HeyJaredThe Scholar Wealth Podcast
The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Episode 76: Trustee Crime Insurance, Paying 1% for Alts Access, and NYC Real Estate with Ashley Reidy Quinn (opens the original)
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A listener writes in after reading about a new insurance product that covers trustee theft, with up to ten million in coverage. He's weighing whether to add it as protection for his children when the trust eventually passes to them. Stephan works through why the insurance itself isn't the first question to answer, how single-trustee structures create the underlying risk, what a corporate co-trustee or trust protector language solves, and how that same structure protects the trusted family member
Episode 75: Selling Your Business Beyond the Earnout, Family Loans and the IRS, Counterfeit Wine (opens the original)
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A listener preparing to sell his business writes in after our earlier episode on earnouts. He now understands that piece of the deal, but wants to know what else could cost him at close. Stephan walks through the parts of a transaction that get less attention than the headline number: rollover equity, escrow holdbacks, working capital true-ups, and reps and warranties. Each one moves the number the seller actually keeps, and each one is negotiable if you know it's there before you sign the LOI.
Episode 74: Cash Balance Plans for High-Earning Physicians, Building a System for Lumpy Income, and Trust Provisions for Adult Kids (opens the original)
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A high-earning locums anesthesiologist wants to know whether stacking a $200K cash balance plan on top of a maxed solo 401(k) is worth the added complexity. Stephan works through when it makes sense, when it doesn't, and why a taxable brokerage should probably come first. A plaintiff's attorney whose income swings from $380K to $2.1M year to year, with no plans to retire, wants a real system instead of reacting to the last case. Stephan lays out how to find a "normal year," park a few years of d
Episode 73: The Executor Trap, the Machine Age Fund, and Handbags as an Asset Class (opens the original)
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A listener was asked to serve as executor of a close friend's estate: fifteen million dollars, three properties, a business, and two adult children who don't speak to each other. She said yes and is now second-guessing it. We walk through what the executor role actually involves, why illiquid assets and family dynamics make this kind of estate particularly risky to take on, and how a corporate co-executor structure can preserve the friendship while transferring the fiduciary weight. Then we look
Episode 72: The Uninterested Heir, Earnout Reality Check, and Hiring a Nanny (opens the original)
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A self-managed investor with a $13 million portfolio is thinking about suggesting a wealth manager to his 28-year-old son. His son isn't reckless, but he's not interested in investing either, and the gifts they make just sit in his checking account. Stephan walks through why the real question isn't the fee, why five minutes a year in one or two index funds often solves the immediate problem, and when a low-cost AUM handoff genuinely makes sense. Then a listener selling his business on an earnout
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