- Life Planning
- Life Planning
- Financial Organization, Financial Planning, Practice Management
Don’t underestimate how long it can take for an investment to start paying dividends
Over the weekend, I did something new: I had fun creating content in a very interesting way. Many of you…
20/20 Money Episode #275 – An optometry practice “cold start” update with Drs. Bob Steinmetz & Eric Baas, OD from iCare Advisors
Welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders…
20/20 Money Episode #274 – Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank
Welcome to this episode of 20/20 Money! My guest on today’s show is Kevin Wills. Kevin is Sr. Vice President,…
20/20 Money Episode #273 – I’VE BEEN HACKED (AGAIN!!) – Another 20/20 Money Takover with Drs. Chris Wolfe & Kyle Klute, OD
Welcome to this episode of 20/20 Money! My guests on today’s show are two more of my favorite people in…
20/20 Money Episode #272 – Weathering life’s storms: The importance of Resiliency with Dr. Ted McElroy, OD (Part 2)
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part two…
20/20 Money Episode #271 – The importance of vulnerability in leadership with Dr. Ted McElroy, OD (Part 1)
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part one…
Savings numbers to know for the new year, defined benefit plan changes, and an ERC PSA.
Welcome to this episode of 20/20 Money! This “housekeeping” episode is all about knowing the timely and relevant numbers that…
20/20 Money Episode #269 – 3 successive questions to ask as you plan next year
Welcome to this episode of 20/20 Money! Kicking off the new year, I wanted to share with you three important…
20/20 Money Episode #268 – 20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
Welcome to this episode rewind of 20/20 Money! I think I’m starting a bit of a tradition, because I felt…
