• Financial Planning
20/20 Money Episode #208 – Don’t get “spooked” by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly

Welcome to this episode of 20/20 Money! On today’s show we discuss the relationship between tax loss- and gain-harvesting and…

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  • Financial Planning
20/20 Money Episode #206 – Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian

Welcome to this episode of 20/20 Money! My guest on today’s show is Ali Oromchian. Ali is an attorney and…

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  • Financial Planning
20/20 Money Episode #204-Correlating your savings rate to your practice production

Welcome to this episode of 20/20 Money! Today, I talk about the importance of understanding your savings rate and how…

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  • Financial Planning
20/20 Money Episode #194-A wrap-up conversation about the benefits of going out-of-network with vision plans with Steve Alexander

Welcome to this episode of 20/20 Money! My guest on today’s show is Steve Alexander. I wanted to have Steve…

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  • 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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