- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
