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CWA DIGITAL NEWS

Building Retirement Savings from Birth
Demographics Are Inevitable – Ep. 293
Case Study in AI Finance – Ep. 292
Almonds, Airplanes and S&P 500 – Ep. 291
Trump Accounts

Building Retirement Savings from Birth

Sam Richter June 25, 2026

What to Know About Trump Accounts Key Takeaways Trump Accounts are long-term, tax-advantaged investment accounts for children. Children born between Jan. 1, 2025, and Dec.

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Demographics Are Inevitable – Ep. 293

by Judson Crawford
/
June 23, 2026
This episode dives into the impact demographics have on various sectors of the economy, including real estate, healthcare, and employment.
31 MIN READ

Case Study in AI Finance – Ep. 292

by Hunter Satterfield
/
June 16, 2026
The episode features case studies from three associate planners from CWA, who used various AI tools to explore tax, financial, and investment planning.
52 MIN READ

Almonds, Airplanes and S&P 500 – Ep. 291

by Judson Crawford
/
June 9, 2026
Explore the complexities and implications of credit card surcharges, inflation’s impact on travel, and the latest market news. In this episode of the Accumulating Wealth...
24 MIN READ

Apples to Apples: Benchmark Your Growth – Ep. 290

by Judson Crawford
/
June 2, 2026
The guys delve into the new How Does Your Practice Compare? Report. This comprehensive benchmarking report sheds light on crucial factors shaping private practice dentistry...
29 MIN READ

IPO Buzz: What to Know – Ep. 289

by Hunter Satterfield
/
May 26, 2026
This episode dies into the dynamic world of IPOs. With SpaceX, OpenAI, and Anthropic reportedly gearing up to go public, this discussion unpacks the buzz...
45 MIN READ

Wealth Trap Warning – Ep. 288

by Judson Crawford
/
May 19, 2026
The guys delve into the phenomenon of lifestyle creep — a subtle but powerful force that oven derails high earners more often than low income...
32 MIN READ

Global Market Shifts – Ep. 287

by Hunter Satterfield
/
May 13, 2026
The guys continue their in-depth discussion on the global market landscape. International markets have shown remarkable growth despite geopolitical upheavals. A guest joins to explore...
29 MIN READ

Small Caps, Big Gains – Ep. 286

by Judson Crawford
/
May 12, 2026
The guys explore the evolving investment market landscape. Joined by financial strategist Brad Sanders from Tectonic Advisors, they delve into market trends, sector rotations, and...
32 MIN READ

Maintaining Growth: Pediatric Trends – Ep. 285

by Hunter Satterfield
/
May 5, 2026
The guys dive into Cain Watters and Associates’ newly launched Pediatric Practice Comparison Report. This report is a valuable resource for dentists, offering insights into...
26 MIN READ

Divorce Dynamics for Business Owners – Ep. 284

by Judson Crawford
/
April 28, 2026
A divorce isn’t just a division in your personal life. Hunter Satterfield and Judson Crawford are joined by Christy Ratcliff, managing partner of NDP, to...
37 MIN READ

AI Fraud, Tax Scams and More – Ep. 283

by CWA
/
April 21, 2026
Fake charities and inflating deductions are just the tip of the iceberg on the IRS's "Dirty Dozen” list of tax scams to look out for this year. The guys break...
< 1 MIN READ

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TOP POSTS

Trump Accounts

Building Retirement Savings from Birth

June 25, 2026

Demographics Are Inevitable – Ep. 293

June 23, 2026

Case Study in AI Finance – Ep. 292

June 16, 2026

Almonds, Airplanes and S&P 500 – Ep. 291

June 9, 2026
Trump Accounts

Building Retirement Savings from Birth

June 25, 2026

Demographics Are Inevitable – Ep. 293

June 23, 2026

Case Study in AI Finance – Ep. 292

June 16, 2026

Almonds, Airplanes and S&P 500 – Ep. 291

June 9, 2026
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    • Financial Planning
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      • Essential Advisory Service
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    • New Doctors
    • DSO Partners
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    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
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