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Financial Planning

    • 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…

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    • 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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