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Accumulating Wealth

Language: en Business
Last Checked: 2025-12-08 06:27:33.663703
Showing episodes 201 to 263 of 263 total
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Season 13 Ep. 5: A Look at Retirement from a Former Dental Practice Owner

01 Sep 2021

Contributed by Lukas

The guys welcome Dr. Chuck Puntillo to discuss his journey from practicing dentistry to retirement. ...

Season 13 Ep. 4: Second Location Success Story

25 Aug 2021

Contributed by Lukas

Opening a second practice comes with risks, yet potential for big rewards. Dr. Wheeler joins the pod...

Season 13 Ep. 3: Partnership Point-of-View from a Two Doctor Practice

17 Aug 2021

Contributed by Lukas

Drs. Ryan Oakley and Ron Miller join the podcast to share how they made their dental partnership wor...

Season 13 Ep. 2: Start-Up Lessons from a Thriving Dental Practice

10 Aug 2021

Contributed by Lukas

Dr. Derek Blank joins the guys to reflect on his experience opening a start-up dental practice. He s...

Season 13 Ep. 1: Career Path Perspective from a New Dental Graduate

03 Aug 2021

Contributed by Lukas

Recent University of Kentucky Dental School graduate, Friend Bechtel, is here to discuss the differe...

Season 12 Ep. 5: Increasing Your Case Acceptance Rate

29 Jun 2021

Contributed by Lukas

New statistics from the ADA confirm that patients are not only back, but demand continues to grow fo...

Season 12 Ep. 4: Better Your Practice & Yourself

22 Jun 2021

Contributed by Lukas

Increasing Fees. Thinning schedules. Digital marketing. Cost structures. All takeaways from last yea...

Season 12 Ep. 3: Retaining Staff in Today's Dental Landscape

15 Jun 2021

Contributed by Lukas

Staffing has always been an issue for business owners, yet this past year has elevated the need for ...

Season 12 Ep. 2: Make the Most of Extra Stimulus Dollars

08 Jun 2021

Contributed by Lukas

Most dental practice owners are finding themselves with a flush of cash on hand post-pandemic. But d...

Season 12 Ep: 1 Did Stimulus Stimulate Your Practice?

02 Jun 2021

Contributed by Lukas

Most first-round Paycheck Protection Program (PPP) loans were under $150,000 and not everyone receiv...

Season 11 Ep. 5: Monthly Expenses Get Expensive

04 May 2021

Contributed by Lukas

The first step in financial independence is paying your own bills. Yet, among all the things that co...

Season 11 Ep. 4: Discovering Your Own Entrepreneurial Mindset

27 Apr 2021

Contributed by Lukas

Hunter and Judson reminisce on their college days, the things they did right and what they wish they...

Season 11 Ep. 3: Extra Credit for the Whole Family

20 Apr 2021

Contributed by Lukas

You need to establish good credit, but how do you avoid the sand traps along the way?  Hunter and J...

Season 11 Ep. 2: Knock Your Savings Out of Fenway Park!

13 Apr 2021

Contributed by Lukas

With Hunter in the hot seat, this episode kicks off illustrating why saving early is the key to accu...

Season 11 Ep. 1: What Would Your Child Do Right Now With $1,000?

06 Apr 2021

Contributed by Lukas

Judson and Hunter ask their kiddos a simple question with some pretty great answers. They take thing...

Season 10 Ep. 5: Outside Factors Impeding Your Best Retirement

30 Mar 2021

Contributed by Lukas

While you can't predict life's ups and downs, the guys advise on how you can appropriately prepare y...

Season 10 Episode 4: Get Your Retirement Savings To Last

22 Mar 2021

Contributed by Lukas

Special guest Brian Bortz, Partner and IAR at CWA, discusses how to spend money wisely in retirement...

Season 10 Ep. 3: Leverage the Power of a Diversified Savings Strategy

16 Mar 2021

Contributed by Lukas

Where you save for retirements is almost as important as how much you save. In this episode the guys...

Season 10 Ep. 2: 2 Factors Impacting How Much You Save For Retirement

09 Mar 2021

Contributed by Lukas

In order to know how much you need to save for retirement you first have to know 𝘸𝘩𝘦𝘯 yo...

Season 10 Ep. 1: Plan to Meet Your Retirement Needs(and Wants)

01 Mar 2021

Contributed by Lukas

To kick off the season on retirement planning, Hunter and Judson outline the factors that can help y...

Season 9 Ep. 5: You Need More Referrals!

