20/20 MONEY
By Adam Cmejla
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Episodes: 348
Description
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists.
For more information on the show and on Adam, please visit https://www.integratedpwm.com/
| Episode | Date |
|---|---|
|
Are Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP®
|
Jul 28, 2025 |
|
Building my ideal "Frankenstein" practice discourse, 3 important practice metric numbers to focus on, and examples of AI use in practice with Dr. Dodge Perry, OD
|
Jul 21, 2025 |
|
What the One Big Beautiful Bill Act means for optometry private practice owners & their financial planning
|
Jul 14, 2025 |
|
5 common decisions that prevent ODs from achieving financial independence
|
Jul 07, 2025 |
|
ANOTHER 20/20 Takeover: Your favorite KPIs (and why?!) w/ Drs. Jennifer Stewart, OD & Jeremy Ciano, OD
|
Jun 30, 2025 |
|
The delegation journey...and why every practice owner should be on it! with Dr. Michael Neal, OD
|
Jun 23, 2025 |
|
Using data to determine the best location for your practice with Mike Jorgenson from Carr Healthcare Realty
|
Jun 16, 2025 |
|
The power of community, stopping the "race to the bottom," educating ODs on practice affordability, discussing the Associate OD shortage, and more with Dr. Mick Kling, OD
|
Jun 09, 2025 |
|
From blank to bank: How a $35 lens becomes a $525 sale by finishing in-house with Dr. Mike Satryan, OD
|
Jun 02, 2025 |
|
The home loan balancing act: smart mortgage moves for optometry practice owners with Lee Raykovicz, OD
|
May 26, 2025 |
|
REWIND: 3 financial lessons learned from my grandpa and grandma that can shape your relationship with money
|
May 19, 2025 |
|
Schedule management, pre-appointing, & the importance of listening to your practice w/ Dr. Chris Wolfe, OD
|
May 12, 2025 |
|
Increasing optical sales using influential communication with Kayla Ashlee (live on location from BCDO)
|
May 05, 2025 |
|
Let's RAGE!!! (a Rant Against Growth Excuses) with Nathan Hayes
|
Apr 28, 2025 |
|
Live from NSUOCO: Top 10 Tips for (Financial) Success for Optometrists
|
Apr 21, 2025 |
|
My Frankenstein practice: how I would assemble the perfect optometry practice
|
Apr 14, 2025 |
|
Can we PLEASE agree on some numbers (and the KPIs that influence them)??
|
Apr 07, 2025 |
|
An update on Taxes 101: Understanding tax brackets, deductions, and credits for optometric practice owners
|
Mar 31, 2025 |
|
The Art of Delegation from a practice owner's perspective with Dr. Ted McElroy, OD
|
Mar 24, 2025 |
|
The difference between saving vs deferring taxes
|
Mar 17, 2025 |
|
How practices can benefit using fractional services like a CMO with Daniel Palmer
|
Mar 10, 2025 |
|
Making good decisions (and avoiding costly mistakes) when purchasing optometry equipment w/ Rick Norwood
|
Mar 03, 2025 |
|
Edging in-house vs outsourcing: the economics, trade-offs, and data an optometric practice needs to measure with Drs. Jennifer Stewart, OD & Sam Hornberger, OD
|
Feb 24, 2025 |
|
Providing vision therapy profitably and passionately with Dr. Leigha Nielsen, OD
|
Feb 17, 2025 |
|
Think differently about "admin days" in your practice --my guest appearance on "Eye Own a Business" with Dr. Steve Vargo, OD
|
Feb 10, 2025 |
|
Ideas & strategies on ways to pay your team more without compromising profit with Jackson Pace, CPA
|
Feb 03, 2025 |
|
Stop Jonesin’…measure your success against your own purpose, not someone else’s with Dr. Steve Vargo, OD
|
Jan 27, 2025 |
|
How to increase the multiplier in your practice value with Nathan Hayes
|
Jan 20, 2025 |
|
How direct index portfolio construction can offset taxes on a practice sale with Peter Lazaroff, CFA, CFP®,
|
Jan 13, 2025 |
|
Ten habits for success, growth, & achievement in 2025 (and beyond!)
