- Buy or Sell a Practice
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…
20/20 Money Episode #138 – Bitcoin and DOGE and Etherium, oh my!! A discussion about crypto and your portfolio with Justin Castelli
Welcome to another episode of 20/20 Money! My guest on today’s show is Justin Castelli. Justin has become a good…
20/20 Money Episode #137 – A chat with one of the founders of “ODs on Finance” Facebook, Dr. Aaron Neufeld, OD (Part 2)
Welcome to 20/20 Money! My guest on today’s show is Dr. Aaron Neufeld, OD and this is Part 2 of…
20/20 Money Episode #136 – A chat with one of the founders of “ODs on Finance” Facebook, Dr. Aaron Neufeld, OD (Part 1)
Welcome to 20/20 Money! My guest on today’s show is Dr. Aaron Neufeld, OD and this is Part 1 of…
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…
