- Financial Planning
20/20 Money Episode #192 – Evaluating the role of vision plans in your practice with Steve Alexander from Anagram
Welcome to this episode of 20/20 Money! My guest on today’s show is Steve Alexander from Anagram. Steve joins me…
20/20 Money Episode #191 – 5 areas to review in your practice that can impact profitability
Welcome to this episode of 20/20 Money! On today’s show I recap some of the ideas and thoughts I shared…
20/20 Money Episode #190-The savings vehicle heirarchy for optometrists and practice owners
There are so many options an optometrist can consider when thinking about the prioritization of savings vehicles for both short…
20/20 Money Episode #189 – Distilling down the complexity of investing to simple execution in today’s choppy markets with Peter Lazaroff, CFA, CFP®
Welcome to this episode of 20/20 Money! My guest on today’s show is Peter Lazaroff (LinkedIn Profile). Peter is a…
20/20 Money Episode #188 – Thinking through and analyzing contact lens profitability in an optometric practice with Dr. Ryan Gustus
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ryan Gustus. Ryan is a partner…
What Are Your Revenue-Producing Activities? Here’s How to Determine What to Delegate
Revenue-producing activities (RPAs) are at the heart of your practice. For optometrists, RPAs are simply optometric care that you provide…
20/20 Money Episode #187 – When is your practice ready for an associate (and how do you prep for it) with Nathan Hayes of IDOC
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with IDOC. In this conversation…
20/20 Money Episode #186 – Celebrating diversification, the role of fixed income, portfolio distributions in retirement, and investing in challenging markets with Eric Nelson, CFA
Welcome to this episode of 20/20 Money! My guest on today’s show is Eric Nelson (@servowealth on Twitter). Eric joins…
Grieving in public…
<– Our girls, Brooklyn (7, almost 8) and Courtney (4) I’ll admit, I’m a bit raw as I write these…