|
Jan 06, 2025 |
|
(Rewind) - I'm giving you an episode "break" (but I think it's still worth a listen)
|
Dec 30, 2024 |
|
(Rewind) Forget goal-setting & focus on purpose: a mindset conversation with Stephanie Bogan
|
Dec 23, 2024 |
|
Year-end tax planning concepts & strategies to minimize tax stress with JR Armstrong, CPA
|
Dec 16, 2024 |
|
Why I feel ODs and Dave Ramsey don’t mix...
|
Dec 09, 2024 |
|
The emotional & decision making journey of selling one's practice with Ashby Daniels, CFP®
|
Dec 02, 2024 |
|
Truly embracing "comprehensive care" with your patients: Part 2 conversation with Dr. Chris Wolfe, OD
|
Nov 25, 2024 |
|
Another 20/20 Money Takeover - "Cold Start & Satellite Expansion Edition w/ Drs. Jeremy Ciano & Jennifer Stewart
|
Nov 18, 2024 |
|
Embezzlement in optometry practices: how it happens, who's likely to do it, and ways in which you can prevent it from happening w/ Dr. Bethany Fishbein, OD
|
Nov 11, 2024 |
|
Rethinking your mindset around your team & delegation with Dr. Mike Neal, OD
|
Nov 04, 2024 |
|
Five ways optometry practice owners could be myopic in their ownership journey with Erich Mattei from Akrinos
|
Oct 28, 2024 |
|
"Things that make you go 'What?!?" as a practice consultant w/ Jennifer Stewart
|
Oct 21, 2024 |
|
Creating a StoryBrand framework for an optometry practice with Daniel Palmer
|
Oct 14, 2024 |
|
How leadership impacts practice success (and ways to improve your leadership skills) with Bethany Fishbein
|
Oct 07, 2024 |
|
Bonus structures that work for non-OD team members w/ Dr. Michael Neal, OD
|
Sep 30, 2024 |
|
What an interest rate cut means for optometry practices (and strategies for practices in changing economic times)
|
Sep 23, 2024 |
|
20/20 REWIND: A pay structure that works for optometry partnerships with Kurt Steele, OD
|
Sep 16, 2024 |
|
Why focusing on “profit” in your optometry practice might not be the most effective owner metric to measure (and which ones you SHOULD focus on) with Nathan Hayes of Books & Benchmarks
|
Sep 09, 2024 |
|
How to lead Millennials, the importance of asking good questions, and building relationships with your team: a conversation with Chris Tuff
|
Sep 02, 2024 |
|
The difference between satisfied & engaged employees, why you should care about a performance management strategy, MAGIC, and how all of this matters to your profitability with Dr. David Mason, Ph.D.
|
Aug 26, 2024 |
|
Revisiting the customer experience journey in a post-COVID economy with Dennis Moseley Williams
|
Aug 19, 2024 |
|
IT'S (A)LIVE!! IT'S (A)LIVE!! The 20/20 Money Membership™ is LIVE!! (plus, thinking through the math of buying into a practice)
|
Aug 12, 2024 |
|
Why embracing myopia control makes sense for both your business and your patients with Dr. Justin Kwan, OD, FAAO
|
Aug 05, 2024 |
|
What associate ODs REALLY value in their role in a private practice, alignment of expectations between owner and associate ODs, and how to ask good interview questions with Dr. Chris Lopez, OD
|
Jul 29, 2024 |
|
Lessons learned when natural disasters shut down your practice with Pete Kehoe, OD
|
Jul 22, 2024 |
|
Thoughts and opinions on the state & future of private practice optometry from the president of a $110 million optometry organization: a conversation with John Marvin, President of Texas State Optical
|
Jul 15, 2024 |
|
Biggest regrets we hear from 50yo ODs with Tim Merrigan from Acquios Advisors
|
Jul 08, 2024 |
|
A commercial real estate update and the importance of the real estate when selling a practice with Mike Jorgenson of Carr Healthcare Realty
|
Jul 01, 2024 |
|
An optometry marketing conversation with Eugene Shatsman: the importance of the Google "snack pack" for your practice, why online scheduling is table stakes, why linking to your Google Biz Profile is a mistake, AI's influence on the future, and more!
