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. 194: Spin the Money Wheel (Part 2)
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…
Accumulating WealthEp. 193: Spin the Money Wheel (Part 1)
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…
Accumulating WealthEp. 192: Small-Cap Market Frenzy
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…
Accumulating WealthEp. 191: It Begins at Hello
Running a successful business involves more than offering services or producing results. Customer service plays a crucial role in fostering a welcoming…
Accumulating WealthEp. 190: Stuck in the Middle
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…
Accumulating WealthEp. 189: Mentorship in Your Business
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…
Accumulating WealthEp. 188: Red White and Glizzy
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…
Accumulating WealthEp. 187: What's This Fee For?
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…
Accumulating WealthEp. 186: Check In: Year To Date Updates
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…
Accumulating WealthEp. 185: Mailbox Money
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…
Accumulating WealthEp. 184: The Bottom Line
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…
Accumulating WealthEp. 183: Walkaway Sales, Partnerships and DSOs
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…
Accumulating WealthEp. 182: ETFs: The Good, The Bad, The Ugly
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…
Accumulating WealthEp. 181: People Not Patients
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…
Accumulating WealthEp. 180: Avoid Stagnancy: Pediatric Trends
Pediatric practice profitability stalled last year, leaving many doctors wondering, "Where do I go from here?" The new Pediatric Comparison Report is here, and…
Accumulating WealthEp. 179: Don't Take The Bait
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…
Accumulating WealthEp. 178: When Your Tax Projection Derails
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…
Accumulating WealthEp. 177: Identity Theft, Chocolate and Your Kids
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…
Accumulating WealthEp. 176: What's New with Annuities
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…
Accumulating WealthEp. 175: Starting to Feel It: Ortho Trends
The guys dive into the insights in the latest Orthodontic Practice Comparison Report, covering everything from staff salaries to rising fees, down payments…
Accumulating WealthEp. 174: You Can't Afford to Fail
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…
Accumulating WealthEp. 173: Does Your Retirement Timeline Hold Up?
Where does economic volatility and high interest ratesleave the standard rate of return for traditional retirement plan projections? Hunter and Judson dive…
Accumulating WealthEp. 172: Footloose in the Biggest Dental Topics
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…
Accumulating WealthEp. 171: More Than Just a Business (Live from CWA Annual Meeting)
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…
Accumulating WealthEp. 170: Your Captain Speaking: The Fed
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…
Accumulating WealthEp. 169: Your Depreciation Timeline
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…
Accumulating WealthEp. 168: What In the World?
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?…
Accumulating WealthEp. 167: Bringing Home the Yield
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…
Accumulating WealthEp. 166: A Bit About Bitcoin
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…
Accumulating WealthEp. 165: It Has to Be Done
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…
Accumulating WealthEp. 164: 2024 Promises Never a Dull Moment
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…
Accumulating WealthEp. 163: How Much Your Biases Can Cost You
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…
Accumulating WealthEp. 162: How Did 2023 Hold Up?
Twitter was changed to X, ChatGPT is a household name, the aggregate bond index is up and high-yield savings accounts remained steady. The guys look back at…
Accumulating WealthEp. 161: The Art of Real Estate Investments
Over the last 25 years, what percentage of time would you say real estate produced at least a 5% return? Well, the answer might surprise you. The guys wrap up…
Accumulating WealthEp. 160: Hidden Investments of Real Estate
With many public real estate funds housed in the S&P 500, you may be investing in real estate without even knowing it. As the third largest asset class, 45% of…
Accumulating WealthEp. 159: Taxes - How Did We Get Here?
What started as a flat 3-percent tax on all income has evolved into 2,651 pages and 1 million words of tax code. When it comes to understanding the U.S. tax…
Accumulating WealthEp. 158: Under Lock and Key
With the ability to invest at your fingertips, it's hard to imagine a time when investments were locked behind lock and key. A new guest joins the guys to…
Accumulating WealthEp. 157: The $500 Button
One gift you can count on receiving this year is the ability to save more money in 2024. The IRS announced an increase in the contribution limits for 2024 in a…
Accumulating WealthEp. 156: It's a Wonderful Bank
Almost 40,000 bank branches, 4,000 community banks, and 134 regional banks all in the United States. Why are there so many banks? Well, the guys bring on a…
Accumulating WealthEp. 155: History's Financial Plague
In this new four-part series, the guys take you back in time and discuss the history of the financial systems in the U.S. First up, the Federal Reserve (Fed)…
Accumulating WealthEp. 154: Risks and Rewards of Alternatives
Could alternative investments be a way to hedge off inflation in your portfolio? What opportunities are in this market, and what drives their returns? In this…
Accumulating WealthEp. 153: Can Alternative Investments Pay Off?
