Accumulating Wealth

239 Episodes

1. Ep. 139: The Cost of Insurance

   Published: 7/25/2023
2. Ep. 138: Secure Act 2.0 Incentives and Penalties

   Published: 7/18/2023
3. Ep. 137: Catch Up for Retirement

   Published: 7/12/2023
4. Ep. 136: SECURE Your Retirement

   Published: 7/4/2023
5. Ep. 135: Can You Handle the Heat?

   Published: 6/27/2023
6. Ep. 134: A Mortgage Made in Heaven

   Published: 6/20/2023
7. Ep. 133: Duration, Diversification and Denny’s

   Published: 6/13/2023
8. Ep. 132: A Competitive Analysis for Your Practice

   Published: 6/5/2023
9. Ep. 131: Surprise, AI Can't Pass This Test

   Published: 5/23/2023
10. Ep. 130: Could AI Flag an IRS Audit?

    Published: 5/10/2023
11. Ep. 129: Little Teeth, Big Production

    Published: 5/1/2023
12. Ep. 128: The Daily Cost of Retirement

    Published: 4/25/2023
13. Ep. 127: Another Tax Day, Another Scam

    Published: 4/18/2023
14. Ep. 126: When Tax Scams Get Dirty

    Published: 4/11/2023
15. Ep. 125: Let's Get This Straight: Ortho Trends

    Published: 4/3/2023
16. Ep. 124: Could SVB Happen to Your Bank?

    Published: 3/28/2023
17. Ep. 123: Putting Market Madness in Perspective

    Published: 3/22/2023
18. Ep. 122: The Nitty Gritty on Practice Transitions (LIVE from CWA Annual Meeting)

    Published: 3/15/2023
19. Ep. 121: If Your Advisor Said to Jump... Would You?

    Published: 3/8/2023
20. Ep. 120: In the Blink of an Eye, CPI is Down

    Published: 2/21/2023