|
Jun 24, 2024 |
|
Easy and conspicuous ways to avoid tax mistakes and penalties, how proactive conversations can smooth out your annual tax payment plan, and the intersection of tax and estate planning with Amber Morgan, CPA
|
Jun 17, 2024 |
|
Aligning staff and leadership expectations during the hiring process and building out your HR infrastructure with Amanda Bennett, founder of EyeHR
|
Jun 10, 2024 |
|
Implementing equipment purchases and expanding scope of care with intentionality in your optometry practice with Dr. Ryan Gustus
|
Jun 03, 2024 |
|
Phasing out: the four exit options for the seller of an optometry practice
|
May 27, 2024 |
|
Evaluating VCPs in your practice to determine which ones to cut with Dr. Adam Ramsey, OD
|
May 20, 2024 |
|
How to use (and NOT use) benchmarks with Nathan Hayes
|
May 13, 2024 |
|
I’m giving you an episode “break” (but I think it’s still worth a listen).
|
May 06, 2024 |
|
Harnessing the power and momentum from optometry meetings with your operations manager: a conversation with Dr. Todd Cohan & Sadie Blair
|
Apr 29, 2024 |
|
Hiring, empowering, and leading your practice manager in a win-win relationship with Dr. Bethany Fishbein, OD
|
Apr 22, 2024 |
|
Dr. Jennifer Stewart's "tepid" start optometry practice: the power of vision & intentionality, the importance of an ideal patient avatar, and reconciling business risk with a conservative personality
|
Apr 15, 2024 |
|
Increasing optical revenue by rethinking--from buying to selling--your frame management with Kayla Ashlee of Spexy
|
Apr 08, 2024 |
|
Using Medical Virtual Assistants in your practice to increase efficiency (and profitability) with Dr. Adam Ramsey, OD
|
Apr 01, 2024 |
|
Hiring an associate full time vs easing into it: the discussion, numbers, and mindset for optometry practice owners with Nathan Hayes
|
Mar 25, 2024 |
|
A pay structure that works for optometry partnerships with Kurt Steele, OD
|
Mar 18, 2024 |
|
How a hyper-effective, right-fit team can increase your profitability: a follow up convo with Dr. Mike Neal, OD
|
Mar 11, 2024 |
|
Reconciling a successful succession plan with a growing practice with Dr. Kurt Steele, OD
|
Mar 04, 2024 |
|
Using a cash balance plan strategies when you sell your practice with Charlie Steingas of Cash Balance Actuaries, Inc.
|
Feb 26, 2024 |
|
"Flights and Insights" with Dr. Michael Neal: Implementing finance charges, profit sharing with team members, associate comp structures, and new reads
|
Feb 19, 2024 |
|
An optometry practice "cold start" update with Drs. Bob Steinmetz & Eric Baas, OD from iCare Advisors
|
Feb 12, 2024 |
|
Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank
|
Feb 05, 2024 |
|
I'VE BEEN HACKED (AGAIN!!) - Another 20/20 Money Takover with Drs. Chris Wolfe & Kyle Klute, OD
|
Jan 29, 2024 |
|
Weathering life's storms: the importance of resiliency with Dr. Ted McElroy, OD (Part 2)
|
Jan 22, 2024 |
|
The importance of vulnerability in leadership with Dr. Ted McElroy, OD (Part 1)
|
Jan 15, 2024 |
|
Savings numbers to know for the new year, defined benefit plan changes, and an ERC PSA.
