- Financial Planning
20/20 Money Episode #204-Correlating your savings rate to your practice production
Welcome to this episode of 20/20 Money! Today, I talk about the importance of understanding your savings rate and how…
- Financial Planning
20/20 Money Episode #194-A wrap-up conversation about the benefits of going out-of-network with vision plans with Steve Alexander
Welcome to this episode of 20/20 Money! My guest on today’s show is Steve Alexander. I wanted to have Steve…
- Financial Planning
20/20 Money Episode #193-How one practice owner eliminated vision plans from their practice (and increased profitability) with Dr. Kyle King
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Kyle King. Kyle is a partner…
- Financial Planning
20/20 Money Episode #192 – Evaluating the role of vision plans in your practice with Steve Alexander from Anagram
Welcome to this episode of 20/20 Money! My guest on today’s show is Steve Alexander from Anagram. Steve joins me…
- Financial Planning
Piloting your financial plan as an optometric practice owner
Anyone that’s spent any time around Adam knows that flying and general aviation are a big part of his life.…
- Financial Planning
20/20 Money Episode #174 – The Power of Planning (Adam’s guest appearance on Power Hour Podcast)
Welcome to this episode of 20/20 Money! This episode is my guest appearance on the Power Hour Optometry Podcast hosted…
- Financial Planning
20/20 Money Episode #171: Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®
Welcome to this episode of 20/20 Money! My guest on today’s show is Ashy Daniels, CFP®. Ashby is an advisor,…
- Financial Planning
20/20 Money Episode # 152 – The AOA changed their disability and life insurance group plan…here’s what you need to know
Welcome to this episode of 20/20 Money! On this episode, we’ll provide a brief refresher on the important components of…
- Financial Planning
20/20 Money Episode #146 – A deeper dive into understanding life insurance options with Ed Wildermuth, CFP® CPA
Welcome to this episode of 20/20 Money! My guest on today’s show is Ed Wildermuth, CFP®, ChFC®, CPA. Continuing on…
