- Financial Planning
- Financial Planning
20/20 Money Episode # 42 – The ABC’s and 123’s of Disability Insurance
On this episode of 20/20 Money, it’s all about the ABC’s and 123’s of disability insurance for optometrists. We’ll discuss…
20/20 Money Episode # 41 – Should You Upgrade Your Retirement Plan From a SIMPLE IRA to a 401(k)?
Welcome to this episode of 20/20 Money! Today’s show is all about retirement plans and specifically whether (and when) an…
Earn the average
We’ve heard them all before. The cliche investment phrases. They sound like this: “Stay the course” “Over the long term,…
20/20 Money Episode # 40 – Getting Down with Dailies: The How and Why of Increasing Daily CL Rx in Your Practice
Welcome, everybody! Welcome to the 40th episode of 20/20 Money. My guest on today’s show is Dr. Jennifer Stewart, OD.…
“What if?” – A few thoughts after my trip to Canada
At the end of June, my dad and I (along with my brother-in-law and his cousin) set out on a…
A revised take on the new 199A QBI deduction for optometry practice owners
With the passage of the Tax Cuts and Jobs Act in late 2017, many optometrists and their team of advisors…
20/20 Money Episode # 39 – 1031’s and DST’s: Tax and Investment Considerations When Selling Commercial Real Estate
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Nina O’Neal. Nina is a…
20/20 Money Episode #38 – Reality vs Entertainment: Understanding Market Declines and Financial Pornography
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Jeff Smith. Jeff is a…
20/20 Money Episode # 37 – Buying and Growing a Successful Rural Optometry Practice: The Story of Dr. Matt Mitchell, OD
Welcome back to another episode of 20/20 Money. My guest on today’s show is Dr. Matt Mitchell. Dr. Mitchell owns…
