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 WealthBONUS: Answering Your Calling with Dr. Ryan Shinska
Ryan Shinska had a calling to serve but also, a ton of dental school debt. He got creative and was able to make his dreams of providing dental care to…
Accumulating WealthSeason 15 Ep. 5: Reduce Your Tax Burden Before Year-End
The guys unpack the nuances of tax-savings strategies like deferring expenses, defined benefit funding, estate tax, charitable contributions and capital gains…
Accumulating WealthSeason 15 Ep. 4: Bye-Bye Backdoor Roth IRA
The repeal of Roth IRA conversions is looming, ending the Backdoor Roth IRA loophole many have taken advantage of for their retirement planning. With many…
Accumulating WealthSeason 15 Ep. 3: Who Will Be Taxed on Capital Gains?
Uncertainty is brewing around the capital gains tax proposal and what it means for the average investor. Hunter and Judson break down what's been proposed and…
Accumulating WealthSeason 15 Ep. 2: Would You Rather be Taxed More or Paid Less?
If the tax policy proposal passes as-is, you are probably going to be taxed higher. How much higher exactly? Judson and Hunter offer perspective on the…
Accumulating WealthSeason 15 Ep. 1: Escape Estate Tax
Estate taxes – who pays and how much? With the significant financial impact this can have on your beneficiaries, it's essential to begin planning ahead in your…
Accumulating WealthSeason 14 Ep. 5: Avoiding Common Dental Practice Pitfalls
Be prepared for common ownership pitfalls. Staffing woes, tax audits, malpractice and more, the guys discuss the impact, emotions and preparation for each…
Accumulating WealthSeason 14 Ep. 4: Embezzlement Wake Up Call
A well-rounded general practice with 3 doctors, a full schedule and long-term staff—life was good for Dr. Steve Burross. Then his financial advisor noticed…
Accumulating WealthSeason 14 Ep. 3: Dental Disability First-Hand Experience
Dr. Casey Culberson joins the podcast to detail his experience with an injury that kept him from doing what he does best, dentistry. From the disability claims…
Accumulating WealthSeason 14 Ep. 2: Partnership Tales from the Trenches
Dr. Bruce Ouellette joins us to share his partnership experience and insight into why some are successful and others fall apart. Based on his experience with…
Accumulating WealthSeason 14 Ep. 1: Cyber Attack Survival Story
By sharing her personal story, Dr. Katherine Rodriguez advises listeners on how to protect their dental practice against cyber and ransomware attacks. In this…
Accumulating WealthSeason 13 Ep. 5: A Look at Retirement from a Former Dental Practice Owner
The guys welcome Dr. Chuck Puntillo to discuss his journey from practicing dentistry to retirement. Through sacrifice and planning ahead, he shares how he…
Accumulating WealthSeason 13 Ep. 4: Second Location Success Story
Opening a second practice comes with risks, yet potential for big rewards. Dr. Wheeler joins the podcast to offer insight into the financial, managerial and…
Accumulating WealthSeason 13 Ep. 3: Partnership Point-of-View from a Two Doctor Practice
Drs. Ryan Oakley and Ron Miller join the podcast to share how they made their dental partnership work. From both the buyer and the seller's perspective, they…
Accumulating WealthSeason 13 Ep. 2: Start-Up Lessons from a Thriving Dental Practice
Dr. Derek Blank joins the guys to reflect on his experience opening a start-up dental practice. He shares how he knew this path was right for him and the key…
Accumulating WealthSeason 13 Ep. 1: Career Path Perspective from a New Dental Graduate
Recent University of Kentucky Dental School graduate, Friend Bechtel, is here to discuss the different paths graduates have available to get their career in…
Accumulating WealthSeason 12 Ep. 5: Increasing Your Case Acceptance Rate
New statistics from the ADA confirm that patients are not only back, but demand continues to grow for dental care. In this episode the guys unpack the key…
Accumulating WealthSeason 12 Ep. 4: Better Your Practice & Yourself
Increasing Fees. Thinning schedules. Digital marketing. Cost structures. All takeaways from last year that Hunter and Judson are evaluating and offering…
Accumulating WealthSeason 12 Ep. 3: Retaining Staff in Today's Dental Landscape
Staffing has always been an issue for business owners, yet this past year has elevated the need for a solution. Rising staff costs and benefit demands…
Accumulating WealthSeason 12 Ep. 2: Make the Most of Extra Stimulus Dollars
Most dental practice owners are finding themselves with a flush of cash on hand post-pandemic. But during a volatile market, business owners may be unsure…
Accumulating WealthSeason 12 Ep: 1 Did Stimulus Stimulate Your Practice?
Most first-round Paycheck Protection Program (PPP) loans were under $150,000 and not everyone received the second round of stimulus loans. Was this really…
Accumulating WealthSeason 11 Ep. 5: Monthly Expenses Get Expensive
The first step in financial independence is paying your own bills. Yet, among all the things that come with adulthood, this is the one young people would most…
Accumulating WealthSeason 11 Ep. 4: Discovering Your Own Entrepreneurial Mindset
Hunter and Judson reminisce on their college days, the things they did right and what they wish they would have done to help them be better in the career…
Accumulating WealthSeason 11 Ep. 3: Extra Credit for the Whole Family
You need to establish good credit, but how do you avoid the sand traps along the way? Hunter and Judson share their own young adult credit mishaps and in the…
Accumulating WealthSeason 11 Ep. 2: Knock Your Savings Out of Fenway Park!
