Accumulating Wealth - podcast cover

Accumulating Wealth

Cain Watterswww.cainwatters.com
Hosts Hunter Satterfield and Judson Crawford are seasoned CPA's, and long time friends. Together they go in depth on financial topics that are pertinent to business owners, including tax planning, investing, personal financial planning and more. Each season focuses on an over-arching topic, and each episode they dive in——helping you make better decisions for yourself and your business every day. Tune in every week on Tuesdays for a new episode.
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Episodes

Ep. 240: Fourth of July Omakase

To celebrate Fourth of July, a special guest host returns to take the guys through some iconic all-American childhood snacks with a blind taste test game. Who cares if the foods are heavily processed – this is ‘Murica, right? LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram...

Jul 01, 202524 minEp. 240

Ep. 239: Finding Validation: Confirmation Biases

Biases can cause a disordered perception of reality, so how can you become aware of unconscious biases that may be affecting your financial, investment and even personal decisions? The guys bring a guest on to discuss confirmation biases, how they influence decision-making, and ways to prevent them from taking control of your finances. LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram...

Jun 24, 202523 minEp. 239

Ep. 238: Can You Afford an Associate?

Beyond salary considerations, what does adding an associate doctor to your practice actually cost? A guest joins this episode to break down fixed and direct costs, staff and infrastructure estimates when bringing on an associate. Whether you’re looking to grow production or make a transition, these factors are crucial in budgeting a new investment in the practice. LINKS How Does Your Dental Practice Compare? Report cainwatters.com Submit a Question Facebook | YouTube | Instagram...

Jun 17, 202526 minEp. 238

Ep. 237: Time Is Your Biggest Asset

Unless they are pursuing a finance degree, many students aren’t taught the basics of how money grows and how to manage this growth effectively. Joined by two attendees of the 3to1 Foundation’s Accumulating Wealth Seminar, the guys dive into the most important topics for students to learn when starting their financial journey and how to further educate themselves to make the most of their biggest asset — time. LINKS 3to1 Accumulating Wealth Seminar cainwatters.com Submit a Question Facebook | You...

Jun 10, 202519 minEp. 237

Ep. 236: Is Top-Line Growth Enough?

Ever wonder how your practice’s collections, expenses and profitability compare to other like-sized practices of the same specialty? Two guests join to explore CWA’s new How Does Your Dental Practice Compare? Report, and discuss what trends emerged last year, how to use the data as a guide to reevaluate your practice’s costs and actionable changes to make going forward this year. LINKS How Does Your Dental Practice Compare? Report cainwatters.com Submit a Question Facebook | YouTube | Instagram...

Jun 03, 202523 minEp. 236

Ep. 235: Finding Individualized Financial Advice

Is the best financial advisor the one with the most letters behind their name or the most years under their belt? Picking the right advisor requires consideration of their trustworthiness, expertise and ability to tailor a financial plan to your unique needs. The guys offer guidance on navigating the search for an advisor that fits your financial plan. LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram...

May 27, 202527 minEp. 235

Ep. 234: Auto Loans, Leases and Financing

When it comes time to purchase your next car, should you lease, buy or finance it? It depends on how long you intend to own the vehicle, what works best for your finances, and whether you can write it off as a business deduction. Hunter and Judson walk through the best ways to navigate auto payments and what fits your financial plan. LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram...

May 20, 202525 minEp. 234

Ep. 233: International House of ... Stagflation?

In the last five years, IHOP has experienced 82% inflation. But where do international stocks and housing markets across the country stand? The guys are diving into the recent Fed meeting, stagflation outlook and the emotional nature of the markets. LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram...

May 13, 202528 minEp. 233

Ep. 232: Growing Patients: Pediatric Trends

The new Pediatric Practice Comparison Report is now available, with crucial insights on production, marketing, new patient acquisition and staff salaries. The guys dive into what the data means for the rest of the year and how market uncertainty may play a role in pediatric practice trends. LINKS Pediatric Practice Comparison Report cainwatters.com Submit a Question Facebook | YouTube | Instagram...

