Accumulating Wealth
By Cain Watters
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Category: Investing
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Episodes: 285
Description
Hosts Hunter Satterfield and Judson Crawford are seasoned CPA's, and long time friends. Together they go in depth on financial topics that are pertinent to business owners, including tax planning, investing, personal financial planning and more. Each season focuses on an over-arching topic, and each episode they dive in——helping you make better decisions for yourself and your business every day. Tune in every week on Tuesdays for a new episode.
| Episode | Date |
|---|---|
|
Ep. 284: Divorce Dynamics for Business Owners
|
Apr 28, 2026 |
|
Ep. 283: AI Fraud, Tax Scams and More
|
Apr 21, 2026 |
|
Ep. 282: Monetary Mechanics
|
Apr 14, 2026 |
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Ep. 281: The Ortho Competitive Advantage
|
Apr 07, 2026 |
|
Ep. 280: Disinflation, Not Deflation
|
Mar 31, 2026 |
|
Ep. 279: March Madness in the Market
|
Mar 24, 2026 |
|
Ep. 278: Viral Finances: Fact or Fiction? (Pt. 2)
|
Mar 17, 2026 |
|
Ep. 277: The Power of the All-In Patient
|
Mar 10, 2026 |
|
Ep. 276: Geopolitical Market Update
|
Mar 06, 2026 |
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Ep. 275: Building Dental Communities
|
Mar 03, 2026 |
|
Ep. 274: Trump Accounts 101
|
Feb 24, 2026 |
|
Ep. 273: Real Talk with Your CPA
|
Feb 17, 2026 |
|
Ep. 272: The Red Zone
|
Feb 10, 2026 |
|
Ep. 271: Tax Tips to Start the Year Right
|
Feb 03, 2026 |
|
Ep. 270: 2026: The Prediction Episode
|
Jan 27, 2026 |
|
Ep. 269: Market Momentum of 2026
|
Jan 20, 2026 |
|
Ep. 268: From Complexity to Clarity
|
Jan 13, 2026 |
|
Ep. 267: Viral Finances: Fact or Fiction?
|
Jan 06, 2026 |
|
Ep. 266: 2025 Wrapped: Our Favorites
|
Dec 30, 2025 |
|
Ep. 265: Market Movements & Fed Forecasts
|
Dec 23, 2025 |
|
Ep. 264: The How Much Episode
|
Dec 16, 2025 |
|
Ep. 263: 2026 Risks & Rewards
|
Dec 09, 2025 |
|
Ep. 262: The Hows & Whys of 529s
|
Dec 02, 2025 |
|
Ep. 261: Give, Save, Spend
|
Nov 25, 2025 |
|
Ep. 260: RIP Penny, Hello IRS Limits
|
Nov 18, 2025 |
|
Ep. 259: Marry the Project, Date the Rate
|
Nov 11, 2025 |
|
Ep. 258: Take Advantage of the Cut
|
Nov 04, 2025 |
|
Ep. 257: What's Your Safe Withdrawal Rate?
|
Oct 28, 2025 |
|
Ep. 256: Year-End Tax Playbook
|
Oct 21, 2025 |
|
Ep. 255: Turning Time Into Wealth
|
Oct 14, 2025 |
|
Ep. 254: Five Tax Savings Environments
|
Oct 07, 2025 |
|
Ep. 253: The Sweet Spot for Refinancing
|
Sep 30, 2025 |
|
Ep. 252: Rate Cuts, Mortgages, and Market Moves
|
Sep 23, 2025 |
|
Ep. 251: Don't Leave It to the State
|
Sep 16, 2025 |
|
Ep. 250: Hurdles in Hygiene
|
Sep 09, 2025 |
|
Ep. 249: Tax Tips and Touchdowns
|
Sep 02, 2025 |
|
Ep. 248: AI Energy Demand and Market Updates
|
Aug 26, 2025 |
|
Ep. 247: OBBB Student Loan Changes
|
Aug 19, 2025 |
|
Ep. 246: Market Upturn and Child IRA Accounts
|
Aug 11, 2025 |
|
Ep. 245: The One Big Beautiful Bill Act: A Simplified Summary
|
Aug 05, 2025 |
|
Ep. 244: Personal Growth for Practice Growth
|
Jul 29, 2025 |
|
Ep. 243: Sticking to the Status Quo
|
Jul 22, 2025 |
|
Ep. 242: Living for the Present
|
Jul 15, 2025 |
|
Ep. 241: Are Your Investments Too Confident?
