• Buy or Sell a Practice, Financial Independence, Financial Planning
A case study: implementing a cash balance plan in an optometry practice

As we discussed during this episode of 20/20 Money, Charlie Steingas with Cash Balance Actuaries ran through a cash balance…

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  • Financial Independence, Financial Planning
Navigating Financial Challenges with Dr. Rhue

Adam: Welcome back to another episode of 2020 Money, Dr. Brianna Rue! Thank you for joining us today. So, I…

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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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  • Financial Independence
20/20 Money Episode # 233-How tiny improvements compound your practice’s financial success: a conversation with Dr. Bethany Fishbein from The Power Practice

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, host of the Power…

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  • Financial Independence
20/20 Money Episode #232 – Inside the methods and mindset of a highly efficient, highly profitable private practice with Dr. Todd Cohan, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Todd Cohan, OD (email; website). Todd…

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  • Financial Independence
20/20 Money Episode #231-LIVE at IDOC Connection!! Practice profits, household budgets, and personal wealth w/ Nathan Hayes

Welcome to this episode of 20/20 Money! This was a very special episode of 20/20 Money, as it not only…

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  • Financial Independence
20/20 Money Episode #216 – Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

Welcome to this episode rewind of 20/20 Money! Given that this is the last episode of the year, this is…

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  • Financial Independence
20/20 Money Episode 28 – The Impact of Mastermind Groups: The Story of Dr. Kent Godfrey

Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Kent Godfrey. Kent owns…

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  • Financial Independence
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…

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