The Dose Episode 13 – Donor Advised Funds 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 &…
- Life Planning
The Dose Episode 12 – All Things Student Loans with Travis Hornsby, Founder and CEO of Student Loan Planner
Welcome to this Episode of The Dose podcast. My guest on today’s show is Travis Hornsby. Travis is a charter…
- Life Planning
The Dose Episode 11 – Inside the Mindset and Methods of a Multi-Million dollar, single OD practice w/ Dr. Jeremy Ciano
Welcome to another episode of The Dose. In this episode, I’m joined by Dr. Jeremy Ciano, an optometrist located in Carmel,…
The Dose Episode 10 – Dispelling Myths about Corporate Affiliated Optometry at The Energeyes National Meeting, St. Louis, MO
A special mini-episode with segments from the Energeyes National Meeting in St. Louis. The Energeyes National Meeting is the annual…
- Life Planning
The Dose Episode 9 – Goal Setting: Beginning the Year on a Curve Ball
Welcome to this episode of The Dose podcast and Happy 2019! I hope you all had a wonderful and happy…
The Dose Episode 8 – Michael Pote, CEO at The Growth Cooperative
Welcome to this Episode of The Dose podcast. My guest on today’s show is Michael Pote. Michael and I met…
TANSTAAFL
Huh? Yeah, I had to do the same thing the first time that I saw this phrase…and I’m an (I…
- Financial Planning
The Dose Episode 7 – Retirement Plan Options for Practice Owners with Josh Kegley
Welcome to this Episode of The Dose podcast. My guest on today’s show is Josh Kegley with Retirement Plan Consultants. Josh…
- Financial Planning
What’s wrong with the planning profession
During a recent conversation with a new prospective client of our firm Integrated Planning & Wealth Management, the individual shared a…