May 06, 202524 minEp. 232

Ep. 231: The Psychology of Money

Effective money management goes beyond the numbers. Factors like risk, luck and abundance influence people’s perception of money and, in turn, their financial decisions. Two guests join this episode to discuss highlights of The Psychology of Money by Morgan Housel and how understanding the money mindset can propel your financial plan. LINKS Psychology of Money by Morgan Housel Accumulating Wealth Seminar cainwatters.com Submit a Question Facebook | YouTube | Instagram...

Apr 29, 202526 minEp. 231

Ep. 230: Recession Investment Strategies

Is there a step-by-step plan to recession-proof your savings? The guys dive into the best investment strategies to focus on as the market indicates a possible recession, including tax-loss harvesting, international stocks and Roth IRAs. But one tip stands above the rest: stay the course. LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram...

Apr 22, 202526 minEp. 230

Ep. 229: Market Whiplash and CPI

Last week, a startling market drop was followed by a sudden surge. What led us to get to this point, and how will the global trade system impact the market moving forward? The guys discuss the latest on market whiplash and what the newest CPI numbers are telling us. LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram...

Apr 15, 202527 minEp. 229

Ep. 228: Shifting Into High Gear: Ortho Trends

The new Orthodontic Comparison Report is here, with more extensive insights and metrics than ever before. The guys are reviewing the major takeaways, from payment term trends, a surge in marketing efforts and increasing staff wages. But where does your practice stand? Do your yearly goals need adjusting? LINKS Orthodontic Comparison Report cainwatters.com Submit a Question Facebook | YouTube | Instagram...

Apr 08, 202526 minEp. 228

Ep. 227: Liberation Day: Tariffs Update

Last week, the markets saw a huge dip due to the announcement of the most sweeping tariff hikes since 1930. With most indexes down and uncertainty ruling the stock market, where does that leave your investments? A guest joins the guys to discuss why the market reacted the way it did, recession signs to look out for and next steps for your portfolio. LINKS Tectonic Advisors Monthly Investment Report cainwatters.com Submit a Question Facebook | YouTube | Instagram...

Apr 07, 202527 minEp. 227

Ep. 226: Breaking Down Your Profitability (Part Two)

In the second part of the practice profitability formula series, the guys dive into the second half of the equation: collections and overhead. From managing accounts receivable to making fee adjustments and reducing spending, the collections and overhead portion of the equation can make a significant impact on your practice’s profitability. LINKS Practice Profitability Formula Elite Dental Alliance cainwatters.com Submit a Question Facebook | YouTube | Instagram...

Apr 01, 202520 minEp. 226

Ep. 225: Breaking Down Your Profitability (Part One)

Focusing solely on one area of your business won’t significantly increase practice profitability. Instead, making gradual improvements to all areas of the dental practice will make the biggest impact in boosting profitability. A guest joins this episode to break down the components of the profitability formula and the areas to prioritize to start seeing growth. LINKS Practice Profitability Formula cainwatters.com Submit a Question Facebook | YouTube...

Mar 25, 202525 minEp. 225

Ep. 224: And the Theme for This Year Is...

This year already seems to be presenting a new theme for itself: tariffs. The economy is responding to this uncertainty with swinging stocks, even for the S&P 500, NVIDIA and small caps. In addition to discussing the effects that long- and short-term tariffs can have, the guys dive into the latest on women-led investing, recent crypto trends and long and short betting. LINKS cainwatters.com Submit a Question Facebook | YouTube...

Mar 18, 202522 minEp. 224

Ep. 223: Threading of Community and Culture

Between corresponding keynote speakers, ever-evolving breakout sessions and insightful panel discussions, this year’s Annual Meeting was one for the books. A special guest joins this episode to recap main discussion topics. LINKS 34th CWA Annual Meeting cainwatters.com Submit a Question Facebook | YouTube...

Mar 11, 202526 minEp. 223

Ep. 222: AI Trends in Dentistry (Live from CWA Annual Meeting)

Some may perceive AI as a tool that undermines the quality of human interaction. But what if AI can help streamline more effective relationships with patients? In their yearly tradition of live recording an episode at the CWA Annual Meeting, Hunter and Judson invite a guest to discuss the future of AI in dentistry to develop meaningful patient interactions. LINKS Curve Dental cainwatters.com Submit a Question Facebook | YouTube...

