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 | |
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Ep. 241: Are Your Investments Too Confident?
Accumulating Wealth
Overconfident investors trade 25% more frequently than their peers, costing them 4% in annual returns. This episode explores the overconfidence bias, discussing how it leads to risky decisions such as under-diversifying investments or disregarding expert advice, and its adverse long-term effects on financial plans. CPA Angie Svitak joins this episode to explore how this bias impacts investment decisions and how to tame overconfidence. LINKS | |
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Ep. 240: Fourth of July Omakase
Accumulating Wealth
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 | |
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Ep. 239: Finding Validation: Confirmation Biases
Accumulating Wealth
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 | |
info_outlineWhen 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.
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