The patient experience isn’t limited to the services they receive. Instead, it encompasses the start-to-finish process of interacting with the dental staff, being valued as a person and building trust with the doctor. Dr. Michael Sonick joins the guys to share his experience treating people, not patients, and how emphasizing hospitality in your practice can help you better serve your patients. LINKS Dr. Michael Sonick Blog Treating People Not Patients Book cainwatters.com Submit a Question Faceb...
May 14, 2024•29 min•Ep. 181
Pediatric practice profitability stalled last year, leaving many doctors wondering, “Where do I go from here?” The new Pediatric Comparison Report is here, and the guys are diving into the numbers to give insight into optimizing your practice. With the help of a special guest, they dig into production per provider, where average overhead stands, and why marketing is more important than ever. LINKS Pediatric Comparison Report cainwatters.com Submit a Question Facebook | YouTube...
May 07, 2024•20 min•Ep. 180
Unlike actual fishing, tax phishing schemes can be devastating for the taxpayer that falls for a scammer’s bait. The IRS released the Dirty Dozen list for this year, warning on everything from tax advice from social media, fake charities and tempting tax deductions. The guys discuss the too-good-to-be-true tax offers to be on the lookout for. LINKS cainwatters.com Submit a Question Facebook | YouTube...
Apr 30, 2024•22 min•Ep. 179
There’s nothing more frustrating than paying more in taxes than planned. It makes you wonder where your tax projection went south. The guys discuss tax planning in this episode and why it's crucial that your CPA is aware of your significant business changes when planning for 2024, from collections to large purchases to staffing changes. LINKS cainwatters.com Submit a Question Facebook | YouTube...
Apr 23, 2024•26 min•Ep. 178
When you think of victims of identity theft, a 7-year-old is probably not the first person that comes to mind. But younger audiences are becoming major targets for social security traps, credit card scams and fraudulent digital offers. A special guest joins the episode to discuss the severity of identity theft of kids, preventative measures to take, and what to do if a scam arrives in the mail. They also give updates on CPI, fixed income and inflation on some of your favorite sweet treats. LINKS...
Apr 16, 2024•23 min•Ep. 177
The talk about annuities is on the rise, and from the surface, look to be a good option for income in retirement. Is it too good to be true, and if so, what’s the catch? A special guest joins the guys to dive into what exactly annuities are, some of the risks they bring and if an annuity is right for you. LINKS cainwatters.com Submit a Question Facebook | YouTube...
Apr 09, 2024•23 min•Ep. 176
The guys dive into the insights in the latest Orthodontic Practice Comparison Report , covering everything from staff salaries to rising fees, down payments, marketing and more. How resilient has the Orthodontic space been to recession, and how can you use these numbers to optimize your practice? The guys are here to give meaning to your metrics with the help of a special guest. LINKS Orthodontic Practice Comparison Report cainwatters.com Submit a Question Facebook | YouTube...
Apr 02, 2024•34 min•Ep. 175
Becoming a first-time practice owner involves a lot of nitty-gritty due diligence, but what happens after the sale is closed? Cultivating a successful business post-close brings even more big-ticket items to consider, from managing debt to office upgrades. The guys bring on a special guest to share his story of buying a practice, turning it into a thriving business and the invaluable lessons he learned along the way. LINKS cainwatters.com Submit a Question Facebook | YouTube Fulton Dental Center...
Mar 26, 2024•30 min•Ep. 174
Where does economic volatility and high interest ratesleave the standard rate of return for traditional retirement plan projections? Hunter and Judson dive into how market performance leading up to retirement can play a role in your portfolio’s returns and how your financial plan may need revising after retirement. Plus, they discuss what portfolio factors you can or can’t rely on and how taxes and investment fees can weigh you down. LINKS cainwatters.com Submit a Question Facebook | YouTube...
