Accumulating Wealth

By Cain WattersBusiness Investing

Accumulating Wealth episodes

December 02, 2025 Ep. 262: The Hows & Whys of 529s
Wondering what's the best way to save for college? The answer may be more than simply compound interest. Hunter and Judson are diving into 529 plans, their advantages over traditional savings methods and how the One Big Beautiful Bill Act is changing these plans.

LINKS

YouTube Video

cainwatters.com

Submit a Question

Facebook | YouTube | Instagram
25 min
November 25, 2025 Ep. 261: Give, Save, Spend
It's never too early to start practicing sound financial habits, even if you're still using a piggy bank to store your allowance made entirely of coins. Author Clint Greenleaf joins this episode to share his approach to teaching financial literacy to young minds through his published book and community outreach.

LINKS

YouTube Video

Give, Save, Spend with the Three Little Pigs

3to1 Foundation

cainwatters.com

Submit a Question

Facebook | YouTube | Instagram
23 min
November 18, 2025 Ep. 260: RIP Penny, Hello IRS Limits
The U.S. Mint has nixed the penny, but you can still save more of yours in with the IRS increased savings contribution limits for 401(k)s, IRAs and more. The guys are here to review these new 2026 limits and discuss emerging mortgage trends, like the 50-year mortgage and portable mortgages, and the implications of the penny's end.

LINKS

YouTube Video

cainwatters.com

Submit a Question

Facebook | YouTube | Instagram
17 min
November 11, 2025 Ep. 259: Marry the Project, Date the Rate
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.

LINKS

Live Oak Bank

Podcast Video

cainwatters.com

Submit a Question

Facebook | YouTube | Instagram
23 min
November 04, 2025 Ep. 258: Take Advantage of the Cut
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.

LINKS

Podcast Video

cainwatters.com

Submit a Question

Facebook | YouTube | Instagram
28 min
October 28, 2025 Ep. 257: What's Your Safe Withdrawal Rate?
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.

LINKS

Podcast Video

cainwatters.com

Submit a Question

Facebook | YouTube | Instagram
25 min
October 21, 2025 Ep. 256: Year-End Tax Playbook
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.

LINKS

Podcast Video

cainwatters.com

Submit a Question

Facebook | YouTube | Instagram
23 min
October 14, 2025 Ep. 255: Turning Time Into Wealth
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.

LINKS

Podcast Video

cainwatters.com

Submit a Question

Facebook | YouTube | Instagram
26 min
October 07, 2025 Ep. 254: Five Tax Savings Environments
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.

LINKS

Podcast Video

cainwatters.com

Submit a Question

Facebook | YouTube | Instagram
22 min
September 30, 2025 Ep. 253: The Sweet Spot for Refinancing
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.

LINKS

cainwatters.com

Submit a Question

Facebook | YouTube | Instagram
26 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,…