Mar 04, 202522 minEp. 222

Ep. 221: Tariff Talk

Tariffs are a hot topic in local and global politics right now. Though tariffs are inflationary, the guys discuss how the long-term outcome of encouraging American manufacturing may outweigh the side effects of the short-term transition period. LINKS cainwatters.com Submit a Question Facebook | YouTube...

Feb 25, 202526 minEp. 221

Ep. 220: How Did We End Up Here?

New practice construction can be a costly asset to add to your financial plan. Is it the right move though? The guys cover a topic smorgasbord this week, from ground-up construction costs, capital market expectations, what the latest CPI report means and more. LINKS cainwatters.com Submit a Question Facebook | YouTube...

Feb 18, 202525 minEp. 220

Ep. 219: DSOs and Private Equity Transitions

What’s the DSO market look like? Is now the right time to sell, or is there something worth holding off for? Though there is no way to predict the future market, past performance can help explain the current trends. The guys are joined by two special guests to dive into timing a DSO or private equity sale and when is the right time to transition your practice. LINKS 7 Pillars cainwatters.com Submit a Question Facebook | YouTube...

Feb 11, 202525 minEp. 219

Ep. 218: Every Penny Counts

DeepSeek has made a big splash, bringing a shift to the technology of AI and impacting the tech section of the S&P 500. The Fed is taking a pause, responding to the state of inflation and preparing for the impact of new tariffs. The guys dive into this and more in another episode of topic smattering. LINKS cainwatters.com Submit a Question Facebook | YouTube...

Feb 04, 202520 minEp. 218

Ep. 217: Policy and The Broader Market

With a new president in office, what does the future hold for infrastructure spending, inflationary policies and data centers? A guest joins the guys to discern how potential policies and technological developments may impact the broader market. LINKS cainwatters.com Submit a Question Facebook | YouTube...

Jan 28, 202530 minEp. 217

Ep. 216: New Year, New Predictions

Though it’s impossible to accurately predict everything that will happen in the market in the coming year, Hunter and Judson don’t shy away from the challenge as they take a stab at their 2025 predictions. From Fed rates to AI and, of course, Super Bowl picks, who do you agree with in this year’s lineup? LINKS cainwatters.com Submit a Question Facebook | YouTube...

Jan 22, 202523 minEp. 216

Ep. 215: How Did 2024 Hold Up?

Between football, market performance and Fed cuts, last year provided some expected and unexpected happenings. The guys are revisiting the predictions they made for what would happen in 2024 and how they held up against what the year brought. LINKS cainwatters.com Submit a Question Facebook | YouTube...

Jan 14, 202519 minEp. 215

Ep. 214: Preparing Your Estate Plan

The new year is a perfect time to get a head start on your estate plan. Depending on the size of your estate, strategies and tax planning will look a little different. A guest joins the guys to discuss the importance of establishing an estate plan, a list of documents to include and when your current estate plan may need updating. LINKS cainwatters.com Submit a Question Facebook | YouTube...

Jan 07, 202528 minEp. 214

Ep. 213: New Year, New Financial Resolutions

The new year brings spikes in gym memberships and travel plans, but what about financial resolutions? The guys help you set your financial goals for the new year, from updating estate plans, adding new saving strategies, credit monitoring and more. LINKS cainwatters.com Submit a Question Facebook | YouTube...

Dec 31, 202417 minEp. 213

Ep. 212: All I Want for the Economy

In this special holiday episode, the guys are going through their wish list for the economy in 2025. Hoping Sanra will bring them tax reform, easing of long-term rates and wholesale insurance reform, they also discuss how the new administration may bring changes for the upcoming year. LINKS cainwatters.com Submit a Question Facebook | YouTube...

Dec 24, 202418 minEp. 212

Ep. 211: Get Financially Organized this New Year

Getting financially organized can feel overwhelming when done at the last minute, so preparing ahead of time for the upcoming year is crucial. Not only will setting a cadence of payments and document submissions help your advisor, but it will also help you make the most out of your financial plan. LINKS cainwatters.com Submit a Question Facebook | YouTube...

Dec 17, 202425 minEp. 211
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