• Buy or Sell a Practice, Financial Planning
20/20 Money Episode #241 – Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 1

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

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  • Buy or Sell a Practice, Financial Planning
20/20 Money Episode #240 – Understanding and setting pricing in your practice that are fair and profitable with Dr. Chris Wolfe, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Wolfe, OD. Chris joins me…

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  • Buy or Sell a Practice, Financial Planning
20/20 Money Episode #238 – Partnerships and the importance of a good buy/sell agreement with Ali Oromchian

Welcome to this episode of 20/20 Money! My guest on today’s show is Ali Oromchian. Ali joins me back on…

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  • Buy or Sell a Practice, Financial Planning
20/20 Money Episode #237 – Buy vs Build Convo #2: purchasing a low-revenue optometric practice vs cold starting 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…

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  • Buy or Sell a Practice, Financial Planning
20/20 Money Episode #234- Nurturing culture in a practice when the seller stays on in the practice they just sold w/ Dr. Mick Kling, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD (Mick’s Practice, info…

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  • Financial Planning
20/20 Money Episode #227 – Understanding basis and its effect on taxes of an S-corp optometric practice

In this episode, we’ll be discussing the concept of basis and its impact on taxes for S-corp optometric practices. Basis…

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  • Financial Planning
20/20 Money Episode # 226 – Entities 101: The relationship between entity selection and taxation of income for optometric practice owners

On today’s episode, we’ll discuss the different ways a business can be formed and the way that each of those…

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  • Financial Planning
20/20 Money Episode #212 – Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner

Welcome to this episode of 20/20 Money! My guest on today’s show is Rob Bertman. Rob is a senior consultant…

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  • Financial Planning
20/20 Money Episode #211 – Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD

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

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