Financial Planning

• Financial Planning

20/20 Money Episode #114 – Plan Your Year: An Introduction to Free, Focus, and Buffer Days

Welcome to the first episode of 2020 Money in 2021! On this episode, I’m going to share with you how…

• Financial Planning

20/20 Money Episode # 99 – 3 Misunderstood Responsibilities You Have as a 401(k) Plan Sponsor

Owning an optometry practice requires you to wear many hats. As the owner, sponsoring a retirement plan in your practice…

• Financial Planning

20/20 Money Episode #96 – Understanding Different Types of Profit Sharing Plans

Understanding the different types of profit-sharing plans that exist can help an optometrist determine which type of plan is going…

• Financial Planning

20/20 Money Episode #90-Proactive, Mid-Year Tax Planning Strategies to Review

Hello, and welcome to this episode of 20/20 Money! On today’s episode, I discuss 7 proactive strategies that you can…

• Financial Planning

20/20 Money Episode # 75 – Navigating and Planning for the Optometry Job Market Post-COVID-19 with Dr. Matt Geller, OD

Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Matt Geller. Matt joins…

• Financial Planning

20/20 Money Episode # 69 – How to Think About Vision Plans and Profitability in Your Practice with Drs. Jennifer Stewart & Jeremy Ciano

Hello, and welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Jennifer Stewart and Jeremy…

• Financial Planning

20/20 Money Episode #57 – Year-End Tax and Financial Planning Strategies

Hello, and welcome to this episode of 20/20 Money! As we close in on the end of the year, it’s…

• Financial Planning

20/20 Money Episode # 41 – Should You Upgrade Your Retirement Plan From a SIMPLE IRA to a 401(k)?

Welcome to this episode of 20/20 Money! Today’s show is all about retirement plans and specifically whether (and when) an…