178 episodi
Accumulating Wealth Cain Watters
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- Economia
Hosts 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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When Your Tax Projection Derails
There’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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Identity Theft, Chocolate and Your Kids
When 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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What's New with Annuities
The 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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Starting to Feel It: Ortho Trends
The 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
cainwatters.com
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You Can’t Afford to Fail
Becoming 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
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Does Your Retirement Timeline Hold Up?
Where does economic volatility and high interest ratesleave the standard rate of return for traditional retirement plan projections? Hunter and Judson dive into how market performance leading up to retirement can play a role in your portfolio’s returns and how your financial plan may need revising after retirement. Plus, they discuss what portfolio factors you can or can’t rely on and how taxes and investment fees can weigh you down.
LINKS
cainwatters.com
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Top podcast nella categoria Economia
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