Ep. 163: How Much Your Biases Can Cost You
09 Jan 2024
Contributed by Lukas
We're all wired to have our own belief system; that makes us human. Where we run into trouble is whe...
Ep. 162: How Did 2023 Hold Up?
02 Jan 2024
Contributed by Lukas
Twitter was changed to X, ChatGPT is a household name, the aggregate bond index is up and high-yield...
Ep. 161: The Art of Real Estate Investments
26 Dec 2023
Contributed by Lukas
Over the last 25 years, what percentage of time would you say real estate produced at least a 5% ret...
Ep. 160: Hidden Investments of Real Estate
19 Dec 2023
Contributed by Lukas
With many public real estate funds housed in the S&P 500, you may be investing in real estate withou...
Ep. 159: Taxes - How Did We Get Here?
12 Dec 2023
Contributed by Lukas
What started as a flat 3-percent tax on all income has evolved into 2,651 pages and 1 million words...
Ep. 158: Under Lock and Key
05 Dec 2023
Contributed by Lukas
With the ability to invest at your fingertips, it's hard to imagine a time when investments were lo...
Ep. 157: The $500 Button
28 Nov 2023
Contributed by Lukas
One gift you can count on receiving this year is the ability to save more money in 2024. The IRS ann...
Ep. 156: It's a Wonderful Bank
21 Nov 2023
Contributed by Lukas
Almost 40,000 bank branches, 4,000 community banks, and 134 regional banks all in the United States....
Ep. 155: History's Financial Plague
14 Nov 2023
Contributed by Lukas
In this new four-part series, the guys take you back in time and discuss the history of the financ...
Ep. 154: Risks and Rewards of Alternatives
07 Nov 2023
Contributed by Lukas
Could alternative investments be a way to hedge off inflation in your portfolio? What opportunities...
Ep. 153: Can Alternative Investments Pay Off?
31 Oct 2023
Contributed by Lukas
Your investment portfolio is likely comprised of stocks and bonds, but what role could alternative i...
Ep. 152: American's Rising Net Worth
24 Oct 2023
Contributed by Lukas
American's median net worth jumped 37% over the last few years, but does this mean they can keep up ...
Ep. 151: Your Guide to 1099s
17 Oct 2023
Contributed by Lukas
1099-A, 1099-B, 1099-C. It seems there is a 1099 Form for every letter of the alphabet, and it's tim...
Ep. 150: The Goose & the Golden Egg
10 Oct 2023
Contributed by Lukas
Unlike poker, you don't have to be all in or nothing when deciding if converting a traditional IRA ...
Ep. 149: The Fed's Next Move
03 Oct 2023
Contributed by Lukas
The Fed is always deemed 'hawkish,' but when was the last time you heard the Fed acting 'dovish?' Th...
Ep. 148: A Tale of Two Mortgage Rates
26 Sep 2023
Contributed by Lukas
Today's interest rate environment looks to be here to stay. With home affordability emerging as a si...
Ep. 147: Answers to Your Tax Questions
19 Sep 2023
Contributed by Lukas
If you extended your tax return, this means the October 16 deadline is approaching, and the questio...
Ep. 146: Is History Repeating Itself?
12 Sep 2023
Contributed by Lukas
Some say history repeats, but is that what the Fed is doing? In this episode, we walk down memory la...
Ep. 145: Your Top Line Strategy
05 Sep 2023
Contributed by Lukas
This week, things sound a little different! Host Hunter Satterfield was recently featured on NDP'...
Ep. 144: Are You California Rich or Tennessee Rich?
29 Aug 2023
Contributed by Lukas
Dentists in Memphis, this one's for you! Not really. In this episode, the guys compare how wealth st...
Ep. 143: How Do Americans Save Their Money?
22 Aug 2023
Contributed by Lukas
Americans have shown resilience these last few years. Despite record-high inflation and a rocky eco...
Ep. 142: Is Hygiene Your Hero or Your Nemesis?
