Shows / Accumulating Wealth
Accumulating Wealth
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.
Episodes
Accumulating WealthEp. 253: The Sweet Spot for Refinancing
Debt isn't always bad. With the latest Fed cut, it's tempting to refinance your loans, but is now the right time? The guys are going back to the basics on…
Accumulating WealthEp. 252: Rate Cuts, Mortgages, and Market Moves
The Fed announced the first rate cut of the year, and the guys are analyzing its potential impacts on markets, mortgage rates, and consumer spending. A guest…
Accumulating WealthEp. 251: Don't Leave It to the State
Estate planning isn't exclusively for the ultra-wealthy or those with family heirlooms. For anyone wanting to prepare for their loved ones after they're gone…
Accumulating WealthEp. 250: Hurdles in Hygiene
An effective hygiene team can make the difference in your practice's profitability and patient relationships. With a busy doctor's schedule, how can you invest…
Accumulating WealthEp. 249: Tax Tips and Touchdowns
Now that several tax-saving opportunities are permanent through the One Big Beautiful Bill, the potential for strategic, proactive planning is greater than…
Accumulating WealthEp. 248: AI Energy Demand and Market Updates
As energy demands for AI and data centers skyrocket, the markets are responding accordingly. With many sectors up, what's the likelihood of a cut in the next…
Accumulating WealthEp. 247: OBBB Student Loan Changes
The One Big Beautiful Bill introduced changes to student loans, eliminating the PAYE and SAVE plans in favor of new loan payment plans. A guest joins this…
Accumulating WealthEp. 246: Market Upturn and Child IRA Accounts
Are things looking up in the economy after a rough few months? GDP is up and stocks are reporting positively, but just because the economy appears to be…
Accumulating WealthEp. 245: The One Big Beautiful Bill Act: A Simplified Summary
The new One Big Beautiful Bill Act introduced new tax changes, creating significant tax-saving opportunities in both business and personal deductions. The new…
Accumulating WealthEp. 244: Personal Growth for Practice Growth
Finding the right CE course that suits your career stage not only fosters your personal and professional growth but also enhances your practice, patient…
Accumulating WealthEp. 243: Sticking to the Status Quo
Regret avoidance, loss aversion and cost can all be barriers to making a change in your financial plan. Without change, though, your plan stays stagnant and…
Accumulating WealthEp. 242: Living for the Present
Instant gratification and decision fatigue lead to choices that are easy and provide immediate benefits, without considering the implications for future gains…
Accumulating WealthEp. 241: Are Your Investments Too Confident?
Overconfident investors trade 25% more frequently than their peers, costing them 4% in annual returns. This episode explores the overconfidence bias…
Accumulating WealthEp. 240: Fourth of July Omakase
To celebrate Fourth of July, a special guest host returns to take the guys through some iconic all-American childhood snacks with a blind taste test game. Who…
Accumulating WealthEp. 239: Finding Validation: Confirmation Biases
Biases can cause a disordered perception of reality, so how can you become aware of unconscious biases that may be affecting your financial, investment and…
Accumulating WealthEp. 238: Can You Afford an Associate?
Beyond salary considerations, what does adding an associate doctor to your practice actually cost? A guest joins this episode to break down fixed and direct…
Accumulating WealthEp. 237: Time Is Your Biggest Asset
Unless they are pursuing a finance degree, many students aren't taught the basics of how money grows and how to manage this growth effectively. Joined by two…
Accumulating WealthEp. 236: Is Top-Line Growth Enough?
Ever wonder how your practice's collections, expenses and profitability compare to other like-sized practices of the same specialty? Two guests join to explore…
Accumulating WealthEp. 235: Finding Individualized Financial Advice
Is the best financial advisor the one with the most letters behind their name or the most years under their belt? Picking the right advisor requires…
Accumulating WealthEp. 234: Auto Loans, Leases and Financing
When it comes time to purchase your next car, should you lease, buy or finance it? It depends on how long you intend to own the vehicle, what works best for…
Accumulating WealthEp. 233: International House of ... Stagflation?
In the last five years, IHOP has experienced 82% inflation. But where do international stocks and housing markets across the country stand? The guys are diving…
Accumulating WealthEp. 232: Growing Patients: Pediatric Trends
The new Pediatric Practice Comparison Report is now available, with crucial insights on production, marketing, new patient acquisition and staff salaries. The…
Accumulating WealthEp. 231: The Psychology of Money
Effective money management goes beyond the numbers. Factors like risk, luck and abundance influence people's perception of money and, in turn, their financial…
Accumulating WealthEp. 230: Recession Investment Strategies
Is there a step-by-step plan to recession-proof your savings? The guys dive into the best investment strategies to focus on as the market indicates a possible…
Accumulating WealthEp. 229: Market Whiplash and CPI
Last week, a startling market drop was followed by a sudden surge. What led us to get to this point, and how will the global trade system impact the market…
Accumulating WealthEp. 228: Shifting Into High Gear: Ortho Trends
The new Orthodontic Comparison Report is here, with more extensive insights and metrics than ever before. The guys are reviewing the major takeaways, from…
Accumulating WealthEp. 227: Liberation Day: Tariffs Update
Last week, the markets saw a huge dip due to the announcement of the most sweeping tariff hikes since 1930. With most indexes down and uncertainty ruling the…
Accumulating WealthEp. 226: Breaking Down Your Profitability (Part Two)
In the second part of the practice profitability formula series, the guys dive into the second half of the equation: collections and overhead. From managing…
Accumulating WealthEp. 225: Breaking Down Your Profitability (Part One)
Focusing solely on one area of your business won't significantly increase practice profitability. Instead, making gradual improvements to all areas of the…
Accumulating WealthEp. 224: And the Theme for This Year Is...
