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    20/20 Money Episode #160 – 3 financial dos and don’ts before year-end

    With a little over a month before the end of the year, there’s still time to proactively plan your finances…

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    20/20 Money Episode # 157 – Completely Rethinking the Patient Experience with Dennis Moseley Williams

    Welcome to a “Rewind” episode on 20/20 Money! I wanted to bring this episode back because I believe there’s a…

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    20/20 Money Episode #156 – How the “Augusta rule” can provide tax-free income from your optometry practice

    If you’re a practice owner and a homeowner, there’s a little planning strategy that can allow you to get money…

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    20/20 Money Episode #155 – I-bonds: a little-known (and guaranteed) option for “lazy money”

    Most of us can’t remember the last time that we actually earned anything worth noting on our cash reserves. The…

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    20/20 Money Episode #154 – Why the backdoor Roth IRA matters for optometrists

    Welcome to this episode of 20/20 Money! We’re 150+ episodes into this podcast and this was the first episode we’ve…

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    20/20 Money Episode #153 – Creating a win-win: Associate comp structures that work in optometry practices

    Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. This conversation is a follow…

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    • Financial Planning
    20/20 Money Episode # 152 – The AOA changed their disability and life insurance group plan…here’s what you need to know

    Welcome to this episode of 20/20 Money! On this episode, we’ll provide a brief refresher on the important components of…

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    20/20 Money Episode #151 – Adding an associate: why, when, and how with Dr. Steve Vargo, OD

    On this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo. Steve joins me on the show…

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    20/20 Money Episode #150- Rewind: 5 Reasons Why I Don’t Like SIMPLE IRAs for Optometry Practice Owners

    Welcome to a Rewind episode of 20/20 Money! It’s September, which means that it’s the time of year when practice…

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