|
Jan 08, 2024 |
|
3 successive questions to ask as you plan next year
|
Jan 01, 2024 |
|
20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
|
Dec 25, 2023 |
|
Year end planning with Bethany Fishbein, OD
|
Dec 18, 2023 |
|
Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA
|
Dec 11, 2023 |
|
Being intentional with cash flow around year-end planing with Jackson Pace, CPA
|
Dec 04, 2023 |
|
Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD)
|
Nov 27, 2023 |
|
Is owner-financing right for my practice? Guest appearance with Erich Mattei on Akrinos Access LIVE
|
Nov 20, 2023 |
|
Practice Success Spotlight: Creating diversified income streams in your practice with Dr. Mila Ioussifova
|
Nov 13, 2023 |
|
I'VE BEEN HACKED!!! A 20/20 Money TAKEOVER by Drs. Jennifer Stewart and Jeremy Ciano
|
Nov 06, 2023 |
|
How the SECURE Act 2.0 impacts optometrists and optometric practice owners
|
Oct 30, 2023 |
|
Creating your own patient-centric, in-house vision plan with Dr. Gina Wesley
|
Oct 23, 2023 |
|
The in's and out's of billing and coding with Dr. John Rumpakis, OD, MBA
|
Oct 16, 2023 |
|
When succession planning and partnerships are strained...what's the next best step?? (with Nathan Hayes of IDOC)
|
Oct 09, 2023 |
|
Successful implementation of VT in your practice with Dr. Heidi Bell
|
Oct 02, 2023 |
|
The financial profession is "clear as mud." Let's clarify fiduciary duty vs suitability standards, the different business models, & conflicts of interest
|
Sep 25, 2023 |
|
Investing in your team, the importance of culture and purpose, what ODs can learn from dentistry, and focusing on the long-term with Dr. Andy Yaryan, OD
|
Sep 18, 2023 |
|
Making the right decisions and avoiding mistakes with commercial real estate with Mike Jorgenson of Carr Healthcare Realty
|
Sep 11, 2023 |
|
Overrated and underrated practice management metrics in the business of optometry with Dr. Matt Mitchell
|
Sep 04, 2023 |
|
Building a "Super-single" vs a multi-location practice: a conversation with Dr. Julie Helmus & Mike Kogelis
|
Aug 28, 2023 |
|
Finding out what brings you joy and fulfillment at work and what frustrates you...and removing that from your life with Dr. Pete Kehoe, OD
|
Aug 21, 2023 |
|
How ignoring interest rate arbitrage and focusing on the emotion of paying off debt can accelerate savings and wealth creation with Dr. Matt Mitchell, OD
|
Aug 07, 2023 |
|
Why it's wrong to think you should get a discount to buy into the practice you've worked in as an associate
|
Jul 31, 2023 |
|
How utilizing a streamlined hiring service can help save time and money by ensuring the right people are on the bus with Dr. Mike Neal, OD
|
Jul 24, 2023 |
|
The importance of tracking frame turn for profitability in your optical with Kayla Ashlee
|
Jul 17, 2023 |
|
Seeing the business of optometry through a CFO lens: a conversation with Jackson Pace
|
Jul 10, 2023 |
|
Think you can sell your practice for a higher value based on potential? Think again.
|
Jul 03, 2023 |
|
Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 2
|
Jun 26, 2023 |
|
Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 1
|
Jun 19, 2023 |
|
Understanding and setting pricing in your practice that are fair and profitable with Dr. Chris Wolfe, OD
|
Jun 12, 2023 |
|
Establishing, building, and nurturing culture in your practice (and why it's so important!) with Matt Curts
|
Jun 05, 2023 |
|
Partnerships and the importance of a good buy/sell agreement with Ali Oromchian
|
May 29, 2023 |
|
Buy vs Build Convo #2: purchasing a low-revenue optometric practice vs cold starting with Nathan Hayes of IDOC
|
May 22, 2023 |
|
Buy vs Build Convo #1: purchasing a low-revenue optometric practice vs cold starting with Erich Mattai
|
May 15, 2023 |
|
The 3.5 tools of leadership for optometric practice owners with Dr. Ted McElroy, OD
|
May 08, 2023 |
|
Nurturing culture in a practice when the seller stays on in the practice they just sold w/ Dr. Mick Kling, OD
|
May 01, 2023 |
|
How tiny improvements compound your practice's financial success: a conversation with Dr. Bethany Fishbein from The Power Practice
|
Apr 24, 2023 |
|
Inside the methods and mindset of a highly efficient, highly profitable private practice with Dr. Todd Cohan, OD
|
Apr 17, 2023 |
|
LIVE at IDOC Connection!! Practice profits, household budgets, and personal wealth w/ Nathan Hayes
|
Apr 10, 2023 |