This year already seems to be presenting a new theme for itself: tariffs. The economy is responding to this uncertainty with swinging stocks, even for the S&P…
Accumulating WealthEp. 223: Threading of Community and Culture
Between corresponding keynote speakers, ever-evolving breakout sessions and insightful panel discussions, this year's Annual Meeting was one for the books. A…
Accumulating WealthEp. 222: AI Trends in Dentistry (Live from CWA Annual Meeting)
Some may perceive AI as a tool that undermines the quality of human interaction. But what if AI can help streamline more effective relationships with patients?…
Accumulating WealthEp. 221: Tariff Talk
Tariffs are a hot topic in local and global politics right now. Though tariffs are inflationary, the guys discuss how the long-term outcome of encouraging…
Accumulating WealthEp. 220: How Did We End Up Here?
New practice construction can be a costly asset to add to your financial plan. Is it the right move though? The guys cover a topic smorgasbord this week, from…
Accumulating WealthEp. 219: DSOs and Private Equity Transitions
What's the DSO market look like? Is now the right time to sell, or is there something worth holding off for? Though there is no way to predict the future…
Accumulating WealthEp. 218: Every Penny Counts
DeepSeek has made a big splash, bringing a shift to the technology of AI and impacting the tech section of the S&P 500. The Fed is taking a pause, responding…
Accumulating WealthEp. 217: Policy and The Broader Market
With a new president in office, what does the future hold for infrastructure spending, inflationary policies and data centers? A guest joins the guys to…
Accumulating WealthEp. 216: New Year, New Predictions
Though it's impossible to accurately predict everything that will happen in the market in the coming year, Hunter and Judson don't shy away from the challenge…
Accumulating WealthEp. 215: How Did 2024 Hold Up?
Between football, market performance and Fed cuts, last year provided some expected and unexpected happenings. The guys are revisiting the predictions they…
Accumulating WealthEp. 214: Preparing Your Estate Plan
The new year is a perfect time to get a head start on your estate plan. Depending on the size of your estate, strategies and tax planning will look a little…
Accumulating WealthEp. 213: New Year, New Financial Resolutions
The new year brings spikes in gym memberships and travel plans, but what about financial resolutions? The guys help you set your financial goals for the new…
Accumulating WealthEp. 212: All I Want for the Economy
In this special holiday episode, the guys are going through their wish list for the economy in 2025. Hoping Sanra will bring them tax reform, easing of…
Accumulating WealthEp. 211: Get Financially Organized this New Year
Getting financially organized can feel overwhelming when done at the last minute, so preparing ahead of time for the upcoming year is crucial. Not only will…
Accumulating WealthEp. 210: Pay or Save Student Loan Debt
Student loan debt can be daunting, as it stays with you for years post-graduation and there are several philosophies on how to work payments into your…
Accumulating WealthEp. 209: Holiday Budgeting
The holiday season is here, bringing a time of joy and giving, but for some, it's a budgeting nightmare. With seemingly endless gifts to buy, setting…
Accumulating WealthEp. 208: 2025 IRS Contribution Limits
The IRS released the new tax-advantaged contribution limits for next year, and the guys walk through the numbers for 401(k), IRAs, capital gain rates and more…
Accumulating WealthEp. 207: Post-Election Analysis (Part 2)
Many market sectors continued to be up since the election, but oil was down 5%. With the new administration, what is the future of energy, including oil and…
Accumulating WealthEp. 206: Post-Election Analysis
Election night brought a generational day in the market, with the S&P 500, mid- and small-caps and the Russell 2000 Index all up. Why were these surges so…
Accumulating WealthEp. 205: State of the States
It's Election Day, and the guys share why it's crucial to avoid attempting to time the market during this transitional period. They also discuss which states…
Accumulating WealthEp. 204: Women in Wealth
There's a significant difference in the way men and women make financial decisions and feel towards their investments. A special guest joins the guys to share…
Accumulating WealthEp. 203: Energy, Decoupling and A Strong Economy
In many states, a large portion of energy consumption is dedicated to data processing centers, fueling the way for technological development. In addition to…
Accumulating WealthEp. 202: Topic Smattering
If Social Security continues its path of smaller COLA increases and higher wage bases each year, where does that leave the future of the program? This week…
Accumulating WealthEp. 201: U.S. Debt Report Card
The U.S. national debt continues to grow by the trillions, but can we articulate what that means? And while our portfolios still seem intact, does the U.S…
Accumulating WealthEp. 200: Top 5 Tax Do's and Don'ts
To celebrate their 200th episode, the guys explore some of the most outlandish tax deduction cases. And since those likely won't pass muster, they share their…
Accumulating WealthEp. 199.5 Salary Trends and Employee Benefits
Have associate doctors' salaries grown over the last few years? Are dentists nationwide getting the medical benefits and PTO they desire? The guys are diving…
Accumulating WealthEp. 199: Spreading Financial Literacy
It's never too late (or too early) to strengthen your financial knowledge and apply it to your life. Whether you're headed off to college, paying for your…
Accumulating WealthEp. 198: A Smorgasbord of Influencing Factors
What might a rate hike mean for U.S. debt? How will the election and a rate cut affect market stability? The guys discuss the upcoming sunset of the Tax Cuts…
Accumulating WealthEp. 197: Down, Set ... Rate Hike?
With the U.S. debt at an all-time high and tax rate increases seemingly being the only solution, how can you proactively design your portfolio? Hunter and…
Accumulating WealthEp. 196: Read Between the Lines
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…
Accumulating WealthEp. 195: Private Debt Funds
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…