Mar 19, 2024•22 min•Ep. 173
Do you ever wonder if fellow business owners are grappling with the same concerns as you? Well, here's your chance to get your questions answered. The guys dive into the main discussion points of this year’s Annual Meeting attendees, from rates to the election year to the lack of market breadth and more. Plus, they recap what topics are trending among dentists right now and how to navigate the uncertainty many face. LINKS 2025 Annual Meeting cainwatters.com Submit a Question Facebook | YouTube...
Mar 12, 2024•25 min•Ep. 172
Is it possible to manage a profitable business while still answering your philanthropic calling to impact the world? The guys bring on CWA founder Darrell Cain and Dr. Ryan Shinska of Hope Smiles to share their experiences with using their skillsets to give back to their communities and make a difference in the lives of those around them. This episode was recorded live at the 32nd Annual Meeting with business owners in attendance. LINKS Hope Smiles 3to1 Foundation cainwatters.com Submit a Questi...
Mar 05, 2024•33 min•Ep. 171
Bets were on earlier this year. The odds of a rate cut in March were 77%. Odds are now down to 9%, if that. Who does this penalize most? Small business owners who now must adjust to floating-rate interest loans. With no definitive timeline for future rate cuts, what should we be looking out for from the Fed? The guys dive into how the Fed is trying to lower rates without spiking inflation or deflation and the outlook for rates this year. LINKS: cainwatters.com Submit a Question Facebook | YouTub...
Feb 27, 2024•22 min•Ep. 170
If you purchased several new assets for your business, why wouldn’t you go ahead and write off everything? Are there advantages in writing some assets off now and some later? Hunter and Judson discuss timing debt with depreciation and explain how a strategic approach to tax write-offs is crucial for long-term financial growth. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Feb 20, 2024•25 min•Ep. 169
When we widen our lens, a lot is going on in the world outside of the U.S. Who is at war with whom, and what does the future of global currencies look like? What high-stakes elections are happening this year and what will the future of technology mean for supply and demand? Dr. Vikram Mansharamani, global economist and author, joins Hunter and Judson to discuss all of these topics and more. LINKS: cainwatters.com Submit a Question Facebook | YouTube One Second After by William Forstchen Dr. Mans...
Feb 13, 2024•33 min•Ep. 168
A targeted high-yield investment opportunity may mean immediate returns, but is that what’s best for you right now? Sorting through income repair, retirement portfolios and growth companies is a lot to keep track of, but the guys are here to shed some light on yield versus growth. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Feb 07, 2024•24 min•Ep. 167
Spot Bitcoin ETFs attracted almost $2 billion in the first three days of trading. But will the flow stay steady for the notoriously volatile Bitcoin? Hunter and Judson dive into how the new spot Bitcoin ETFs are performing so far, what risk it may bring, and the historical performances of stocks and bonds. LINKS: cainwatters.com Submit a Question Facebook | YouTube iShares Bitcoin ETF Fact Sheet and Comparison Chart Of Dollars and Date Calculators Wealth of Common Sense Historical Returns for St...
