate portfolio in their early 60s. With multiple properties and significant appreciation, selling outright would trigger both capital gains and depre
Why do companies sometimes pay employees with stock instead of cash? And what happens when you inherit a multi-million-dollar IRA under the 10-year rule? In this episode of the Scholar Wealth Podcast, we answer two liste
This week, we begin with a listener whose $6 million portfolio has drifted from 25% to 42% in large-cap tech following the AI-driven surge. Stephan reframes the issue as portfolio drift rather than a market call, and wal
This week, we begin with a listener question about Private Placement Life Insurance. While the promise of tax-deferred growth and liquidity through policy loans can sound compelling, Stephan walks through the real tradeo
This week: a family with three adult children is navigating an unexpected tension: two children still travel privately with their parents, while one prefers to fly commercial and would like the unused travel spend redire
In this episode of the Scholar Wealth Podcast, we answer two listener questions that highlight how risk, complexity, and discipline show up in real financial decisions. First, a listener who recently sold part of a busin
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The Scholar Wealth Podcast is hosted by Unknown Host. The show is categorised under business (investing) and has published 61 episodes.
The Scholar Wealth Podcast has published 61 episodes.
The Scholar Wealth Podcast regularly covers business, investing, education. It sits in the business category, with a investing focus.
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Episodes of The Scholar Wealth Podcast average 34 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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