Accumulating Wealth with Hunter Satterfield

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This special series is an introduction to the key concepts and foundations around wealth accumulation. Guests include CWA Founder Darrell Cain, Financial Planner Tom Sanders and Tectonic Advisors CEO Haag Sherman. Submit questions to Hunter at cainwatters.com/wealthpodcast.

Cain Watters


    • May 27, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 24m AVG DURATION
    • 236 EPISODES


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    Latest episodes from Accumulating Wealth with Hunter Satterfield

    Ep. 235: Finding Individualized Financial Advice

    Play Episode Listen Later May 27, 2025 27:07


    Is the best financial advisor the one with the most letters behind their name or the most years under their belt? Picking the right advisor requires consideration of their trustworthiness, expertise and ability to tailor a financial plan to your unique needs. The guys offer guidance on navigating the search for an advisor that fits your financial plan.   LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram

    Ep. 234: Auto Loans, Leases and Financing

    Play Episode Listen Later May 20, 2025 25:10


    When 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.   LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram

    Ep. 233: International House of ... Stagflation?

    Play Episode Listen Later May 13, 2025 27:35


    In the last five years, IHOP has experienced 82% inflation. But where do international stocks and housing markets across the country stand? The guys are diving into the recent Fed meeting, stagflation outlook and the emotional nature of the markets.   LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram

    Ep. 232: Growing Patients: Pediatric Trends

    Play Episode Listen Later May 6, 2025 23:49


    The new Pediatric Practice Comparison Report is now available, with crucial insights on production, marketing, new patient acquisition and staff salaries. The guys dive into what the data means for the rest of the year and how market uncertainty may play a role in pediatric practice trends.   LINKS Pediatric Practice Comparison Report cainwatters.com Submit a Question Facebook | YouTube | Instagram

    Ep. 231: The Psychology of Money

    Play Episode Listen Later Apr 29, 2025 26:25


    Effective money management goes beyond the numbers. Factors like risk, luck and abundance influence people's perception of money and, in turn, their financial decisions. Two guests join this episode to discuss highlights of The Psychology of Money by Morgan Housel and how understanding the money mindset can propel your financial plan.   LINKS Psychology of Money by Morgan Housel Accumulating Wealth Seminar cainwatters.com Submit a Question Facebook | YouTube | Instagram

    Ep. 230: Recession Investment Strategies

    Play Episode Listen Later Apr 22, 2025 26:21


    Is there a step-by-step plan to recession-proof your savings? The guys dive into the best investment strategies to focus on as the market indicates a possible recession, including tax-loss harvesting, international stocks and Roth IRAs. But one tip stands above the rest: stay the course.   LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram

    Ep. 229: Market Whiplash and CPI

    Play Episode Listen Later Apr 15, 2025 27:18


    Last week, a startling market drop was followed by a sudden surge. What led us to get to this point, and how will the global trade system impact the market moving forward? The guys discuss the latest on market whiplash and what the newest CPI numbers are telling us.   LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram

    Ep. 228: Shifting Into High Gear: Ortho Trends

    Play Episode Listen Later Apr 8, 2025 25:34


    The new Orthodontic Comparison Report is here, with more extensive insights and metrics than ever before. The guys are reviewing the major takeaways, from payment term trends, a surge in marketing efforts and increasing staff wages. But where does your practice stand? Do your yearly goals need adjusting?   LINKS Orthodontic Comparison Report  cainwatters.com Submit a Question Facebook | YouTube | Instagram

    ortho shifting into high gear
    Ep. 227: Liberation Day: Tariffs Update

    Play Episode Listen Later Apr 7, 2025 26:53


    Last week, the markets saw a huge dip due to the announcement of the most sweeping tariff hikes since 1930. With most indexes down and uncertainty ruling the stock market, where does that leave your investments? A guest joins the guys to discuss why the market reacted the way it did, recession signs to look out for and next steps for your portfolio.   LINKS Tectonic Advisors Monthly Investment Report cainwatters.com Submit a Question Facebook | YouTube | Instagram

    Ep. 226: Breaking Down Your Profitability (Part Two)

    Play Episode Listen Later Apr 1, 2025 20:26


    In the second part of the practice profitability formula series, the guys dive into the second half of the equation: collections and overhead. From managing accounts receivable to making fee adjustments and reducing spending, the collections and overhead portion of the equation can make a significant impact on your practice's profitability.   LINKS Practice Profitability Formula Elite Dental Alliance cainwatters.com Submit a Question Facebook | YouTube | Instagram

    Ep. 225: Breaking Down Your Profitability (Part One)

    Play Episode Listen Later Mar 25, 2025 24:52


    Focusing solely on one area of your business won't significantly increase practice profitability. Instead, making gradual improvements to all areas of the dental practice will make the biggest impact in boosting profitability. A guest joins this episode to break down the components of the profitability formula and the areas to prioritize to start seeing growth.   LINKS Practice Profitability Formula cainwatters.com Submit a Question Facebook | YouTube

    Ep. 224: And the Theme for This Year Is...

