What’s the DSO market look like? Is now the right time to sell, or is there something worth holding off for? Though there is no way to predict the future market, past performance can help explain the current trends. The guys are joined by two special guests to dive into timing a DSO or private equity sale and when is the right time to transition your practice.

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DeepSeek has made a big splash, bringing a shift to the technology of AI and impacting the tech section of the S&P 500. The Fed is taking a pause, responding to the state of inflation and preparing for the impact of new tariffs. The guys dive into this and more in another episode of topic smattering.

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With a new president in office, what does the future hold for infrastructure spending, inflationary policies and data centers? A guest joins the guys to discern how potential policies and technological developments may impact the broader market.

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Though it’s impossible to accurately predict everything that will happen in the market in the coming year, Hunter and Judson don’t shy away from the challenge as they take a stab at their 2025 predictions. From Fed rates to AI and, of course, Super Bowl picks, who do you agree with in this year’s lineup?

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Between football, market performance and Fed cuts, last year provided some expected and unexpected happenings. The guys are revisiting the predictions they made for what would happen in 2024 and how they held up against what the year brought.

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The new year is a perfect time to get a head start on your estate plan. Depending on the size of your estate, strategies and tax planning will look a little different. A guest joins the guys to discuss the importance of establishing an estate plan, a list of documents to include and when your current estate plan may need updating.

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The new year brings spikes in gym memberships and travel plans, but what about financial resolutions? The guys help you set your financial goals for the new year, from updating estate plans, adding new saving strategies, credit monitoring and more.

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In this special holiday episode, the guys are going through their wish list for the economy in 2025. Hoping Sanra will bring them tax reform, easing of long-term rates and wholesale insurance reform, they also discuss how the new administration may bring changes for the upcoming year.

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Getting financially organized can feel overwhelming when done at the last minute, so preparing ahead of time for the upcoming year is crucial. Not only will setting a cadence of payments and document submissions help your advisor, but it will also help you make the most out of your financial plan.

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Student loan debt can be daunting, as it stays with you for years post-graduation and there are several philosophies on how to work payments into your financial plan. The guys are joined by a special guest to discuss PAYE versus SAVE payment plans, average rates and considerations of refinancing your loans.

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