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CWA DIGITAL NEWS

Two Styles, One Purpose: What Gender Can Teach Us About Smarter Investing
Growing Patients: Pediatric Trends – Ep. 232
The Psychology of Money – Ep. 231
Recession Investment Strategies – Ep. 230

Two Styles, One Purpose: What Gender Can Teach Us About Smarter Investing

CWA May 12, 2025

Why it’s more important than ever to understand it. KEY TAKEAWAYS In 20 years, an estimated $84 trillion in financial assets will move from baby

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Your Guide to 1099s – Ep. 151

by CWA
•
October 17, 2023
Dental practice owners have a lot on their plate, the most daunting being the tax forms and legal documents they are responsible for filing each...
< 1 MIN READ

The Goose & the Golden Egg – Ep. 150

by CWA
•
October 9, 2023
Historically, the limitations on 529s had many families hesitant to overfund. But in 2024, unused education savings can be transferred to a beneficiary's retirement account...
< 1 MIN READ

Year-End Tax Planning Considerations for 2023

by CWA
•
October 6, 2023
Implement these tax-saving action items before year-end This year has been unique. We’ve seen the market rebound and inflation slow down, all while interest rates...
5 MIN READ

The Fed’s Next Move – Ep. 149

by CWA
•
October 4, 2023
You likely hear the Fed acting ‘hawkish,’ but what does that really mean? It seems pretty ambiguous. The guys break down the Fed’s behavior and...
< 1 MIN READ

A Tale of Two Mortgage Rates – Ep. 148

by CWA
•
September 25, 2023
Today’s high interest rate environment is having a big impact on housing affordability in the U.S. Renting, buying, selling, or even upgrading a house with...
< 1 MIN READ

Answers to Your Tax Questions – Ep. 147

by CWA
•
September 19, 2023
It’s nearing the extended tax return deadline, which means you’re probably gathering the paperwork to file, and making sure you’ve deducted all the little things...
< 1 MIN READ

Distributing Income Into the Most Tax-Efficient Environment

by CWA
•
September 17, 2023
Leverage these strategic tax environments to accumulate wealth faster Key takeaways Better allocation of your money means you don’t have to make more money to...
4 MIN READ

Is History Repeating Itself?- Ep. 146

by CWA
•
September 12, 2023
Does the Fed have a chance to rewrite history? Hunter and guest Brad Sanders go back in time to revisit the steps the Fed took...
< 1 MIN READ

Your Top Line Strategy – Ep. 145

by CWA
•
September 5, 2023
In this episode we feature Hunter Satterfield’s recent guest appearance on NDP's Transition Talk, where he sits down with Partner Charles Loretto to discuss the...
< 1 MIN READ

Is All Debt Still Not Created Equal?

by CWA
•
September 1, 2023
What to pay off first in today’s high interest rate environment Key takeaways In the current economic landscape, debt priorities remain the same; however, payment...
5 MIN READ

Are You California Rich or Tennessee Rich? – Ep. 144

by CWA
•
August 29, 2023
Would you want to know how your money would stack up in different states? Well, lucky for you, the guys are here to play a...
< 1 MIN READ

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TOP POSTS

Two Styles, One Purpose: What Gender Can Teach Us About Smarter Investing

May 12, 2025

Growing Patients: Pediatric Trends – Ep. 232

May 6, 2025

The Psychology of Money – Ep. 231

April 29, 2025

Recession Investment Strategies – Ep. 230

April 22, 2025

Two Styles, One Purpose: What Gender Can Teach Us About Smarter Investing

May 12, 2025

Growing Patients: Pediatric Trends – Ep. 232

May 6, 2025

The Psychology of Money – Ep. 231

April 29, 2025

Recession Investment Strategies – Ep. 230

April 22, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
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      • Business Planning
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    • Practice Transitions
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    • Tax Services
    • New Doctors
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  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
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      • Accumulating Wealth Podcast
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