02 Feb 2021

Contributed by Lukas

In season 9's closing episode, special guest LeAnn Peniche, CEO of Peniche & Associates, speaks to d...

Season 9 Ep. 4: Does My Practice Really Need Social Media?

26 Jan 2021

Contributed by Lukas

Everyone is on social media, so why isn't your practice? Stephanie Petersen from Dentalfone joins Hu...

Season 9 Ep. 3: Let's Get Digital

18 Jan 2021

Contributed by Lukas

Your online presence on the web is a fundamental piece of your marketing strategy, but what does tha...

Season 9 Ep. 2: Defining Your Brand Strategy

11 Jan 2021

Contributed by Lukas

Your brand is more than your logo, name or slogan — it's the entire experience your prospects and ...

Season 9 Ep.1: Increase Production this Year with a Fresh Marketing Plan

05 Jan 2021

Contributed by Lukas

With 2020 officially behind us, now is the time to revisit or revamp your marketing plan to help inc...

Season 8 Ep. 5: Get Your Accounting Books to Do More For You

03 Nov 2020

Contributed by Lukas

It's easy to simply go through the motions and do the minimum when it comes to bookkeeping in your p...

Season 8 Ep. 4: Business Insurance Planning is Exactly for Times Like Today

26 Oct 2020

Contributed by Lukas

2020 has been anything but normal, and years like this remind us of how important it is not to negle...

Season 8 Ep. 3: What Legal Documents Should I Have in My Practice?

19 Oct 2020

Contributed by Lukas

What is an employee contract? Should I create one for all employees? Special guest Conner McNair, pa...

Season 8 Ep. 2: Spotted! An Embezzler in Your Practice

12 Oct 2020

Contributed by Lukas

You won't be able to catch an embezzler based on looks...but there are behavior traits that could sh...

Season 8 Ep. 1: Avoid a Surprise Tax Bill with these Tips

06 Oct 2020

Contributed by Lukas

As a business owner your goal is to fall asleep each night with peace of mind that you won't be hit ...

Season 7 Ep. 5: You're Fired! Cautionary Tales from an HR Ninja

08 Sep 2020

Contributed by Lukas

In this litigious society, firing an employee is the riskiest action you can take, however not firin...

Season 7 Ep. 4: Hiring the Right Person the First Time

01 Sep 2020

Contributed by Lukas

During the interview process, knowing the right questions can ascertain if an employee is a good cul...

Season 7 Ep. 3: The Dog Ate my Employee Handbook

24 Aug 2020

Contributed by Lukas

Is your employee handbook an asset or a liability? Hosts Judson and Hunter along with guest, CEDR So...

Season 7 Ep. 2: When Coronavirus Hits Your Office

18 Aug 2020

Contributed by Lukas

Don't wait for the inevitable to happen before you create a plan for what to do should a patient, st...

Season 7 Ep. 1: Top 4 HR Mistakes Owners Make: Horror Stories & Saving Graces

10 Aug 2020

Contributed by Lukas

In the first episode of our new season hosts Hunter Satterfield and Judson Crawford are joined by vi...

Season 6 Ep. 4: The DSO Sale...Are You Selling Up or Selling Out?

04 Aug 2020

Contributed by Lukas

Is a DSO sale right for you and your practice? In the final episode of season 6, Hunter and Judson a...

Season 6 Ep. 3: The Partnership Path...Is it too Much Trouble?

21 Jul 2020

Contributed by Lukas

Are you or someone you know considering bringing in a partner to the practice? Although this can be ...

Season 6 Ep. 2: Do's and Don'ts of the Walk-Away Sale

07 Jul 2020

Contributed by Lukas

In episode two of the partnership season, Judson and Hunter along with special guest, Partner and Va...

Season 6 Ep. 1: The Pandemic's Impact on Valuations & Practice Transitions

07 Jul 2020

Contributed by Lukas

In Season 6 of the Accumulating Wealth Podcast, Judson and Hunter are talking about your biggest ass...

Season 5 Ep. 5: Interest Rates – Taking Advantage of All Time Lows

16 Jun 2020

Contributed by Lukas

Interest rates have been coming down, and now might be the time to capitalize on it for large loan b...

Season 5 Ep. 4: Investment Fees - What Are You Really Paying

09 Jun 2020

Contributed by Lukas

Investing is a very important vehicle to help you reach your long-term financial goals, but what's w...

Season 5 Ep. 3: Take out the Trash – Getting Rid of the Waste in Your Practice

02 Jun 2020

Contributed by Lukas

With a little extra downtime, now is the perfect time to evaluate any unnecessary waste and get rid ...

