- Financial Organization
20/20 Money Episode #218 – 3 financial lessons learned from my grandpa and grandma that can shape your relationship with money
On this episode, I wanted to share a bit of a personal story about 3 lessons that I learned from…
- Financial Organization
20/20 Money Episode #217 – Making sense of your practice financials (profit/loss, balance sheet, and cash flow statement) with Nathan Hayes of IDOC
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with IDOC. Nathan joins me…
- Financial Organization
20/20 Money Episode # 201 – Putting practice financials through a personal finance filter
Welcome this episode of 20/20 Money! Practice financials can sometimes seem complicated and overwhelming, especially if you haven’t had any…
- Financial Organization
20/20 Money Episode # 125 – Don’t forget about the little guy!…a review of asset allocation and the importance of small caps
On this episode of 20/20 Money, I share one example of why it’s important to ensure that your portfolio has…
- Financial Organization
Why is spending cash so hard?
Spending cash is hard. Anyone that’s gone through our planning process knows that one of the first pillars of a…
- Financial Organization
Making a profit sharing contribution in your optometry practice
There comes a time and place where a successful optometry practice that is “cash flow rich” is in a position…
- Financial Organization
The Dose Episode 17 – Health Insurance: COBRA vs Healthcare.gov
Today’s show is another solo episode that takes you on my personal journey as I evaluate healthcare options that my…
- Financial Organization
Action items to take during volatile markets
Unless you don’t watch the news, open the newspaper (if you still get one in print), get online, or check…
- Financial Organization
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- Financial Planning
The Dose Episode 2 – Undressing Financial Services
Welcome to the first full episode of The Dose! For the first episode, the timing of when this was recorded…
