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…
- 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.…
- 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…
- 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.…
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…
- 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…
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…
- Financial Planning
The Dose Episode 15 – Cash Balance Plans with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.
Welcome to this Episode of The Dose podcast. My guest on today’s show is Kevin Wittmeyer, Manager at Slattery &…
The Dose Episode 14 – Financial Decision-Making for Optometrists with Dr. Jeremy Ciano
Welcome to another episode of The Dose. In this episode, I’m joined again by Dr. Jeremy Ciano, an optometrist located…
