Did you pay more in taxes than you anticipated this year? Was there a significant change in your business that wasn’t included in your tax...

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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April 15, 2024
With the rising prevalence of social media, there has been a steady increase in children’s identities being stolen. In 2022, nearly 1 million U.S. children...
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April 9, 2024
Over the next two years, annuity sales will be over $700 billion, compared to $385 billion in 2023. What’s the appeal of these contract investments...
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March 26, 2024
When you think about buying into a dental practice, endless questions arise about how to do it. Between managing debt, potential office upgrades and hiring...
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March 19, 2024
If you retired at the end of 2022, the S&P 500 total rate of return for the three years prior would be 32%, but if...
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March 12, 2024
It’s time to recap everything discussed at this year’s Annual Meeting! Hunter and Judson share their observations on the hottest topics right now for business...
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March 4, 2024
As a business owner, it can be hard to look past the books and know the invaluable impact your trade can have on people every...
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February 19, 2024
Credit card debt soars in the U.S. while personal savings rates dive. Which should you focus on fixing first in your financial plan? Hunter and...
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February 13, 2024
It’s an election year, but not just for the United States. Over 50 countries are facing high-stakes elections this year, many of them sure to...
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February 7, 2024
It may seem confusing to differentiate between yield and growth and what ways your investments make returns. Hunter and Judson dive into the difference between...
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January 29, 2024
The high buying price of Bitcoin can significantly deter many wanting to invest in the cryptocurrency market. However, the new spot Bitcoin exchange-traded funds (ETFs)...
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Sticking to the Status Quo – Ep. 243
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