Accumulating Wealth

If you have an investment advisor or are considering getting one, you might wonder what the fees that go along with it are actually for. Do you pay via a percentage of your investments or write a check? A guest joins Hunter and Judson to dissect both fund level and advisory fees and the factors that could add significant value to your returns. LINKS cainwatters.com Submit a Question Facebook | You...

It's halfway through 2024, and a lot has happened since Hunter and Judson made their yearly predictions back in January. This episode, the guys check in on how well their predictions are holding up, from the performance of the Magnificent 7 to Bitcoin and interest rates, plus how they think the rest of the year might line up with their initial forecasts. LINKS cainwatters.com Submit a Question Fac...

Rising interest rates have lowered bond prices, leaving dividend stocks as an investment strategy some investors are turning to as a source of income. Two guests join the guys to discuss yield strategies and making your investments last. LINKS Tectonic Advisors cainwatters.com Submit a Question Facebook | YouTube

Knowing how your practice's averages compare against similar ones can offer invaluable insight into the areas of your practice that could use improvement. The guys are joined by a guest to dive into the new How Does Your Practice Compare? Report, from how the data is gathered, what it all means and how you can use it to propel your numbers this year. LINKS How Does Your Practice Compare? Report ca...

When the time is right, selling your business is one of the best ways to contribute to building your wealth. But with so many different avenues for selling your practice, how do you know what way will work best for you? Hunter and Judson dive into the three main ways to sell your practice: walkaway sales, traditional partnerships and DSOs. LINKS NDP Transition Talk Podcast CWA Practice Transition...

In the last year, more than 500 new ETFs were launched. But not all of them were well-strategized, fee-reducing funds. A guest joins this episode to talk through some of the worst and best ETFs of last year, the updated HSA contribution limits for this year, and the latest news on CPI rates. LINKS Morning Star Article: The Best and Worst New ETFs of 2023 Apollo Article: Fed Hikes Having a Smaller...

The patient experience isn't limited to the services they receive. Instead, it encompasses the start-to-finish process of interacting with the dental staff, being valued as a person and building trust with the doctor. Dr. Michael Sonick joins the guys to share his experience treating people, not patients, and how emphasizing hospitality in your practice can help you better serve your patients. LIN...

Pediatric practice profitability stalled last year, leaving many doctors wondering, "Where do I go from here?" The new Pediatric Comparison Report is here, and the guys are diving into the numbers to give insight into optimizing your practice. With the help of a special guest, they dig into production per provider, where average overhead stands, and why marketing is more important than ever. LINKS...

Unlike actual fishing, tax phishing schemes can be devastating for the taxpayer that falls for a scammer's bait. The IRS released the Dirty Dozen list for this year, warning on everything from tax advice from social media, fake charities and tempting tax deductions. The guys discuss the too-good-to-be-true tax offers to be on the lookout for. LINKS cainwatters.com Submit a Question Facebook | YouT...

There's nothing more frustrating than paying more in taxes than planned. It makes you wonder where your tax projection went south. The guys discuss tax planning in this episode and why it's crucial that your CPA is aware of your significant business changes when planning for 2024, from collections to large purchases to staffing changes. LINKS cainwatters.com Submit a Question Facebook | YouTube

When you think of victims of identity theft, a 7-year-old is probably not the first person that comes to mind. But younger audiences are becoming major targets for social security traps, credit card scams and fraudulent digital offers. A special guest joins the episode to discuss the severity of identity theft of kids, preventative measures to take, and what to do if a scam arrives in the mail. Th...

The talk about annuities is on the rise, and from the surface, look to be a good option for income in retirement. Is it too good to be true, and if so, what's the catch? A special guest joins the guys to dive into what exactly annuities are, some of the risks they bring and if an annuity is right for you. LINKS cainwatters.com Submit a Question Facebook | YouTube

The guys dive into the insights in the latest Orthodontic Practice Comparison Report , covering everything from staff salaries to rising fees, down payments, marketing and more. How resilient has the Orthodontic space been to recession, and how can you use these numbers to optimize your practice? The guys are here to give meaning to your metrics with the help of a special guest. LINKS Orthodontic...

