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. 134: A Mortgage Made in Heaven
Shopping for a house in today's high-interest environment seems like a competitive sport, and you're not alone. Many housing factors are sounding the alarm…
Accumulating WealthEp. 133: Duration, Diversification and Denny's
In 2021, the S&P 500 was at all-time closing highs, 2022 delivered the worst returns since the global financial crisis, and now the bulls are running wild this…
Accumulating WealthEp. 132: A Competitive Analysis for Your Practice
If there's one thing dental practice owners have, it's tenacity for their practice to succeed. And knowing where your averages lie compared to your neighbor…
Accumulating WealthEp. 131: Surprise, AI Can't Pass This Test
ChatGPT has undoubtedly taken the world by storm, but it's no match for super CPAs like Hunter and Judson. And while we certainly can't predict the future, we…
Accumulating WealthEp. 130: Could AI Flag an IRS Audit?
This episode is jam-packed with topics surrounding IRS AI bots, whether cash investments in a recession are an avenue for you, and those looming repayments on…
Accumulating WealthEp. 129: Little Teeth, Big Production
There was an astounding amount of production growth in 2022 for pediatric dental practice owners, and this special edition episode goes beyond the numbers in…
Accumulating WealthEp. 128: The Daily Cost of Retirement
Would you believe us if we told you the average American retiree spends an hour grooming daily with the remaining time spent sleeping or leisurely? So, after…
Accumulating WealthEp. 127: Another Tax Day, Another Scam
In honor of Tax Day, the guys discuss extensions and explain why if you've already received your tax return this year, it may be looking lower than normal…
Accumulating WealthEp. 126: When Tax Scams Get Dirty
The IRS has released its annual list of the worst of the worst tax scams, and the guys are here to break it down. Some items are new to the list, while others…
Accumulating WealthEp. 125: Let's Get This Straight: Ortho Trends
In this special edition episode, the guys explore the NEW Orthodontic Practice Comparison Report in-depth. Tracking 10 years of data, they identify industry…
Accumulating WealthEp. 124: Could SVB Happen to Your Bank?
Could SVB's breakdown cause a ripple effect that slows down the economy? With tightened market conditions already in place, investors are wondering if cash in…
Accumulating WealthEp. 123: Putting Market Madness in Perspective
In this episode, the guys are unleashing all that's been on their minds lately regarding the financial markets. They discuss how Silicon Valley's latest bank…
Accumulating WealthEp. 122: The Nitty Gritty on Practice Transitions (LIVE from CWA Annual Meeting)
This special episode was filmed at the 31st Annual Meeting with business owners in attendance. It is centered around the million-dollar question every practice…
Accumulating WealthEp. 121: If Your Advisor Said to Jump... Would You?
Every detail in your financial plan matters, which is why trust in your advisor is just as important as the financial performance. Because client/advisor…
Accumulating WealthEp. 120: In the Blink of an Eye, CPI is Down
The guys have some good news and not-so-good news. This episode, the guys are covering a plethora of tax topics: a recent tax court case that may affect work…
Accumulating WealthEp. 119: Hey ETF, It's Your Birthday!
What is an exchange-traded fund (ETF), and why does it actually matter? This week, the guys are putting ETFs and index funds under the microscope. They talk…
Accumulating WealthEp. 118: The Super Bowl and The Stock Market
What does the Super Bowl have to do with the stock market? Historically speaking, there may be a correlation between the two. Judson and Hunter look into other…
Accumulating WealthEp. 117: The Good News About Bonds, CPIs and…Eggs
Year-end results for the aggregate bond index ended big and scary. And even though CPI is down, we still are not feeling it yet, and prices at the stores are…
Accumulating WealthSeason 24 Ep. 4: The Financial Whole 30
For two and a half years, stimulus dollars granted you some extra spending monies and, chances are, resulted in easing up on what's all going out the door…
Accumulating WealthSeason 24 Ep. 3: Is DSO FOMO Getting to You?
