Ep. 262: The Hows & Whys of 529s
02 Dec 2025
Contributed by Lukas
Wondering what's the best way to save for college? The answer may be more than simply compound in...
Ep. 261: Give, Save, Spend
25 Nov 2025
Contributed by Lukas
It's never too early to start practicing sound financial habits, even if you're still using a piggy ...
Ep. 260: RIP Penny, Hello IRS Limits
18 Nov 2025
Contributed by Lukas
The U.S. Mint has nixed the penny, but you can still save more of yours in with the IRS increased s...
Ep. 259: Marry the Project, Date the Rate
11 Nov 2025
Contributed by Lukas
Is now the right time to start on that construction project, given the recent rate cuts? The guys d...
Ep. 258: Take Advantage of the Cut
04 Nov 2025
Contributed by Lukas
The Fed announced a 25-basis-point cut, the second of the year. Where does that leave mortgage refin...
Ep. 257: What's Your Safe Withdrawal Rate?
28 Oct 2025
Contributed by Lukas
Planning for retirement doesn't solely rely on the amount of money saved. Safe withdrawal rates and ...
Ep. 256: Year-End Tax Playbook
21 Oct 2025
Contributed by Lukas
As year-end approaches, the key to successful tax planning is understanding your financial landscap...
Ep. 255: Turning Time Into Wealth
14 Oct 2025
Contributed by Lukas
Ready to boost your tax savings in 2026? Unpack the hot-off-the-press 2026 IRS tax updates, spotligh...
Ep. 254: Five Tax Savings Environments
07 Oct 2025
Contributed by Lukas
Should your tax saving strategies stay the same with the new tax law changes? The guys are going bac...
Ep. 253: The Sweet Spot for Refinancing
30 Sep 2025
Contributed by Lukas
Debt isn't always bad. With the latest Fed cut, it's tempting to refinance your loans, but is now th...
Ep. 252: Rate Cuts, Mortgages, and Market Moves
23 Sep 2025
Contributed by Lukas
The Fed announced the first rate cut of the year, and the guys are analyzing its potential impacts o...
Ep. 251: Don't Leave It to the State
16 Sep 2025
Contributed by Lukas
Estate planning isn't exclusively for the ultra-wealthy or those with family heirlooms. For anyone w...
Ep. 250: Hurdles in Hygiene
09 Sep 2025
Contributed by Lukas
An effective hygiene team can make the difference in your practice's profitability and patient relat...
Ep. 249: Tax Tips and Touchdowns
02 Sep 2025
Contributed by Lukas
Now that several tax-saving opportunities are permanent through the One Big Beautiful Bill, the pote...
Ep. 248: AI Energy Demand and Market Updates
26 Aug 2025
Contributed by Lukas
As energy demands for AI and data centers skyrocket, the markets are responding accordingly. With ma...
Ep. 247: OBBB Student Loan Changes
19 Aug 2025
Contributed by Lukas
The One Big Beautiful Bill introduced changes to student loans, eliminating the PAYE and SAVE plans...
Ep. 246: Market Upturn and Child IRA Accounts
11 Aug 2025
Contributed by Lukas
Are things looking up in the economy after a rough few months? GDP is up and stocks are reporting po...
Ep. 245: The One Big Beautiful Bill Act: A Simplified Summary
05 Aug 2025
Contributed by Lukas
The new One Big Beautiful Bill Act introduced new tax changes, creating significant tax-saving oppor...
Ep. 244: Personal Growth for Practice Growth
29 Jul 2025
Contributed by Lukas
Finding the right CE course that suits your career stage not only fosters your personal and professi...
Ep. 243: Sticking to the Status Quo
22 Jul 2025
Contributed by Lukas
Regret avoidance, loss aversion and cost can all be barriers to making a change in your financial pl...
Ep. 242: Living for the Present
15 Jul 2025
Contributed by Lukas
Instant gratification and decision fatigue lead to choices that are easy and provide immediate benef...
Ep. 241: Are Your Investments Too Confident?
08 Jul 2025
Contributed by Lukas
Overconfident investors trade 25% more frequently than their peers, costing them 4% in annual return...
Ep. 240: Fourth of July Omakase
01 Jul 2025
Contributed by Lukas
To celebrate Fourth of July, a special guest host returns to take the guys through some iconic all-A...
Ep. 239: Finding Validation: Confirmation Biases
24 Jun 2025
Contributed by Lukas
Biases can cause a disordered perception of reality, so how can you become aware of unconscious bias...
Ep. 238: Can You Afford an Associate?