|
Jul 08, 2025 |
|
Ep. 240: Fourth of July Omakase
|
Jul 01, 2025 |
|
Ep. 239: Finding Validation: Confirmation Biases
|
Jun 24, 2025 |
|
Ep. 238: Can You Afford an Associate?
|
Jun 17, 2025 |
|
Ep. 237: Time Is Your Biggest Asset
|
Jun 10, 2025 |
|
Ep. 236: Is Top-Line Growth Enough?
|
Jun 03, 2025 |
|
Ep. 235: Finding Individualized Financial Advice
|
May 27, 2025 |
|
Ep. 234: Auto Loans, Leases and Financing
|
May 20, 2025 |
|
Ep. 233: International House of ... Stagflation?
|
May 13, 2025 |
|
Ep. 232: Growing Patients: Pediatric Trends
|
May 06, 2025 |
|
Ep. 231: The Psychology of Money
|
Apr 29, 2025 |
|
Ep. 230: Recession Investment Strategies
|
Apr 22, 2025 |
|
Ep. 229: Market Whiplash and CPI
|
Apr 15, 2025 |
|
Ep. 228: Shifting Into High Gear: Ortho Trends
|
Apr 08, 2025 |
|
Ep. 227: Liberation Day: Tariffs Update
|
Apr 07, 2025 |
|
Ep. 226: Breaking Down Your Profitability (Part Two)
|
Apr 01, 2025 |
|
Ep. 225: Breaking Down Your Profitability (Part One)
|
Mar 25, 2025 |
|
Ep. 224: And the Theme for This Year Is...
|
Mar 18, 2025 |
|
Ep. 223: Threading of Community and Culture
|
Mar 11, 2025 |
|
Ep. 222: AI Trends in Dentistry (Live from CWA Annual Meeting)
|
Mar 04, 2025 |
|
Ep. 221: Tariff Talk
|
Feb 25, 2025 |
|
Ep. 220: How Did We End Up Here?
|
Feb 18, 2025 |
|
Ep. 219: DSOs and Private Equity Transitions
|
Feb 11, 2025 |
|
Ep. 218: Every Penny Counts
|
Feb 04, 2025 |
|
Ep. 217: Policy and The Broader Market
|
Jan 28, 2025 |
|
Ep. 216: New Year, New Predictions
|
Jan 22, 2025 |
|
Ep. 215: How Did 2024 Hold Up?
|
Jan 14, 2025 |
|
Ep. 214: Preparing Your Estate Plan
|
Jan 07, 2025 |
|
Ep. 213: New Year, New Financial Resolutions
|
Dec 31, 2024 |
|
Ep. 212: All I Want for the Economy
|
Dec 24, 2024 |
|
Ep. 211: Get Financially Organized this New Year
|
Dec 17, 2024 |
|
Ep. 210: Pay or Save Student Loan Debt
|
Dec 10, 2024 |
|
Ep. 209: Holiday Budgeting
|
Dec 03, 2024 |
|
Ep. 208: 2025 IRS Contribution Limits
|
Nov 26, 2024 |
|
Ep. 207: Post-Election Analysis (Part 2)
|
Nov 19, 2024 |
|
Ep. 206: Post-Election Analysis
|
Nov 12, 2024 |
|
Ep. 205: State of the States
|
Nov 05, 2024 |
|
Ep. 204: Women in Wealth
|
Oct 29, 2024 |
|
Ep. 203: Energy, Decoupling and A Strong Economy
|
Oct 22, 2024 |
|
Ep. 202: Topic Smattering
|
Oct 15, 2024 |
|
Ep. 201: U.S. Debt Report Card
|
Oct 08, 2024 |
|
Ep. 200: Top 5 Tax Do's and Don'ts
|
Oct 01, 2024 |
|
Ep. 199.5 Salary Trends and Employee Benefits
|
Sep 24, 2024 |
|
Ep. 199: Spreading Financial Literacy
|
Sep 17, 2024 |
|
Ep. 198: A Smorgasbord of Influencing Factors
|
Sep 10, 2024 |
|
Ep. 197: Down, Set ... Rate Hike?
