- 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…
- 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…
- 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…
- 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…
- 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
Piloting your financial plan: when “going around” isn’t an option
One of my life’s passions is general aviation. There’s something magical about what we’ve been able to do as a…
