- Financial Planning
- Financial Planning
20/20 Money Episode #90-Proactive, Mid-Year Tax Planning Strategies to Review
Hello, and welcome to this episode of 20/20 Money! On today’s episode, I discuss 7 proactive strategies that you can…
20/20 Money Episode # 89 – 7 Items to Review on Your Tax Return
Hello, and welcome to this episode of 20/20 Money! On this episode, I highlight seven-line items on your tax return…
20/20 Money Episode # 88 – How to Understand Practice Cash Flow to Help Grow Your Net Worth with Nathan Hayes
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Nathan is an…
Piloting your financial plan: when “going around” isn’t an option
One of my life’s passions is general aviation. There’s something magical about what we’ve been able to do as a…
20/20 Money Episode # 87 – Profit First with Dr. Mick Kling, OD
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD. Mick…
20/20 Money Episode # 86 – How Two ODs ARE CRUSHING over $600K in Student Loan Debt: An Interview with Drs. Zac & Joelle Holland
Hello, and welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Zac and Joelle Holland.…
20/20 Money Episode # 85 – Getting a Fair Deal: An Optometrist’s Guide to Savvy Real Estate Leases with Colin Carr
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Colin Carr. Colin is the founder…
20/20 Money Episode # 84 – How Rethinking Your Patient Interaction Can Influence Change and Improve Your Practice with Dr. Steve Vargo, OD
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo, OD. Steve…
20/20 Money Episode # 83 – Navigating a Private Equity Practice Exit (Part 2): A Conversation with Jason Preator
This is part 2 of my conversation with Jason Preator. Please be sure to check out part 1 from last…