|
How optometrists can use last year's tax return to proactively plan for the coming year
|
Apr 03, 2023 |
|
$600k+ of student loans...GONE!! Catching up with Drs. Zac and Joelle Holland, OD
|
Mar 27, 2023 |
|
Investing beyond the business of optometry: a conversation with Dr. Pete Kehoe, OD
|
Mar 20, 2023 |
|
Understanding basis and its effect on taxes of an S-corp optometric practice
|
Mar 13, 2023 |
|
Entities 101: The relationship between entity selection and taxation of income for optometric practice owners
|
Mar 06, 2023 |
|
How to use the principles from Atomic Habits to change your money habits (guest appearance on "The Power Hour" podcast)
|
Feb 27, 2023 |
|
Peace of Mind: Aligning business and personal goals (Adam's guest appearance on Eye Own a Business Podcast with Dr. Steve Vargo)
|
Feb 20, 2023 |
|
How one OD used fear and the unknown to positively uplevel himself and his practice into a multi-location practice: a convo with Dr. Chris Smiley, OD
|
Feb 13, 2023 |
|
The emotional side of selling a business with Denise Logan
|
Feb 06, 2023 |
|
Rethinking your hiring process to reduce costs and increase per patient revenue with Ankit Patel
|
Jan 30, 2023 |
|
Understanding the relationship between multiples and risk when buying or selling a practice
|
Jan 23, 2023 |
|
Measuring and improving productivity in your practice with Dr. Steve Vargo, OD
|
Jan 16, 2023 |
|
3 financial lessons learned from my grandpa and grandma that can shape your relationship with money
|
Jan 09, 2023 |
|
Making sense of your practice financials (profit/loss, balance sheet, and cash flow statement) with Nathan Hayes of IDOC
|
Jan 02, 2023 |
|
Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
|
Dec 26, 2022 |
|
5 books I recommend OD practice owners read in 2023
|
Dec 19, 2022 |
|
Embracing the CEO model, delegating responsibility, & strategizing through a changing economy with Nathan Hayes of IDOC
|
Dec 12, 2022 |
|
Understanding the different ways to invest in real estate with Jeremy Pemberton
|
Dec 05, 2022 |
|
Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner
|
Nov 28, 2022 |
|
Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD
|
Nov 21, 2022 |
|
An update on the mortgage markets with Kim Hockaday from Nations Lending
|
Nov 14, 2022 |
|
Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)
|
Nov 07, 2022 |
|
Don’t get “spooked” by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly
|
Oct 31, 2022 |
|
The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD
|
Oct 24, 2022 |
|
Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian
|
Oct 17, 2022 |
|
Attracting and retaining non-OD team members in today's competitive marketplace with Amy Alvarez of IDOC
|
Oct 10, 2022 |
|
Correlating your savings rate to your practice production
|
Oct 03, 2022 |
|
Rethinking the perception of sales in your office with Kayla Ashlee, Founder of Spexy
|
Sep 26, 2022 |
|
What it means to partner with private equity with Billy Murray from myeyedr
|
Sep 19, 2022 |
|
Putting practice financials through a personal finance filter
|
Sep 12, 2022 |
|
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)
|
Sep 05, 2022 |
|
Can I buy (and expense) a vehicle through my practice (and what's the long term implication)? A conversation with JR Armstrong, CPA
|
Aug 29, 2022 |
|
An encore career: how to retire at 41 and explore other opportunities in optometry with Dr. Jennifer Stewart, OD
|
Aug 22, 2022 |
|
Simple Numbers, Straight Talk, Big Profits with Greg Crabtree
|
Aug 15, 2022 |
|
A deep dive into practice transitions with Dr. Mick Kling, OD (Part 2)
|
Aug 08, 2022 |
|
A deep dive into practice transitions with Dr. Mick Kling, OD (Part 1)
|
Aug 01, 2022 |
|
A wrap-up conversation about the benefits of going out-of-network with vision plans with Steve Alexander
|
Jul 25, 2022 |
|
How one practice owner eliminated vision plans from their practice (and increased profitability) with Dr. Kyle King
|
Jul 18, 2022 |
|
Evaluating the role of vision plans in your practice with Steve Alexander from Anagram
|
Jul 11, 2022 |
|
5 areas to review in your practice that can impact profitability
|
Jul 04, 2022 |
|
The savings vehicle heirarchy for optometrists and practice owners
|
Jun 27, 2022 |
|
Distilling down the complexity of investing to simple execution in today's choppy markets with Peter Lazaroff, CFA, CFP®
|
Jun 20, 2022 |
|
