- Life Planning
- Financial Planning
- Policy Changes
20/20 Money Episode #160 – 3 financial dos and don’ts before year-end
With a little over a month before the end of the year, there’s still time to proactively plan your finances…
20/20 Money Episode #158 – The benefits of sharing your practice financials with your spouse
How well does your spouse or significant other understand the cash flow of your practice? How consistent are you in…
20/20 Money Episode # 157 – Completely Rethinking the Patient Experience with Dennis Moseley Williams
Welcome to a “Rewind” episode on 20/20 Money! I wanted to bring this episode back because I believe there’s a…
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…
