Learning Center

Podcast

    20/20 Money Episode #214 – Embracing the CEO model, delegating responsibility, & strategizing through a changing economy with Nathan Hayes of IDOC

    Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes of IDOC. Nathan joins me…

    Read now
    20/20 Money Episode #213 – Understanding the different ways to invest in real estate with Jeremy Pemberton

    Welcome to this episode of 20/20 Money! My guest on today’s show is Jeremy Pemberton. Jeremy is the Chief Investment…

    Read now
    • Financial Planning
    20/20 Money Episode #212 – Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner

    Welcome to this episode of 20/20 Money! My guest on today’s show is Rob Bertman. Rob is a senior consultant…

    Read now
    • Financial Planning
    20/20 Money Episode #211 – Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD

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

    Read now
    20/20 Money Episode #210 – An update on the mortgage markets with Kim Hockaday from Nations Lending

    Welcome to this episode of 20/20 Money! My guest on today’s show is Kim Hockaday from Nations Lending. Kim has…

    Read now
    20/20 Money Episode #209-Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)

    Welcome to this episode of 20/20 Money! This episode is the guest appearance I did on Dr. Chris Wolfe’s podcast…

    Read now
    • Financial Planning
    20/20 Money Episode #208 – Don’t get “spooked” by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly

    Welcome to this episode of 20/20 Money! On today’s show we discuss the relationship between tax loss- and gain-harvesting and…

    Read now
    20/20 Money Episode #207-The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Larry Golson. Larry is the founder…

    Read now
    • Financial Planning
    20/20 Money Episode #206 – Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian

    Welcome to this episode of 20/20 Money! My guest on today’s show is Ali Oromchian. Ali is an attorney and…

    Read now