- 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…
- 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…
- Financial Planning
Maximizing Tax Deductions for Optometry Practice Owners: Understanding Tax Brackets, Deductions, and Credits
As an optometry practice owner, you have a unique set of financial considerations that require careful planning and strategic decision-making. …
- Buy or Sell a Practice
20/20 Money Episode #251 – Building a “Super-Single” vs a Multi-Location Practice: A Conversation With Dr. Julie Helmus & Mike Kogelis
Welcome to this episode of 20/20 Money! My guests on today’s show are Mike Kogelis & Dr. Julie Helmus, OD.…
- Financial Planning
20/20 Money Episode #250 – Finding out What Brings You Joy and Fulfillment at Work and What Frustrates You…and Removing That From Your Life with Dr. Pete Kehoe, OD
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Pete Kehoe, OD. This intro is…
- Financial Organization, Financial Planning
20/20 Money Episode #249 – An update on all things student loan planning post-COVID with Lauryn Williams from StudentLoanPlanner.com
Welcome to this episode of 20/20 Money! My guest on today’s show is Lauryn Williams. Lauryn is an experienced consultant…
- Buy or Sell a Practice
20/20 Money Episode #248 – How Ignoring Interest Rate Arbitrage and Focusing on the Emotion of Paying Off Debt Can Accelerate Savings and Wealth Creation With Dr. Matt Mitchell, OD
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Matt Mitchell, OD. Matt joins me…
- Buy or Sell a Practice
20/20 Money Episode #247 – Why It’s Wrong To Think You Should Get a Discount to Buy Into the Practice You’ve Worked in as an Associate
Welcome to this episode of 20/20 Money! On today’s episode I share some insights and experience as to why there…
- Financial Planning
20/20 Money Episode #246 – How Utilizing a Streamlined Hiring Service Can Help Save Time and Money by Ensuring the Right People Are on the Bus with Dr. Mike Neal, OD
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mike Neal, OD. Mike owns both…
