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...

Give, Save, Spend – Ep. 261
CWA
November 25, 2025
Whether stored in a piggy bank or savings account, it’s crucial to know how your cash is being allocated. But how early should you start
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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...
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January 14, 2022
Inflation-adjusted limits offer additional savings opportunity This year, investors have an even greater opportunity to save for retirement. The IRS recently released its inflation-adjusted contribution...
2 MIN READ
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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...
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January 6, 2022
Step through the reporting process guidelines The Department of Health and Human Services (HHS) recently released the reporting standards, timelines and submission guidelines for healthcare...
4 MIN READ
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January 5, 2022
The last couple of years have been quite the wild ride. Just as it seemed the dental world was working its way out of the...
4 MIN READ
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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...
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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...
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December 8, 2021
Most things in life are meant to grow and mature over time, and that includes your financial plan. There is a defined financial lifecycle that,...
6 MIN READ
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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....
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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...
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