Accumulating Wealth

Hosts Hunter Satterfield and Judson Crawford are seasoned CPA's, and long time friends. Together they go in depth on financial topics that are pertinent to business owners, including tax planning, investing, personal financial planning and more. Each season focuses on an over-arching topic, and each episode they dive in——helping you make better decisions for yourself and your business every day. Tune in every week on Tuesdays for a new episode.

Ep. 215: How Did 2024 Hold Up? 01/14/2025

Ep. 215: How Did 2024 Hold Up? Between football, market performance and Fed cuts, last year provided some expected and unexpected happenings. The guys are revisiting the predictions they made for what would happen in 2024 and how they held up against what the year brought. LINKS | /episode/index/show/cainwatters/id/34804560

Ep. 214: Preparing Your Estate Plan 01/07/2025

Ep. 214: Preparing Your Estate Plan The new year is a perfect time to get a head start on your estate plan. Depending on the size of your estate, strategies and tax planning will look a little different. A guest joins the guys to discuss the importance of establishing an estate plan, a list of documents to include and when your current estate plan may need updating. LINKS | /episode/index/show/cainwatters/id/34744725

Ep. 213: New Year, New Financial Resolutions 12/31/2024

Ep. 213: New Year, New Financial Resolutions The new year brings spikes in gym memberships and travel plans, but what about financial resolutions? The guys help you set your financial goals for the new year, from updating estate plans, adding new saving strategies, credit monitoring and more. LINKS | /episode/index/show/cainwatters/id/34531420

Ep. 212: All I Want for the Economy 12/24/2024

Ep. 212: All I Want for the Economy In this special holiday episode, the guys are going through their wish list for the economy in 2025. Hoping Sanra will bring them tax reform, easing of long-term rates and wholesale insurance reform, they also discuss how the new administration may bring changes for the upcoming year. LINKS | /episode/index/show/cainwatters/id/34488725

Ep. 211: Get Financially Organized this New Year 12/17/2024

Ep. 211: Get Financially Organized this New Year Getting financially organized can feel overwhelming when done at the last minute, so preparing ahead of time for the upcoming year is crucial. Not only will setting a cadence of payments and document submissions help your advisor, but it will also help you make the most out of your financial plan. LINKS | /episode/index/show/cainwatters/id/34472105

Ep. 210: Pay or Save Student Loan Debt 12/10/2024

Ep. 210: Pay or Save Student Loan Debt Student loan debt can be daunting, as it stays with you for years post-graduation and there are several philosophies on how to work payments into your financial plan. The guys are joined by a special guest to discuss PAYE versus SAVE payment plans, average rates and considerations of refinancing your loans. LINKS | /episode/index/show/cainwatters/id/34315795

Ep. 209: Holiday Budgeting 12/03/2024

Ep. 209: Holiday Budgeting The holiday season is here, bringing a time of joy and giving, but for some, it’s a budgeting nightmare. With seemingly endless gifts to buy, setting boundaries around how much you’re spending can be a difficult task. The guys offer tips on setting a holiday budget and sticking to it. LINKS | /episode/index/show/cainwatters/id/34247260

Ep. 208: 2025 IRS Contribution Limits 11/26/2024

Ep. 208: 2025 IRS Contribution Limits The IRS released the new tax-advantaged contribution limits for next year, and the guys walk through the numbers for 401(k), IRAs, capital gain rates and more. Though the revised contribution limits aren’t as significant as hoped, they will still provide the opportunity to save more. LINKS | /episode/index/show/cainwatters/id/34137451

Ep. 207: Post-Election Analysis (Part 2) 11/19/2024

Ep. 207: Post-Election Analysis (Part 2) Many market sectors continued to be up since the election, but oil was down 5%. With the new administration, what is the future of energy, including oil and renewables? The guys revisit their post-election analysis, diving into the potential future of energy production, crypto trends and merger and acquisition regulations. LINKS | /episode/index/show/cainwatters/id/33949672

Ep. 206: Post-Election Analysis 11/12/2024

Ep. 206: Post-Election Analysis Election night brought a generational day in the market, with the S&P 500, mid- and small-caps and the Russell 2000 Index all up. Why were these surges so drastic and will these surges last with the new presidency? The guys dive into what the election results mean big picture for the economy in four significant policy categories: tariffs, taxes, immigration and infrastructure. LINKS | /episode/index/show/cainwatters/id/33887707

