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Podcast

    • Buy or Sell a Practice, Financial Organization
    20/20 Money Episode #340 – Let’s RAGE!!! (a Rant Against Growth Excuses) with Nathan Hayes

    Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with Books & Benchmarks and IDOC. On…

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    • Financial Independence, Financial Planning
    20/20 Money Episode #339 – Live from NSUOCO: Top 10 Tips for (Financial) Success for Optometrists

    Welcome to this episode of 20/20 Money! This week’s episode is the recording of my presentation at NSUOCO, titled “Top…

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    • Financial Independence, Financial Planning
    20/20 Money Episode #338 – REWIND: 3 financial lessons learned from my grandpa and grandma that can shape your relationship with money

    Welcome to this REWIND episode of 20/20 Money! Given that my grandpa just recently celebrated his 96th birthday, I wanted…

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    • Financial Planning, Practice Management
    20/20 Money Episode #337 – Increasing optical sales using influential communication with Kayla Ashlee

    Welcome to this episode of 20/20 Money! My guest on today’s show is Kayla Ashlee. Kayla joins me on the show…

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    • Practice Management
    20/20 Money #336 – My “Frankenstein:” how I would assemble the perfect optometry practice

    Welcome to this episode of 20/20 Money! What would I do if I were starting an optometric practice from the…

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    • Practice Management
    20/20 Money #335 – Can we PLEASE agree on some numbers (and the KPIs that influence them)??

    Welcome to this episode of 20/20 Money! In this episode, we tackle the confusion around key financial numbers in your…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money #334 – An update on Taxes 101: Understanding tax brackets, deductions, and credits for optometric practice owners

    Welcome to this episode of 20/20 Money! In today’s episode, we’re diving into the details of your tax return—beyond just…

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    • Life Planning, Practice Management
    20/20 Money episode #333 – The Art of Delegation from a practice owner’s perspective with Dr. Ted McElroy, OD

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy, OD. Ted and I…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money Episode #332 – The difference between saving vs deferring taxes

    In this episode, we break down the common misconception that tax deferral is the same as tax savings—spoiler alert: it’s…

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