- Financial Planning
- Financial Planning
- Buy or Sell a Practice
20/20 Money Episode #146 – A deeper dive into understanding life insurance options with Ed Wildermuth, CFP® CPA
Welcome to this episode of 20/20 Money! My guest on today’s show is Ed Wildermuth, CFP®, ChFC®, CPA. Continuing on…
20/20 Money Episode #145 – So you bought some whole life insurance…now what?
Welcome to this episode of 20/20 Money! Today’s episode is all about the options that you have if you’ve purchased…
20/20 Money Episode #144 – Key considerations when thinking about partnership (and what solo owners can learn from it)
On this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Long time listeners will know that…
20/20 Money Episode #143 – Private equity and optometry: a 2021 update with Michael Pote with Growth Cooperative
Welcome to another episode of 20/20 Money! My guest on today’s show is Michael Pote. Michael has been on the…
20/20 Money Episode #142 – Creating a marketing strategy for an optometric practice with Nate Ebel
Welcome to another episode of 20/20 Money! My guest on today’s show is Nate Ebel. Nate is the founder of…
The only thing constant with the student loan industry? Change.
Less than two weeks after FedLoans (the federal direct loan servicing arm of the Pennsylvania Higher Education Assistance Authority) announced that it…
20/20 Money Episode #141 – 3 questions owners need to answer before selling their practice with Nathan Hayes
Welcome to another episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Nathan’s been a guest in…
20/20 Money Episode #140 – Survive to thrive: Try Not 2 Blink Podcast guest appearance
Welcome to this episode of 20/20 Money, and if you’re listening to this on July 12th, happy National Heterochromia day!…
20/20 Money Episode #139 – Should you compare your portfolio to a benchmark?
Welcome to this episode of 20/20 Money! I often get asked the question “Have I saved enough” for retirement or…
