Accumulating Wealth
Episodes
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 exactly? Judson and Hunter offer perspective on th...
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 beneficiaries, it's essential to begin planning ah...
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 discuss the impact, emotions and preparation for ...
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 for Dr. Steve Burross. Then his financial advisor ...
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 doing what he does best, dentistry. From the disabili...
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 successful and others fall apart. Based on his experien...
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 dental practice against cyber and ransomware attacks....
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. Through sacrifice and planning ahead, he shares ho...
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 podcast to offer insight into the financial, manageri...
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 work. From both the buyer and the seller's perspectiv...
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 shares how he knew this path was right for him and ...
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 different paths graduates have available to get their car...
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 for dental care. In this episode the guys unpack the...
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 year that Hunter and Judson are evaluating and offeri...
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 a solution. Rising staff costs and benefit demands...
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 during a volatile market, business owners may be un...
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 received the second round of stimulus loans. Was this re...
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 come with adulthood, this is the one young people wo...
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 would have done to help them be better in the car...
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 Judson share their own young adult credit mishaps a...
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 accumulating wealth. The guys help you set realistic s...
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 things back to basics this season, talking through all ...
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 your portfolio for uncontrollable factors such as i...
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 to get your savings to last as long as possible. ...
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 offer up their knowledge on the types of accounts...
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 you are going to retire and 𝘩𝘰𝘸 much you ar...
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 you meet your retirement dreams, and the ones that ...
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 doctors on why they need to get on board with a den...
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 Hunter and Judson this episode to debunk the myth th...
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 that really mean for a dental practice? Legwork Co-Fo...
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 patients have with your business. Defining your br...
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 increase production in the new year. The guys set the...
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 practice. But the truth is, this is an area of real...
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 neglect selecting the right insurance coverage to prote...
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, partner at Friday Firm, joins the guys to clarify an...
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 shine a light on sneaky crooks. Prosperident CEO Dav...
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 with any surprises, especially one that comes in t...
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 firing when you know you should could cost you even mor...
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 cultural fit. Judson and Hunter are joined by CEDR So...
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 Solutions CEO Paul Edwards discuss why simply having...
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, staff member or family bring the virus into your pra...
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 virtual guest, Paul Edwards, CEO of CEDR Solutions t...
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 along with NDP Valuation Specialist Christy Ratclif...
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 one of the most complicated paths, if done strateg...
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 Valuation Specialists Christy Ratcliff define a walk...
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 asset: your practice. Joined by National Dental Place...
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 borrowers. In today's episode, Hunter and Judson di...
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 with all the fees? Are they really necessary and ho...
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 of excess expenses you may have let fall through t...
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 those costs rise, why are owners always hesitant to...
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—we must address the elephant in the room. Things ...
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 that didn't fit into one of the other episodes. Fro...
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 bonus episode for you. If your practice and/or busin...
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 a must listen for everyone. Without a plan in plac...
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 you are unable to produce, how long will your busine...
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, hosts Hunter and Judson cover life insurance and every...
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 too much? The adult child's car insurance, cell phon...
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 hardest. Hunter and Judson cover the four variables ...
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 different types of debt. Good debt, bad debt, the w...
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 budgeting apps, escrowing big expenses, homes, cars and li...
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 to save for their college education. In this epis...
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 Hunter clue listeners in on why the how you pay yoursel...
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 Proprietorship, Partnership, S-Corp, C-Corp, LLC—and they...
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 this episode Hunter and Judson tell you when to take ...
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 make. In this episode Hunter and Judson cover some of...
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 in as Hunter & Judson walk through their end-of-ye...
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 misconceptions around taxes. Starting with the how and ...
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 make informed decisions about your financial plan....
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 Tom Sanders, partner at Cain Watters and Associat...
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. Together they discuss his philosophy on wealth accumul...