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    • Financial Planning
    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.…

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    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…

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    • Financial Organization
    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…

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    The Dose Episode 16 – “Straight cash, homie!”

    Today is a shorter, solo episode and I talk all things cash. This may seem like a boring topic because…

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    • Financial Planning
    The Dose Episode 15 – Cash Balance Plans 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 &…

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    The Dose Episode 14 – Financial Decision-Making for Optometrists with Dr. Jeremy Ciano

    Welcome to another episode of The Dose. In this episode, I’m joined again by Dr. Jeremy Ciano, an optometrist located…

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    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 &…

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    • 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…

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    • 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,…

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