Accumulating Wealth

By Cain WattersBusiness Investing

Accumulating Wealth episodes

March 29, 2022 Season 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 Hygiene's Rachel Wall joins the guys to bring her hygiene years of experience to the table to help practices break out of their comfort zone and step into success.
24 min
March 22, 2022 BONUS: 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 is nothing more important than protecting your loved ones—and the last thing they need is your estate getting stuck with heavy tax burdens or tied up in probate.
21 min
March 15, 2022 Season 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 dental business model. They discuss why so many people are reluctant to hire a dental consultant and how not making the unacceptable, unacceptable could actually be the one factor holding you back from success.
26 min
March 08, 2022 Season 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 obstacles, hesitancy and roadblocks to hiring a dental consultant and take a poll on if the success stories outweigh the risks.
19 min
February 01, 2022 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 financial portfolio so you don't feel like you're missing out on investment opportunities.
27 min
January 25, 2022 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.
14 min
January 18, 2022 Season 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 your solution doesn't have to be.
25 min
January 11, 2022 Season 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 market is down and help you when it's up.
18 min
January 04, 2022 Season 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. CWA Wealth Advisor Natalie Young talks about this and other things investors need to know in this episode.
26 min
December 31, 2021 BONUS: 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 underserved Uganda a reality.
28 min

About Accumulating Wealth

From the publisher's feed

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,…