|
Sep 03, 2024 |
|
Ep. 196: Read Between the Lines
|
Aug 27, 2024 |
|
Ep. 195: Private Debt Funds
|
Aug 20, 2024 |
|
Ep. 194: Spin the Money Wheel (Part 2)
|
Aug 13, 2024 |
|
Ep. 193: Spin the Money Wheel (Part 1)
|
Aug 06, 2024 |
|
Ep. 192: Small-Cap Market Frenzy
|
Jul 30, 2024 |
|
Ep. 191: It Begins at Hello
|
Jul 24, 2024 |
|
Ep. 190: Stuck in the Middle
|
Jul 16, 2024 |
|
Ep. 189: Mentorship in Your Business
|
Jul 09, 2024 |
|
Ep. 188: Red White and Glizzy
|
Jul 01, 2024 |
|
Ep. 187: What's This Fee For?
|
Jun 25, 2024 |
|
Ep. 186: Check In: Year To Date Updates
|
Jun 18, 2024 |
|
Ep. 185: Mailbox Money
|
Jun 12, 2024 |
|
Ep. 184: The Bottom Line
|
Jun 04, 2024 |
|
Ep. 183: Walkaway Sales, Partnerships and DSOs
|
May 28, 2024 |
|
Ep. 182: ETFs: The Good, The Bad, The Ugly
|
May 21, 2024 |
|
Ep. 181: People Not Patients
|
May 14, 2024 |
|
Ep. 180: Avoid Stagnancy: Pediatric Trends
|
May 07, 2024 |
|
Ep. 179: Don't Take The Bait
|
Apr 30, 2024 |
|
Ep. 178: When Your Tax Projection Derails
|
Apr 23, 2024 |
|
Ep. 177: Identity Theft, Chocolate and Your Kids
|
Apr 16, 2024 |
|
Ep. 176: What's New with Annuities
|
Apr 09, 2024 |
|
Ep. 175: Starting to Feel It: Ortho Trends
|
Apr 02, 2024 |
|
Ep. 174: You Can't Afford to Fail
|
Mar 26, 2024 |
|
Ep. 173: Does Your Retirement Timeline Hold Up?
|
Mar 19, 2024 |
|
Ep. 172: Footloose in the Biggest Dental Topics
|
Mar 12, 2024 |
|
Ep. 171: More Than Just a Business (Live from CWA Annual Meeting)
|
Mar 05, 2024 |
|
Ep. 170: Your Captain Speaking: The Fed
|
Feb 27, 2024 |
|
Ep. 169: Your Depreciation Timeline
|
Feb 20, 2024 |
|
Ep. 168: What In the World?
|
Feb 13, 2024 |
|
Ep. 167: Bringing Home the Yield
|
Feb 07, 2024 |
|
Ep. 166: A Bit About Bitcoin
|
Jan 30, 2024 |
|
Ep. 165: It Has to Be Done
|
Jan 23, 2024 |
|
Ep. 164: 2024 Promises Never a Dull Moment
|
Jan 16, 2024 |
|
Ep. 163: How Much Your Biases Can Cost You
|
Jan 09, 2024 |
|
Ep. 162: How Did 2023 Hold Up?
|
Jan 02, 2024 |
|
Ep. 161: The Art of Real Estate Investments
|
Dec 26, 2023 |
|
Ep. 160: Hidden Investments of Real Estate
|
Dec 19, 2023 |
|
Ep. 159: Taxes - How Did We Get Here?
|
Dec 12, 2023 |
|
Ep. 158: Under Lock and Key
|
Dec 05, 2023 |
|
Ep. 157: The $500 Button
|
Nov 28, 2023 |
|
Ep. 156: It's a Wonderful Bank
|
Nov 21, 2023 |
|
Ep. 155: History's Financial Plague
|
Nov 14, 2023 |
|
Ep. 154: Risks and Rewards of Alternatives
|
Nov 07, 2023 |
|
Ep. 153: Can Alternative Investments Pay Off?
