Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Pete Kehoe, OD. Pete joins me…
In this episode, we’ll be discussing the concept of basis and its impact on taxes for S-corp optometric practices. Basis…
On today’s episode, we’ll discuss the different ways a business can be formed and the way that each of those…
Welcome to this episode of 20/20 Money! This was my guest appearance conversation with Dr. Bethany Fishbein, OD, CEO of…
Welcome to this episode of 20/20 Money! This week’s episode is my guest appearance on IDOC’s “Eye Own a Business”…
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Smiley, OD. Chris joins me…
Welcome to this episode of 20/20 Money! My guest on today’s show is Denise Logan. Denise joins me on the…
Welcome to this episode of 20/20 Money! My guest on today’s show is Ankit Patel. Ankit and I chat about…
Understanding the relationship between business risk and the multiples that are paid on practices is important for anyone that’s buying…

We’ve prepared your Ultimate Practice Owner’s Financial Planning Toolkit for you…
…Just tell us where to send it
You are now leaving the Integrated Planning & Wealth Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer and is not affiliated with Integrated Planning & Wealth Management or any advisor(s) whose name(s) appears on this Website. Integrated Planning & Wealth Management is/are independently owned and operated. Schwab neither endorses nor recommends Integrated Planning & Wealth Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Integrated Planning & Wealth Management
The Planning Life, On Purpose newsletter delivers essential tips, timely updates, and exclusive invites to our expert-led webinars directly to your inbox. Subscribe and start planning life, on purpose today!

We’ve prepared your Optometrist Buyer’s Dashboard for you…
…Just tell us where to send it