With Hunter in the hot seat, this episode kicks off illustrating why saving early is the key to accumulating wealth. The guys help you set realistic savings…
Accumulating WealthSeason 11 Ep. 1: What Would Your Child Do Right Now With $1,000?
Judson and Hunter ask their kiddos a simple question with some pretty great answers. They take things back to basics this season, talking through all the…
Accumulating WealthSeason 10 Ep. 5: Outside Factors Impeding Your Best Retirement
While you can't predict life's ups and downs, the guys advise on how you can appropriately prepare your portfolio for uncontrollable factors such as inflation…
Accumulating WealthSeason 10 Episode 4: Get Your Retirement Savings To Last
Special guest Brian Bortz, Partner and IAR at CWA, discusses how to spend money wisely in retirement to get your savings to last as long as possible. This…
Accumulating WealthSeason 10 Ep. 3: Leverage the Power of a Diversified Savings Strategy
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…
Accumulating WealthSeason 10 Ep. 3: Leverage the Power of a Diversified Savings Strategy
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…
Accumulating WealthSeason 10 Ep. 2: 2 Factors Impacting How Much You Save For Retirement
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…
Accumulating WealthSeason 10 Ep. 1: Plan to Meet Your Retirement Needs(and Wants)
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…
Accumulating WealthSeason 9 Ep. 5: You Need More Referrals!
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…
Accumulating WealthSeason 9 Ep. 4: Does My Practice Really Need Social Media?
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…
Accumulating WealthSeason 9 Ep. 3: Let's Get Digital
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…
Accumulating WealthSeason 9 Ep. 2: Defining Your Brand Strategy
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…
Accumulating WealthSeason 9 Ep.1: Increase Production this Year with a Fresh Marketing Plan
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…
Accumulating WealthSeason 8 Ep. 5: Get Your Accounting Books to Do More For You
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…
Accumulating WealthSeason 8 Ep. 4: Business Insurance Planning is Exactly for Times Like Today
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…
Accumulating WealthSeason 8 Ep. 3: What Legal Documents Should I Have in My Practice?
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…
Accumulating WealthSeason 8 Ep. 2: Spotted! An Embezzler in 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…
Accumulating WealthSeason 8 Ep. 1: Avoid a Surprise Tax Bill with these Tips
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…
Accumulating WealthSeason 7 Ep. 5: You're Fired! Cautionary Tales from an HR Ninja
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…
Accumulating WealthSeason 7 Ep. 4: Hiring the Right Person the First Time
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…
Accumulating WealthSeason 7 Ep. 3: The Dog Ate my Employee Handbook
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…
Accumulating WealthSeason7 Ep. 2: When Coronavirus Hits Your Office
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…
Accumulating WealthSeason7 Ep. 1: Top 4 HR Mistakes Owners Make: Horror Stories & Saving Graces
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…
Accumulating WealthSeason 6 Ep. 4: The DSO Sale...Are You Selling Up or Selling Out?
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…
Accumulating WealthSeason 6 Ep. 3: The Partnership Path...Is it too Much Trouble?
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…
Accumulating WealthSeason 6 Ep. 2: Do's and Don'ts of the Walk-Away Sale
In episode two of the partnership season, Judson and Hunter along with special guest, Partner and Valuation Specialists Christy Ratcliff define a walk-away…
Accumulating WealthSeason 6 Ep. 1: The Pandemic's Impact on Valuations & Practice Transitions
In Season 6 of the Accumulating Wealth Podcast, Judson and Hunter are talking about your biggest asset: your practice. Joined by National Dental Placements'…
Accumulating WealthSeason 5 Ep. 5: Interest Rates – Taking Advantage of All Time Lows
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…
Accumulating WealthSeason 5 Ep. 4: Investment Fees - What Are You Really Paying
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…
Accumulating WealthSeason 5 Ep. 3: Take out the Trash – Getting Rid of the Waste in Your Practice
With a little extra downtime, now is the perfect time to evaluate any unnecessary waste and get rid of excess expenses you may have let fall through the…
Accumulating WealthSeason 5 Ep. 2: Fees: When and How to Raise Them
You know what you your time is worth and the costs associated with running your business, but when those costs rise, why are owners always hesitant to raise…
Accumulating WealthSeason 5 Ep. 1: Reopening Your Practice
In season 5, our hosts will discuss ways to save you money in your practice, but before we do that—we must address the elephant in the room. Things are hardly…
Accumulating WealthSeason 4 Ep. 4: But Wait, There's More! Protecting You & Your Family
In the final episode of season four, our hosts take a scattershot approach on all the other things that didn't fit into one of the other episodes. From…
Accumulating WealthBONUS EPISODE: Navigating the Financial Impact of COVID-19
Just recorded! Our hosts Hunter and Judson bust out of the Dallas County lock-down to record this bonus episode for you. If your practice and/or business is…
Accumulating WealthSeason 4 Ep. 3: A Will is Not Enough! 5 Estate Planning Documents You Must Have
Stop here! Don't scroll through this episode because you don't want to think about it—this one is a must listen for everyone. Without a plan in place, settling…
Accumulating WealthSeason 4 Ep. 2: Disability Insurance: Expecting the Unexpected
As a service professional, your hands, mind and body are what brings money into your business. If you are unable to produce, how long will your business and…