|
Oct 31, 2023 |
|
Ep. 152: American's Rising Net Worth
|
Oct 24, 2023 |
|
Ep. 151: Your Guide to 1099s
|
Oct 17, 2023 |
|
Ep. 150: The Goose & the Golden Egg
|
Oct 10, 2023 |
|
Ep. 149: The Fed's Next Move
|
Oct 03, 2023 |
|
Ep. 148: A Tale of Two Mortgage Rates
|
Sep 26, 2023 |
|
Ep. 147: Answers to Your Tax Questions
|
Sep 19, 2023 |
|
Ep. 146: Is History Repeating Itself?
|
Sep 12, 2023 |
|
Ep. 145: Your Top Line Strategy
|
Sep 05, 2023 |
|
Ep. 144: Are You California Rich or Tennessee Rich?
|
Aug 29, 2023 |
|
Ep. 143: How Do Americans Save Their Money?
|
Aug 22, 2023 |
|
Ep. 142: Is Hygiene Your Hero or Your Nemesis?
|
Aug 15, 2023 |
|
Ep. 141: Dropping Insurance Like It's Hot
|
Aug 08, 2023 |
|
Ep. 140: Insurance Negotiations, The New Norm
|
Aug 02, 2023 |
|
Ep. 139: The Cost of Insurance
|
Jul 25, 2023 |
|
Ep. 138: Secure Act 2.0 Incentives and Penalties
|
Jul 18, 2023 |
|
Ep. 137: Catch Up for Retirement
|
Jul 12, 2023 |
|
Ep. 136: SECURE Your Retirement
|
Jul 04, 2023 |
|
Ep. 135: Can You Handle the Heat?
|
Jun 27, 2023 |
|
Ep. 134: A Mortgage Made in Heaven
|
Jun 20, 2023 |
|
Ep. 133: Duration, Diversification and Denny's
|
Jun 13, 2023 |
|
Ep. 132: A Competitive Analysis for Your Practice
|
Jun 05, 2023 |
|
Ep. 131: Surprise, AI Can't Pass This Test
|
May 23, 2023 |
|
Ep. 130: Could AI Flag an IRS Audit?
|
May 10, 2023 |
|
Ep. 129: Little Teeth, Big Production
|
May 01, 2023 |
|
Ep. 128: The Daily Cost of Retirement
|
Apr 25, 2023 |
|
Ep. 127: Another Tax Day, Another Scam
|
Apr 18, 2023 |
|
Ep. 126: When Tax Scams Get Dirty
|
Apr 11, 2023 |
|
Ep. 125: Let's Get This Straight: Ortho Trends
|
Apr 03, 2023 |
|
Ep. 124: Could SVB Happen to Your Bank?
|
Mar 28, 2023 |
|
Ep. 123: Putting Market Madness in Perspective
|
Mar 22, 2023 |
|
Ep. 122: The Nitty Gritty on Practice Transitions (LIVE from CWA Annual Meeting)
|
Mar 15, 2023 |
|
Ep. 121: If Your Advisor Said to Jump... Would You?
|
Mar 08, 2023 |
|
Ep. 120: In the Blink of an Eye, CPI is Down
|
Feb 21, 2023 |
|
Ep. 119: Hey ETF, It's Your Birthday!
|
Feb 15, 2023 |
|
Ep. 118: The Super Bowl and The Stock Market
|
Feb 08, 2023 |
|
Ep. 117: The Good News About Bonds, CPIs and…Eggs
|
Feb 02, 2023 |
|
Season 24 Ep. 4: The Financial Whole 30
|
Jan 31, 2023 |
|
Season 24 Ep. 3: Is DSO FOMO Getting to You?
|
Jan 24, 2023 |
|
Season 24 Ep. 2: Interest Rates Impact on Private Sales
|
Jan 17, 2023 |
|
Season 24 Ep. 1: The IRS Says You Can Save More This Year
|
Jan 10, 2023 |
|
Season 23 Ep. 4: Right-Size Your 2023 Plan
|
Dec 28, 2022 |
|
Season 23 Ep. 3: Inflating Staff Wages
|
Dec 21, 2022 |
|
Season 23 Ep. 2: Global Polarization Is Playing With Your Portfolio
|
Dec 13, 2022 |
|
Season 23 Ep. 1: When the Market Crashes What Really Matters?
