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...						
						
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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			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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			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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			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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			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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			April 11, 2023			
		
					
							Each year, the IRS unveils its Dirty Dozen list, which outlines the top tax scams that taxpayers, businesses and tax professionals should be aware of...						
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			April 3, 2023			
		
					
							The guys are taking the 10th edition of the Orthodontic Practice Comparison Report and pulling all the data you need to know to help you...						
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			March 28, 2023			
		
					
							SVB’s latest banking woes have depositors wondering whether their cash is actually safe in banks. But more importantly, investors want to know whether this will...						
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