• Financial Planning
Financial Planning for the Medical Millennial: Navigating Success and Growth for Young Optometric Practice Owners

Balancing student loan debt, managing cash flow, daily business operations… As a young optometric practice owner, planning for the future…

Read now
  • Financial Organization, Financial Planning
20/20 Money Episode #257 -When Succession Planning and Partnerships are Strained…What’s The Next Best Step?? (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 back on the…

Read now
  • Financial Organization, Financial Planning
20/20 Money Episode #256 – Successful implementation of VT in your practice with Dr. Heidi Bell

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Heidi Bell, OD, FCOVD. Heidi is…

Read now
  • Financial Planning
Maximizing Tax Deductions for Optometry Practice Owners: Understanding Tax Brackets, Deductions, and Credits

As an optometry practice owner, you have a unique set of financial considerations that require careful planning and strategic decision-making. …

Read now
  • Financial Planning
20/20 Money Episode #250 – Finding out What Brings You Joy and Fulfillment at Work and What Frustrates You…and Removing That From Your Life with Dr. Pete Kehoe, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Pete Kehoe, OD. This intro is…

Read now
  • 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…

Read now
  • Financial Planning
20/20 Money Episode #246 – How Utilizing a Streamlined Hiring Service Can Help Save Time and Money by Ensuring the Right People Are on the Bus with Dr. Mike Neal, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mike Neal, OD. Mike owns both…

Read now
  • 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…

Read now
  • Buy or Sell a Practice, Financial Planning
20/20 Money Episode #242 – Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 2

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Julie Helmus, OD. This is part…

Read now