• Financial Planning
20/20 Money Episode #145 – So you bought some whole life insurance…now what?

Welcome to this episode of 20/20 Money! Today’s episode is all about the options that you have if you’ve purchased…

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  • Financial Planning
20/20 Money Episode #121-Student Loan Planning in 2021

On this episode of 20/20 Money! My guest on today’s show is Rob Bertman. Rob is one of the resident…

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  • Financial Planning
20/20 Money Episode #114 – Plan Your Year: An Introduction to Free, Focus, and Buffer Days

Welcome to the first episode of 2020 Money in 2021! On this episode, I’m going to share with you how…

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  • Financial Planning
20/20 Money Episode # 99 – 3 Misunderstood Responsibilities You Have as a 401(k) Plan Sponsor

Owning an optometry practice requires you to wear many hats. As the owner, sponsoring a retirement plan in your practice…

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  • Financial Planning
20/20 Money Episode #96 – Understanding Different Types of Profit Sharing Plans

Understanding the different types of profit-sharing plans that exist can help an optometrist determine which type of plan is going…

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  • Financial Planning
20/20 Money Episode #90-Proactive, Mid-Year Tax Planning Strategies to Review

Hello, and welcome to this episode of 20/20 Money! On today’s episode, I discuss 7 proactive strategies that you can…

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  • Financial Planning
Piloting your financial plan: when “going around” isn’t an option

One of my life’s passions is general aviation. There’s something magical about what we’ve been able to do as a…

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  • Financial Planning
20/20 Money Episode # 75 – Navigating and Planning for the Optometry Job Market Post-COVID-19 with Dr. Matt Geller, OD

Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Matt Geller. Matt joins…

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  • Financial Planning
20/20 Money Episode # 69 – How to Think About Vision Plans and Profitability in Your Practice with Drs. Jennifer Stewart & Jeremy Ciano

Hello, and welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Jennifer Stewart and Jeremy…

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