Although it feels like more, corporate-owned practices make up only 10-15% of the total dental practice marketplace. While the high multiples and flexibility…
Accumulating WealthSeason 24 Ep. 2: Interest Rates Impact on Private Sales
A volatile 2022 is behind us, but with interest rates on the rise, many dental practice buyers and sellers are feeling conflicted with transition plans. NDP…
Accumulating WealthSeason 24 Ep. 1: The IRS Says You Can Save More This Year
You can now save more in your 401(k) and IRA this year, but given the down market, is now really the time to increase your retirement contributions? The guys…
Accumulating WealthSeason 23 Ep. 4: Right-Size Your 2023 Plan
After living large on market returns, low interest rates and stimulus the past few years, 2022 dropped in to bring us back down to earth. Yesterday's problems…
Accumulating WealthSeason 23 Ep. 3: Inflating Staff Wages
About 52% of decision makers within dental offices intended to focus on patient engagement in 2022, but maintaining this goal was more difficult than expected…
Accumulating WealthSeason 23 Ep. 2: Global Polarization Is Playing With Your Portfolio
Domestic and global polarization is at an all-time high, and it's impacting more than just your dinner conversations. The guys discuss the strength of the U.S…
Accumulating WealthSeason 23 Ep. 1: When the Market Crashes What Really Matters?
2022 brought a shakeup in the stock and bond market leaving investors feeling like they had nowhere to hide. The guys analyze the year from the beginning, make…
Accumulating WealthSeason 22 Ep. 5: Last Minute Tax Savings Strategies
We've made an end-of-year tax savings checklist and now it's time to check it twice. Hunter and Judson take into consideration the changing economic landscape…
Accumulating WealthSeason 22 Ep. 4: Caring For Your Aging Parents with Darrell Cain
Caring for aging parents is a compassionate but often trying commitment. Already an emotional ride, add the financial component and family dynamics into the…
Accumulating WealthSeason 22 Ep. 3: Welcome to the Real World, Kid with Dr. Earle Sullivan
The cost of life seems to take many college graduates by surprise. One way to avoid the crash and burn? Prepare your kids early to fully understand the role…
Accumulating WealthSeason 22 Ep. 2: Your College Kid Can Manage Their Own Finances (Probably) With Dan Wicker
CWA Partner and CPA Dan Wicker has instilled good financial values in his adult children...right? When his kids went off to college, he had to face what every…
Accumulating WealthSeason 22 Ep. 1: Financial Wisdom for the Next Generation with Drs. Ryan and Tiffany Harris
Over the years, you face competing demands on your time and financial resources from children, aging parents, dependents and loved ones in your life. In this…
Accumulating WealthSeason 21 Ep. 4: What We Learned From the Great Recession
In today's episode, CWA Partner Tim Greaves recalls the '08 recession and answers the question: "are we safer today than we were many years ago?" While no two…
Accumulating WealthSeason 21 Ep. 3: Recession-Proof Your Practice
With the threat of a real recession looming, it's time to make some serious business decisions. The initiatives you put on hold during the pandemic may need to…
Accumulating WealthSeason 21 Ep. 2: Is Volatility a Misdirection or Redirection?
The guys are back to calm seasoned and new investors on the market volatility fears. While it is scary, embracing it could be an opportunity for profit…
Accumulating WealthSeason 21 Ep.1: Expecting the Unexpected: Preparing for a Recession
This season starts on a high note—the 100th episode! Today they look at what elements of your personal and business plan you should get in order to breathe…
Accumulating WealthSeason 20 Ep. 5: Time's Up on Time Management
The day of a practice owner doesn't end when the last patient walks out the door. How are you keeping up with the items on your business owner to-do list?…
Accumulating WealthSeason 20 Ep. 4: Hiring for Long-Term Success
Clinical education and training does not always translate to preparation for owning a business. Especially when it comes to managing people. Hunter, Judson and…
Accumulating WealthSeason 20 Ep. 3: Does Accepting Insurance Benefit Your Practice?
