- Financial Organization
- Life Planning
20/20 Money Episode # 130 – 4 items to review for errors on your tax return
It’s tax season, which means that we’re spending a fair amount of planning energy reviewing clients’ tax returns to ensure…
20/20 Money Episode #129 – The financial benefits of integrating disease management into your practice with Dr. Chris Wolfe
On this episode of 20/20 Money! My guest on today’s show is Dr. Chris Wolfe. Chris joins the show to…
20/20 Money Episode #128 – Understanding your health insurance options as a practice owner with Jordan Clarke
On this episode of 20/20 Money! My guest on today’s show is Jordan Clarke. Jordan is one of the Vice…
20/20 Money Episode #127 – Why “intentionality” is key to building a practice that serves you: my guest appearance on the IDOC Focal Point podcast
On this episode of 20/20 Money! My guest on today’s show is…me! This is a different solo episode of sorts,…
20/20 Money Episode #126 – Rethink the way you think about budgeting in your practice with Nathan Hayes
On this episode of 20/20 Money! My guest on today’s show is Nathan Hayes of IDOC. Nathan joins us to…
20/20 Money Episode # 125 – Don’t forget about the little guy!…a review of asset allocation and the importance of small caps
On this episode of 20/20 Money, I share one example of why it’s important to ensure that your portfolio has…
20/20 Money Episode # 124 – Building your leadership team: how to remove yourself from day-to-day decision making in your office
On this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo. Steve joins me on the…
20/20 Money Episode #123 – Selling from the chair: Reframing your mindset around sales and how it increases your bottom line
On this episode of 20/20 Money! My guest on today’s show is Dr. Gina Wesley, OD. Dr. Wesley is back…
20/20 Money Episode #122 – (Re) thinking your investment asset allocation as a practice owner
On this episode of 20/20 Money I talk about a new way to think about asset allocation and diversification as…
