Accumulating Wealth

Rates are being closely monitored as markets await a cut from the Fed, the FTC non-compete rule is on hold and banking rates seem to be changing. With all that's going on in the economic news right now, where does it leave the economy for the rest of the year? Hunter and Judson catch up on the latest market news. LINKS cainwatters.com Submit a Question Facebook | YouTube

In an environment where interest rates are higher than they've been, the private debt asset class has grown as an investment prepared to capitalize on growing yield. A guest from Apollo Global Management joins the guys to explain private debt funds, the loans that back them, and the flexibility and opportunity they can bring to investors. LINKS Apollo Global Management cainwatters.com Submit a Que...

It's widely advised to start saving at the beginning of your career, but where exactly do you invest and budget your money? The guys are back in this two-part series to answer some of the CWA interns' questions, from credit to mortgage payment planning to AI's role in market strategy. LINKS cainwatters.com Submit a Question Facebook | YouTube

When it comes to the game of life, we all got started somewhere, but it came with many questions around money, debt, and success. The CWA interns are asking some hard-hitting questions for Hunter and Judson in this game show-inspired episode. Tune in and you might just be refreshed with some tips! LINKS cainwatters.com Submit a Question Facebook | YouTube

Market chaos has been the theme over the last few weeks, driven by a dip in the Consumer Price Index (CPI), and a likely rate cut coming in September. Also notable is the new focus on small-cap investments. But with the high levels of debt associated with these stocks, is the diversification and increased profitability of small-cap companies worth rearranging your portfolio? Hunter and Judson disc...

Running a successful business involves more than offering services or producing results. Customer service plays a crucial role in fostering a welcoming, positive experience for your clients or patients. Hunter and Judson are joined by a seasoned customer experience connoisseur to discuss the importance of a people-centered workplace culture. LINKS cainwatters.com Submit a Question Facebook | YouTu...

The housing market is stuck, the Fed hasn't released a rate cut and stocks may not continue their current rally. On the upside, construction employment growth is up, and the Fed seems to be on the right track against inflation. Hunter and Judson dive into recent economic data, what it means for the rest of the year, and question if being in the middle of it really is as bad as it seems. LINKS cain...

What makes a good mentor or mentee? Is it more important to show the mentee the ropes or sit back and let them take the reins? Two guests join this episode to share their mentor-mentee relationship, what they learned through the process and the importance of having someone walk by your side as you step into a new role for the first time. LINKS cainwatters.com Submit a Question Facebook | YouTube

Happy Fourth of July! A special guest steps in to host this episode, while Hunter and Judson face off in some America-themed Jeopardy. Who will come out on top, what patriotic hats are they donning and who will win in a hot dog eating contest? LINKS cainwatters.com Submit a Question Facebook | YouTube

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...