Ep. 205: State of the States 11/05/2024

Ep. 205: State of the States It’s Election Day, and the guys share why it’s crucial to avoid attempting to time the market during this transitional period. They also discuss which states face the heaviest taxpayer burden, how the tenure treasury bond yield impacts mortgage rates and how to be cautious of letting emotions dictate your investments. LINKS | /episode/index/show/cainwatters/id/33781482

Ep. 204: Women in Wealth 10/29/2024

Ep. 204: Women in Wealth There’s a significant difference in the way men and women make financial decisions and feel towards their investments. A special guest joins the guys to share research on gender differences in financial planning and why it’s so important to intentionally spread financial literacy. LINKS | /episode/index/show/cainwatters/id/33668337

Ep. 203: Energy, Decoupling and A Strong Economy 10/22/2024

Ep. 203: Energy, Decoupling and A Strong Economy In many states, a large portion of energy consumption is dedicated to data processing centers, fueling the way for technological development. In addition to talking about national energy distribution, the guys discuss near-shoring possibilities, the influence of fiscal policy against fixed rate payments, and possible solutions to Social Security funding. LINKS | /episode/index/show/cainwatters/id/33551657

Ep. 202: Topic Smattering 10/15/2024

Ep. 202: Topic Smattering If Social Security continues its path of smaller COLA increases and higher wage bases each year, where does that leave the future of the program? This week, the guys are smattering on a few different topics, from social security increases and active participation in pension plans to state-mandated qualified retirement plans. LINKS | /episode/index/show/cainwatters/id/33452552

Ep. 201: U.S. Debt Report Card 10/08/2024

Ep. 201: U.S. Debt Report Card The U.S. national debt continues to grow by the trillions, but can we articulate what that means? And while our portfolios still seem intact, does the U.S. debt really even matter? Managing Director of Tectonic Advisors Brad Sanders joins the guys to review the U.S. debt report card and discuss how we got to this point, the causes and effects of unipolarity, and even offers a fresh perspective on the current situation. LINKS | /episode/index/show/cainwatters/id/33358932

Ep. 200: Top 5 Tax Do’s and Don’ts 10/01/2024

Ep. 200: Top 5 Tax Do’s and Don’ts To celebrate their 200th episode, the guys explore some of the most outlandish tax deduction cases. And since those likely won't pass muster, they share their own approved end-of-year tax tips. From retirement contributions to business expenses and pass-through entity taxes, make sure your tax planning strategy is ready for the year-end. Plus, the Fed cut rates and the guys cover what this may mean in the coming months. LINKS | /episode/index/show/cainwatters/id/33237977

Ep. 199.5 Salary Trends and Employee Benefits 09/24/2024

Ep. 199.5 Salary Trends and Employee Benefits Have associate doctors' salaries grown over the last few years? Are dentists nationwide getting the medical benefits and PTO they desire? The guys are diving into Dental Post’s 2024 Dental Industry Salary Report and seeing where the salaries of nationwide dental offices have changed and where they’re going. LINKS | /episode/index/show/cainwatters/id/33175192

Ep. 199: Spreading Financial Literacy 09/17/2024

Ep. 199: Spreading Financial Literacy It’s never too late (or too early) to strengthen your financial knowledge and apply it to your life. Whether you’re headed off to college, paying for your children’s college, or still recovering from college debt, the 3to1 Foundation helps audiences of all ages learn more about saving, goal setting, budgeting, investing and debt management. A special guest joins this episode to share their work through 3to1 and how you can share the gift of education to your community and loved ones. LINKS | /episode/index/show/cainwatters/id/33076257

Ep. 198: A Smorgasbord of Influencing Factors 09/10/2024

Ep. 198: A Smorgasbord of Influencing Factors What might a rate hike mean for U.S. debt? How will the election and a rate cut affect market stability? The guys discuss the upcoming sunset of the Tax Cuts and Jobs Act, if it’s wise to try to avoid peril in the market by pulling your investments and how the irrational behavior of some markets doesn't always reflect what’s going on in the broader economy. LINKS | /episode/index/show/cainwatters/id/32976982

Ep. 197: Down, Set ... Rate Hike? 09/03/2024

Ep. 197: Down, Set ... Rate Hike? With the U.S. debt at an all-time high and tax rate increases seemingly being the only solution, how can you proactively design your portfolio? Hunter and Judson discuss making financial plans with tax rate changes in mind, distribution planning and where to put your savings. Plus, they give their college football predictions for their alma maters and which teams will end up in the playoffs this season. LINKS | /episode/index/show/cainwatters/id/32814387

