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 strong, it’s impossible to know where the stock market will go from here. The guys discuss Trump accounts, child financial literacy, mortgage fraud schemes and the risks of buy now, pay later loans.

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The new One Big Beautiful Bill Act introduced new tax changes, creating significant tax-saving opportunities in both business and personal deductions. The new bill permanently extends many rules of the Tax Cuts and Jobs Act and makes changes to qualified business income deductions, estate exemptions, state and local tax deductions, and more. A guest joins this episode to summarize key points of the bill and examine which rules take effect in 2025.

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CWA Blog: The One Big Beautiful Bill Act

The One Big Beautiful Bill Act

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Finding the right CE course that suits your career stage not only fosters your personal and professional growth but also enhances your practice, patient relations and staff engagement. A guest joins this episode to share how committing to investing in yourself at every stage of your career opens opportunities for networking, new technology and crucial professional development.

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Spear Education

Spear Associate Planning eBook

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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 doesn’t take full advantage of all the opportunities available. Is a status quo bias hindering your financial plan? A guest joins this episode of the bias summer series to discuss status quo bias and how to mitigate it.

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cainwatters.com

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Instant gratification and decision fatigue lead to choices that are easy and provide immediate benefits, without considering the implications for future gains. A guest joins this episode to examine present bias and how focusing on today can impact your tomorrow, both in your personal and financial life.

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cainwatters.com

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Overconfident investors trade 25% more frequently than their peers, costing them 4% in annual returns. This episode explores the overconfidence bias, discussing how it leads to risky decisions such as under-diversifying investments or disregarding expert advice, and its adverse long-term effects on financial plans. CPA Angie Svitak joins this episode to explore how this bias impacts investment decisions and how to tame overconfidence.

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cainwatters.com

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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 cares if the foods are heavily processed – this is ‘Murica, right?

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cainwatters.com

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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 even personal decisions? The guys bring a guest on to discuss confirmation biases, how they influence decision-making, and ways to prevent them from taking control of your finances.

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cainwatters.com

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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 costs, staff and infrastructure estimates when bringing on an associate. Whether you’re looking to grow production or make a transition, these factors are crucial in budgeting a new investment in the practice.

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How Does Your Dental Practice Compare? Report

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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 attendees of the 3to1 Foundation’s Accumulating Wealth Seminar, the guys dive into the most important topics for students to learn when starting their financial journey and how to further educate themselves to make the most of their biggest asset — time.

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3to1 Accumulating Wealth Seminar

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