- Financial Organization
- Financial Organization
- Financial Planning
Why is spending cash so hard?
Spending cash is hard. Anyone that’s gone through our planning process knows that one of the first pillars of a…
20/20 Money Episode 27 – A Tale of Two Roles: The Career Journey of Britt Gustafson, OD
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Britt Gustafson. Britt is…
20/20 Money Episode 26 – Eye Moonlight as a Podcast Host: The Careers of Drs. Roya Habibi & Jimmy Deom
Welcome to this episode of 20/20 Money! My guest on today’s show are Drs. Jimmy Deom and Roya Habibi. This…
20/20 Money Episode 25 – Understanding the Financials of Your Practice to Make Smart Business Decisions
We’re here with another episode of 20/20 Money! I’m your host Adam Cmejla. I’m a certified financial planner and founder…
Making a profit sharing contribution in your optometry practice
There comes a time and place where a successful optometry practice that is “cash flow rich” is in a position…
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…
