Accumulating Wealth

Where you save for retirements is almost as important as how much you save. In this episode the guys offer up their knowledge on the types of accounts you should be leveraging to save towards retirement. They get you thinking about what avenue may be best for your current and future needs, unveil stipulations to each tax environment and how to avoid being "pension poor." For our infographic visit...

Where you save for retirements is almost as important as how much you save. In this episode the guys offer up their knowledge on the types of accounts you should be leveraging to save towards retirement. They get you thinking about what avenue may be best for your current and future needs, unveil stipulations to each tax environment and how to avoid being "pension poor." For our infographic visit...

In order to know how much you need to save for retirement you first have to know 𝘸𝘩𝘦𝘯 you are going to retire and 𝘩𝘰𝘸 much you are going to spend. True, you don't have a crystal ball, but in this episode the guys offer tips on how to read the tea leaves and get on track to get the future you want.

To kick off the season on retirement planning, Hunter and Judson outline the factors that can help you meet your retirement dreams, and the ones that will take you totally off track. Everyone's retirement path is unique, but in this episode the guys help pinpoint the sweet spot of present versus future lifestyle. Stay tuned this season as they help you get it right by diving into how to define you...

In season 9's closing episode, special guest LeAnn Peniche, CEO of Peniche & Associates, speaks to doctors on why they need to get on board with a dental referral program. When it comes to getting new patients, referrals are a goldmine! She shares success stories and tips for getting started. While it may be a team effort, LeAnn and the guys explain what the doctor should do in order to make this...

Everyone is on social media, so why isn't your practice? Stephanie Petersen from Dentalfone joins Hunter and Judson this episode to debunk the myth that not all practices need social media. In times like these where you may not be able to see your patients as often, social media is an easy and inexpensive way to reach your loyal and prospective patients. She brings her expertise to the table on wh...

Your online presence on the web is a fundamental piece of your marketing strategy, but what does that really mean for a dental practice? Legwork Co-Founder Korey Korfiatis enlightens listeners on making their brand discoverable to new and existing patients and optimizing their SEO opportunities. He clears the grey areas and recommends steps to take to get your practice to the next level.

Your brand is more than your logo, name or slogan — it's the entire experience your prospects and patients have with your business. Defining your brand strategy is the first step in building out all the elements of your marketing plan. CWA Director of Marketing Erin Jeffries sheds light on the steps you can take to ensure your brand conveys the 𝘳𝘪𝘨𝘩𝘵 message to your target market.

With 2020 officially behind us, now is the time to revisit or revamp your marketing plan to help increase production in the new year. The guys set the stage for what's to come this season, with new guests and fresh content. Our hosts level set on why a marketing plan is essential in uncertain times, the various types and common misconceptions surrounding marketing. Get ready for a season of innova...

It's easy to simply go through the motions and do the minimum when it comes to bookkeeping in your practice. But the truth is, this is an area of real opportunity for most owners. In the closing episode, Hunter and Judson reveal why good books are the most underutilized tool in a dental practice, and can help owners identify overspending, fraud and pave the way for strategic tax planning. Download...

2020 has been anything but normal, and years like this remind us of how important it is not to neglect selecting the right insurance coverage to protect your practice. In this thought-provoking episode, the guys touch on multiple scenarios for you to consider; what happens if my practice is affected by a natural disaster or a cyber attack? Should I upgrade my office equipment? What's the differenc...

What is an employee contract? Should I create one for all employees? Special guest Conner McNair, partner at Friday Firm, joins the guys to clarify any misconceptions you may have previously heard about employee, partnership and purchase agreements. He discusses how to avoid hefty lawyer fees and the type of lawyer you should aim to have on hand for your practice.

You won't be able to catch an embezzler based on looks...but there are behavior traits that could shine a light on sneaky crooks. Prosperident CEO David Harris joins episode 2 to discuss why embezzlement is so prevalent within dental practices and ways you can make it more difficult to let one into yours. From setting up a hiring process, identifying red flags and what to do (and not do!) if you f...

