Accumulating Wealth
by Cain WattersHosts 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, investing, personal financial planning and more. Each season focuses on an over-arching topic, and each episode they dive in——helping you make better decisions for yourself and your business every day. Tune in every week on Tuesdays for a new episode.
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Episodes
Ep. 183 - Walkaway Sales, Partnerships and DSOs
30m · PublishedWhen the time is right, selling your business is one of the best ways to contribute to building your wealth. But with so many different avenues for selling your practice, how do you know what way will work best for you? Hunter and Judson dive into the three main ways to sell your practice: walkaway sales, traditional partnerships and DSOs.
LINKS
NDP Transition Talk Podcast
CWA Practice Transition Seminar
CWA DSO Transition Seminar
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Ep. 182 - ETFs: The Good, The Bad, The Ugly
24m · PublishedIn the last year, more than 500 new ETFs were launched. But not all of them were well-strategized, fee-reducing funds. A guest joins this episode to talk through some of the worst and best ETFs of last year, the updated HSA contribution limits for this year, and the latest news on CPI rates.
LINKS
Morning Star Article: The Best and Worst New ETFs of 2023
Apollo Article: Fed Hikes Having a Smaller Negative Effect on the Economy
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Ep. 181 People Not Patients
29m · PublishedThe patient experience isn’t limited to the services they receive. Instead, it encompasses the start-to-finish process of interacting with the dental staff, being valued as a person and building trust with the doctor. Dr. Michael Sonick joins the guys to share his experience treating people, not patients, and how emphasizing hospitality in your practice can help you better serve your patients.
LINKS
Dr. Michael Sonick Blog
Treating People Not Patients Book
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Ep. 180 Avoid Stagnancy: Pediatric Trends
20m · PublishedPediatric practice profitability stalled last year, leaving many doctors wondering, “Where do I go from here?” The new Pediatric Comparison Report is here, and the guys are diving into the numbers to give insight into optimizing your practice. With the help of a special guest, they dig into production per provider, where average overhead stands, and why marketing is more important than ever.
LINKS
Pediatric Comparison Report
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Ep. 179: Don't Take The Bait
22m · PublishedUnlike actual fishing, tax phishing schemes can be devastating for the taxpayer that falls for a scammer’s bait. The IRS released the Dirty Dozen list for this year, warning on everything from tax advice from social media, fake charities and tempting tax deductions. The guys discuss the too-good-to-be-true tax offers to be on the lookout for.
LINKS
cainwatters.com
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Ep. 178: When Your Tax Projection Derails
26m · PublishedThere’s nothing more frustrating than paying more in taxes than planned. It makes you wonder where your tax projection went south. The guys discuss tax planning in this episode and why it's crucial that your CPA is aware of your significant business changes when planning for 2024, from collections to large purchases to staffing changes.
LINKS
cainwatters.com
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Ep. 177 Identity Theft, Chocolate and Your Kids
22m · PublishedWhen you think of victims of identity theft, a 7-year-old is probably not the first person that comes to mind. But younger audiences are becoming major targets for social security traps, credit card scams and fraudulent digital offers. A special guest joins the episode to discuss the severity of identity theft of kids, preventative measures to take, and what to do if a scam arrives in the mail. They also give updates on CPI, fixed income and inflation on some of your favorite sweet treats.
LINKS
cainwatters.com
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Ep. 176 What's New with Annuities
23m · PublishedThe talk about annuities is on the rise, and from the surface, look to be a good option for income in retirement.Is it too good to be true, and if so, what’s the catch? A special guest joins the guys to dive into what exactly annuities are, some of the risks they bring and if an annuity is right for you.
LINKS
cainwatters.com
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Ep. 175 Starting to Feel It: Ortho Trends
34m · PublishedThe guys dive into the insights in the latest Orthodontic Practice Comparison Report, covering everything from staff salaries to rising fees, down payments, marketing and more. How resilient has the Orthodontic space been to recession, and how can you use these numbers to optimize your practice? The guys are here to give meaning to your metrics with the help of a special guest.
LINKS
Orthodontic Practice Comparison Report
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Ep. 174 You Can’t Afford to Fail
29m · PublishedBecoming a first-time practice owner involves a lot of nitty-gritty due diligence, but what happens after the sale is closed? Cultivating a successful business post-close brings even more big-ticket items to consider, from managing debt to office upgrades. The guys bring on a special guest to share his story of buying a practice, turning it into a thriving business and the invaluable lessons he learned along the way.
LINKS
cainwatters.com
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Fulton Dental Center
NDP Transition Talk Podcast
Dental Success Network Facebook Group
Accumulating Wealth has 195 episodes in total of non- explicit content. Total playtime is 78:02:43. The language of the podcast is English. This podcast has been added on August 24th 2022. It might contain more episodes than the ones shown here. It was last updated on May 31st, 2024 05:41.
