- Financial Planning
- Financial Planning
20/20 Money Episode #121-Student Loan Planning in 2021
On this episode of 20/20 Money! My guest on today’s show is Rob Bertman. Rob is one of the resident…
20/20 Money Episode #120 – UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children
On this solo episode of 20/20 Money, I will be explaining the process of gifting of assets to your children,…
20/20 Money Episode #118 – The “how” behind what made 2020 the best year ever for one high-producing practice owner with Dr. Jeremy Ciano
On this episode of 20/20 Money, my guest on today’s show is Dr. Jeremy Ciano, owner and founder of RevolutionEyes…
20/20 Money Episode #117 – GameStop ($GME) story-time: The good, the bad, and the ugly…and what we can learn from it
On this episode of 20/20 Money! My guest on today’s show is my good friend Josh Bannerman, (a.k.a. the “OG”…
20/20 Money Episode #116 – Strategies and procedures to increase your capture rate & second pair sales
Jennifer runs a very successful private practice and also a successful sports vision practice in Connecticut. Long-time listeners will know…
20/20 Money Episode #115 – Contract Negotiations for Optometrists: Creating a Win-Win for Associates and Owners
On this episode of 20/20 Money! My guest on today’s show is Dr. Chris Lopez, OD. Contrary to what you…
20/20 Money Episode #114 – Plan Your Year: An Introduction to Free, Focus, and Buffer Days
Welcome to the first episode of 2020 Money in 2021! On this episode, I’m going to share with you how…
20/20 Money Episode # 113 – Hiring an Associate That Stays: The Importance of Culture
On this episode, I talk with Dr. Ted McElroy. Ted has owned his practice for the last 27 years, is…
20/20 Money Episode #112: 2020 Rewind: Managing Your Schedule to Profitability with Dr. Gina Wesley (most downloaded episode of 2020!)
Hey everyone, before we get into today’s show, I wanted to let you know about an in-depth write-up I did…
