The guys close out the insurance miniseries with the help of a special guest, Dr. John Carson. He takes us through his experience of dropping...

Can You Afford an Associate? – Ep. 238
CWA
June 17, 2025
An associate doctor is the highest salaried employee in a practice outside of the owning doctor, so bringing an associate on can be a daunting
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August 3, 2023
You should always be watching your profit margin and your PPO reimbursement rates play a big part in that. But between managing a booked-out schedule...
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CWA
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August 3, 2023
What’s causing it and how to weather this challenging market Key takeaways With a housing market that never fully recovered from the 2008 recession, homebuyers...
3 MIN READ

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July 25, 2023
First, it was staffing that caused dentists a headache; now, insurance has really impacted profitability. Margins are getting squeezed, reimbursements are proving extremely high, and...
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CWA
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July 18, 2023
With the help of a special guest, the guys are here to get you up to speed and close out the Secure Act 2.0 miniseries....
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July 17, 2023
Ask these three questions to ensure they are set up Estate planning is an essential element of one’s financial plan. We’ve covered it in our...
3 MIN READ

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July 11, 2023
Making sense of the 90 provisions of the Secure Act 2.0 can be long drawn out, so the guys are breaking it up, covering different...
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CWA
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July 5, 2023
When established, the Setting Every Community Up for Retirement Enhancement (SECURE) Act hailed as a landmark for strengthening the retirement system for American workers. And...
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July 5, 2023
Will your current risk profile get you to your goals? Key Takeaways The bear market hung around for 248 days, costing investors an estimated $3...
4 MIN READ

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June 27, 2023
For ten consecutive rate increases, the Fed has decided to hold steady the current 5%-5.25% range. You may be wondering if this is the new...
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CWA
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June 20, 2023
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...
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