• 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…

Read now
  • 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…

Read now
  • 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…

Read now
  • 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…

Read now
  • 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…

Read now
  • 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…

Read now
  • 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…

Read now
  • Financial Organization, 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…

Read now