- Financial Planning
- Policy Changes
- Financial Planning
- Financial Planning
20/20 Money Episode # 152 – The AOA changed their disability and life insurance group plan…here’s what you need to know
Welcome to this episode of 20/20 Money! On this episode, we’ll provide a brief refresher on the important components of…
What optometry practice owners need to know about HHS round 4 funding
Optometric practice owners may find themselves being able to benefit from additional funding that has been allocated through the continued…
20/20 Money Episode #151 – Adding an associate: why, when, and how with Dr. Steve Vargo, OD
On this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo. Steve joins me on the show…
20/20 Money Episode #150- Rewind: 5 Reasons Why I Don’t Like SIMPLE IRAs for Optometry Practice Owners
Welcome to a Rewind episode of 20/20 Money! It’s September, which means that it’s the time of year when practice…
20/20 Money Episode #149 – Systematizing to Specialize with Jen Goldman
Welcome to this episode of 20/20 Money! My guest on today’s show is Jen Goldman. Jen has spent her career…
20/20 Money Episode #147 – Rewind: Adding an associate: Understanding marginal chair cost to leverage your practice
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr Matt Mitchell and this is actually…
20/20 Money Episode #146 – A deeper dive into understanding life insurance options with Ed Wildermuth, CFP® CPA
Welcome to this episode of 20/20 Money! My guest on today’s show is Ed Wildermuth, CFP®, ChFC®, CPA. Continuing on…
20/20 Money Episode #145 – So you bought some whole life insurance…now what?
Welcome to this episode of 20/20 Money! Today’s episode is all about the options that you have if you’ve purchased…
20/20 Money Episode #144 – Key considerations when thinking about partnership (and what solo owners can learn from it)
On this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Long time listeners will know that…
