- Financial Planning, Practice Management
- Practice Management
- Practice Management
- Practice Management
- Practice Management
- Financial Planning
- Financial Independence
- Buy or Sell a Practice, Practice Management
- Practice Management
20/20 Money Episode #354 – A simple strategy to make the pain of quarterly estimates less (emotionally) stressful for optometry practice owners
If you’ve ever wondered how to take some of the emotional sting out of estimated tax payments, this episode is…
20/20 Money Episode #353 – Lessons from the (former) President of TSO: cooperative strategies to counter PE disruption and empower private practice ownership with John Marvin
My guest today is John Marvin, former President of TSO (Texas State Optical). John joins me to talk about two…
20/20 Money Episode #352 – 2024 Books & Benchmarks Report Discussion with Nathan Hayes
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Nathan joins me on the…
20/20 Money Episode #351 – Are Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP®
Welcome to this episode of 20/20 Money! My guest on today’s show is Peter Lazaroff, CFA, CFP®. Peter joins me to…
20/20 Money Episode #350 – Building my ideal “Frankenstein” practice discourse, 3 important practice metric numbers to focus on, and examples of AI use in practice with Dr. Dodge Perry, OD
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Dodge Perry, OD. Dodge joins me…
20/20 Money Episode #349 – What the One Big Beautiful Bill Act means for optometry private practice owners & their financial planning
In this episode of 20/20 Money, I break down some of the most impactful tax and planning changes introduced in…
20/20 Money Episode #348 – 5 common decisions that prevent ODs from achieving financial independence
Welcome to this episode of 20/20 Money. In the spirit of Independence Day, today’s episode explores a different kind of…
20/20 Money Episode #347 – ANOTHER 20/20 Takeover: Your favorite KPIs (and why?!) w/ Drs. Jennifer Stewart, OD & Jeremy Ciano, OD
Welcome to this episode of 20/20 Money! My guests on today’s show are my two good friends—and successful practice owners—Drs.…
20/20 Money Episode #346 – The delegation journey…and why every practice owner should be on it! with Dr. Michael Neal, OD
Welcome to this episode of 20/20 Money. My guest on today’s show is Dr. Michael Neal, OD. Mike joins me…
