• Financial Organization, Financial Planning
20/20 Money Episode #256 – Successful implementation of VT in your practice with Dr. Heidi Bell

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Heidi Bell, OD, FCOVD. Heidi is…

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  • Financial Organization
Maximizing Employee Productivity for Optometric Practice Success

In an optometric practice, like any business, owner and employee productivity can make or break your success. Today I want…

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  • Financial Independence
20/20 Money Episode #255 – The Financial Profession is “Clear as Mud.” Let’s Clarify Fiduciary Duty vs Suitability Standards, The Different Business Models, & Conflicts of Interest

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on…

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  • Life Planning
5 Ideas for Funding College Education for Your Kids as an Optometrist

At some point in their careers, a lot of optometrists find themselves paying down student loan debt, managing a mortgage,…

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  • Life Planning
20/20 Money Episode #254 – Investing in Your Team, the Importance of Culture and Purpose, What ODs can Learn From Dentistry, and Focusing on the Long-Term with Dr. Andy Yaryan, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Andy Yaryan, OD. Andy and I have…

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  • Financial Organization
Creating a Win-Win: Associate Compensation Structures That Work in Optometry Practices

One aspect of optometric practice ownership that deserves some attention is how you structure compensation for your associate optometrists.  In…

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  • Buy or Sell a Practice
20/20 Money Episode #253 – Making the Right Decisions and Avoiding Mistakes With Commercial Real Estate With Mike Jorgenson of Carr Healthcare Realty

Welcome to this episode of 20/20 Money! My guest on today’s show is Mike Jorgenson with Carr Healthcare Realty. Mike joins…

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  • Buy or Sell a Practice
What is my Optometry Practice Worth? A Financial Planner’s Perspective

During my time as a financial planner for optometric private practice owners, I’ve seen the immense potential and challenges that…

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  • Financial Organization
20/20 Money Episode #252 – Overrated and Underrated Practice Management Metrics in the Business of 0ptometry with Dr. Matt Mitchell

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Matt Mitchell, OD. Matt joins me…

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