• 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 Organization, Financial Planning, Practice Management
20/20 Money Episode #268 – 20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

Welcome to this episode rewind of 20/20 Money! I think I’m starting a bit of a tradition, because I felt…

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  • Financial Organization, Financial Planning, Practice Management
20/20 Money Episode #267 – Year end planning with Bethany Fishbein, OD

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

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  • Financial Organization, Financial Planning, Practice Management
20/20 Money Episode #266 – Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA

Welcome to this episode of 20/20 Money! My guest on today’s show is Erik Ferjentsik, MBA, founder of Visionary Practice Group.…

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  • Financial Organization, Financial Planning, Practice Management
20/20 Money Episode #265 – Being intentional with cash flow around year-end planing with Jackson Pace, CPA

Welcome to this episode of 20/20 Money! My guest on today’s show is Jackson Pace, founder of the Refractional CFO.…

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  • Buy or Sell a Practice, Financial Organization, Financial Planning
KPIs, Profit Loss Plinko, Generational Human Capital Management, and Buying or Selling in Today’s Market with Dr. Solomon Gould, OD MBA

Adam: Welcome, Solomon Gold to 2020 Money. Thank you so much for being here. I appreciate it. Dr. Gould: Hey,…

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  • Financial Organization, Financial Planning
20/20 Money Episode #264 – Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD)

Welcome to this episode of 20/20 Money! This is my guest appearance on The Power Hour podcast hosted by Dr.…

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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 Organization, Financial Planning
20/20 Money Episode #263 – Is owner-financing right for my practice? Guest appearance with Erich Mattei on Akrinos Access Live

Welcome to this episode of 20/20 Money! This episode is my guest appearance on Akrinos Access Live, a livestream hosted by…

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