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Financial Organization

    • 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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    • 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…

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    • Financial Organization, Financial Planning
    20/20 Money Episode #245 – The Importance of Tracking Frame Turn for Profitability in Your Optical with Kayla Ashlee

    Welcome to this episode of 20/20 Money! My guest on today’s show is Kayla Ashlee. Kayla is the creator behind…

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    • 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…

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    • 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…

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    • 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…

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    • 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…

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    • 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…

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    • 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…

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