|
Dec 06, 2022 |
|
Season 22 Ep. 5: Last Minute Tax Savings Strategies
|
Nov 22, 2022 |
|
Season 22 Ep. 4: Caring For Your Aging Parents with Darrell Cain
|
Nov 15, 2022 |
|
Season 22 Ep. 3: Welcome to the Real World, Kid with Dr. Earle Sullivan
|
Nov 08, 2022 |
|
Season 22 Ep. 2: Your College Kid Can Manage Their Own Finances (Probably) With Dan Wicker
|
Oct 26, 2022 |
|
Season 22 Ep. 1: Financial Wisdom for the Next Generation with Drs. Ryan and Tiffany Harris
|
Oct 19, 2022 |
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Season 21 Ep. 4: What We Learned From the Great Recession
|
Oct 11, 2022 |
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Season 21 Ep. 3: Recession-Proof Your Practice
|
Oct 05, 2022 |
|
Season 21 Ep. 2: Is Volatility a Misdirection or Redirection?
|
Sep 27, 2022 |
|
Season 21 Ep.1: Expecting the Unexpected: Preparing for a Recession
|
Sep 20, 2022 |
|
Season 20 Ep. 5: Time's Up on Time Management
|
Sep 06, 2022 |
|
Season 20 Ep. 4: Hiring for Long-Term Success
|
Aug 31, 2022 |
|
Season 20 Ep. 3: Does Accepting Insurance Benefit Your Practice?
|
Aug 25, 2022 |
|
Season 20 Ep. 2: What Your Financial Statements Say About Your Practice
|
Aug 17, 2022 |
|
Season 20 Ep. 1: Put Your Practice Vision in Action
|
Aug 09, 2022 |
|
Season 19 Ep. 5: When to Hold 'Em and When to Fold 'Em
|
Aug 02, 2022 |
|
Season 19 Ep. 4: The Light at the End of the Inflation Tunnel
|
Jul 26, 2022 |
|
Season 19 Ep. 3: Countering Inflation's Impact on Your Savings
|
Jul 19, 2022 |
|
Season 19 Ep. 2: The Role Interest Rates Play on Your Debt
|
Jul 12, 2022 |
|
Season 19 Ep. 1: Rising Interest Rate's Impact on Your Investments
|
Jul 05, 2022 |
|
Season 18 Ep. 5: Redesigning Your Dental Office is Worth It
|
Jun 02, 2022 |
|
Season 18 Ep. 4: Financing Your New or Growing Dental Practice
|
May 24, 2022 |
|
Season 18 Ep. 3: Designing Your Dental Space
|
May 17, 2022 |
|
Season 18 Ep. 2: To Buy or Lease Your Dental Practice
|
May 10, 2022 |
|
Season 18 Ep. 1: The Right Time to Expand Your Dental Practice
|
May 03, 2022 |
|
Season 17 Ep. 4: A Healthy Disruption in Your Practice
|
Apr 05, 2022 |
|
Season 17 Ep. 3: Three Reasons for Failure
|
Mar 29, 2022 |
|
BONUS: Confidently Protect Everything You've Worked For
|
Mar 22, 2022 |
|
Season 17 Ep. 2: It's Time to Make the Unacceptable, Unacceptable
|
Mar 15, 2022 |
|
Season 17 Ep. 1: The Accountability Partner You Need
|
Mar 08, 2022 |
|
Season 16 Ep. 5: Selecting the Right Investments for Your Portfolio
|
Feb 01, 2022 |
|
Season 16 Ep. 4: When Do You Need Your Money?
|
Jan 25, 2022 |
|
Season 16 Ep. 3: Tax Diversification: The Blueprint for Your Financial Portfolio
|
Jan 18, 2022 |
|
Season 16 Ep. 2: The Art of Investment Allocation
|
Jan 11, 2022 |
|
Season 16 Ep. 1: Your Appetite for Investment Risk
|
Jan 04, 2022 |
|
BONUS: Answering Your Calling with Dr. Ryan Shinska
|
Dec 31, 2021 |
|
Season 15 Ep. 5: Reduce Your Tax Burden Before Year-End
|
Dec 07, 2021 |
|
Season 15 Ep. 4: Bye-Bye Backdoor Roth IRA
|
Nov 30, 2021 |
|
Season 15 Ep. 3: Who Will Be Taxed on Capital Gains?
