Is now the right time to start on that construction project, given the recent rate cuts? The guys dive into the current lending environment with guests from Live Oak Bank, discussing how SBA loans can be the gateway to expanding your business in today's market. Plus, learn how SBA loans can provide benefits where traditional loans may fall short.

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The Fed announced a 25-basis-point cut, the second of the year. Where does that leave mortgage refinancing and the likelihood of another cut before year-end? Two guests join this episode to discuss how to take advantage of lower refinancing rates to add flexibility to your spending and what the next few months may hold. Plus, the guys have an exciting announcement to share.

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Planning for retirement doesn't solely rely on the amount of money saved. Safe withdrawal rates and asset classes play a significant role in making your funds last in retirement. A guest joins this episode to discuss calculating your unique safe withdrawal rate and the importance of asset diversification in post-retirement planning.

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As year-end approaches, the key to successful tax planning is understanding your financial landscape and taking advantage of the opportunities available. A guest joins this episode to review deferral amounts, utilizing the Augusta Rule, strategic timing of equipment purchases and more. Plus, they review the new tax law changes that impact tax planning into next year.

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Ready to boost your tax savings in 2026? Unpack the hot-off-the-press 2026 IRS tax updates, spotlighting new inflation-adjusted standard deductions and tax bracket thresholds to sharpen your planning strategy. Hunter and Judson also take it back to the basics to decode the 1:1, 2:1, and 3:1 savings-to-earnings ratios to show how starting early can supercharge your retirement goals.

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Should your tax saving strategies stay the same with the new tax law changes? The guys are going back to the basics with the five savings environments, diving into where the best places to put your money are, depending on your unique plan. Tax diversification is crucial to your financial plan, so when the unexpected happens, your financial planner can adjust accordingly to maximize your savings.

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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 debt, diving into different loan types, from consolidation to building to home loans and how these different loans should be uniquely refinanced. Plus, they are ranking their favorite ice creams to determine which one reigns supreme.

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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 joins this episode to discuss how labor market data, inflation and GDP may influence future cuts, and what the rest of the year may hold for consumers and investors.

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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, estate planning is a crucial part of a financial plan. A guest joins this episode to discuss the importance of estate planning, the necessary documents and when to start your planning.

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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 in your hygiene team to create a more productive practice overall? Rachel Wall from Inspired Hygiene joins this episode to discuss hygiene staffing, salary and services.

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