- Financial Planning
- Policy Changes
20/20 Money Episode #156 – How the “Augusta rule” can provide tax-free income from your optometry practice
If you’re a practice owner and a homeowner, there’s a little planning strategy that can allow you to get money…
20/20 Money Episode #155 – I-bonds: a little-known (and guaranteed) option for “lazy money”
Most of us can’t remember the last time that we actually earned anything worth noting on our cash reserves. The…
20/20 Money Episode #154 – Why the backdoor Roth IRA matters for optometrists
Welcome to this episode of 20/20 Money! We’re 150+ episodes into this podcast and this was the first episode we’ve…
20/20 Money Episode #153 – Creating a win-win: Associate comp structures that work in optometry practices
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. This conversation is a follow…
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…
