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CWA DIGITAL NEWS

Sticking to the Status Quo – Ep. 243
Living for the Present – Ep. 242
The One Big Beautiful Bill: Key Tax Changes for 2025 and Beyond
Are Your Investments Too Confident? – Ep. 241

Sticking to the Status Quo – Ep. 243

CWA July 22, 2025

The purpose of hiring a financial planner isn’t to keep your financial plan the same as it was. Instead, they are there to capitalize on

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When Do You Need Your Money? – Season 16 Ep....

by CWA
•
January 21, 2022
With an unsteady stock market, is now the time to take advantage of the market, or stay away? Hunter and Judson advise that depending on when you...
< 1 MIN READ

Tax Diversification: The Blueprint for Your Financial Portfolio – Season...

by CWA
•
January 18, 2022
If you take your money out of various tax environments inefficiently, it can decrease the longevity of the investment by 30%. The guys dive into...
< 1 MIN READ

The Art of Investment Allocation – Season 16 Ep. 2

by CWA
•
January 10, 2022
When it comes to your investment portfolio, true asset allocation is an art. It’s also a practice that can make or break your portfolio over...
< 1 MIN READ

Your Appetite for Investment Risk – Season 16 Ep. 1

by CWA
•
January 4, 2022
Your financial risk tolerance will vary from your neighbors and friends and may even change from year to year. Wealth Advisor Natalie Young talks through...
< 1 MIN READ

BONUS Episode: Answering Your Calling with Dr. Ryan Shinska

by CWA
•
December 31, 2021
Dr. Ryan Shinska shares his story of how he left his dental career in Baton Rouge behind to move to Africa to build a sustainable...
< 1 MIN READ

Reduce Your Tax Burden Before Year-End – Season 15 Ep....

by CWA
•
December 7, 2021
The guys simplify all the main tax-savings strategies to take action on before Dec. 31 to help reduce what you may owe to the IRS....
< 1 MIN READ

Bye-Bye Backdoor Roth IRA – Season 15 Ep. 4

by CWA
•
November 30, 2021
The proposed tax code restructure is getting rid of Backdoor Roth IRA conversions in 2022. What should investors do? The guys lay out all the...
< 1 MIN READ

Who Will Be Taxed on Capital Gains? – Season 15...

by CWA
•
November 16, 2021
Long versus short-term gains, dividends tax, mutual funds, all of these are factored into the proposed tax law for 2022 that could affect your bottom...
< 1 MIN READ

Would You Rather be Taxed More or Paid Less? –...

by CWA
•
November 15, 2021
The Administration’s income tax proposal signals that changes are coming in 2022. Judson and Hunter weigh in on the current rates, anticipated increases and what...
< 1 MIN READ

Escape Estate Tax – Season 15 Ep. 1

by CWA
•
October 28, 2021
Impeding tax reform will impact your estate and the amount of tax your beneficiaries may have to pay. Planning ahead is essential. Judson and Hunter...
< 1 MIN READ

Avoiding Common Dental Practice Pitfalls – Season 14 Ep. 5

by CWA
•
October 26, 2021
Owning a dental practice isn’t easy. With the highs also comes the lows. The guys wrap up this season by honing in on the most...
< 1 MIN READ

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TOP POSTS

Sticking to the Status Quo – Ep. 243

July 22, 2025

Living for the Present – Ep. 242

July 15, 2025

Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Breaking Down the Dental Practice Profitability Formula

July 7, 2025

Sticking to the Status Quo – Ep. 243

July 22, 2025

Living for the Present – Ep. 242

July 15, 2025

Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Breaking Down the Dental Practice Profitability Formula

July 7, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco