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CWA DIGITAL NEWS

What’s Your Safe Withdrawal Rate? – Ep. 257
Year-End Tax Playbook – Ep. 256
Turning Time Into Wealth – Ep. 255
Year-End Tax Planning Considerations for 2025

What’s Your Safe Withdrawal Rate? – Ep. 257

CWA October 28, 2025

Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do

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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

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

How Do Americans Save Their Money? – Ep. 143

by CWA
•
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....
< 1 MIN READ

Is Hygiene Your Hero or Your Nemesis? – Ep. 142

by CWA
•
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...
< 1 MIN READ

Dropping Insurance Like It’s Hot – Ep. 141

by CWA
•
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...
< 1 MIN READ

Insurance Negotiations, The New Norm – Ep. 140

by CWA
•
August 3, 2023
You should always be watching your profit margin and your PPO reimbursement rates play a big part in that. But between managing a booked-out schedule...
< 1 MIN READ

The Cost of Insurance – Ep. 139

by CWA
•
July 25, 2023
First, it was staffing that caused dentists a headache; now, insurance has really impacted profitability. Margins are getting squeezed, reimbursements are proving extremely high, and...
< 1 MIN READ

Secure Act 2.0 Incentives and Penalties – Ep. 138

by CWA
•
July 18, 2023
With the help of a special guest, the guys are here to get you up to speed and close out the Secure Act 2.0 miniseries....
< 1 MIN READ

Catch Up for Retirement – Ep. 137

by CWA
•
July 11, 2023
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...
< 1 MIN READ

SECURE Your Retirement – Ep. 136

by CWA
•
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...
< 1 MIN READ

Can You Handle the Heat? – Ep. 135

by CWA
•
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...
< 1 MIN READ

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TOP POSTS

What’s Your Safe Withdrawal Rate? – Ep. 257

October 28, 2025

Year-End Tax Playbook – Ep. 256

October 21, 2025

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

What’s Your Safe Withdrawal Rate? – Ep. 257

October 28, 2025

Year-End Tax Playbook – Ep. 256

October 21, 2025

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025
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  • Services
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    • Tax Services
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    • New Doctors
    • DSO Partners
  • Events
    • Sapphire Circle
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
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