Jan 30, 2024•21 min•Ep. 166
A few weeks into the new year, and the guys already have a list of a few items you need to take care of early. From a new form that must be completed to Employee Retention Credit (ERC) changes to one important reminder, Judson and Hunter want to keep you ahead of the market curve. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Jan 23, 2024•20 min•Ep. 165
While we don’t have a crystal ball, it’s safe to say that 2024 promises to be an unpredictable year in both the market and the economy. In this new episode, Hunter and Judson make their 2024 predictions in all areas, ranging from stocks, interest rate cuts, mortgage rates, the Super Bowl, and so much more. Tune in to see how your predictions compare! LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Jan 16, 2024•28 min•Ep. 164
We’re all wired to have our own belief system; that makes us human. Where we run into trouble is when we use cognitive biases to make important investment decisions. The complexity of the markets, our nonstop access to data, and even the company we keep make it nearly impossible not to form our own ideas. Guest Tom Sanders is in the studio to review three common cognitive biases investors may experience in different phases of life. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Jan 09, 2024•35 min•Ep. 163
Twitter was changed to X, ChatGPT is a household name, the aggregate bond index is up and high-yield savings accounts remained steady. The guys look back at their 2023 predictions, see what measured up, and what might roll over into the new year. Plus, they share some of their takeaways from last year and why having a diversified portfolio early is so important. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Jan 02, 2024•18 min•Ep. 162
Over the last 25 years, what percentage of time would you say real estate produced at least a 5% return? Well, the answer might surprise you. The guys wrap up the two-part real estate investment series with another visit from Mark Roberts from Crow Holdings . They cover how investors' access to this market has changed over time and the segments that investors are now moving away from. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Dec 26, 2023•32 min•Ep. 161
With many public real estate funds housed in the S&P 500, you may be investing in real estate without even knowing it. As the third largest asset class, 45% of American households invest in real estate. That may seem too vast to be true, but a guest joins the guys to explain investing in Real Estate Investment Trusts (REITs), public versus private markets and ways to earn income from real estate. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Dec 19, 2023•31 min•Ep. 160
What started as a flat 3-percent tax on all income has evolved into 2,651 pages and 1 million words of tax code. When it comes to understanding the U.S. tax code, well, it’s complicated. How did we get here, and why do you care? With the help of a special guest, the guys are here to wrap up the history series and offer a little transparency into it all. LINKS: Check out the tax season shirts cainwatters.com Submit a Question Facebook | YouTube...
Dec 12, 2023•27 min•Ep. 159
With the ability to invest at your fingertips, it’s hard to imagine a time when investments were locked behind lock and key. A new guest joins the guys to discuss the history of investment vehicles and the evolution of custom indexing. Throughout it all, does the influence of human bias remain? Tune in for the guys' take on it. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Dec 05, 2023•34 min•Ep. 158
One gift you can count on receiving this year is the ability to save more money in 2024. The IRS announced an increase in the contribution limits for 2024 in a few different categories. But just how much are the increases? The guys are here to catch you up. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Nov 28, 2023•17 min•Ep. 157
Almost 40,000 bank branches, 4,000 community banks, and 134 regional banks all in the United States. Why are there so many banks? Well, the guys bring on a special guest to take it back to when banking was born; ancient empires needed a financial system to facilitate trade, distribute wealth, and collect taxes. They also account for how the banking system's evolution has contributed to where we are today. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Nov 21, 2023•32 min•Ep. 156
In this new four-part series, the guys take you back in time and discuss the history of the financial systems in the U.S. First up, the Federal Reserve (Fed). Before the Fed, the nation was plagued with financial crises, leading to panic among citizens, and the race to withdraw money from the banks began. Today, the Fed's broader responsibilities have changed and continue to impact us all. Tune in. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Nov 14, 2023•29 min•Ep. 155
Could alternative investments be a way to hedge off inflation in your portfolio? What opportunities are in this market, and what drives their returns? In this week's episode, the guys answer your questions and shed light on the stability of it all during changing economic environments. LINKS: cainwatters.com Submit a Question Facebook | YouTube...
Nov 07, 2023•25 min•Ep. 154
Your investment portfolio is likely comprised of stocks and bonds, but what role could alternative investments play in your plan? In this week's episode, the guys define alternative investments and why they have gained more popularity in recent years. Before you get pulled into too good-to-be-true opportunities, the guys help walk through basic due diligence for you. If you register for the CWA Annual Meeting during the month of October using promo code WEALTH , you’ll receive $100 off the regis...
Oct 31, 2023•19 min•Ep. 153
American’s median net worth jumped 37% over the last few years, but does this mean they can keep up with rising home values and mortgage rates not seen since the early 2000s? In this week’s episode, the guys cover the who, what, and why of the increase in our net worth and offer real advice for those who might be waiting for interest rates and home prices to come back down to earth. If you register for the CWA Annual Meeting during the month of October using promo code WEALTH , you’ll receive $1...
Oct 24, 2023•23 min•Ep. 152
