• Practice Management
20/20 Money Episode #276 – Flights and Insights” with Dr. Michael Neal: Implementing finance charges, profit sharing with team members, associate comp structures, and new reads

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mike Neal, OD. Mike is the…

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20/20 Money Episode #275 – An optometry practice “cold start” update with Drs. Bob Steinmetz & Eric Baas, OD from iCare Advisors

Welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders…

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20/20 Money Episode #274 – Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank

Welcome to this episode of 20/20 Money! My guest on today’s show is Kevin Wills. Kevin is Sr. Vice President,…

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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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