Becoming a first-time practice owner involves a lot of nitty-gritty due diligence, but what happens after the sale is closed? Cultivating a successful business post-close brings even more big-ticket items to consider, from managing debt to office upgrades. The guys bring on a special guest to share his story of buying a practice, turning it into a thriving business and the invaluable lessons he le...

Where does economic volatility and high interest ratesleave the standard rate of return for traditional retirement plan projections? Hunter and Judson dive into how market performance leading up to retirement can play a role in your portfolio's returns and how your financial plan may need revising after retirement. Plus, they discuss what portfolio factors you can or can't rely on and how taxes an...

Do you ever wonder if fellow business owners are grappling with the same concerns as you? Well, here's your chance to get your questions answered. The guys dive into the main discussion points of this year's Annual Meeting attendees, from rates to the election year to the lack of market breadth and more. Plus, they recap what topics are trending among dentists right now and how to navigate the unc...

Is it possible to manage a profitable business while still answering your philanthropic calling to impact the world? The guys bring on CWA founder Darrell Cain and Dr. Ryan Shinska of Hope Smiles to share their experiences with using their skillsets to give back to their communities and make a difference in the lives of those around them. This episode was recorded live at the 32nd Annual Meeting w...

Bets were on earlier this year. The odds of a rate cut in March were 77%. Odds are now down to 9%, if that. Who does this penalize most? Small business owners who now must adjust to floating-rate interest loans. With no definitive timeline for future rate cuts, what should we be looking out for from the Fed? The guys dive into how the Fed is trying to lower rates without spiking inflation or defla...

If you purchased several new assets for your business, why wouldn't you go ahead and write off everything? Are there advantages in writing some assets off now and some later? Hunter and Judson discuss timing debt with depreciation and explain how a strategic approach to tax write-offs is crucial for long-term financial growth. LINKS: cainwatters.com Submit a Question Facebook | YouTube

When we widen our lens, a lot is going on in the world outside of the U.S. Who is at war with whom, and what does the future of global currencies look like? What high-stakes elections are happening this year and what will the future of technology mean for supply and demand? Dr. Vikram Mansharamani, global economist and author, joins Hunter and Judson to discuss all of these topics and more. LINKS:...

A targeted high-yield investment opportunity may mean immediate returns, but is that what's best for you right now? Sorting through income repair, retirement portfolios and growth companies is a lot to keep track of, but the guys are here to shed some light on yield versus growth. LINKS: cainwatters.com Submit a Question Facebook | YouTube

Spot Bitcoin ETFs attracted almost $2 billion in the first three days of trading. But will the flow stay steady for the notoriously volatile Bitcoin? Hunter and Judson dive into how the new spot Bitcoin ETFs are performing so far, what risk it may bring, and the historical performances of stocks and bonds. LINKS: cainwatters.com Submit a Question Facebook | YouTube iShares Bitcoin ETF Fact Sheet a...

A few weeks into the new year, and the guys already have a list of a few items you need to take care of early. From a new form that must be completed to Employee Retention Credit (ERC) changes to one important reminder, Judson and Hunter want to keep you ahead of the market curve. LINKS: cainwatters.com Submit a Question Facebook | YouTube

While we don't have a crystal ball, it's safe to say that 2024 promises to be an unpredictable year in both the market and the economy. In this new episode, Hunter and Judson make their 2024 predictions in all areas, ranging from stocks, interest rate cuts, mortgage rates, the Super Bowl, and so much more. Tune in to see how your predictions compare! LINKS: cainwatters.com Submit a Question Facebo...

We're all wired to have our own belief system; that makes us human. Where we run into trouble is when we use cognitive biases to make important investment decisions. The complexity of the markets, our nonstop access to data, and even the company we keep make it nearly impossible not to form our own ideas. Guest Tom Sanders is in the studio to review three common cognitive biases investors may expe...