Ep. 269: Market Momentum of 2026
Accumulating Wealth
2025 brought us a rollercoaster market and remarkable asset performances. Where do we go from here? A guest joins this episode to revisit last year’s market highlights, like the S&P’s robust 18% gain and the tech sector’s volatile ride, and look ahead to 2026, where small-caps and AI advances may play a significant role in shaping the markets. LINKS | |
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Ep. 268: From Complexity to Clarity
Accumulating Wealth
How do you scale a practice efficiently while maintaining top-notch quality? A doctor joins this episode to share how a focus on education, communication and simple but effective systems elevated his practice to the next level. LINKS | |
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Ep. 267: Viral Finances: Fact or Fiction?
Accumulating Wealth
Are you turning to social media as the source of your financial advice? Hunter and Judson evaluate popular “finfluencer” videos and their oversimplification of complex financial topics, including mortgages, tax strategies and loans. The guys offer insights into navigating online advice while maintaining financial literacy and consulting with your financial advisor. LINKS | |
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Ep. 266: 2025 Wrapped: Our Favorites
Accumulating Wealth
What were some of the highlights from 2025? Hunter and Judson reflect and share their favorites of 2025, from books to estate planning, emerging market trends and more. Tune in to hear their year-end recap and what they’re looking forward to in the markets in 2026. LINKS | |
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Ep. 265: Market Movements & Fed Forecasts
Accumulating Wealth
What rate cuts and market movements will 2026 hold? With the last Fed cut of 2025 and new employment data released, Hunter and Judson offer insights into potential market implications, discuss the shift to small-cap stocks and delve into anticipated changes from an incoming Fed chair. LINKS | |
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Ep. 264: The How Much Episode
Accumulating Wealth
Are you on track with your savings? How much money do you really need? The guys are diving into the necessary amounts for 401(k) savings, life insurance and emergency savings to give you a framework to build your financial plan around. LINKS | |
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Ep. 263: 2026 Risks & Rewards
Accumulating Wealth
How does a tennis star’s prowess offer surprising parallels to market behavior? The guys are exploring potential global economic risks for the coming year, including industrial renaissance growth, inflation risks and a burst of the AI bubble. No matter what the year brings, it’s crucial that your financial plan fits your risk profile and long-term goals. LINKS | |
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Ep. 262: The Hows & Whys of 529s
Accumulating Wealth
Wondering what's the best way to save for college? The answer may be more than simply compound interest. Hunter and Judson are diving into 529 plans, their advantages over traditional savings methods and how the One Big Beautiful Bill Act is changing these plans. LINKS | |
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Ep. 261: Give, Save, Spend
Accumulating Wealth
It’s never too early to start practicing sound financial habits, even if you’re still using a piggy bank to store your allowance made entirely of coins. Author Clint Greenleaf joins this episode to share his approach to teaching financial literacy to young minds through his published book and community outreach. LINKS | |
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Ep. 260: RIP Penny, Hello IRS Limits
Accumulating Wealth
The U.S. Mint has nixed the penny, but you can still save more of yours in with the IRS increased savings contribution limits for 401(k)s, IRAs and more. The guys are here to review these new 2026 limits and discuss emerging mortgage trends, like the 50-year mortgage and portable mortgages, and the implications of the penny’s end. LINKS | |
info_outlineIn 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.
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