- Financial Planning
- Life Planning
- Life Planning
- Financial Planning
- Financial Planning
20/20 Money Episode # – Live at IDOC Connection: Retaining & empowering staff and using metrics to guide your human capital with Dr. Jen Stewart
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Jennifer Stewart. Jen joins the show…
20/20 Money Episode #176: KPIs, profit loss plinko, generational human capital management, and buying or selling in today’s market with Dr. Solomon Gould, OD MBA
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Solomon Gould, OD MBA (Facebook. LinkedIn,…
Piloting your financial plan as an optometric practice owner
Anyone that’s spent any time around Adam knows that flying and general aviation are a big part of his life.…
20/20 Money Episode # 175 – Setting goals, asking the right questions, common mistakes made by young practice owners, risk management, and defining success: Adam’s guest appearance on “Medical Millennial with Dr. Emilie Seitz
Welcome to this episode of 20/20 Money! This episode is my guest appearance on Medical Millennial series with Dr. Emilie…
Building an intentional practice
In addition to providing great optometric care to your patient base, private practice is meant to serve you personally–on your…
20/20 Money Episode #174 – The Power of Planning (Adam’s guest appearance on Power Hour Podcast)
Welcome to this episode of 20/20 Money! This episode is my guest appearance on the Power Hour Optometry Podcast hosted…
20/20 Money Episode #173 -Lying in plain sight: identifying errors in your practice financials with Hayley Stewart
Welcome to this episode of 20/20 Money! My guest on today’s show is Hayley Stewart. Hayley is the Financial Services…
20/20 Money Episode #172 – Episode #172 – Gaining an allocator’s edge with your portfolio with Phil Huber, CFA
Phil has been involved in the financial services business since 2007 and is the Chief Investment Officer in Savant Wealth’s…
20/20 Money Episode #171: Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®
Welcome to this episode of 20/20 Money! My guest on today’s show is Ashy Daniels, CFP®. Ashby is an advisor,…