|
Nov 23, 2021 |
|
Season 15 Ep. 2: Would You Rather be Taxed More or Paid Less?
|
Nov 16, 2021 |
|
Season 15 Ep. 1: Escape Estate Tax
|
Nov 08, 2021 |
|
Season 14 Ep. 5: Avoiding Common Dental Practice Pitfalls
|
Nov 02, 2021 |
|
Season 14 Ep. 4: Embezzlement Wake Up Call
|
Oct 26, 2021 |
|
Season 14 Ep. 3: Dental Disability First-Hand Experience
|
Oct 19, 2021 |
|
Season 14 Ep. 2: Partnership Tales from the Trenches
|
Oct 12, 2021 |
|
Season 14 Ep. 1: Cyber Attack Survival Story
|
Oct 05, 2021 |
|
Season 13 Ep. 5: A Look at Retirement from a Former Dental Practice Owner
|
Sep 01, 2021 |
|
Season 13 Ep. 4: Second Location Success Story
|
Aug 25, 2021 |
|
Season 13 Ep. 3: Partnership Point-of-View from a Two Doctor Practice
|
Aug 17, 2021 |
|
Season 13 Ep. 2: Start-Up Lessons from a Thriving Dental Practice
|
Aug 10, 2021 |
|
Season 13 Ep. 1: Career Path Perspective from a New Dental Graduate
|
Aug 03, 2021 |
|
Season 12 Ep. 5: Increasing Your Case Acceptance Rate
|
Jun 29, 2021 |
|
Season 12 Ep. 4: Better Your Practice & Yourself
|
Jun 22, 2021 |
|
Season 12 Ep. 3: Retaining Staff in Today's Dental Landscape
|
Jun 15, 2021 |
|
Season 12 Ep. 2: Make the Most of Extra Stimulus Dollars
|
Jun 08, 2021 |
|
Season 12 Ep: 1 Did Stimulus Stimulate Your Practice?
|
Jun 02, 2021 |
|
Season 11 Ep. 5: Monthly Expenses Get Expensive
|
May 04, 2021 |
|
Season 11 Ep. 4: Discovering Your Own Entrepreneurial Mindset
|
Apr 27, 2021 |
|
Season 11 Ep. 3: Extra Credit for the Whole Family
|
Apr 20, 2021 |
|
Season 11 Ep. 2: Knock Your Savings Out of Fenway Park!
|
Apr 13, 2021 |
|
Season 11 Ep. 1: What Would Your Child Do Right Now With $1,000?
|
Apr 06, 2021 |
|
Season 10 Ep. 5: Outside Factors Impeding Your Best Retirement
|
Mar 30, 2021 |
|
Season 10 Episode 4: Get Your Retirement Savings To Last
|
Mar 22, 2021 |
|
Season 10 Ep. 3: Leverage the Power of a Diversified Savings Strategy
|
Mar 16, 2021 |
|
Season 10 Ep. 2: 2 Factors Impacting How Much You Save For Retirement
|
Mar 09, 2021 |
|
Season 10 Ep. 1: Plan to Meet Your Retirement Needs(and Wants)
|
Mar 01, 2021 |
|
Season 9 Ep. 5: You Need More Referrals!
|
Feb 02, 2021 |
|
Season 9 Ep. 4: Does My Practice Really Need Social Media?
|
Jan 26, 2021 |
|
Season 9 Ep. 3: Let's Get Digital
|
Jan 18, 2021 |
|
Season 9 Ep. 2: Defining Your Brand Strategy
|
Jan 11, 2021 |
|
Season 9 Ep.1: Increase Production this Year with a Fresh Marketing Plan
|
Jan 05, 2021 |
|
Season 8 Ep. 5: Get Your Accounting Books to Do More For You
|
Nov 03, 2020 |
|
Season 8 Ep. 4: Business Insurance Planning is Exactly for Times Like Today
|
Oct 26, 2020 |
|
Season 8 Ep. 3: What Legal Documents Should I Have in My Practice?
