• Financial Planning
20/20 Money Episode 23 – Be Proactive With Your Tax Planning!!

In this week’s show, it’s all about taxes! You’ll learn how our federal tax system works, the difference between someone’s…

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20/20 Money Episode 22 – Managing the Stress of Practice Ownership with Dr. Steve Vargo, OD, MBA

Welcome everybody to the first episode of the newly renamed/rebranded podcast “20/20 Money!” Since inception, this show has been called…

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Why we’re sabotaging our financial plan (by traditional definition)

Ask any CFP® Professional what one of the most important principles of financial planning and working towards financial independence is…

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  • Buy or Sell a Practice
The Dose Episode 21 – So You Want to Sell Your Practice (Part II)… with Michael Pote, CEO of The Growth Cooperative

Hello friends, Adam Cmejla back here again with Part 2 of my conversation with Michael Pote of The Growth Cooperative.…

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  • Buy or Sell a Practice
The Dose Episode 20 – So You Want to Sell Your Practice… with Michael Pote, CEO of The Growth Cooperative

We’ve been on a roll lately in having some of our past guests share more of their knowledge and today…

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  • Financial Planning
The Dose Episode 19 – Making the Most of Your Practice’s Retirement Plan

We’re back with another episode of The Dose. Today I have another returning guest, Josh Kegley with Retirement Plan Consultants.…

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The Dose Episode 18 – Income Allocation: Saving vs Paying Down Debt

In this episode we talk about one of the most common questions I hear from optometrists: should I pay down…

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  • Financial Organization
The Dose Episode 17 – Health Insurance: COBRA vs Healthcare.gov

Today’s show is another solo episode that takes you on my personal journey as I evaluate healthcare options that my…

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The Dose Episode 16 – “Straight cash, homie!”

Today is a shorter, solo episode and I talk all things cash. This may seem like a boring topic because…

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