    Play Episode Listen Later Mar 18, 2025 22:28


    This year already seems to be presenting a new theme for itself: tariffs. The economy is responding to this uncertainty with swinging stocks, even for the S&P 500, NVIDIA and small caps. In addition to discussing the effects that long- and short-term tariffs can have, the guys dive into the latest on women-led investing, recent crypto trends and long and short betting.   LINKS cainwatters.com Submit a Question Facebook | YouTube

    Ep. 223: Threading of Community and Culture

    Play Episode Listen Later Mar 11, 2025 26:04


    Between corresponding keynote speakers, ever-evolving breakout sessions and insightful panel discussions, this year's Annual Meeting was one for the books. A special guest joins this episode to recap main discussion topics.   LINKS 34th CWA Annual Meeting cainwatters.com Submit a Question Facebook | YouTube

    Ep. 222: AI Trends in Dentistry (Live from CWA Annual Meeting)

    Play Episode Listen Later Mar 4, 2025 21:46


    Some may perceive AI as a tool that undermines the quality of human interaction. But what if AI can help streamline more effective relationships with patients? In their yearly tradition of live recording an episode at the CWA Annual Meeting, Hunter and Judson invite a guest to discuss the future of AI in dentistry to develop meaningful patient interactions.   LINKS Curve Dental cainwatters.com Submit a Question Facebook | YouTube

    Ep. 221: Tariff Talk

    Play Episode Listen Later Feb 25, 2025 26:03


    Tariffs are a hot topic in local and global politics right now. Though tariffs are inflationary, the guys discuss how the long-term outcome of encouraging American manufacturing may outweigh the side effects of the short-term transition period.   LINKS cainwatters.com Submit a Question Facebook | YouTube

    Ep. 220: How Did We End Up Here?

    Play Episode Listen Later Feb 18, 2025 24:41


    New practice construction can be a costly asset to add to your financial plan. Is it the right move though? The guys cover a topic smorgasbord this week, from ground-up construction costs, capital market expectations, what the latest CPI report means and more.   LINKS cainwatters.com Submit a Question Facebook | YouTube

    Ep. 219: DSOs and Private Equity Transitions

    Play Episode Listen Later Feb 11, 2025 25:28


    What's the DSO market look like? Is now the right time to sell, or is there something worth holding off for? Though there is no way to predict the future market, past performance can help explain the current trends. The guys are joined by two special guests to dive into timing a DSO or private equity sale and when is the right time to transition your practice.   LINKS 7 Pillars cainwatters.com Submit a Question Facebook | YouTube

    Ep. 218: Every Penny Counts

    Play Episode Listen Later Feb 4, 2025 19:56


    DeepSeek has made a big splash, bringing a shift to the technology of AI and impacting the tech section of the S&P 500. The Fed is taking a pause, responding to the state of inflation and preparing for the impact of new tariffs. The guys dive into this and more in another episode of topic smattering.   LINKS cainwatters.com Submit a Question Facebook | YouTube

    Ep. 217: Policy and The Broader Market

    Play Episode Listen Later Jan 28, 2025 29:31


    With a new president in office, what does the future hold for infrastructure spending, inflationary policies and data centers? A guest joins the guys to discern how potential policies and technological developments may impact the broader market.   LINKS cainwatters.com Submit a Question Facebook | YouTube

    Ep. 216: New Year, New Predictions

    Play Episode Listen Later Jan 22, 2025 23:28


    Though it's impossible to accurately predict everything that will happen in the market in the coming year, Hunter and Judson don't shy away from the challenge as they take a stab at their 2025 predictions. From Fed rates to AI and, of course, Super Bowl picks, who do you agree with in this year's lineup?   LINKS cainwatters.com Submit a Question Facebook | YouTube

    Ep. 215: How Did 2024 Hold Up?

