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Author: IPWM

    20/20 Money Episode #273 – I’VE BEEN HACKED (AGAIN!!) – Another 20/20 Money Takover with Drs. Chris Wolfe & Kyle Klute, OD

    Welcome to this episode of 20/20 Money! My guests on today’s show are two more of my favorite people in…

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    20/20 Money Episode #272 – Weathering life’s storms: The importance of Resiliency with Dr. Ted McElroy, OD (Part 2)

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part two…

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    20/20 Money Episode #271 – The importance of vulnerability in leadership with Dr. Ted McElroy, OD (Part 1)

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part one…

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    Savings numbers to know for the new year, defined benefit plan changes, and an ERC PSA.

    Welcome to this episode of 20/20 Money! This “housekeeping” episode is all about knowing the timely and relevant numbers that…

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    • Life Planning
    20/20 Money Episode #269 – 3 successive questions to ask as you plan next year

    Welcome to this episode of 20/20 Money! Kicking off the new year, I wanted to share with you three important…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money Episode #268 – 20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

    Welcome to this episode rewind of 20/20 Money! I think I’m starting a bit of a tradition, because I felt…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money Episode #267 – Year end planning with Bethany Fishbein, OD

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, CEO of The Power…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money Episode #266 – Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA

    Welcome to this episode of 20/20 Money! My guest on today’s show is Erik Ferjentsik, MBA, founder of Visionary Practice Group.…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money Episode #265 – Being intentional with cash flow around year-end planing with Jackson Pace, CPA

    Welcome to this episode of 20/20 Money! My guest on today’s show is Jackson Pace, founder of the Refractional CFO.…

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