15 Aug 2023
Contributed by Lukas
Tapping into your full hygiene potential could make all the difference on your bottom line. In fa...
Ep. 141: Dropping Insurance Like It's Hot
08 Aug 2023
Contributed by Lukas
Sometimes, insurance can seem like more trouble than it's worth. Is there a breaking point where den...
Ep. 140: Insurance Negotiations, The New Norm
02 Aug 2023
Contributed by Lukas
To negotiate or not to negotiate. There are many what-ifs to consider when negotiating insurance pla...
Ep. 139: The Cost of Insurance
25 Jul 2023
Contributed by Lukas
When it comes to what insurance your dental practice accepts, this is often a massive decision that...
Ep. 138: Secure Act 2.0 Incentives and Penalties
18 Jul 2023
Contributed by Lukas
You've heard time and time again that the Secure Act 2.0 brought major reform to longstanding retire...
Ep. 137: Catch Up for Retirement
12 Jul 2023
Contributed by Lukas
Would you like ketchup with that? The Secure Act 2.0 pours on the opportunities to increase American...
Ep. 136: SECURE Your Retirement
04 Jul 2023
Contributed by Lukas
If someone mentioned that the Setting Every Community Up for Retirement Enhancement (SECURE) Act cou...
Ep. 135: Can You Handle the Heat?
27 Jun 2023
Contributed by Lukas
For the guys, Beyonce, Fed rate hikes, tax refunds, and college savings are all on the list of topic...
Ep. 134: A Mortgage Made in Heaven
20 Jun 2023
Contributed by Lukas
Shopping for a house in today's high-interest environment seems like a competitive sport, and you're...
Ep. 133: Duration, Diversification and Denny's
13 Jun 2023
Contributed by Lukas
In 2021, the S&P 500 was at all-time closing highs, 2022 delivered the worst returns since the glob...
Ep. 132: A Competitive Analysis for Your Practice
05 Jun 2023
Contributed by Lukas
If there's one thing dental practice owners have, it's tenacity for their practice to succeed. And k...
Ep. 131: Surprise, AI Can't Pass This Test
23 May 2023
Contributed by Lukas
ChatGPT has undoubtedly taken the world by storm, but it's no match for super CPAs like Hunter and J...
Ep. 130: Could AI Flag an IRS Audit?
10 May 2023
Contributed by Lukas
This episode is jam-packed with topics surrounding IRS AI bots, whether cash investments in a recess...
Ep. 129: Little Teeth, Big Production
01 May 2023
Contributed by Lukas
There was an astounding amount of production growth in 2022 for pediatric dental practice owners, a...
Ep. 128: The Daily Cost of Retirement
25 Apr 2023
Contributed by Lukas
Would you believe us if we told you the average American retiree spends an hour grooming daily with ...
Ep. 127: Another Tax Day, Another Scam
18 Apr 2023
Contributed by Lukas
In honor of Tax Day, the guys discuss extensions and explain why if you've already received your ta...
Ep. 126: When Tax Scams Get Dirty
11 Apr 2023
Contributed by Lukas
The IRS has released its annual list of the worst of the worst tax scams, and the guys are here to b...
Ep. 125: Let's Get This Straight: Ortho Trends
03 Apr 2023
Contributed by Lukas
In this special edition episode, the guys explore the NEW Orthodontic Practice Comparison Report i...
Ep. 124: Could SVB Happen to Your Bank?
28 Mar 2023
Contributed by Lukas
Could SVB's breakdown cause a ripple effect that slows down the economy? With tightened market cond...
Ep. 123: Putting Market Madness in Perspective
22 Mar 2023
Contributed by Lukas
In this episode, the guys are unleashing all that's been on their minds lately regarding the financ...
Ep. 122: The Nitty Gritty on Practice Transitions (LIVE from CWA Annual Meeting)
15 Mar 2023
Contributed by Lukas
This special episode was filmed at the 31st Annual Meeting with business owners in attendance. It...
