Making sense of the 90 provisions of the Secure Act 2.0 can be long drawn out, so the guys are breaking it up, covering different...

Time Is Your Biggest Asset – Ep. 237
CWA
June 10, 2025
The power of compounding interest is most impactful over time, when interest has the opportunity to maximize the return on your savings. However, being young
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July 5, 2023
When established, the Setting Every Community Up for Retirement Enhancement (SECURE) Act hailed as a landmark for strengthening the retirement system for American workers. And...
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CWA
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June 27, 2023
For ten consecutive rate increases, the Fed has decided to hold steady the current 5%-5.25% range. You may be wondering if this is the new...
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CWA
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June 20, 2023
The guys are discussing all the latest investment headlines and questions they’re getting from clients. First, they’re starting off with the housing market news; we’re...
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CWA
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June 13, 2023
It’s no secret to investors that the last few years have been grueling coming off a bear market. However, investors have seen the S&P 500...
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CWA
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June 5, 2023
It’s not every day you get a sneak peek into other dental practice’s overhead, collections, production, staff salaries and more. Well, here’s your chance! Broken...
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CWA
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May 23, 2023
American household debt surpassed $17 trillion for the first time, and credit card delinquency rose to a new high of 4.5%. Dental practices will start...
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May 11, 2023
Everyday dentists' attention is split between their business and investment portfolio. And knowing where your action items remain for your personal and business financials can...
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CWA
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May 1, 2023
It’s time to dig into the pediatric dentistry trends that could impact your goals for the year. With the help of a special guest, the...
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CWA
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April 25, 2023
For some, retirement may be near; for others, it may be a distant dream, and you've probably been curious about how the average retiree spends...
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CWA
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April 18, 2023
This year, Tax Day is April 18, and this is also the last day to file an extension. For taxpayers who have filed and received...
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