- Financial Planning
- Financial Independence, Financial Planning
- Financial Planning, Practice Management
- Financial Planning
- Buy or Sell a Practice, Financial Planning, Practice Management
- Buy or Sell a Practice, Financial Planning
- Financial Independence, Financial Planning
- Financial Independence, Financial Planning
- Financial Planning, Practice Management
Tax Strategies to Embrace and Avoid & A Case Study on Where to Look for Errors on Your Tax Return: My Guest Appearance on Eye Own A Business Podcast
Many optometrists are either leaving money on the table with their tax strategy—or unknowingly pushing the boundaries of tax law.…
Solving for optionality and the importance of community up to and through retirement with Roger Whitney
On this episode, we explore the unique intersection of financial planning and personal growth, discussing the importance of thinking on…
20/20 Money Episode #354 – A simple strategy to make the pain of quarterly estimates less (emotionally) stressful for optometry practice owners
If you’ve ever wondered how to take some of the emotional sting out of estimated tax payments, this episode is…
20/20 Money Episode #349 – What the One Big Beautiful Bill Act means for optometry private practice owners & their financial planning
In this episode of 20/20 Money, I break down some of the most impactful tax and planning changes introduced in…
20/20 Money Episode #344 – The power of community, stopping the “race to the bottom,” educating ODs on practice affordability, discussing the Associate OD shortage, and more with Dr. Mick Kling, OD
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD. Mick joins me…
20/20 Money Episode #342 – The home loan balancing act: smart mortgage moves for optometry practice owners with Lee Raykovicz, OD
Welcome to this episode of 20/20 Money! My guest on today’s show is Lee Raykovicz, OD, a mortgage broker with…
20/20 Money Episode #339 – Live from NSUOCO: Top 10 Tips for (Financial) Success for Optometrists
Welcome to this episode of 20/20 Money! This week’s episode is the recording of my presentation at NSUOCO, titled “Top…
20/20 Money Episode #338 – REWIND: 3 financial lessons learned from my grandpa and grandma that can shape your relationship with money
Welcome to this REWIND episode of 20/20 Money! Given that my grandpa just recently celebrated his 96th birthday, I wanted…
20/20 Money Episode #337 – Increasing optical sales using influential communication with Kayla Ashlee
Welcome to this episode of 20/20 Money! My guest on today’s show is Kayla Ashlee. Kayla joins me on the show…
