Episode #198

20/20 Money Episode #198 – An encore career: how to retire at 41 and explore other opportunities in optometry with Dr. Jennifer Stewart, OD

August 22, 2022

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Jennifer Stewart. Jen joins me again on the show to talk about an interesting transition that’s just occurred for her, and that was selling her practice! Longtime listeners of the show will know that she owned a very successful practice in Connecticut. However, she also felt a calling to use her experience as a successful practice owner to help others in the profession run successful practices and viewed this part of life as the time to do it, and in this conversation, we dive into the details of that transition.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also 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, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Dr. Jennifer Stewart.

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!

Resources:

Rocket Fuel

Episode Transcript

Enjoy our content? Subscribe for regular updates!

Related Podcasts

  • Practice Management
Rewind: Simple Numbers, Straight Talk, Big Profits with Greg Crabtree

Welcome to this episode of 20/20 Money! My guest on today’s show is Greg Crabtree, CPA. Greg is the author of…

  • Practice Management
Practice benchmarks update: what your practice numbers are really telling you about growth, overhead, & profitability

In this episode of 20/20 Money: The Business of Optometry, I’m joined by Nathan Hayes of Books & Benchmarks to go…

Good, fast, cheap: why you probably can’t have all three

The most expensive professional service may not be the one with the highest price—it may be the one you mistakenly…

  • Practice Management
The problems success doesn’t solve

What does it really take to build and lead a successful multi-location optometry practice? In this episode of 20/20 Money,…

  • Practice Management
Before you write the check, prove the problem first

The most expensive mistake in your practice might be solving a problem you never proved existed. Dr. Jen Stewart joins…

  • Financial Planning
Building the perfect portfolio when you own a practice

The investments you own may be perfectly reasonable—and still be completely wrong for you. In this episode of 20/20 Money:…