Learning Center

Author: IPWM

    • Policy Changes
    COVID-19 Stimulus bill and how it affects optometrists and private practice owners

    (Updated 12/28/2020 as of 4:18pm ET) Quite literally at the 11th hour on December 21, 2020, Congress passed the Consolidated…

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    20/20 Money Episode #111 – Completely Re-thinking the Patient Experience with Dennis Moseley Williams

    On this episode of 20/20 Money, my guest is Dennis Moseley Williams. Dennis is one of a few certified experience…

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    20/20 Money Episode #110 – The AMA Episode with My Wife Andrea

    This is our AMA episode where my wife Andrea interviewed me on a variety of personal and professional questions that…

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    • Policy Changes
    An update on Paycheck Protection Program (PPP) forgiveness, EIDL grants, and student loan forbearance

    The planning theme of 2020 continues to ring true: the only thing that is seemingly staying constant is that things…

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    20/20 Money Episode #109 – Knowing Your Number

    On this episode of 20/20 Money, my guest is Nathan Hayes. Listeners of the show will recall that Nathan was…

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    20/20 Money Episode #108 – Mortgages with Kim Hockaday

    On this episode of 20/20 Money, my guest is Kim Hockaday. Kim is an experienced mortgage loan officer with Ruoff…

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    20/20 Money Episode #107 – How much cash should I keep in my practice?

    My guest on today’s episode of 20/20 Money is Nathan Hayes of IDOC. Nathan has been on the show in…

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    20/20 Money Episode # 106 – 5 Pieces of advice from Dave Ramsey that’s wrong for optometrists

    While having a conversation with a friend recently, we got talking about Dave Ramsey’s personal finance philosophy and how great…

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    20/20 Money Episode #105 – PPP Forgiveness Strategy, EIDL, and Election Update

    Today’s episode will discuss a couple of updates around PPP forgiveness and how to think about the taxation of PPP…

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