17 Jun 2025
Contributed by Lukas
Beyond salary considerations, what does adding an associate doctor to your practice actually cost? A...
Ep. 237: Time Is Your Biggest Asset
10 Jun 2025
Contributed by Lukas
Unless they are pursuing a finance degree, many students aren't taught the basics of how money grows...
Ep. 236: Is Top-Line Growth Enough?
03 Jun 2025
Contributed by Lukas
Ever wonder how your practice's collections, expenses and profitability compare to other like-sized...
Ep. 235: Finding Individualized Financial Advice
27 May 2025
Contributed by Lukas
Is the best financial advisor the one with the most letters behind their name or the most years unde...
Ep. 234: Auto Loans, Leases and Financing
20 May 2025
Contributed by Lukas
When it comes time to purchase your next car, should you lease, buy or finance it? It depends on how...
Ep. 233: International House of ... Stagflation?
13 May 2025
Contributed by Lukas
In the last five years, IHOP has experienced 82% inflation. But where do international stocks and ho...
Ep. 232: Growing Patients: Pediatric Trends
06 May 2025
Contributed by Lukas
The new Pediatric Practice Comparison Report is now available, with crucial insights on production, ...
Ep. 231: The Psychology of Money
29 Apr 2025
Contributed by Lukas
Effective money management goes beyond the numbers. Factors like risk, luck and abundance influence ...
Ep. 230: Recession Investment Strategies
22 Apr 2025
Contributed by Lukas
Is there a step-by-step plan to recession-proof your savings? The guys dive into the best investmen...
Ep. 229: Market Whiplash and CPI
15 Apr 2025
Contributed by Lukas
Last week, a startling market drop was followed by a sudden surge. What led us to get to this point,...
Ep. 228: Shifting Into High Gear: Ortho Trends
08 Apr 2025
Contributed by Lukas
The new Orthodontic Comparison Report is here, with more extensive insights and metrics than ever be...
Ep. 227: Liberation Day: Tariffs Update
07 Apr 2025
Contributed by Lukas
Last week, the markets saw a huge dip due to the announcement of the most sweeping tariff hikes sinc...
Ep. 226: Breaking Down Your Profitability (Part Two)
01 Apr 2025
Contributed by Lukas
In the second part of the practice profitability formula series, the guys dive into the second half ...
Ep. 225: Breaking Down Your Profitability (Part One)
25 Mar 2025
Contributed by Lukas
Focusing solely on one area of your business won't significantly increase practice profitability. In...
Ep. 224: And the Theme for This Year Is...
18 Mar 2025
Contributed by Lukas
This year already seems to be presenting a new theme for itself: tariffs. The economy is responding ...
Ep. 223: Threading of Community and Culture
11 Mar 2025
Contributed by Lukas
Between corresponding keynote speakers, ever-evolving breakout sessions and insightful panel discuss...
Ep. 222: AI Trends in Dentistry (Live from CWA Annual Meeting)
04 Mar 2025
Contributed by Lukas
Some may perceive AI as a tool that undermines the quality of human interaction. But what if AI can...
Ep. 221: Tariff Talk
25 Feb 2025
Contributed by Lukas
Tariffs are a hot topic in local and global politics right now. Though tariffs are inflationary, the...
Ep. 220: How Did We End Up Here?
18 Feb 2025
Contributed by Lukas
New practice construction can be a costly asset to add to your financial plan. Is it the right move ...
Ep. 219: DSOs and Private Equity Transitions
11 Feb 2025
Contributed by Lukas
What's the DSO market look like? Is now the right time to sell, or is there something worth holding ...
Ep. 218: Every Penny Counts
04 Feb 2025
Contributed by Lukas
DeepSeek has made a big splash, bringing a shift to the technology of AI and impacting the tech sect...
Ep. 217: Policy and The Broader Market
28 Jan 2025
Contributed by Lukas
With a new president in office, what does the future hold for infrastructure spending, inflationary ...
Ep. 216: New Year, New Predictions
22 Jan 2025
Contributed by Lukas
Though it's impossible to accurately predict everything that will happen in the market in the coming...
Ep. 215: How Did 2024 Hold Up?
14 Jan 2025
Contributed by Lukas
Between football, market performance and Fed cuts, last year provided some expected and unexpected ...
Ep. 214: Preparing Your Estate Plan
07 Jan 2025
Contributed by Lukas
The new year is a perfect time to get a head start on your estate plan. Depending on the size of you...
Ep. 213: New Year, New Financial Resolutions
31 Dec 2024
Contributed by Lukas
The new year brings spikes in gym memberships and travel plans, but what about financial resolutions...
