- Financial Planning
- Financial Planning
- Financial Planning
- Financial Organization
20/20 Money Episode #209-Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)
Welcome to this episode of 20/20 Money! This episode is the guest appearance I did on Dr. Chris Wolfe’s podcast…
20/20 Money Episode #208 – Don’t get “spooked” by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly
Welcome to this episode of 20/20 Money! On today’s show we discuss the relationship between tax loss- and gain-harvesting and…
20/20 Money Episode #207-The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Larry Golson. Larry is the founder…
20/20 Money Episode #206 – Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian
Welcome to this episode of 20/20 Money! My guest on today’s show is Ali Oromchian. Ali is an attorney and…
20/20 Money Episode #205-Attracting and retaining non-OD team members in today’s competitive marketplace with Amy Alvarez of IDOC
Welcome to this episode of 20/20 Money! My guest on today’s show is Amy Alvarez with IDOC. Amy joins me…
20/20 Money Episode #204-Correlating your savings rate to your practice production
Welcome to this episode of 20/20 Money! Today, I talk about the importance of understanding your savings rate and how…
20/20 Money Episode #203 – Rethinking the perception of sales in your office with Kayla Ashlee, Founder of Spexy
Welcome to this episode of 20/20 Money! I’m joined by Kayla Ashlee (founder of Spexy) live at Vision Expo West.…
20/20 Money Episode #202 – What it means to partner with private equity with Billy Murray from myeyedr
Welcome to this episode of 20/20 Money! My guest on today’s show is Billy Murray with myeyedr. I wanted to…
20/20 Money Episode # 201 – Putting practice financials through a personal finance filter
Welcome this episode of 20/20 Money! Practice financials can sometimes seem complicated and overwhelming, especially if you haven’t had any…
