182 episodes

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.

Accumulating Wealth Cain Watters

    • Business

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.

    ETFs: The Good, The Bad, The Ugly

    ETFs: The Good, The Bad, The Ugly

    In the last year, more than 500 new ETFs were launched. But not all of them were well-strategized, fee-reducing funds. A guest joins this episode to talk through some of the worst and best ETFs of last year, the updated HSA contribution limits for this year, and the latest news on CPI rates. 
     
    LINKS 
    Morning Star Article: The Best and Worst New ETFs of 2023 

    Apollo Article: Fed Hikes Having a Smaller Negative Effect on the Economy 



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    • 24 min
    People Not Patients

    People Not Patients

    The patient experience isn’t limited to the services they receive. Instead, it encompasses the start-to-finish process of interacting with the dental staff, being valued as a person and building trust with the doctor. Dr. Michael Sonick joins the guys to share his experience treating people, not patients, and how emphasizing hospitality in your practice can help you better serve your patients.  
     
    LINKS 
    Dr. Michael Sonick Blog 

    Treating People Not Patients Book 


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    • 29 min
    Avoid Stagnancy: Pediatric Trends

    Avoid Stagnancy: Pediatric Trends

    Pediatric practice profitability stalled last year, leaving many doctors wondering, “Where do I go from here?” The new Pediatric Comparison Report is here, and the guys are diving into the numbers to give insight into optimizing your practice. With the help of a special guest, they dig into production per provider, where average overhead stands, and why marketing is more important than ever. 
     
    LINKS 
    Pediatric Comparison Report

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    • 20 min
    Ep. 179: Don't Take The Bait

    Ep. 179: Don't Take The Bait

    Unlike actual fishing, tax phishing schemes can be devastating for the taxpayer that falls for a scammer’s bait. The IRS released the Dirty Dozen list for this year, warning on everything from tax advice from social media, fake charities and tempting tax deductions. The guys discuss the too-good-to-be-true tax offers to be on the lookout for.
     
    LINKS 

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    • 22 min
    When Your Tax Projection Derails

    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 

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    • 26 min
    Identity Theft, Chocolate and Your Kids

    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 

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    • 22 min

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