Thinking through and analyzing contact lens profitability in an optometric practice with Dr. Ryan Gustus
|
Jun 13, 2022 |
|
When is your practice ready for an associate (and how do you prep for it) with Nathan Hayes of IDOC
|
Jun 06, 2022 |
|
Celebrating diversification, the role of fixed income, portfolio distributions in retirement, and investing in challenging markets with Eric Nelson, CFA
|
May 30, 2022 |
|
3 different purposes of cash flow in your practice
|
May 23, 2022 |
|
Rewind: Pursuing a better investment experience during volatile markets with Dave Goetsch
|
May 16, 2022 |
|
Raising the tide: creating a conversation for associates and owners to make more money (Live from Vision Expo East with Erich Mattei of Akrinos)
|
May 09, 2022 |
|
The 3 basic variables that influence the revenue (and thus profitability) of an optometry practice
|
May 02, 2022 |
|
LIVE from Vision Expo East with Dr. Bethany Fishbein: Why private practice optometry is still awesome, the importance of community, and leadership resources
|
Apr 25, 2022 |
|
Understanding estimated tax payments to proactively manage cash flow
|
Apr 18, 2022 |
|
Using Lipiflow to increase standard of care (and thus practice income) with Dr. Todd Cohan, OD
|
Apr 11, 2022 |
|
Scheduling to profitability with Dr. Gina Wesley, OD
|
Apr 04, 2022 |
|
Live at IDOC Connection: Retaining & empowering staff and using metrics to guide your human capital with Dr. Jen Stewart
|
Mar 28, 2022 |
|
KPIs, profit loss plinko, generational human capital management, and buying or selling in today's market with Dr. Solomon Gould, OD MBA
|
Mar 21, 2022 |
|
Setting goals, asking the right questions, common mistakes made by young practice owners, risk management, and defining success: Adam’s guest appearance on “Medical Millennial with Dr. Emilie Seitz
|
Mar 14, 2022 |
|
The Power of Planning (Adam’s guest appearance on Power Hour Podcast)
|
Mar 07, 2022 |
|
Lying in plain sight: identifying errors in your practice financials with Hayley Stewart
|
Feb 28, 2022 |
|
Gaining an allocator’s edge with your portfolio with Phil Huber, CFA
|
Feb 21, 2022 |
|
Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®
|
Feb 14, 2022 |
|
(Re)setting expectations on the valuation of an optometry practice with Nathan Hayes
|
Feb 07, 2022 |
|
Why your books may not be as accurate as you think with Dr. Wade Weisz
|
Jan 31, 2022 |
|
Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue
|
Jan 24, 2022 |
|
Pursuing a better investment experience and philosophy with Eric Nelson
|
Jan 17, 2022 |
|
Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
|
Jan 10, 2022 |
|
Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei
|
Jan 03, 2022 |
|
5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong
|
Dec 27, 2021 |
|
Building a practice, on purpose (Adam’s guest appearance on The Power Hour podcast)
|
Dec 20, 2021 |
|
Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt
|
Dec 13, 2021 |
|
Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein
|
Dec 06, 2021 |
|
3 financial dos and don’ts before year-end
|
Nov 29, 2021 |
|
How Much Should You Pay Yourself?
|
Nov 22, 2021 |
|
The benefits of sharing your practice financials with your spouse
|
Nov 15, 2021 |
|
Completely Rethinking the Patient Experience with Dennis Moseley Williams
|
Nov 08, 2021 |
|
How the "Augusta rule" can provide tax-free income from your optometry practice
|
Nov 01, 2021 |
|
I-bonds: a little-known (and guaranteed) option for "lazy money"
|
Oct 25, 2021 |
|
Why the backdoor Roth IRA matters for optometrists
|
Oct 18, 2021 |
|
Creating a win-win: Associate comp structures that work in optometry practices
|
Oct 11, 2021 |
|
The AOA changed their disability and life insurance group plan...here's what you need to know
|
Oct 04, 2021 |
|
Adding an associate: why, when, and how with Dr. Steve Vargo, OD
|
Sep 27, 2021 |
|
Rewind: 5 Reasons Why I Don’t Like SIMPLE IRAs for Optometry Practice Owners
|
Sep 20, 2021 |
|
Systematizing to Specialize with Jen Goldman
|
Sep 13, 2021 |
|
Why you need to learn how to read your statement of cash flow
|
Sep 06, 2021 |
|
Rewind: Adding an associate: Understanding marginal chair cost to leverage your practice
|
Aug 30, 2021 |
|
A deeper dive into understanding life insurance options with Ed Wildermuth, CFP® CPA
|
Aug 23, 2021 |
|
So you bought some whole life insurance…now what?
