• 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…

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  • 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…

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  • 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.…

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  • 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…

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  • 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,…

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  • 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…

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  • 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…

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  • 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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