Ep. 121: If Your Advisor Said to Jump... Would You?
08 Mar 2023
Contributed by Lukas
Every detail in your financial plan matters, which is why trust in your advisor is just as important...
Ep. 120: In the Blink of an Eye, CPI is Down
21 Feb 2023
Contributed by Lukas
The guys have some good news and not-so-good news. This episode, the guys are covering a plethora o...
Ep. 119: Hey ETF, It's Your Birthday!
15 Feb 2023
Contributed by Lukas
What is an exchange-traded fund (ETF), and why does it actually matter? This week, the guys are putt...
Ep. 118: The Super Bowl and The Stock Market
08 Feb 2023
Contributed by Lukas
What does the Super Bowl have to do with the stock market? Historically speaking, there may be a co...
Ep. 117: The Good News About Bonds, CPIs and…Eggs
02 Feb 2023
Contributed by Lukas
Year-end results for the aggregate bond index ended big and scary. And even though CPI is down, we s...
Season 24 Ep. 4: The Financial Whole 30
31 Jan 2023
Contributed by Lukas
For two and a half years, stimulus dollars granted you some extra spending monies and, chances are, ...
Season 24 Ep. 3: Is DSO FOMO Getting to You?
24 Jan 2023
Contributed by Lukas
Although it feels like more, corporate-owned practices make up only 10-15% of the total dental pract...
Season 24 Ep. 2: Interest Rates Impact on Private Sales
17 Jan 2023
Contributed by Lukas
A volatile 2022 is behind us, but with interest rates on the rise, many dental practice buyers and s...
Season 24 Ep. 1: The IRS Says You Can Save More This Year
10 Jan 2023
Contributed by Lukas
You can now save more in your 401(k) and IRA this year, but given the down market, is now really the...
Season 23 Ep. 4: Right-Size Your 2023 Plan
28 Dec 2022
Contributed by Lukas
After living large on market returns, low interest rates and stimulus the past few years, 2022 dropp...
Season 23 Ep. 3: Inflating Staff Wages
21 Dec 2022
Contributed by Lukas
About 52% of decision makers within dental offices intended to focus on patient engagement in 2022, ...
Season 23 Ep. 2: Global Polarization Is Playing With Your Portfolio
13 Dec 2022
Contributed by Lukas
Domestic and global polarization is at an all-time high, and it's impacting more than just your dinn...
Season 23 Ep. 1: When the Market Crashes What Really Matters?
06 Dec 2022
Contributed by Lukas
2022 brought a shakeup in the stock and bond market leaving investors feeling like they had nowhere ...
Season 22 Ep. 5: Last Minute Tax Savings Strategies
22 Nov 2022
Contributed by Lukas
We've made an end-of-year tax savings checklist and now it's time to check it twice. Hunter and Juds...
Season 22 Ep. 4: Caring For Your Aging Parents with Darrell Cain
15 Nov 2022
Contributed by Lukas
Caring for aging parents is a compassionate but often trying commitment. Already an emotional ride, ...
Season 22 Ep. 3: Welcome to the Real World, Kid with Dr. Earle Sullivan
08 Nov 2022
Contributed by Lukas
The cost of life seems to take many college graduates by surprise. One way to avoid the crash and bu...
Season 22 Ep. 2: Your College Kid Can Manage Their Own Finances (Probably) With Dan Wicker
26 Oct 2022
Contributed by Lukas
CWA Partner and CPA Dan Wicker has instilled good financial values in his adult children...right? Wh...
Season 22 Ep. 1: Financial Wisdom for the Next Generation with Drs. Ryan and Tiffany Harris
19 Oct 2022
Contributed by Lukas
Over the years, you face competing demands on your time and financial resources from children, aging...
Season 21 Ep. 4: What We Learned From the Great Recession
11 Oct 2022
Contributed by Lukas
In today's episode, CWA Partner Tim Greaves recalls the '08 recession and answers the question: "are...
