Accumulating Wealth

If Social Security continues its path of smaller COLA increases and higher wage bases each year, where does that leave the future of the program? This week, the guys are smattering on a few different topics, from social security increases and active participation in pension plans to state-mandated qualified retirement plans.

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The U.S. national debt continues to grow by the trillions, but can we articulate what that means? And while our portfolios still seem intact, does the U.S. debt really even matter? Managing Director of Tectonic Advisors Brad Sanders joins the guys to review the U.S. debt report card and discuss how we got to this point, the causes and effects of unipolarity, and even offers a fresh perspective on the current situation.

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To celebrate their 200th episode, the guys explore some of the most outlandish tax deduction cases. And since those likely won't pass muster, they share their own approved end-of-year tax tips. From retirement contributions to business expenses and pass-through entity taxes, make sure your tax planning strategy is ready for the year-end. Plus, the Fed cut rates and the guys cover what this may mean in the coming months.

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Have associate doctors' salaries grown over the last few years? Are dentists nationwide getting the medical benefits and PTO they desire? The guys are diving into Dental Post's 2024 Dental Industry Salary Report and seeing where the salaries of nationwide dental offices have changed and where they're going.

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Dental Post 2024 Dental Industry Salary Report

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It's never too late (or too early) to strengthen your financial knowledge and apply it to your life. Whether you're headed off to college, paying for your children's college, or still recovering from college debt, the 3to1 Foundation helps audiences of all ages learn more about saving, goal setting, budgeting, investing and debt management. A special guest joins this episode to share their work through 3to1 and how you can share the gift of education to your community and loved ones.

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3to1 Foundation North Texas Giving Day

3to1 Foundation

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What might a rate hike mean for U.S. debt? How will the election and a rate cut affect market stability? The guys discuss the upcoming sunset of the Tax Cuts and Jobs Act, if it's wise to try to avoid peril in the market by pulling your investments and how the irrational behavior of some markets doesn't always reflect what's going on in the broader economy.

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With the U.S. debt at an all-time high and tax rate increases seemingly being the only solution, how can you proactively design your portfolio? Hunter and Judson discuss making financial plans with tax rate changes in mind, distribution planning and where to put your savings. Plus, they give their college football predictions for their alma maters and which teams will end up in the playoffs this season.

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Rates are being closely monitored as markets await a cut from the Fed, the FTC non-compete rule is on hold and banking rates seem to be changing. With all that's going on in the economic news right now, where does it leave the economy for the rest of the year? Hunter and Judson catch up on the latest market news.

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In an environment where interest rates are higher than they've been, the private debt asset class has grown as an investment prepared to capitalize on growing yield. A guest from Apollo Global Management joins the guys to explain private debt funds, the loans that back them, and the flexibility and opportunity they can bring to investors.

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Apollo Global Management

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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 series to answer some of the CWA interns' questions, from credit to mortgage payment planning to AI's role in market strategy.

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