- Financial Planning
20/20 Money Episode # 106 – 5 Pieces of advice from Dave Ramsey that’s wrong for optometrists
While having a conversation with a friend recently, we got talking about Dave Ramsey’s personal finance philosophy and how great…
20/20 Money Episode #105 – PPP Forgiveness Strategy, EIDL, and Election Update
Today’s episode will discuss a couple of updates around PPP forgiveness and how to think about the taxation of PPP…
20/20 Money Episode # 104 – 5 Scary Financial Decisions Optometrists Make That Keep Them Broke
It’s the weekend after Halloween, and while we’re all coming down from the sugar high we earned by stealing our…
20/20 Money Episode # 103 – How to Talk to Kids About Money
The concept of talking to kids about money can be both a taboo and ambiguous process. For optometrists that own…
20/20 Money Episode # 102 – 5 Ideas for Funding College Education for Your Kids
As an optometrist, saving for college for your child or children can be a sensitive subject. Depending on how or…
20/20 Money Episode # 101 -Taxes 101: Understanding Tax Brackets, Deductions, and Credits
We’ve had a number of tax planning strategies for optometrists to consider in the past, but we’ve never really covered…
20/20 Money Episode # 100 – REALLY Understanding the R&D Tax Credit with Kyle Riddle
Understanding whether optometrists qualify for the R&D tax credit is not a simple answer. There are many questions that need…
Two high profile (and high risk) tax strategies for optometrists
Saving money on taxes is the goal of pretty much every optometrist. It’d be fair to say I could replace…
20/20 Money Episode # 99 – 3 Misunderstood Responsibilities You Have as a 401(k) Plan Sponsor
Owning an optometry practice requires you to wear many hats. As the owner, sponsoring a retirement plan in your practice…
