- Financial Planning
- Financial Planning
- Life Planning
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,…
20/20 Money Episode #170 – (Re)setting expectations on the valuation of an optometry practice with Nathan Hayes
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Nathan joins me back on…
20/20 Money Episode #169 – Why your books may not be as accurate as you think with Dr. Wade Weisz
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Wade Weisz from For Eyes Bookkeeping.…
20/20 Money Episode # – 168 – Streamlining the CL ordering process to increase sales and enhance the patient experience with Brianna Rhue
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Brianna Rhue, OD, co-founder of DrContactLens.com…
20/20 Money Episode #167 – Pursuing a better investment experience and philosophy with Eric Nelson
Welcome to this episode of 20/20 Money! My guest on today’s show is Eric Nelson, CFA (@ServoWealth). Eric is the…
20/20 Money Episode #166 – Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
Welcome to this episode of 20/20 Money! My guest on today’s show is Stephanie Bogan. While Stephanie has built and…
