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CWA DIGITAL NEWS

Market Upturn and Child IRA Accounts – Ep. 246
Managing the Ebbs & Flows of Practice Cash Flow
Investment Updates
The One Big Beautiful Bill Act: A Simplified Summary – Ep. 245

Market Upturn and Child IRA Accounts – Ep. 246

CWA August 11, 2025

GDP printed a 3% increase in Q2 as stocks are performing well in the latest earnings report. Positive indicators like these are promising for a

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The Fed’s Next Move – Ep. 149

by CWA
•
October 4, 2023
You likely hear the Fed acting ‘hawkish,’ but what does that really mean? It seems pretty ambiguous. The guys break down the Fed’s behavior and...
< 1 MIN READ

A Tale of Two Mortgage Rates – Ep. 148

by CWA
•
September 25, 2023
Today’s high interest rate environment is having a big impact on housing affordability in the U.S. Renting, buying, selling, or even upgrading a house with...
< 1 MIN READ

Answers to Your Tax Questions – Ep. 147

by CWA
•
September 19, 2023
It’s nearing the extended tax return deadline, which means you’re probably gathering the paperwork to file, and making sure you’ve deducted all the little things...
< 1 MIN READ

Distributing Income Into the Most Tax-Efficient Environment

by CWA
•
September 17, 2023
Leverage these strategic tax environments to accumulate wealth faster Key takeaways Better allocation of your money means you don’t have to make more money to...
4 MIN READ

Is History Repeating Itself?- Ep. 146

by CWA
•
September 12, 2023
Does the Fed have a chance to rewrite history? Hunter and guest Brad Sanders go back in time to revisit the steps the Fed took...
< 1 MIN READ

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

Is All Debt Still Not Created Equal?

by CWA
•
September 1, 2023
What to pay off first in today’s high interest rate environment Key takeaways In the current economic landscape, debt priorities remain the same; however, payment...
5 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

Managing Your Cash in Four Different Strategic Ways

by CWA
•
August 18, 2023
Delegate your cash to different goals, interests and needs Key takeaways Interest rates on high yield savings accounts are above 4%, which we haven’t seen...
4 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

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TOP POSTS

Market Upturn and Child IRA Accounts – Ep. 246

August 11, 2025

Managing the Ebbs & Flows of Practice Cash Flow

August 11, 2025

Investment Updates

August 5, 2025

The One Big Beautiful Bill Act: A Simplified Summary – Ep. 245

August 5, 2025

Market Upturn and Child IRA Accounts – Ep. 246

August 11, 2025

Managing the Ebbs & Flows of Practice Cash Flow

August 11, 2025

Investment Updates

August 5, 2025

The One Big Beautiful Bill Act: A Simplified Summary – Ep. 245

August 5, 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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