Your investment portfolio is likely comprised of stocks and bonds, but what role could alternative investments play in your plan? In this week's episode, the…
Accumulating WealthEp. 152: American's Rising Net Worth
American's median net worth jumped 37% over the last few years, but does this mean they can keep up with rising home values and mortgage rates not seen since…
Accumulating WealthEp. 151: Your Guide to 1099s
1099-A, 1099-B, 1099-C. It seems there is a 1099 Form for every letter of the alphabet, and it's time to take the hassle out of it all. Being a business owner…
Accumulating WealthEp. 150: The Goose & the Golden Egg
Unlike poker, you don't have to be all in or nothing when deciding if converting a traditional IRA to a Roth IRA is in the cards for you. The most important…
Accumulating WealthEp. 149: The Fed's Next Move
The Fed is always deemed 'hawkish,' but when was the last time you heard the Fed acting 'dovish?' The recent Fed meeting kept rates as-is, but they continue to…
Accumulating WealthEp. 148: A Tale of Two Mortgage Rates
Today's interest rate environment looks to be here to stay. With home affordability emerging as a significant issue for many Americans, many consumers are…
Accumulating WealthEp. 147: Answers to Your Tax Questions
If you extended your tax return, this means the October 16 deadline is approaching, and the questions from clients are flooding in. And while a tax extension…
Accumulating WealthEp. 146: Is History Repeating Itself?
Some say history repeats, but is that what the Fed is doing? In this episode, we walk down memory lane into the 70s when the Fed eased up on interest rates too…
Accumulating WealthEp. 145: Your Top Line Strategy
This week, things sound a little different! Host Hunter Satterfield was recently featured on NDP's Transition Talk, where he discussed data trends and offered…
Accumulating WealthEp. 144: Are You California Rich or Tennessee Rich?
Dentists in Memphis, this one's for you! Not really. In this episode, the guys compare how wealth stacks up depending on your state and where you might want to…
Accumulating WealthEp. 143: How Do Americans Save Their Money?
Americans have shown resilience these last few years. Despite record-high inflation and a rocky economic climate, the How America Saves Report 2023 reveals…
Accumulating WealthEp. 142: Is Hygiene Your Hero or Your Nemesis?
Tapping into your full hygiene potential could make all the difference on your bottom line. In fact, a practice with a couple of full-time hygienists could see…
Accumulating WealthEp. 141: Dropping Insurance Like It's Hot
Sometimes, insurance can seem like more trouble than it's worth. Is there a breaking point where dentists need to stop trying to negotiate and just move on?…
Accumulating WealthEp. 140: Insurance Negotiations, The New Norm
To negotiate or not to negotiate. There are many what-ifs to consider when negotiating insurance plans, from breaking the news to your patients to protecting…
Accumulating WealthEp. 139: The Cost of Insurance
When it comes to what insurance your dental practice accepts, this is often a massive decision that must consider the demographics of patients in your area…
Accumulating WealthEp. 138: Secure Act 2.0 Incentives and Penalties
You've heard time and time again that the Secure Act 2.0 brought major reform to longstanding retirement planning, and with the help of a special guest, the…
Accumulating WealthEp. 137: Catch Up for Retirement
Would you like ketchup with that? The Secure Act 2.0 pours on the opportunities to increase Americans' financial readiness for retirement, and with that comes…
Accumulating WealthEp. 136: SECURE Your Retirement
If someone mentioned that the Setting Every Community Up for Retirement Enhancement (SECURE) Act could help your business, it might sound like just another…
Accumulating WealthEp. 135: Can You Handle the Heat?
For the guys, Beyonce, Fed rate hikes, tax refunds, and college savings are all on the list of topics this week. When it comes to saving for tomorrow and the…