Archives

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 #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 #165 – Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei

Welcome to this episode of 20/20 Money! My guest on today’s show is Erich Mattei. Erich is the founder of…

20/20 Money Episode #164 – 5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong

Welcome to this episode of 20/20 Money! My guest on today’s show is JR Armstrong. JR is a CPA and…