Ep. 251: Don’t Leave It to the State
Accumulating Wealth
Estate planning isn’t exclusively for the ultra-wealthy or those with family heirlooms. For anyone wanting to prepare for their loved ones after they’re gone, estate planning is a crucial part of a financial plan. A guest joins this episode to discuss the importance of estate planning, the necessary documents and when to start your planning. LINKS | |
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Ep. 250: Hurdles in Hygiene
Accumulating Wealth
An effective hygiene team can make the difference in your practice’s profitability and patient relationships. With a busy doctor’s schedule, how can you invest in your hygiene team to create a more productive practice overall? Rachel Wall from Inspired Hygiene joins this episode to discuss hygiene staffing, salary and services. LINKS | |
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Ep. 249: Tax Tips and Touchdowns
Accumulating Wealth
Now that several tax-saving opportunities are permanent through the One Big Beautiful Bill, the potential for strategic, proactive planning is greater than ever. The guys walk through the top tax tips, covering QBI, bonus depreciation and more. Plus, college football is back, and the guys are making their predictions for the season. LINKS | |
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Ep. 248: AI Energy Demand and Market Updates
Accumulating Wealth
As energy demands for AI and data centers skyrocket, the markets are responding accordingly. With many sectors up, what’s the likelihood of a cut in the next Fed meeting? A guest joins this episode for the latest on technology investment, market performance and the latest consumer behavior trends. LINKS | |
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Ep. 247: OBBB Student Loan Changes
Accumulating Wealth
The One Big Beautiful Bill introduced changes to student loans, eliminating the PAYE and SAVE plans in favor of new loan payment plans. A guest joins this episode to review the changes, who qualifies for the new plans and how to balance debt repayment with your other financial goals. LINKS | |
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Ep. 246: Market Upturn and Child IRA Accounts
Accumulating Wealth
Are things looking up in the economy after a rough few months? GDP is up and stocks are reporting positively, but just because the economy appears to be strong, it’s impossible to know where the stock market will go from here. The guys discuss Trump accounts, child financial literacy, mortgage fraud schemes and the risks of buy now, pay later loans. LINKS | |
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Ep. 245: The One Big Beautiful Bill Act: A Simplified Summary
Accumulating Wealth
The new One Big Beautiful Bill Act introduced new tax changes, creating significant tax-saving opportunities in both business and personal deductions. The new bill permanently extends many rules of the Tax Cuts and Jobs Act and makes changes to qualified business income deductions, estate exemptions, state and local tax deductions, and more. A guest joins this episode to summarize key points of the bill and examine which rules take effect in 2025. LINKS | |
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Ep. 244: Personal Growth for Practice Growth
Accumulating Wealth
Finding the right CE course that suits your career stage not only fosters your personal and professional growth but also enhances your practice, patient relations and staff engagement. A guest joins this episode to share how committing to investing in yourself at every stage of your career opens opportunities for networking, new technology and crucial professional development. LINKS | |
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Ep. 243: Sticking to the Status Quo
Accumulating Wealth
Regret avoidance, loss aversion and cost can all be barriers to making a change in your financial plan. Without change, though, your plan stays stagnant and doesn’t take full advantage of all the opportunities available. Is a status quo bias hindering your financial plan? A guest joins this episode of the bias summer series to discuss status quo bias and how to mitigate it. LINKS | |
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Ep. 242: Living for the Present
Accumulating Wealth
Instant gratification and decision fatigue lead to choices that are easy and provide immediate benefits, without considering the implications for future gains. A guest joins this episode to examine present bias and how focusing on today can impact your tomorrow, both in your personal and financial life. LINKS | |
info_outlineLast 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.
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