- Financial Organization, Financial Planning, Practice Management
20/20 Money Episode #265 – Being intentional with cash flow around year-end planing with Jackson Pace, CPA
Welcome to this episode of 20/20 Money! My guest on today’s show is Jackson Pace, founder of the Refractional CFO.…
- Buy or Sell a Practice, Financial Organization, Financial Planning
KPIs, Profit Loss Plinko, Generational Human Capital Management, and Buying or Selling in Today’s Market with Dr. Solomon Gould, OD MBA
Adam: Welcome, Solomon Gold to 2020 Money. Thank you so much for being here. I appreciate it. Dr. Gould: Hey,…
- Financial Organization, Financial Planning
20/20 Money Episode #264 – Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD)
Welcome to this episode of 20/20 Money! This is my guest appearance on The Power Hour podcast hosted by Dr.…
- Financial Independence, Financial Planning
Navigating Financial Challenges with Dr. Rhue
Adam: Welcome back to another episode of 2020 Money, Dr. Brianna Rue! Thank you for joining us today. So, I…
- Financial Organization, Financial Planning
20/20 Money Episode #263 – Is owner-financing right for my practice? Guest appearance with Erich Mattei on Akrinos Access Live
Welcome to this episode of 20/20 Money! This episode is my guest appearance on Akrinos Access Live, a livestream hosted by…
- Financial Organization, Practice Management
20/20 Money Episode #262 – Practice Success Spotlight: Creating diversified income streams in your practice with Dr. Mila Ioussifova
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mila Ioussifova. Dr. Mila is founder…
- Practice Management
20/20 Money Episode #261 – I’VE BEEN HACKED!!! A 20/20 Money TAKEOVER by Drs. Jennifer Stewart and Jeremy Ciano
Welcome to this episode of 20/20 Money! My guests on today’s show are two of my favorite people in the…
- Life Planning, Practice Management
Forget Goal-Setting and Focus on Purpose: A Mindset Conversation with Stephanie Bogan
As an optometric practice owner, it’s easy to get caught up in the day-to-day operations of running a business. We…
- Financial Organization
20/20 Money Episode #260 – How the SECURE Act 2.0 impacts optometrists and optometric practice owners
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on…
