- Financial Organization, Financial Planning, Practice Management
- Buy or Sell a Practice, Financial Independence, Financial Planning
- Financial Organization, Financial Planning, Practice Management
- Financial Organization, Financial Planning, Practice Management
- Financial Organization, Financial Planning, Practice Management
- Financial Organization, Financial Planning, Practice Management
- Buy or Sell a Practice, Financial Organization, Financial Planning
- Financial Organization, Financial Planning
- Financial Independence, Financial Planning
20/20 Money Episode #332 – The difference between saving vs deferring taxes
In this episode, we break down the common misconception that tax deferral is the same as tax savings—spoiler alert: it’s…
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…
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…
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…
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.…
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.…
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,…
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.…
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…
