20/20 MONEY

312 Episodes

1. Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner

   Published: 11/28/2022
2. Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD

   Published: 11/21/2022
3. An update on the mortgage markets with Kim Hockaday from Nations Lending

   Published: 11/14/2022
4. Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)

   Published: 11/7/2022
5. Don’t get “spooked” by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly

   Published: 10/31/2022
6. The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD

   Published: 10/24/2022
7. Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian

   Published: 10/17/2022
8. Attracting and retaining non-OD team members in today's competitive marketplace with Amy Alvarez of IDOC

   Published: 10/10/2022
9. Correlating your savings rate to your practice production

   Published: 10/3/2022
10. Rethinking the perception of sales in your office with Kayla Ashlee, Founder of Spexy

    Published: 9/26/2022
11. What it means to partner with private equity with Billy Murray from myeyedr

    Published: 9/19/2022
12. Putting practice financials through a personal finance filter

    Published: 9/12/2022
13. A BIG ANNOUNCEMENT!! for 20/20 Money (plus a history lesson on financial services, why it’s broken, and celebrating episode 200 of 20/20 Money)

    Published: 9/5/2022
14. Can I buy (and expense) a vehicle through my practice (and what's the long term implication)? A conversation with JR Armstrong, CPA

    Published: 8/29/2022
15. An encore career: how to retire at 41 and explore other opportunities in optometry with Dr. Jennifer Stewart, OD

    Published: 8/22/2022
16. Simple Numbers, Straight Talk, Big Profits with Greg Crabtree

    Published: 8/15/2022
17. A deep dive into practice transitions with Dr. Mick Kling, OD (Part 2)

    Published: 8/8/2022
18. A deep dive into practice transitions with Dr. Mick Kling, OD (Part 1)

    Published: 8/1/2022
19. A wrap-up conversation about the benefits of going out-of-network with vision plans with Steve Alexander

    Published: 7/25/2022
20. How one practice owner eliminated vision plans from their practice (and increased profitability) with Dr. Kyle King

    Published: 7/18/2022