At some point, you've likely battled PPO insurance reimbursement rates in your practice. While there's no one-size-fits-all answer, the decision to leverage…
Accumulating WealthSeason 20 Ep. 2: What Your Financial Statements Say About Your Practice
Keeping a handle on your financial statements is essential to your business' financial plan. This means more than simply reviewing them once a quarter, as…
Accumulating WealthSeason 20 Ep. 1: Put Your Practice Vision in Action
Redefining your practice vision and goals each year may sound like one more thing to add to your to-do list, but this could be the key to staying ahead of the…
Accumulating WealthSeason 19 Ep. 5: When to Hold 'Em and When to Fold 'Em
You've probably heard the saying 'the stock market isn't the economy,' but how is a volatile market not a sign of a weak economy? Chartered Financial Analyst…
Accumulating WealthSeason 19 Ep. 4: The Light at the End of the Inflation Tunnel
As inflation lingers, so does the possibility of a recession. Is there a light at the end of the tunnel? Interest rate hikes can decrease inflation by making…
Accumulating WealthSeason 19 Ep. 3: Countering Inflation's Impact on Your Savings
The guys answer the number one question they've received recently from clients, "I have all this cash but I feel like I'm losing purchasing power by the day…
Accumulating WealthSeason 19 Ep. 2: The Role Interest Rates Play on Your Debt
Rising interest rates can make a big impact on your business and personal debt when you consider that a half percentage point could change the payoff date by…
Accumulating WealthSeason 19 Ep. 1: Rising Interest Rate's Impact on Your Investments
The U.S. economy can be hard to predict in today's environment but understanding the Fed's history can help investors make sense of the spike in interest…
Accumulating WealthSeason 18 Ep. 5: Redesigning Your Dental Office is Worth It
Dr. Geoffrey Gamache quickly found his hands full when he bought his New York dental practice. When he decided it was time to invest in expanding his office…
Accumulating WealthSeason 18 Ep. 4: Financing Your New or Growing Dental Practice
Getting a dental practice loan or financing new equipment can be an obstacle for dentists, but you have options. Listen in as Judson and Hunter talk through…
Accumulating WealthSeason 18 Ep. 3: Designing Your Dental Space
When it comes to designing your dental practice, is it going to cost $1 million or $10 million? The interior design of your space can either make or break the…
Accumulating WealthSeason 18 Ep. 2: To Buy or Lease Your Dental Practice
With real estate costs skyrocketing across the country, dental practice owners need to choose whether to buy or lease their space wisely. There are caveats to…
Accumulating WealthSeason 18 Ep. 1: The Right Time to Expand Your Dental Practice
When day in and day out, your dental office is crowded with patients, staff and equipment you may be considering if it's the right time to expand your office…
Accumulating WealthSeason 17 Ep. 4: A Healthy Disruption in Your Practice
In a highly competitive climate, it's hard to be an expert in all aspects of the dental practice while still possessing a clinical competitive edge. Dr. Moody…
Accumulating WealthSeason 17 Ep. 3: Three Reasons for Failure
There is an acute need for growth in your practice's hygiene and it's likely due to these three reasons. Registered Dental Hygienist and CEO of Inspired…
Accumulating WealthBONUS: Confidently Protect Everything You've Worked For
Recorded live from the CWA Annual Meeting, Steptoe & Johnson's Brad & Katy join the guys to set straight the important components your estate plan needs. There…
Accumulating WealthSeason 17 Ep. 2: It's Time to Make the Unacceptable, Unacceptable
How do you know when it's time to hire a dental consultant? CEO & Founder of NextLevel Practice, Gary Kadi, joins the guys to share insights on the broken…
Accumulating WealthSeason 17 Ep. 1: The Accountability Partner You Need
Why isn't your practice moving to the next level and can a dental consultant help you get there more quickly? The guys are back this season to talk through the…
- Accumulating Wealth
Season 16 Ep. 5: Selecting the Right Investments for Your Portfolio
Money Manager Mike O' Keefe joins the podcast to share how to navigate the investment selection process. He elaborates on maximizing the value of your…
- Accumulating Wealth
Season 16 Ep. 4: When Do You Need Your Money?
It doesn't matter if you are 20, 40, 60 or 80 years old, knowing when you need the money can tell you how to invest it to get the best return.
Accumulating WealthSeason 16 Ep. 3: Tax Diversification: The Blueprint for Your Financial Portfolio
The most influential factor in reducing taxes and increasing your post-tax spendable income is tax diversification. Tax laws and codes are ever-changing but…
Accumulating WealthSeason 16 Ep. 2: The Art of Investment Allocation
Stocks. Bonds. Cash. What is the right mix? Leveraging asset allocation as a strategy to diversifying your investment portfolio can help protect you when the…
Accumulating WealthSeason 16 Ep. 1: Your Appetite for Investment Risk
Do you need your money in five years? Ten years? Twenty years? Before you start picking stocks, you need to first determine when you need to access the funds…