Episode #104

20/20 Money Episode # 104 – 5 Scary Financial Decisions Optometrists Make That Keep Them Broke

November 2, 2020

It’s the weekend after Halloween, and while we’re all coming down from the sugar high we earned by stealing our kids’ candy (no judgement here, I do it at a felony-level rate) I thought I’d cover 5 scary financial decisions that optometrists make that can prevent them from becoming wealthy or keep them broke. In this episode I highlight 5 areas where we’ve seen optometrists make mistakes with both their money and their time and the implications of making those decisions.

If you’re interested in having your question and your voice featured on the 20/20 Money podcast, you can submit it here. You can either include your name or submit anonymously. Please keep your questions short and to the point. Sometimes writing it down beforehand can help.

As a reminder, you can get all the information discussed in today’s conversation or check out any number of additional free resources like our eBooks and on-demand webinars by visiting our website at integratedpwm.com and clicking on the Learning Center. You can also visit this page to set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions.

Start Planning Today

Don’t miss out on exclusive access to financial tips, strategies, and expert-led webinars. Subscribe to the “Planning Life, On Purpose” newsletter today and stay ahead of the planning curve!

All Things Student Loans with Travis Hornsby

Episode Transcript

Enjoy our content? Subscribe for regular updates!

Related Podcasts

  • Practice Management
20/20 Money Episode #298 – Lessons learned when natural disasters shut down your practice with Pete Kehoe, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Pete Kehoe, OD.  Pete joins me back…

  • Practice Management
20/20 Money Episode #296 – Biggest regrets we hear from 50yo ODs with Tim Merrigan from Acquios Advisors

Welcome to this episode of 20/20 Money! My guest on today’s show is Tim Merrigan with Acquios Advisors. In the…

  • Practice Management
20/20 Money Episode #295 – A commercial real estate update and the importance of the real estate when selling a practice with Mike Jorgenson of Carr Healthcare Realty

Welcome to this episode of 20/20 Money! My guest on today’s show is Mike Jorgenson with Carr Healthcare Realty. Mike…