Ep. 283: AI Fraud, Tax Scams and More
Accumulating Wealth
Tax misinformation can cost you dearly, so how can you stay vigilant? Hunter and Judson dissect the IRS's "Dirty Dozen" tax scams, revealing how scammers operate and how you can protect yourself. From bogus credits to AI-enabled fraud, steer clear of financial pitfalls and safeguard your assets. LINKS | |
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Ep. 282: Monetary Mechanics
Accumulating Wealth
Increasing business profitability involves more than simply reducing expenses. A guest from Solventum joins this episode to discuss “monetary mechanics,” a method that gets to the core of practice profitability. Whether your practice is experiencing setbacks in case starts, staffing or technology, monetary mechanics can help you identify and address the key drivers of profitability. LINKS | |
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Ep. 281: The Ortho Competitive Advantage
Accumulating Wealth
The new benchmarking report shows orthodontic practice production is up, staff salaries remain steady and marketing dips slightly. But how do you turn data into action? A guest joins this episode to dive into the latest Orthodontic Practice Comparison Report and share insights on overhead trends and the importance of top-line growth. LINKS | |
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Ep. 280: Disinflation, Not Deflation
Accumulating Wealth
COVID left a lasting impact on the dental industry, as the surge in patient demand gave way to slowing growth and rising overhead costs. The answer: focusing back on the basics. A guest joins this episode to break down the complexities of maintaining profitability in the face of rising staff costs and inflation in today's landscape. LINKS | |
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Ep. 279: March Madness in the Market
Accumulating Wealth
With inflation at its highest since 2023, understanding current economic shifts is crucial. A guest joins to evaluate market expectations, interest rates and the geopolitical factors shaping today's financial landscape. Plus, they offer reminders about filing deadlines and extensions this tax season. LINKS | |
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Ep. 278: Viral Finances: Fact or Fiction? (Pt. 2)
Accumulating Wealth
In a world where short videos often oversimplify financial strategies, informed decision-making is as important as ever. The guys are here to critically examine viral social media financial hacks and “quick wins,” identify fallacies in influencer narratives, and reinforce the significance of expert-driven strategies for sustainable wealth accumulation. LINKS | |
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Ep. 277: The Power of the All-In Patient
Accumulating Wealth
Practice growth goes beyond simply getting patients in the door. With a special guest joining this episode, the guys delve into the power of the "all-in" patient. Tune in for more on how aligning your team, culture and patient relations can elevate the success of your practice. LINKS | |
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Ep. 276: Geopolitical Market Update
Accumulating Wealth
The intricacies of today's volatile markets can make investing feel more risky than rewarding. A guest joins this special release episode to discuss ongoing geopolitical challenges and their impact on market performance. They offer insights into sector rotations, international market trends, and the importance of maintaining a diversified portfolio. LINKS | |
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Ep. 275: Building Dental Communities
Accumulating Wealth
In this special episode, Judson and Hunter recap CWA’s Annual Meeting in Nashville with a guest. They discuss the networking opportunities of the weekend, fun activities around the city and presentations from keynote speakers. Plus, they look ahead to what’s to come for the 2027 meeting. LINKS | |
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Ep. 274: Trump Accounts 101
Accumulating Wealth
In an era of evolving financial strategies, the newly introduced Trump Accounts can help you save more for your children. A special guest joins this episode to explain these accounts, including how they can bridge gaps in retirement savings and be used in tandem with other savings vehicles for your kids. LINKS | |
info_outlineAs year-end approaches, the key to successful tax planning is understanding your financial landscape and taking advantage of the opportunities available. A guest joins this episode to review deferral amounts, utilizing the Augusta Rule, strategic timing of equipment purchases and more. Plus, they review the new tax law changes that impact tax planning into next year.
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