|
Aug 16, 2021 |
|
Key considerations when thinking about partnership (and what solo owners can learn from it)
|
Aug 09, 2021 |
|
Private equity and optometry: a 2021 update with Michael Pote with Growth Cooperative
|
Aug 02, 2021 |
|
Creating a marketing strategy for an optometric practice with Nate Ebel
|
Jul 26, 2021 |
|
3 questions owners need to answer before selling their practice with Nathan Hayes
|
Jul 19, 2021 |
|
Survive to thrive: Try Not 2 Blink Podcast guest appearance
|
Jul 12, 2021 |
|
Should you compare your portfolio to a benchmark?
|
Jul 05, 2021 |
|
Bitcoin and DOGE and Etherium, oh my!! A discussion about crypto and your portfolio with Justin Castelli
|
Jun 28, 2021 |
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A chat with one of the founders of “ODs on Finance” Facebook, Dr. Aaron Neufeld, OD (Part 2)
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Jun 21, 2021 |
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A chat with one of the founders of “ODs on Finance” Facebook, Dr. Aaron Neufeld, OD (Part 1)
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Jun 14, 2021 |
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How to thrive in the midst of constraints with Dr. Ted McElroy
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Jun 07, 2021 |
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Knowing Your Number (Holiday Rewind)
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May 31, 2021 |
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Using the "Google My Business" to grow your patient base: an audible website case study with Dr. Rich Zimbalist
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May 24, 2021 |
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Warming up to cold starts (Part 2) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors
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May 17, 2021 |
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Warming up to cold starts (Part 1) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors
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May 10, 2021 |
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4 items to review for errors on your tax return
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May 03, 2021 |
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The financial benefits of integrating disease management into your practice with Dr. Chris Wolfe
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Apr 26, 2021 |
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Understanding your health insurance options as a practice owner with Jordan Clarke
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Apr 19, 2021 |
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Why "intentionality" is key to building a practice that serves you: my guest appearance on the IDOC Focal Point podcast
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Apr 12, 2021 |
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Rethink the way you think about budgeting in your practice with Nathan Hayes
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Apr 05, 2021 |
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Don't forget about the little guy!...a review of asset allocation and the importance of small caps
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Mar 29, 2021 |
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Building your leadership team: how to remove yourself from day-to-day decision making in your office
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Mar 22, 2021 |
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Selling from the chair: Reframing your mindset around sales and how it increases your bottom line
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Mar 15, 2021 |
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(Re) thinking your investment asset allocation as a practice owner
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Mar 08, 2021 |
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UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children
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Feb 22, 2021 |
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Case study: actionable strategies for a struggling $500k producing private practice with Nathan Hayes and Dr. Gina Wesley
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Feb 15, 2021 |
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The "how" behind what made 2020 the best year ever for one high-producing practice owner with Dr. Jeremy Ciano
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Feb 08, 2021 |
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GameStop ($GME) story-time: The good, the bad, and the ugly...and what we can learn from it
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Feb 01, 2021 |
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Strategies and procedures to increase your capture rate & second pair sales
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Jan 25, 2021 |
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Contract Negotiations for Optometrists: Creating a Win-Win for Associates and Owners
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Jan 18, 2021 |
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Plan Your Year: An Introduction to Free, Focus, and Buffer Days
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Jan 11, 2021 |
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Hiring an Associate That Stays: The Importance of Culture
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Jan 04, 2021 |
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20/20 Rewind: Managing Your Schedule to Profitability with Dr. Gina Wesley (most downloaded episode of 2020!)
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Dec 28, 2020 |
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Completely Re-thinking the Patient Experience with Dennis Moseley Williams
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Dec 21, 2020 |
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The AMA Episode with My Wife Andrea
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Dec 14, 2020 |
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Knowing Your Number
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Dec 07, 2020 |
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Mortgages with Kim Hockaday
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Nov 30, 2020 |
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How much cash should I keep in my practice?