Ep. 196: Read Between the Lines 08/27/2024

Ep. 196: Read Between the Lines Rates are being closely monitored as markets await a cut from the Fed, the FTC non-compete rule is on hold and banking rates seem to be changing. With all that’s going on in the economic news right now, where does it leave the economy for the rest of the year? Hunter and Judson catch up on the latest market news. LINKS | /episode/index/show/cainwatters/id/32749322

Ep. 195: Private Debt Funds 08/20/2024

Ep. 195: Private Debt Funds In an environment where interest rates are higher than they’ve been, the private debt asset class has grown as an investment prepared to capitalize on growing yield. A guest from Apollo Global Management joins the guys to explain private debt funds, the loans that back them, and the flexibility and opportunity they can bring to investors. LINKS | /episode/index/show/cainwatters/id/32205987

Ep. 194: Spin the Money Wheel (Part 2) 08/13/2024

Ep. 194: Spin the Money Wheel (Part 2) It’s widely advised to start saving at the beginning of your career, but where exactly do you invest and budget your money? The guys are back in this two-part series to answer some of the CWA interns’ questions, from credit to mortgage payment planning to AI’s role in market strategy. LINKS | /episode/index/show/cainwatters/id/32556977

Ep. 193: Spin the Money Wheel (Part 1) 08/06/2024

Ep. 193: Spin the Money Wheel (Part 1) When it comes to the game of life, we all got started somewhere, but it came with many questions around money, debt, and success. The CWA interns are asking some hard-hitting questions for Hunter and Judson in this game show-inspired episode. Tune in and you might just be refreshed with some tips! LINKS | /episode/index/show/cainwatters/id/32459992

Ep. 192: Small-Cap Market Frenzy 07/30/2024

Ep. 192: Small-Cap Market Frenzy Market chaos has been the theme over the last few weeks, driven by a dip in the Consumer Price Index (CPI), and a likely rate cut coming in September. Also notable is the new focus on small-cap investments. But with the high levels of debt associated with these stocks, is the diversification and increased profitability of small-cap companies worth rearranging your portfolio? Hunter and Judson discuss the latest CPI numbers, a possible broader rotation in the market and the outlook on interest rates. LINKS | /episode/index/show/cainwatters/id/32336782

Ep. 191: It Begins at Hello 07/24/2024

Ep. 191: It Begins at Hello Running a successful business involves more than offering services or producing results. Customer service plays a crucial role in fostering a welcoming, positive experience for your clients or patients. Hunter and Judson are joined by a seasoned customer experience connoisseur to discuss the importance of a people-centered workplace culture. LINKS | /episode/index/show/cainwatters/id/32279007

Ep. 190: Stuck in the Middle 07/16/2024

Ep. 190: Stuck in the Middle The housing market is stuck, the Fed hasn’t released a rate cut and stocks may not continue their current rally. On the upside, construction employment growth is up, and the Fed seems to be on the right track against inflation. Hunter and Judson dive into recent economic data, what it means for the rest of the year, and question if being in the middle of it really is as bad as it seems. LINKS | /episode/index/show/cainwatters/id/32145597

Ep. 189: Mentorship in Your Business 07/09/2024

Ep. 189: Mentorship in Your Business What makes a good mentor or mentee? Is it more important to show the mentee the ropes or sit back and let them take the reins? Two guests join this episode to share their mentor-mentee relationship, what they learned through the process and the importance of having someone walk by your side as you step into a new role for the first time. LINKS | /episode/index/show/cainwatters/id/32052832

Ep. 188: Red White and Glizzy 07/01/2024

Ep. 188: Red White and Glizzy Happy Fourth of July! A special guest steps in to host this episode, while Hunter and Judson face off in some America-themed Jeopardy. Who will come out on top, what patriotic hats are they donning and who will win in a hot dog eating contest? LINKS | /episode/index/show/cainwatters/id/31932572

Ep. 187: What’s This Fee For? 06/25/2024

Ep. 187: What’s This Fee For? If you have an investment advisor or are considering getting one, you might wonder what the fees that go along with it are actually for. Do you pay via a percentage of your investments or write a check? A guest joins Hunter and Judson to dissect both fund level and advisory fees and the factors that could add significant value to your returns. LINKS | /episode/index/show/cainwatters/id/31869127

Accumulating Wealth

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