20/20 MONEY

312 Episodes

1. Gaining an allocator’s edge with your portfolio with Phil Huber, CFA

   Published: 2/21/2022
2. Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®

   Published: 2/14/2022
3. (Re)setting expectations on the valuation of an optometry practice with Nathan Hayes

   Published: 2/7/2022
4. Why your books may not be as accurate as you think with Dr. Wade Weisz

   Published: 1/31/2022
5. Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue

   Published: 1/24/2022
6. Pursuing a better investment experience and philosophy with Eric Nelson

   Published: 1/17/2022
7. Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

   Published: 1/10/2022
8. Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei

   Published: 1/3/2022
9. 5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong

   Published: 12/27/2021
10. Building a practice, on purpose (Adam’s guest appearance on The Power Hour podcast)

    Published: 12/20/2021
11. Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt

    Published: 12/13/2021
12. Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein

    Published: 12/6/2021
13. 3 financial dos and don’ts before year-end

    Published: 11/29/2021
14. How Much Should You Pay Yourself?

    Published: 11/22/2021
15. The benefits of sharing your practice financials with your spouse

    Published: 11/15/2021
16. Completely Rethinking the Patient Experience with Dennis Moseley Williams

    Published: 11/8/2021
17. How the "Augusta rule" can provide tax-free income from your optometry practice

    Published: 11/1/2021
18. I-bonds: a little-known (and guaranteed) option for "lazy money"

    Published: 10/25/2021
19. Why the backdoor Roth IRA matters for optometrists

    Published: 10/18/2021
20. Creating a win-win: Associate comp structures that work in optometry practices

    Published: 10/11/2021