Integrated Planning’s founder Adam Cmejla, CFP® named to InvestmentNews’ 2021 40 Under 40 List
InvestmentNews has recognized Adam Cmejla, CFP® as a 2021 40 Under 40 Honoree. Adam was chosen from a pool of…
20/20 Money Episode #135 – How to thrive in the midst of constraints with Dr. Ted McElroy
On this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. Ted joins us back on…
20/20 Money Episode # 134 – Knowing Your Number (Holiday Rewind)
Hello 20/20 Money community, welcome to a “holiday week repeat.” Given that this episode is coming out on Memorial Day,…
20/20 Money Episode #133 – Using the “Google My Business” to grow your patient base: an audible website case study with Dr. Rich Zimbalist
On this episode of 20/20 Money! My guest on today’s show is Dr. Rich Zimbalist. Rich (who’s been on the…
20/20 Money Episode # 132 – Warming up to cold starts (Part 2) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors
On this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders of…
20/20 Money Episode #131 – Warming up to cold starts (Part 1) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors
On this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders of…
20/20 Money Episode # 130 – 4 items to review for errors on your tax return
It’s tax season, which means that we’re spending a fair amount of planning energy reviewing clients’ tax returns to ensure…
20/20 Money Episode #129 – The financial benefits of integrating disease management into your practice with Dr. Chris Wolfe
On this episode of 20/20 Money! My guest on today’s show is Dr. Chris Wolfe. Chris joins the show to…
20/20 Money Episode #128 – Understanding your health insurance options as a practice owner with Jordan Clarke
On this episode of 20/20 Money! My guest on today’s show is Jordan Clarke. Jordan is one of the Vice…
