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 | |
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Ep. 259: Marry the Project, Date the Rate
Accumulating Wealth
Is now the right time to start on that construction project, given the recent rate cuts? The guys dive into the current lending environment with guests from Live Oak Bank, discussing how SBA loans can be the gateway to expanding your business in today’s market. Plus, learn how SBA loans can provide benefits where traditional loans may fall short. LINKS | |
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Ep. 258: Take Advantage of the Cut
Accumulating Wealth
The Fed announced a 25-basis-point cut, the second of the year. Where does that leave mortgage refinancing and the likelihood of another cut before year-end? Two guests join this episode to discuss how to take advantage of lower refinancing rates to add flexibility to your spending and what the next few months may hold. Plus, the guys have an exciting announcement to share. LINKS | |
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Ep. 257: What’s Your Safe Withdrawal Rate?
Accumulating Wealth
Planning for retirement doesn’t solely rely on the amount of money saved. Safe withdrawal rates and asset classes play a significant role in making your funds last in retirement. A guest joins this episode to discuss calculating your unique safe withdrawal rate and the importance of asset diversification in post-retirement planning. LINKS | |
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Ep. 256: Year-End Tax Playbook
Accumulating Wealth
As 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. LINKS | |
info_outlinePlanning for retirement doesn’t solely rely on the amount of money saved. Safe withdrawal rates and asset classes play a significant role in making your funds last in retirement. A guest joins this episode to discuss calculating your unique safe withdrawal rate and the importance of asset diversification in post-retirement planning.
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