The Scholar Wealth Podcast

Publicly listed emails

info@scholarfinancialadvising.com

stephan@scholarfinancialadvising.com

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Episode 81: Buying a Home Owned by a Pension, Three Homes and No Budget, Leaving New York for Florida

November 02, 2026

A listener is relocating and considering a house held inside an Equity Trust Company account, structured as part of the seller’s defined benefit plan. Stephan walks through why Equity Trust is a self-directed custodian with a reputation for complicated transactions, why a personal residence sitting inside a pension raises questions on the seller’s side but not the buyer’s, and how a cash buyer with a HELOC walking into this situation has real leverage to negotiate a meaningful discount. Next...

Episode 80: HYSA, Roth Tilt, Gold, and Gifting: Five Finance Debates

October 26, 2026

This week Noah Lewis and Evan Mills take over the show for a face-off on five contested questions in personal finance. They start with where to park an emergency fund, high-yield savings or a brokerage money market, and get into Capital One and Ally yields, the instant transfer case for a spontaneous car purchase, FDIC coverage above $250,000, and when a hybrid approach makes sense. From there, the Roth IRA. Noah argues value tilt from a tax location angle and walks through the Fama French v...

Episode 79: Investment Migration and the $500K Portugal Golden Visa with Daniel Twomey

October 19, 2026

Investment migration, acquiring a second residency or citizenship through a qualifying investment, has shifted over the past decade from a mobility play for applicants from less powerful passports to a plan B strategy for Americans and other dual citizens. Daniel Twomey, COO of La Vida Golden Visas ( https://www.goldenvisas.com/ ), joins Stephan to walk through how it works, what the major programs cost, and why Portugal has been the most popular program in the sector for close to a decade. ...

Retirement For Life · Medium booking difficulty · 100 - 1,000 listeners

Something More with Chris Boyd · Medium booking difficulty · 100 - 1,000 listeners

Influential Entrepreneurs with Mike Saunders, MBA · Low booking difficulty · 100 - 1,000 listeners

Behind the Advice · Medium booking difficulty · 100 - 1,000 listeners

Financial Commute · Low booking difficulty · 100 - 1,000 listeners

How do I get in touch with The Scholar Wealth Podcast?

The Scholar Wealth Podcast is hosted by Noah Lewis and Evan Mills. Its publicly listed emails are info@scholarfinancialadvising.com and stephan@scholarfinancialadvising.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Scholar Wealth Podcast?

The publicly listed emails for The Scholar Wealth Podcast: info@scholarfinancialadvising.com and stephan@scholarfinancialadvising.com.

How many listeners does The Scholar Wealth Podcast have?

Podseeker estimates The Scholar Wealth Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Scholar Wealth Podcast?

The Scholar Wealth Podcast typically books working professionals with real expertise. Typical guest background: Practicing attorneys, physicians, founders, and other specialized professionals with direct expertise in wealth management, estate planning, tax, health optimization, or high-value lifestyle decisions. Recent guests include Anthony Bolognese, Lisa McCurdy, and Nathan Ruch.

How hard is it to get booked on The Scholar Wealth Podcast?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does The Scholar Wealth Podcast cover?

Recent episodes cover Wealth Management, Estate Planning, Tax Planning, Investing, and Retirement. Pitch an idea tied to one of these topics and mention a recent episode.

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I host The Scholar Wealth Podcast. How do I correct this page?

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