- Financial Organization
- Life Planning
- Financial Planning
20/20 Money Episode #126 – Rethink the way you think about budgeting in your practice with Nathan Hayes
On this episode of 20/20 Money! My guest on today’s show is Nathan Hayes of IDOC. Nathan joins us to…
20/20 Money Episode # 125 – Don’t forget about the little guy!…a review of asset allocation and the importance of small caps
On this episode of 20/20 Money, I share one example of why it’s important to ensure that your portfolio has…
20/20 Money Episode # 124 – Building your leadership team: how to remove yourself from day-to-day decision making in your office
On this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo. Steve joins me on the…
20/20 Money Episode #123 – Selling from the chair: Reframing your mindset around sales and how it increases your bottom line
On this episode of 20/20 Money! My guest on today’s show is Dr. Gina Wesley, OD. Dr. Wesley is back…
20/20 Money Episode #122 – (Re) thinking your investment asset allocation as a practice owner
On this episode of 20/20 Money I talk about a new way to think about asset allocation and diversification as…
20/20 Money Episode #121-Student Loan Planning in 2021
On this episode of 20/20 Money! My guest on today’s show is Rob Bertman. Rob is one of the resident…
20/20 Money Episode #120 – UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children
On this solo episode of 20/20 Money, I will be explaining the process of gifting of assets to your children,…
20/20 Money Episode #118 – The “how” behind what made 2020 the best year ever for one high-producing practice owner with Dr. Jeremy Ciano
On this episode of 20/20 Money, my guest on today’s show is Dr. Jeremy Ciano, owner and founder of RevolutionEyes…
20/20 Money Episode #117 – GameStop ($GME) story-time: The good, the bad, and the ugly…and what we can learn from it
On this episode of 20/20 Money! My guest on today’s show is my good friend Josh Bannerman, (a.k.a. the “OG”…
