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The Scholar Wealth Podcast

Scholar Financial Advising, LLC

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. Th... more

PublishesWeeklyEpisodes54Foundeda year ago
Number of ListenersCategories
Self-ImprovementEducationBusinessInvesting

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Latest Episodes

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 focused conversations on mark... more

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 savings match programs, conditi... more

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 structure raises serious prohibited... more

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 kids who can actually handle mone... more

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1. The Practical Planner
2. White Coat Investor Podcast
3. Your Money, Your Wealth
4. The Long View
5. The Retirement and IRA Show

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The Scholar Wealth Podcast launched a year ago and published 54 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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