- Financial Planning
- Buy or Sell a Practice
- Buy or Sell a Practice
- Financial Planning
- Financial Organization
20/20 Money Episode 24 – Why You Need a Professional Team with Dr. John Ormando
Welcome everybody, to another episode of 20/20 Money! On the show today I have Dr. John Ormando with Uppercut Consulting.…
20/20 Money Episode 23 – Be Proactive With Your Tax Planning!!
In this week’s show, it’s all about taxes! You’ll learn how our federal tax system works, the difference between someone’s…
20/20 Money Episode 22 – Managing the Stress of Practice Ownership with Dr. Steve Vargo, OD, MBA
Welcome everybody to the first episode of the newly renamed/rebranded podcast “20/20 Money!” Since inception, this show has been called…
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…
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.…
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…
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…
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…