|
Oct 19, 2020 |
|
Season 8 Ep. 2: Spotted! An Embezzler in Your Practice
|
Oct 12, 2020 |
|
Season 8 Ep. 1: Avoid a Surprise Tax Bill with these Tips
|
Oct 06, 2020 |
|
Season 7 Ep. 5: You're Fired! Cautionary Tales from an HR Ninja
|
Sep 08, 2020 |
|
Season 7 Ep. 4: Hiring the Right Person the First Time
|
Sep 01, 2020 |
|
Season 7 Ep. 3: The Dog Ate my Employee Handbook
|
Aug 24, 2020 |
|
Season 7 Ep. 2: When Coronavirus Hits Your Office
|
Aug 18, 2020 |
|
Season 7 Ep. 1: Top 4 HR Mistakes Owners Make: Horror Stories & Saving Graces
|
Aug 10, 2020 |
|
Season 6 Ep. 4: The DSO Sale...Are You Selling Up or Selling Out?
|
Aug 04, 2020 |
|
Season 6 Ep. 3: The Partnership Path...Is it too Much Trouble?
|
Jul 21, 2020 |
|
Season 6 Ep. 2: Do's and Don'ts of the Walk-Away Sale
|
Jul 07, 2020 |
|
Season 6 Ep. 1: The Pandemic's Impact on Valuations & Practice Transitions
|
Jul 07, 2020 |
|
Season 5 Ep. 5: Interest Rates – Taking Advantage of All Time Lows
|
Jun 16, 2020 |
|
Season 5 Ep. 4: Investment Fees - What Are You Really Paying
|
Jun 09, 2020 |
|
Season 5 Ep. 3: Take out the Trash – Getting Rid of the Waste in Your Practice
|
Jun 02, 2020 |
|
Season 5 Ep. 2: Fees: When and How to Raise Them
|
May 13, 2020 |
|
Season 5 Ep. 1: Reopening Your Practice
|
May 13, 2020 |
|
Season 4 Ep. 4: But Wait, There's More! Protecting You & Your Family
|
Mar 31, 2020 |
|
BONUS EPISODE: Navigating the Financial Impact of COVID-19
|
Mar 25, 2020 |
|
Season 4 Ep. 3: A Will is Not Enough! 5 Estate Planning Documents You Must Have
|
Mar 24, 2020 |
|
Season 4 Ep. 2: Disability Insurance: Expecting the Unexpected
|
Mar 18, 2020 |
|
Season 4 Ep. 1: Life Insurance and Everything That Comes With It
|
Mar 10, 2020 |
|
Season 3 Ep. 6: The Biggest Threat to Retirement: Your Children
|
Feb 25, 2020 |
|
Season 3 Ep. 5: Saving for Retirement: 4 Variables to Determine What to Save
|
Feb 18, 2020 |
|
Season 3 Ep. 4: Tackling Personal Debt: The Good, Bad & Ugly
|
Feb 04, 2020 |
|
Season 3 Ep. 3: Budgeting: The One You Don't Want To Listen To, But Should
|
Jan 28, 2020 |
|
Season 3 Ep. 2: Saving for College: The What, Why & How Much of College Savings Plans
|
Jan 07, 2020 |
|
Season 3 Ep. 1: Setting Your Own Salary: The Method to the Madness
|
Jan 07, 2020 |
|
Season 2 Ep. 5: Tax Structuring: What Type of Entity is Best for Your Business
|
Oct 29, 2019 |
|
Season 2 Ep. 4: Audits Unpacked: The Who, What and When to Panic
|
Oct 22, 2019 |
|
Season 2 Ep. 3: Tax Mistakes You Don't Want to Make
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Oct 15, 2019 |
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Season 2 Ep. 2: Year-end Tax Checklist to Maximize Your Income
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Oct 08, 2019 |
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Season 2 Ep. 1: Tax Myths
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Sep 30, 2019 |
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Season 1 Ep. 3: Investing to Optimize the Accumulation of Wealth
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Jan 07, 2019 |
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Season 1 Ep. 2: The Importance of Tax-Deferred Savings Vehicles with Tom Sanders
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Jan 07, 2019 |
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Season 1 Ep. 1 - Money Growth Concepts with Darrell Cain
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Jan 03, 2019 |