- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- 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…
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…
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…
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…
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…
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…
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…
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.…
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…
