- Financial Organization
- Practice Management
- Financial Organization, Practice Management
- Financial Planning
- Financial Organization, Financial Planning
- Financial Organization, Financial Planning
- Financial Organization
- Financial Independence
- Life Planning
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…
20/20 Money Episode #259 -Creating your own patient-centric, in-house vision plan with Dr. Gina Wesley
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Gina Wesley, OD. Gina joins me back…
20/20 Money Episode #258 – The in’s and out’s of billing and coding with Dr. John Rumpakis, OD, MBA
Welcome to this episode of 20/20 Money! In this episode, we have a special guest joining us, Dr. John Rumpakis. …
Financial Planning for the Medical Millennial: Navigating Success and Growth for Young Optometric Practice Owners
Balancing student loan debt, managing cash flow, daily business operations… As a young optometric practice owner, planning for the future…
20/20 Money Episode #257 -When Succession Planning and Partnerships are Strained…What’s The Next Best Step?? (with Nathan Hayes of IDOC)
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with IDOC. Nathan joins me back on the…
20/20 Money Episode #256 – Successful implementation of VT in your practice with Dr. Heidi Bell
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Heidi Bell, OD, FCOVD. Heidi is…
Maximizing Employee Productivity for Optometric Practice Success
In an optometric practice, like any business, owner and employee productivity can make or break your success. Today I want…
20/20 Money Episode #255 – The Financial Profession is “Clear as Mud.” Let’s Clarify Fiduciary Duty vs Suitability Standards, The Different Business Models, & Conflicts of Interest
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on…
5 Ideas for Funding College Education for Your Kids as an Optometrist
At some point in their careers, a lot of optometrists find themselves paying down student loan debt, managing a mortgage,…
