- Financial Planning
- Financial Planning
20/20 Money Episode # 94 – A Powerful 401(k) Option You’ve Probably Never Heard Of
Utilizing a retirement plan like a 401(k) profit sharing plan is a great tool to help optometrists save money for…
How optometrists can reduce taxes using these 3 CARES Act strategies
COVID-19 has certainly forced practice owners to faced some difficult headwinds in 2020. Owners must continue to not only work…
20/20 Money Episode 93 – How to Use Your Website to Drive New Patients to Your Practice
Having a website that stands out, drives new patient growth, and creates a great patient experience is a tall order…
20/20 Money Episode # 92 – Five Reasons Why I Don’t Like SIMPLE IRAs for Optometry Practice Owners
Choosing a retirement plan for your optometry practice is an important decision and it’s one of those processes that can…
20/20 Money Episode #91 – Three CARES Strategies to Revisit
As optometrists continue to deal with the personal and professional financial implications of COVID-19, the CARES Act has been the…
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…
