- Financial Organization
- Financial Independence
- Life Planning
- Life Planning
- Financial Organization
- Buy or Sell a Practice
- Buy or Sell a Practice
- Financial Organization
- Financial Planning
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,…
20/20 Money Episode #254 – Investing in Your Team, the Importance of Culture and Purpose, What ODs can Learn From Dentistry, and Focusing on the Long-Term with Dr. Andy Yaryan, OD
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Andy Yaryan, OD. Andy and I have…
Creating a Win-Win: Associate Compensation Structures That Work in Optometry Practices
One aspect of optometric practice ownership that deserves some attention is how you structure compensation for your associate optometrists. In…
20/20 Money Episode #253 – Making the Right Decisions and Avoiding Mistakes With Commercial Real Estate With Mike Jorgenson of Carr Healthcare Realty
Welcome to this episode of 20/20 Money! My guest on today’s show is Mike Jorgenson with Carr Healthcare Realty. Mike joins…
What is my Optometry Practice Worth? A Financial Planner’s Perspective
During my time as a financial planner for optometric private practice owners, I’ve seen the immense potential and challenges that…
20/20 Money Episode #252 – Overrated and Underrated Practice Management Metrics in the Business of 0ptometry with Dr. Matt Mitchell
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Matt Mitchell, OD. Matt joins me…
Maximizing Tax Deductions for Optometry Practice Owners: Understanding Tax Brackets, Deductions, and Credits
As an optometry practice owner, you have a unique set of financial considerations that require careful planning and strategic decision-making. …
