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...
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Don’t Leave It to the State – Ep. 251
CWA
September 16, 2025
Estate planning encompasses more than passing down family heirlooms and large sums of wealth. Creating an estate plan ensures your loved ones are taken care
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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August 22, 2023
Take a deep dive into the Vanguard How America Saves Report 2023 with the guys this week to see where Americans spend their hard-earned money....
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August 15, 2023
The dental hygiene landscape is changing and now is the time to pause and evaluate your hygiene department to ensure you’re tapping into its full...
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August 9, 2023
The guys close out the insurance miniseries with the help of a special guest, Dr. John Carson. He takes us through his experience of dropping...
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