    Play Episode Listen Later Jan 14, 2025 19:16


    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 cainwatters.com Submit a Question Facebook | YouTube

    Ep. 214: Preparing Your Estate Plan

    Play Episode Listen Later Jan 7, 2025 28:19


    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 cainwatters.com Submit a Question Facebook | YouTube

    Ep. 213: New Year, New Financial Resolutions

    Play Episode Listen Later Dec 31, 2024 17:29


    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 cainwatters.com Submit a Question Facebook | YouTube

    Ep. 212: All I Want for the Economy

    Play Episode Listen Later Dec 24, 2024 18:20


    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 cainwatters.com Submit a Question Facebook | YouTube

    Ep. 211: Get Financially Organized this New Year

    Play Episode Listen Later Dec 17, 2024 24:43


    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 cainwatters.com Submit a Question Facebook | YouTube

    Ep. 210: Pay or Save Student Loan Debt

    Play Episode Listen Later Dec 10, 2024 22:55


    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 cainwatters.com Submit a Question Facebook | YouTube

    Ep. 209: Holiday Budgeting

    Play Episode Listen Later Dec 3, 2024 19:30


    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 cainwatters.com Submit a Question Facebook | YouTube

    Ep. 208: 2025 IRS Contribution Limits

    Play Episode Listen Later Nov 26, 2024 19:50


    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 Notice 2024-80  cainwatters.com Submit a Question Facebook | YouTube

    Ep. 207: Post-Election Analysis (Part 2)

    Play Episode Listen Later Nov 19, 2024 22:21


    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 cainwatters.com Submit a Question Facebook | YouTube

    Ep. 206: Post-Election Analysis

    Play Episode Listen Later Nov 12, 2024 27:09


    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 cainwatters.com Submit a Question Facebook | YouTube

    Ep. 205: State of the States

    Play Episode Listen Later Nov 5, 2024 23:18


    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 Truth in Accounting Financial State of the States  cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 204: Women in Wealth

    Play Episode Listen Later Oct 29, 2024 22:11


    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 cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 203: Energy, Decoupling and A Strong Economy

    Play Episode Listen Later Oct 22, 2024 24:12


    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 cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 202: Topic Smattering

    Play Episode Listen Later Oct 15, 2024 21:07


    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 cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 201: U.S. Debt Report Card

    Play Episode Listen Later Oct 8, 2024 37:56


    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 cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 200: Top 5 Tax Do's and Don'ts

    Play Episode Listen Later Oct 1, 2024 26:39


    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 cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 199.5 Salary Trends and Employee Benefits

    Play Episode Listen Later Sep 24, 2024 19:32


    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   Dental Post 2024 Dental Industry Salary Report cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 199: Spreading Financial Literacy

    Play Episode Listen Later Sep 17, 2024 27:32


    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 3to1 Foundation North Texas Giving Day 3to1 Foundation cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 198: A Smorgasbord of Influencing Factors

    Play Episode Listen Later Sep 10, 2024 20:12


    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 cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 197: Down, Set ... Rate Hike?

    Play Episode Listen Later Sep 3, 2024 22:53


    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 cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 196: Read Between the Lines

    Play Episode Listen Later Aug 27, 2024 18:14


    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 cainwatters.com  Submit a Question  Facebook | YouTube

    Ep. 195: Private Debt Funds

    Play Episode Listen Later Aug 20, 2024 29:31


    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 Apollo Global Management cainwatters.com  Submit a Question  Facebook | YouTube 

    Ep. 194: Spin the Money Wheel (Part 2)

    Play Episode Listen Later Aug 13, 2024 26:52


    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 cainwatters.com  Submit a Question  Facebook | YouTube 

    Ep. 193: Spin the Money Wheel (Part 1)

    Play Episode Listen Later Aug 6, 2024 28:00


    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 cainwatters.com  Submit a Question  Facebook | YouTube 

    Ep. 192: Small-Cap Market Frenzy

    Play Episode Listen Later Jul 30, 2024 22:27


    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 BLS June CPI Release  cainwatters.com  Submit a Question  Facebook | YouTube 

    Ep. 191 - It Begins at Hello

    Play Episode Listen Later Jul 24, 2024 25:04


    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 cainwatters.com  Submit a Question  Facebook | YouTube 

    Ep. 190: Stuck in the Middle

    Play Episode Listen Later Jul 16, 2024 23:08


    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 cainwatters.com  Submit a Question  Facebook | YouTube 

    Ep. 189: Mentorship in Your Business

    Play Episode Listen Later Jul 9, 2024 27:42


    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 cainwatters.com  Submit a Question  Facebook | YouTube 

    Ep. 188: Red White and Glizzy

    Play Episode Listen Later Jul 1, 2024 26:49


    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 cainwatters.com  Submit a Question  Facebook | YouTube 

    Ep. 187 - What's This Fee For?

    Play Episode Listen Later Jun 25, 2024 32:01


    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 cainwatters.com  Submit a Question  Facebook | YouTube 

    Ep. 186 Check In: Year To Date Updates

    Play Episode Listen Later Jun 18, 2024 25:00


    It's halfway through 2024, and a lot has happened since Hunter and Judson made their yearly predictions back in January. This episode, the guys check in on how well their predictions are holding up, from the performance of the Magnificent 7 to Bitcoin and interest rates, plus how they think the rest of the year might line up with their initial forecasts.    LINKS cainwatters.com  Submit a Question  Facebook | YouTube 

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