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The Scholar Advising Podcast

The Scholar Advising Podcast

Scholar Financial Advising, LLC

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.
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Top 10 The Scholar Advising Podcast Episodes

Goodpods has curated a list of the 10 best The Scholar Advising Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Scholar Advising Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Scholar Advising Podcast episode by adding your comments to the episode page.

This episode explores the intersection of wealth and life expectancy, delving into how financial status influences access to healthcare, diet, and overall quality of life. The discussion also addresses the role of health tech devices, such as smartwatches, in monitoring and potentially improving health outcomes. Additionally, the conversation covers essential estate planning strategies to ensure a smoother transition for heirs, including the importance of communication, planning for funeral arrangements, and the use of trusts and wills.

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The Scholar Advising Podcast - Episode 2: What is important when building versus buying a home?
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12/19/24 • 37 min

In this episode we discuss the many factors that are important in deciding if you should build a new home or buy an existing home, including

What are the pros and cons of buying new?
What are the pros and cons of buying an existing home?
What financial impact does buying a home have on your financial goals?

and many more!

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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The Scholar Advising Podcast - Episode 1: What is your philosophy of gifting wealth?
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12/12/24 • 38 min

In this episode we discuss the essentials of planning for gifting your wealth to future generations or causes you support. We discuss:

When is the right time to start gifting?
How do you handle the family dynamics of gifting?
Can you ensure that gifts are spent wisely?

and many more!

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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Managing wealth after a big payout or a high-earning career isn’t always straightforward. In this episode, we chat through real scenarios from tech founders and medical professionals who are facing complex financial choices. From weighing mortgage payoff against retirement investing to setting up charitable funds, we explore how to prioritize goals while keeping an eye on long-term tax efficiency.

We also get into strategies for reducing taxable income—like maximizing retirement accounts, considering Roth conversions, and choosing the right business structure for private practices. And when it comes to luxury property, we talk through what makes sense financially versus emotionally.

Finally, this week’s “Myth or Money” segment: “I have an existing IRA so I can’t do a backdoor Roth.” Is that fact or fiction? We break it down in this episode.

Have a burning finance question we should discuss in the next episode? Email us at [email protected]

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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FAQ

How many episodes does The Scholar Advising Podcast have?

The Scholar Advising Podcast currently has 5 episodes available.

What topics does The Scholar Advising Podcast cover?

The podcast is about Investing, Personal Finance, Podcasts, Finance, Self-Improvement, Education and Business.

What is the most popular episode on The Scholar Advising Podcast?

The episode title 'Episode 4: Office Hours Q&A - Roth for Kids, Starter Home Turned Rental, and Portable Insurance' is the most popular.

What is the average episode length on The Scholar Advising Podcast?

The average episode length on The Scholar Advising Podcast is 30 minutes.

How often are episodes of The Scholar Advising Podcast released?

Episodes of The Scholar Advising Podcast are typically released every 13 days, 23 hours.

When was the first episode of The Scholar Advising Podcast?

The first episode of The Scholar Advising Podcast was released on Dec 12, 2024.

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