As a business owner your goal is to fall asleep each night with peace of mind that you won't be hit with any surprises, especially one that comes in the form of an unexpected tax liability. In the season 8 opener, Judson and Hunter begin discussing some of the silent risks lurking within your practice. They first dig into tax related risks; which forms to use, when to file, and what milestones to...

In this litigious society, firing an employee is the riskiest action you can take, however not firing when you know you should could cost you even more in the long run. In the final episode of the season, CEDR Solutions Paul Edwards joins our hosts to discuss the dos and don'ts of firing. From stressing the importance of documentation, to warning employers not to use "at will employment" as a bull...

During the interview process, knowing the right questions can ascertain if an employee is a good cultural fit. Judson and Hunter are joined by CEDR Solutions CEO Paul Edwards, and step foot on the windy path of the hiring process. With so much at stake in finding the right person, Paul goes over how to identify a persons skills, properly conduct behavioral interviews and the most important of all,...

Is your employee handbook an asset or a liability? Hosts Judson and Hunter along with guest, CEDR Solutions CEO Paul Edwards discuss why simply having an employee handbook isn't enough. When done well, it's policies can protect you from lawsuits and liabilities, and allow you to be a more efficient and confident leader. Listen in for guidance from Paul on how to put this document to work in your p...

Don't wait for the inevitable to happen before you create a plan for what to do should a patient, staff member or family bring the virus into your practice. Judson, Hunter and CEDR HR Solutions Paul Edwards, weigh in on the current coronavirus landscape and how open and honest conversations, updated protocols and the Families First Coronavirus Response Act (FFCRA) can help before, during and after...

In the first episode of our new season hosts Hunter Satterfield and Judson Crawford are joined by virtual guest, Paul Edwards, CEO of CEDR Solutions to chat about one of business owner's biggest pain points—HR issue—which seem to be magnified during the pandemic. Paul covers the top four HR mistakes owners make from handbook issues, fast hires, unprepared fires and COVID-19 staff complications.

Is a DSO sale right for you and your practice? In the final episode of season 6, Hunter and Judson along with NDP Valuation Specialist Christy Ratcliff discuss the resurgence of private equity and DSO sales. They address misconceptions head on, offer insight into how to read between the lines and talk through who may be a good fit for this type of sale.

Are you or someone you know considering bringing in a partner to the practice? Although this can be one of the most complicated paths, if done strategically, can be one of the most beneficial for both parties. In episode 3 the guys again welcome NDP Partner and Valuation Specialist Christy Ratcliff to discuss the most common questions they get about partnerships and how to determine when its the r...

In episode two of the partnership season, Judson and Hunter along with special guest, Partner and Valuation Specialists Christy Ratcliff define a walk-away sale and why sellers should start the process before they are ready. They dive further into the seller process with preparation steps and how to find the right buyer. They also look into the buyer advantages and disadvantages of this type of sa...

In Season 6 of the Accumulating Wealth Podcast, Judson and Hunter are talking about your biggest asset: your practice. Joined by National Dental Placements' Partner and Valuation Specialist Christy Ratcliff, if you're looking to sell, buy, or bring in a partner in the future, this season is for you. In episode one, they tackle recent concerns over COVID-19 and how it has impacted dental practice v...

Interest rates have been coming down, and now might be the time to capitalize on it for large loan borrowers. In today's episode, Hunter and Judson discuss rates in the wake of COVID-19 and what to consider when deciding to refinance on home loans, jumbo loans, practice and practice real estate loans. Hunter and Judson will be back in July for our next season on dental practice transitions. In the...

Investing is a very important vehicle to help you reach your long-term financial goals, but what's with all the fees? Are they really necessary and how do you know if you are paying too much? Judson and Hunter dive into the complex world of investment fees: the different types, their purpose and what you're really paying for.