Accumulating Wealth with Hunter Satterfield

Cain Watters

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.

  • 19 minutes 16 seconds
    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.

     

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    14 January 2025, 1:00 pm
  • 28 minutes 19 seconds
    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.

     

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    7 January 2025, 1:00 pm
  • 17 minutes 29 seconds
    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.

     

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    cainwatters.com

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    31 December 2024, 1:00 pm
  • 18 minutes 20 seconds
    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.

     

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    cainwatters.com

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    24 December 2024, 1:00 pm
  • 24 minutes 43 seconds
    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.

     

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    cainwatters.com

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    17 December 2024, 1:00 pm
  • 22 minutes 55 seconds
    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.

     

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    cainwatters.com

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    10 December 2024, 1:00 pm
  • 19 minutes 30 seconds
    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.

     

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    cainwatters.com

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    3 December 2024, 1:00 pm
  • 19 minutes 50 seconds
    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

    Notice 2024-80 

    cainwatters.com

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    26 November 2024, 1:00 pm
  • 22 minutes 21 seconds
    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. 

     

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    cainwatters.com

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    19 November 2024, 1:00 pm
  • 27 minutes 9 seconds
    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.

     

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    cainwatters.com

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    12 November 2024, 1:00 pm
  • 23 minutes 18 seconds
    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

    Truth in Accounting Financial State of the States 

    cainwatters.com 

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    5 November 2024, 1:00 pm
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