Season 21 Ep. 3: Recession-Proof Your Practice
05 Oct 2022
Contributed by Lukas
With the threat of a real recession looming, it's time to make some serious business decisions. The ...
Season 21 Ep. 2: Is Volatility a Misdirection or Redirection?
27 Sep 2022
Contributed by Lukas
The guys are back to calm seasoned and new investors on the market volatility fears. While it is sca...
Season 21 Ep.1: Expecting the Unexpected: Preparing for a Recession
20 Sep 2022
Contributed by Lukas
This season starts on a high note—the 100th episode! Today they look at what elements of your pers...
Season 20 Ep. 5: Time's Up on Time Management
06 Sep 2022
Contributed by Lukas
The day of a practice owner doesn't end when the last patient walks out the door. How are you keepin...
Season 20 Ep. 4: Hiring for Long-Term Success
31 Aug 2022
Contributed by Lukas
Clinical education and training does not always translate to preparation for owning a business. Espe...
Season 20 Ep. 3: Does Accepting Insurance Benefit Your Practice?
25 Aug 2022
Contributed by Lukas
At some point, you've likely battled PPO insurance reimbursement rates in your practice. While there...
Season 20 Ep. 2: What Your Financial Statements Say About Your Practice
17 Aug 2022
Contributed by Lukas
Keeping a handle on your financial statements is essential to your business' financial plan. This me...
Season 20 Ep. 1: Put Your Practice Vision in Action
09 Aug 2022
Contributed by Lukas
Redefining your practice vision and goals each year may sound like one more thing to add to your to-...
Season 19 Ep. 5: When to Hold 'Em and When to Fold 'Em
02 Aug 2022
Contributed by Lukas
You've probably heard the saying 'the stock market isn't the economy,' but how is a volatile market ...
Season 19 Ep. 4: The Light at the End of the Inflation Tunnel
26 Jul 2022
Contributed by Lukas
As inflation lingers, so does the possibility of a recession. Is there a light at the end of the tun...
Season 19 Ep. 3: Countering Inflation's Impact on Your Savings
19 Jul 2022
Contributed by Lukas
The guys answer the number one question they've received recently from clients, "I have all this cas...
Season 19 Ep. 2: The Role Interest Rates Play on Your Debt
12 Jul 2022
Contributed by Lukas
Rising interest rates can make a big impact on your business and personal debt when you consider tha...
Season 19 Ep. 1: Rising Interest Rate's Impact on Your Investments
05 Jul 2022
Contributed by Lukas
The U.S. economy can be hard to predict in today's environment but understanding the Fed's history c...
Season 18 Ep. 5: Redesigning Your Dental Office is Worth It
02 Jun 2022
Contributed by Lukas
Dr. Geoffrey Gamache quickly found his hands full when he bought his New York dental practice. When ...
Season 18 Ep. 4: Financing Your New or Growing Dental Practice
24 May 2022
Contributed by Lukas
Getting a dental practice loan or financing new equipment can be an obstacle for dentists, but you h...
Season 18 Ep. 3: Designing Your Dental Space
17 May 2022
Contributed by Lukas
When it comes to designing your dental practice, is it going to cost $1 million or $10 million? The ...
Season 18 Ep. 2: To Buy or Lease Your Dental Practice
10 May 2022
Contributed by Lukas
With real estate costs skyrocketing across the country, dental practice owners need to choose whethe...
Season 18 Ep. 1: The Right Time to Expand Your Dental Practice
03 May 2022
Contributed by Lukas
When day in and day out, your dental office is crowded with patients, staff and equipment you may be...
Season 17 Ep. 4: A Healthy Disruption in Your Practice
05 Apr 2022
Contributed by Lukas
In a highly competitive climate, it's hard to be an expert in all aspects of the dental practice whi...
Season 17 Ep. 3: Three Reasons for Failure
29 Mar 2022
Contributed by Lukas
There is an acute need for growth in your practice's hygiene and it's likely due to these three reas...