Season 5 Ep. 2: Fees: When and How to Raise Them

13 May 2020

Contributed by Lukas

You know what you your time is worth and the costs associated with running your business, but when t...

Season 5 Ep. 1: Reopening Your Practice

13 May 2020

Contributed by Lukas

In season 5, our hosts will discuss ways to save you money in your practice, but before we do that—...

Season 4 Ep. 4: But Wait, There's More! Protecting You & Your Family

31 Mar 2020

Contributed by Lukas

In the final episode of season four, our hosts take a scattershot approach on all the other things t...

BONUS EPISODE: Navigating the Financial Impact of COVID-19

25 Mar 2020

Contributed by Lukas

Just recorded! Our hosts Hunter and Judson bust out of the Dallas County lock-down to record this bo...

Season 4 Ep. 3: A Will is Not Enough! 5 Estate Planning Documents You Must Have

24 Mar 2020

Contributed by Lukas

Stop here! Don't scroll through this episode because you don't want to think about it—this one is ...

Season 4 Ep. 2: Disability Insurance: Expecting the Unexpected

18 Mar 2020

Contributed by Lukas

As a service professional, your hands, mind and body are what brings money into your business. If yo...

Season 4 Ep. 1: Life Insurance and Everything That Comes With It

10 Mar 2020

Contributed by Lukas

Season 4 covers topics that may not be talked about enough (but should). In this first episode, host...

Season 3 Ep. 6: The Biggest Threat to Retirement: Your Children

25 Feb 2020

Contributed by Lukas

It's a tale as old as time, you love your children and want to give them the best, but when is it to...

Season 3 Ep. 5: Saving for Retirement: 4 Variables to Determine What to Save

18 Feb 2020

Contributed by Lukas

Projecting your lifestyle is the most important part of your retirement plan—it can also be the ha...

Season 3 Ep. 4: Tackling Personal Debt: The Good, Bad & Ugly

04 Feb 2020

Contributed by Lukas

Not all debt is created equal. In this episode hosts Hunter & Judson help clear the air around the d...

Season 3 Ep. 3: Budgeting: The One You Don't Want To Listen To, But Should

28 Jan 2020

Contributed by Lukas

Is there an easy way to budget? Hosts Judson and Hunter share their secrets around favorite budgetin...

Season 3 Ep. 2: Saving for College: The What, Why & How Much of College Savings Plans

07 Jan 2020

Contributed by Lukas

Even if the children are still in diapers, it's likely you are already thinking of how you are going...

Season 3 Ep. 1: Setting Your Own Salary: The Method to the Madness

07 Jan 2020

Contributed by Lukas

When you are a business owner, how do you determine how much to pay yourself? Hosts Judson and Hunte...

Season 2 Ep. 5: Tax Structuring: What Type of Entity is Best for Your Business

29 Oct 2019

Contributed by Lukas

There are multiple corporate structures you could use when setting up your business—Sole Proprieto...

Season 2 Ep. 4: Audits Unpacked: The Who, What and When to Panic

22 Oct 2019

Contributed by Lukas

Sometimes audits happen. Is it random selection, or based on a higher than average deduction? In thi...

Season 2 Ep. 3: Tax Mistakes You Don't Want to Make

15 Oct 2019

Contributed by Lukas

When it comes to summitting your tax return, there are some mistakes that you just don't want to mak...

Season 2 Ep. 2: Year-end Tax Checklist to Maximize Your Income

08 Oct 2019

Contributed by Lukas

As the end of the year approaches, have you done all you can to minimize your tax liability? Listen ...

Season 2 Ep. 1: Tax Myths

30 Sep 2019

Contributed by Lukas

In the first episode of this five-part series, hosts Hunter and Judson tackle common myths and misco...

Season 1 Ep. 3: Investing to Optimize the Accumulation of Wealth

07 Jan 2019

Contributed by Lukas

As an business owner and investor, knowing the difference between investing options is important to ...

Season 1 Ep. 2: The Importance of Tax-Deferred Savings Vehicles with Tom Sanders

07 Jan 2019

Contributed by Lukas

Strategic savings is an essential part to accumulating wealth. CPA Hunter Satterfield sits down with...

Season 1 Ep. 1 - Money Growth Concepts with Darrell Cain

03 Jan 2019

Contributed by Lukas

CPA Hunter Satterfield sits down with Darrell Cain, the founder of Cain Watters and Associates. Toge...

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