Accumulating Wealth

202 Episodes

1. Season 5 Ep. 3: Take out the Trash – Getting Rid of the Waste in Your Practice

   Published: 6/2/2020
2. Season 5 Ep. 2: Fees: When and How to Raise Them

   Published: 5/13/2020
3. Season 5 Ep. 1: Reopening Your Practice

   Published: 5/13/2020
4. Season 4 Ep. 4: But Wait, There’s More! Protecting You & Your Family

   Published: 3/31/2020
5. BONUS EPISODE: Navigating the Financial Impact of COVID-19

   Published: 3/25/2020
6. Season 4 Ep. 3: A Will is Not Enough! 5 Estate Planning Documents You Must Have

   Published: 3/24/2020
7. Season 4 Ep. 2: Disability Insurance: Expecting the Unexpected

   Published: 3/18/2020
8. Season 4 Ep. 1: Life Insurance and Everything That Comes With It

   Published: 3/10/2020
9. Season 3 Ep. 6: The Biggest Threat to Retirement: Your Children

   Published: 2/25/2020
10. Season 3 Ep. 5: Saving for Retirement: 4 Variables to Determine What to Save

    Published: 2/18/2020
11. Season 3 Ep. 4: Tackling Personal Debt: The Good, Bad & Ugly

    Published: 2/4/2020
12. Season 3 Ep. 3: Budgeting: The One You Don't Want To Listen To, But Should

    Published: 1/28/2020
13. Season 3 Ep. 2: Saving for College: The What, Why & How Much of College Savings Plans

    Published: 1/7/2020
14. Season 3 Ep. 1: Setting Your Own Salary: The Method to the Madness

    Published: 1/7/2020
15. Season 2 Ep. 5: Tax Structuring: What Type of Entity is Best for Your Business

    Published: 10/29/2019
16. Season 2 Ep. 4: Audits Unpacked: The Who, What and When to Panic

    Published: 10/22/2019
17. Season 2 Ep. 3: Tax Mistakes You Don’t Want to Make

    Published: 10/15/2019
18. Season 2 Ep. 2: Year-end Tax Checklist to Maximize Your Income

    Published: 10/8/2019
19. Season 2 Ep. 1: Tax Myths

    Published: 9/30/2019
20. Season 1 Ep. 3: Investing to Optimize the Accumulation of Wealth

    Published: 1/7/2019