BONUS: Confidently Protect Everything You've Worked For
22 Mar 2022
Contributed by Lukas
Recorded live from the CWA Annual Meeting, Steptoe & Johnson's Brad & Katy join the guys to set stra...
Season 17 Ep. 2: It's Time to Make the Unacceptable, Unacceptable
15 Mar 2022
Contributed by Lukas
How do you know when it's time to hire a dental consultant? CEO & Founder of NextLevel Practice, Gar...
Season 17 Ep. 1: The Accountability Partner You Need
08 Mar 2022
Contributed by Lukas
Why isn't your practice moving to the next level and can a dental consultant help you get there more...
Season 16 Ep. 5: Selecting the Right Investments for Your Portfolio
01 Feb 2022
Contributed by Lukas
Money Manager Mike O' Keefe joins the podcast to share how to navigate the investment selection proc...
Season 16 Ep. 4: When Do You Need Your Money?
25 Jan 2022
Contributed by Lukas
It doesn't matter if you are 20, 40, 60 or 80 years old, knowing when you need the money can tell yo...
Season 16 Ep. 3: Tax Diversification: The Blueprint for Your Financial Portfolio
18 Jan 2022
Contributed by Lukas
The most influential factor in reducing taxes and increasing your post-tax spendable income is tax d...
Season 16 Ep. 2: The Art of Investment Allocation
11 Jan 2022
Contributed by Lukas
Stocks. Bonds. Cash. What is the right mix? Leveraging asset allocation as a strategy to diversifyin...
Season 16 Ep. 1: Your Appetite for Investment Risk
04 Jan 2022
Contributed by Lukas
Do you need your money in five years? Ten years? Twenty years? Before you start picking stocks, you ...
BONUS: Answering Your Calling with Dr. Ryan Shinska
31 Dec 2021
Contributed by Lukas
Ryan Shinska had a calling to serve but also, a ton of dental school debt. He got creative and was a...
Season 15 Ep. 5: Reduce Your Tax Burden Before Year-End
07 Dec 2021
Contributed by Lukas
The guys unpack the nuances of tax-savings strategies like deferring expenses, defined benefit fundi...
Season 15 Ep. 4: Bye-Bye Backdoor Roth IRA
30 Nov 2021
Contributed by Lukas
The repeal of Roth IRA conversions is looming, ending the Backdoor Roth IRA loophole many have taken...
Season 15 Ep. 3: Who Will Be Taxed on Capital Gains?
23 Nov 2021
Contributed by Lukas
Uncertainty is brewing around the capital gains tax proposal and what it means for the average inves...
Season 15 Ep. 2: Would You Rather be Taxed More or Paid Less?
16 Nov 2021
Contributed by Lukas
If the tax policy proposal passes as-is, you are probably going to be taxed higher. How much higher ...
Season 15 Ep. 1: Escape Estate Tax
08 Nov 2021
Contributed by Lukas
Estate taxes – who pays and how much? With the significant financial impact this can have on your ...
Season 14 Ep. 5: Avoiding Common Dental Practice Pitfalls
02 Nov 2021
Contributed by Lukas
Be prepared for common ownership pitfalls. Staffing woes, tax audits, malpractice and more, the guys...
Season 14 Ep. 4: Embezzlement Wake Up Call
26 Oct 2021
Contributed by Lukas
A well-rounded general practice with 3 doctors, a full schedule and long-term staff—life was good ...
Season 14 Ep. 3: Dental Disability First-Hand Experience
19 Oct 2021
Contributed by Lukas
Dr. Casey Culberson joins the podcast to detail his experience with an injury that kept him from doi...
Season 14 Ep. 2: Partnership Tales from the Trenches
12 Oct 2021
Contributed by Lukas
Dr. Bruce Ouellette joins us to share his partnership experience and insight into why some are succe...
Season 14 Ep. 1: Cyber Attack Survival Story
05 Oct 2021
Contributed by Lukas
By sharing her personal story, Dr. Katherine Rodriguez advises listeners on how to protect their den...