Ep. 212: All I Want for the Economy
24 Dec 2024
Contributed by Lukas
In this special holiday episode, the guys are going through their wish list for the economy in 2025....
Ep. 211: Get Financially Organized this New Year
17 Dec 2024
Contributed by Lukas
Getting financially organized can feel overwhelming when done at the last minute, so preparing ahead...
Ep. 210: Pay or Save Student Loan Debt
10 Dec 2024
Contributed by Lukas
Student loan debt can be daunting, as it stays with you for years post-graduation and there are seve...
Ep. 209: Holiday Budgeting
03 Dec 2024
Contributed by Lukas
The holiday season is here, bringing a time of joy and giving, but for some, it's a budgeting nightm...
Ep. 208: 2025 IRS Contribution Limits
26 Nov 2024
Contributed by Lukas
The IRS released the new tax-advantaged contribution limits for next year, and the guys walk through...
Ep. 207: Post-Election Analysis (Part 2)
19 Nov 2024
Contributed by Lukas
Many market sectors continued to be up since the election, but oil was down 5%. With the new adminis...
Ep. 206: Post-Election Analysis
12 Nov 2024
Contributed by Lukas
Election night brought a generational day in the market, with the S&P 500, mid- and small-caps and ...
Ep. 205: State of the States
05 Nov 2024
Contributed by Lukas
It's Election Day, and the guys share why it's crucial to avoid attempting to time the market duri...
Ep. 204: Women in Wealth
29 Oct 2024
Contributed by Lukas
There's a significant difference in the way men and women make financial decisions and feel towards ...
Ep. 203: Energy, Decoupling and A Strong Economy
22 Oct 2024
Contributed by Lukas
In many states, a large portion of energy consumption is dedicated to data processing centers, fuel...
Ep. 202: Topic Smattering
15 Oct 2024
Contributed by Lukas
If Social Security continues its path of smaller COLA increases and higher wage bases each year, whe...
Ep. 201: U.S. Debt Report Card
08 Oct 2024
Contributed by Lukas
The U.S. national debt continues to grow by the trillions, but can we articulate what that means? An...
Ep. 200: Top 5 Tax Do's and Don'ts
01 Oct 2024
Contributed by Lukas
To celebrate their 200th episode, the guys explore some of the most outlandish tax deduction cases. ...
Ep. 199.5 Salary Trends and Employee Benefits
24 Sep 2024
Contributed by Lukas
Have associate doctors' salaries grown over the last few years? Are dentists nationwide getting the ...
Ep. 199: Spreading Financial Literacy
17 Sep 2024
Contributed by Lukas
It's never too late (or too early) to strengthen your financial knowledge and apply it to your life...
Ep. 198: A Smorgasbord of Influencing Factors
10 Sep 2024
Contributed by Lukas
What might a rate hike mean for U.S. debt? How will the election and a rate cut affect market stabi...
Ep. 197: Down, Set ... Rate Hike?
03 Sep 2024
Contributed by Lukas
With the U.S. debt at an all-time high and tax rate increases seemingly being the only solution, ho...
Ep. 196: Read Between the Lines
27 Aug 2024
Contributed by Lukas
Rates are being closely monitored as markets await a cut from the Fed, the FTC non-compete rule is o...
Ep. 195: Private Debt Funds
20 Aug 2024
Contributed by Lukas
In an environment where interest rates are higher than they've been, the private debt asset class ha...
Ep. 194: Spin the Money Wheel (Part 2)
13 Aug 2024
Contributed by Lukas
It's widely advised to start saving at the beginning of your career, but where exactly do you invest...
Ep. 193: Spin the Money Wheel (Part 1)
06 Aug 2024
Contributed by Lukas
When it comes to the game of life, we all got started somewhere, but it came with many questions ar...
Ep. 192: Small-Cap Market Frenzy
30 Jul 2024
Contributed by Lukas
Market chaos has been the theme over the last few weeks, driven by a dip in the Consumer Price Ind...
Ep. 191: It Begins at Hello
24 Jul 2024
Contributed by Lukas
Running a successful business involves more than offering services or producing results. Customer s...
Ep. 190: Stuck in the Middle
16 Jul 2024
Contributed by Lukas
The housing market is stuck, the Fed hasn't released a rate cut and stocks may not continue their cu...
Ep. 189: Mentorship in Your Business
09 Jul 2024
Contributed by Lukas
What makes a good mentor or mentee? Is it more important to show the mentee the ropes or sit back a...
