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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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Putting Market Madness in Perspective – Ep. 123

by CWA
•
March 22, 2023
In this episode, the guys discuss Silicon Valley’s bank crisis and how the projected path of the financial markets  could affect the average person in...
< 1 MIN READ

The Nitty Gritty on Practice Transitions (LIVE from CWA Annual...

by CWA
•
March 15, 2023
Hunter and Judson were honored to be joined by NDP Partners Christy Ratcliff and Charles Loretto to talk about the number one question they get asked, “what...
< 1 MIN READ

If Your Advisor Said to Jump… Would You? – Ep....

by CWA
•
March 8, 2023
Do you have someone walking alongside each step of your financial journey to ensure you reach your full potential? And do you know the motivators...
< 1 MIN READ

In the Blink of an Eye, CPI is Down –...

by CWA
•
February 21, 2023
Boy oh boy can the tax world come at you fast with good and not-so-good news that can impact the way you shop, pay and...
< 1 MIN READ

Hey ETF, It’s Your Birthday! – Episode 119

by CWA
•
February 14, 2023
What does the average investor need to know about exchange-traded fund (ETF)s and index funds right now? Judson and Hunter hit the highlights so you...
< 1 MIN READ

The Super Bowl and The Stock Market – Episode 118

by CWA
•
February 6, 2023
Super Bowl and stock markets have nothing to do with each other, right? Well, that might not be the case after all. The guys dish...
< 1 MIN READ

The Good News About Bonds, CPI and…Eggs – Episode 117

by CWA
•
February 1, 2023
In good news, the CPI has declined 0.1%, inflation is down to 6.5%, and the price of goods fell for a continuous three months. All...
< 1 MIN READ

The Financial Whole 30 – Season 24 Ep. 4

by CWA
•
January 31, 2023
With this year’s volatile economy, you know you need to regain control of both your personal and business spending. Monitoring every single line item isn’t...
< 1 MIN READ

Is DSO FOMO Getting to You? – Season 24 Ep....

by CWA
•
January 23, 2023
If you haven’t been approached personally by a DSO within the last few years, you know someone who has. Is now the time to give...
< 1 MIN READ

Interest Rates Impact on Private Sales – Season 24 Ep....

by CWA
•
January 17, 2023
Private practice sales were down last year. Are volatile dynamics to blame, or is this just a normalization after the pandemic boom? Taking into account...
< 1 MIN READ

The IRS Says You Can Save More This Year –...

by CWA
•
January 10, 2023
Making the most out of tax-advantaged savings environments is an essential component of your long-term savings strategy. With inflation on the rise, the guys outline...
< 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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      • Essential Advisory Service
    • 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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