- Life Planning
- Financial Planning
- Financial Planning
- Financial Independence
- Policy Changes
The Dose Episode 10 – Dispelling Myths about Corporate Affiliated Optometry at The Energeyes National Meeting, St. Louis, MO
A special mini-episode with segments from the Energeyes National Meeting in St. Louis. The Energeyes National Meeting is the annual…
The Dose Episode 9 – Goal Setting: Beginning the Year on a Curve Ball
Welcome to this episode of The Dose podcast and Happy 2019! I hope you all had a wonderful and happy…
The Dose Episode 8 – Michael Pote, CEO at The Growth Cooperative
Welcome to this Episode of The Dose podcast. My guest on today’s show is Michael Pote. Michael and I met…
TANSTAAFL
Huh? Yeah, I had to do the same thing the first time that I saw this phrase…and I’m an (I…
The Dose Episode 7 – Retirement Plan Options for Practice Owners with Josh Kegley
Welcome to this Episode of The Dose podcast. My guest on today’s show is Josh Kegley with Retirement Plan Consultants. Josh…
What’s wrong with the planning profession
During a recent conversation with a new prospective client of our firm Integrated Planning & Wealth Management, the individual shared a…
The Dose Episode 6 – Marketing & Branding with Matt McNairy
Welcome to this episode of The Dose podcast. My guest on today’s show is Matt McNairy and we will be…
Planning for the 199A deduction in your practice
While the Tax Cuts and Jobs Act (TCJA) that was passed at the end of 2017 introduced a myriad of…
The Dose Episode 5 – Dan Zone, VP Senior Relationship Manager with Wells Fargo Business Banking
In this episode of the Dose Adam talks with Dan Zone from Wells Fargo about the many aspects of financing…