Ep. 188: Red White and Glizzy
01 Jul 2024
Contributed by Lukas
Happy Fourth of July! A special guest steps in to host this episode, while Hunter and Judson face o...
Ep. 187: What's This Fee For?
25 Jun 2024
Contributed by Lukas
If you have an investment advisor or are considering getting one, you might wonder what the fees th...
Ep. 186: Check In: Year To Date Updates
18 Jun 2024
Contributed by Lukas
It's halfway through 2024, and a lot has happened since Hunter and Judson made their yearly predict...
Ep. 185: Mailbox Money
12 Jun 2024
Contributed by Lukas
Rising interest rates have lowered bond prices, leaving dividend stocks as an investment strategy so...
Ep. 184: The Bottom Line
04 Jun 2024
Contributed by Lukas
Knowing how your practice's averages compare against similar ones can offer invaluable insight into ...
Ep. 183: Walkaway Sales, Partnerships and DSOs
28 May 2024
Contributed by Lukas
When the time is right, selling your business is one of the best ways to contribute to building you...
Ep. 182: ETFs: The Good, The Bad, The Ugly
21 May 2024
Contributed by Lukas
In the last year, more than 500 new ETFs were launched. But not all of them were well-strategized, ...
Ep. 181: People Not Patients
14 May 2024
Contributed by Lukas
The patient experience isn't limited to the services they receive. Instead, it encompasses the star...
Ep. 180: Avoid Stagnancy: Pediatric Trends
07 May 2024
Contributed by Lukas
Pediatric practice profitability stalled last year, leaving many doctors wondering, "Where do I go ...
Ep. 179: Don't Take The Bait
30 Apr 2024
Contributed by Lukas
Unlike actual fishing, tax phishing schemes can be devastating for the taxpayer that falls for a sca...
Ep. 178: When Your Tax Projection Derails
23 Apr 2024
Contributed by Lukas
There's nothing more frustrating than paying more in taxes than planned. It makes you wonder where y...
Ep. 177: Identity Theft, Chocolate and Your Kids
16 Apr 2024
Contributed by Lukas
When you think of victims of identity theft, a 7-year-old is probably not the first person that come...
Ep. 176: What's New with Annuities
09 Apr 2024
Contributed by Lukas
The talk about annuities is on the rise, and from the surface, look to be a good option for income...
Ep. 175: Starting to Feel It: Ortho Trends
02 Apr 2024
Contributed by Lukas
The guys dive into the insights in the latest Orthodontic Practice Comparison Report, covering eve...
Ep. 174: You Can't Afford to Fail
26 Mar 2024
Contributed by Lukas
Becoming a first-time practice owner involves a lot of nitty-gritty due diligence, but what happens ...
Ep. 173: Does Your Retirement Timeline Hold Up?
19 Mar 2024
Contributed by Lukas
Where does economic volatility and high interest ratesleave the standard rate of return for traditio...
Ep. 172: Footloose in the Biggest Dental Topics
12 Mar 2024
Contributed by Lukas
Do you ever wonder if fellow business owners are grappling with the same concerns as you? Well, here...
Ep. 171: More Than Just a Business (Live from CWA Annual Meeting)
05 Mar 2024
Contributed by Lukas
Is it possible to manage a profitable business while still answering your philanthropic calling to i...
Ep. 170: Your Captain Speaking: The Fed
27 Feb 2024
Contributed by Lukas
Bets were on earlier this year. The odds of a rate cut in March were 77%. Odds are now down to 9%, ...
Ep. 169: Your Depreciation Timeline
20 Feb 2024
Contributed by Lukas
If you purchased several new assets for your business, why wouldn't you go ahead and write off ever...
Ep. 168: What In the World?
13 Feb 2024
Contributed by Lukas
When we widen our lens, a lot is going on in the world outside of the U.S. Who is at war with whom, ...
Ep. 167: Bringing Home the Yield
07 Feb 2024
Contributed by Lukas
A targeted high-yield investment opportunity may mean immediate returns, but is that what's best for...
Ep. 166: A Bit About Bitcoin
30 Jan 2024
Contributed by Lukas
Spot Bitcoin ETFs attracted almost $2 billion in the first three days of trading. But will the flow...
Ep. 165: It Has to Be Done
23 Jan 2024
Contributed by Lukas
A few weeks into the new year, and the guys already have a list of a few items you need to take care...
Ep. 164: 2024 Promises Never a Dull Moment
16 Jan 2024
Contributed by Lukas
While we don't have a crystal ball, it's safe to say that 2024 promises to be an unpredictable year ...