- 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…
- Financial Planning
Earn the average
We’ve heard them all before. The cliche investment phrases. They sound like this: “Stay the course” “Over the long term,…
- Financial Planning
20/20 Money Episode 32 – Planning Your Career After Graduation w/ the co-Founders of NewGradOptometry.com
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show are Drs. Matt Geller and Antonio…
- Financial Planning
20/20 Money Episode 23 – Be Proactive With Your Tax Planning!!
In this week’s show, it’s all about taxes! You’ll learn how our federal tax system works, the difference between someone’s…
- Financial Planning
The Dose Episode 19 – Making the Most of Your Practice’s Retirement Plan
We’re back with another episode of The Dose. Today I have another returning guest, Josh Kegley with Retirement Plan Consultants.…
- Financial Planning
The Dose Episode 15 – Cash Balance Plans with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.
Welcome to this Episode of The Dose podcast. My guest on today’s show is Kevin Wittmeyer, Manager at Slattery &…