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Nov 23, 2020 |
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5 Pieces of advice from Dave Ramsey that's wrong for optometrists
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Nov 16, 2020 |
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PPP Forgiveness Strategy, EIDL, and Election Update
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Nov 09, 2020 |
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5 Scary Financial Decisions Optometrists Make That Keep Them Broke
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Nov 02, 2020 |
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How to Talk to Kids About Money
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Oct 26, 2020 |
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5 Ideas for Funding College Education for Your Kids
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Oct 19, 2020 |
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Taxes 101: Understanding Tax Brackets, Deductions, and Credits
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Oct 12, 2020 |
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REALLY Understanding the R&D Tax Credit with Kyle Riddle
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Oct 05, 2020 |
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3 Misunderstood Responsibilities You Have as a 401(k) Plan Sponsor
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Sep 28, 2020 |
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Implementing a SoloK as an Optometrist?
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Sep 21, 2020 |
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Should you make Traditional or Roth 401(k) Contributions?
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Sep 14, 2020 |
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Understanding Different Types of Profit Sharing Plans
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Sep 07, 2020 |
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How to Pay Less in Taxes the Year You Sell Your Practice with Karl Willman
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Aug 31, 2020 |
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A Powerful 401(k) Option You've Probably Never Heard Of
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Aug 24, 2020 |
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How to Use Your Website to Drive New Patients to Your Practice with Dr. Rich Zimbalist
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Aug 17, 2020 |
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Five Reasons Why I Don’t Like SIMPLE IRAs for Optometry Practice Owners
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Aug 10, 2020 |
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Three CARES Strategies to Revisit
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Aug 03, 2020 |
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Proactive, Mid-Year Tax Planning Strategies to Review
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Jul 27, 2020 |
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7 Items to Review on Your Tax Return
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Jul 20, 2020 |
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How to Understand Practice Cash Flow to Help Grow Your Net Worth with Nathan Hayes
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Jul 11, 2020 |
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Profit First with Dr. Mick Kling, OD
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Jul 06, 2020 |
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How Two ODs ARE CRUSHING Their Student Loan Debt: An Interview with Drs. Zac & Joelle Holland
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Jun 29, 2020 |
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Getting a Fair Deal: An Optometrist's Guide to Savvy Real Estate Leases with Colin Carr
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Jun 22, 2020 |
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How Rethinking Your Patient Interaction Can Influence Change and Improve Your Practice with Dr. Steve Vargo, OD
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Jun 15, 2020 |
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Navigating a Private Equity Practice Exit (Part 2): A Conversation with Jason Preator
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Jun 08, 2020 |
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Navigating a Private Equity Practice Exit: A Conversation with Jason Preator
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Jun 01, 2020 |
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The Benefits and Strategy to Adding Dry Eye Tx to Your Practice with Dr. Damon Dierker, OD
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May 26, 2020 |
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Managing Your Schedule to Profitability with Dr. Gina Wesley, OD
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May 18, 2020 |
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Thinking about practice valuations in the midst of COVID19 with Matt Howard
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May 11, 2020 |
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The How and Why of Having an Accountability Partner as an Optometrist with Drs. Jennifer Stewart and Jeremy Ciano
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May 04, 2020 |
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Pursuing a Better Investment Experience During Volatile Markets with Dave Goetsch
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Apr 27, 2020 |
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PPP Update & Emergency CARES Act Strategy
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Apr 20, 2020 |
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Navigating and Planning for the Optometry Job Market Post-COVID-19 with Dr. Matt Geller, OD
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Apr 13, 2020 |
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The CARES Act & Optometry: A Replay of my Facebook Live Q&A Session
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Apr 06, 2020 |
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Telehealth, Fear Setting, and Pivoting: How ODs Can Reframe and Refocus ThroughCOVID 19 with Dr. Justin Manning, MPH, OD, FAAO
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Mar 30, 2020 |
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Crisis Management Tips During COVID-19 Closures
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Mar 23, 2020 |
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Increasing Annual Supply Contact Lens Sales (and Profitability) In Your Practice with Ryan Gustus, OD
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Mar 16, 2020 |
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What to do During Market Selloffs
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Mar 09, 2020 |
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How to Think About Vision Plans and Profitability in Your Practice with Drs. Jennifer Stewart & Jeremy Ciano
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Mar 02, 2020 |
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How Much Should You Pay Yourself?
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Feb 24, 2020 |
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Three Ratios ODs Should Know From Their Balance Sheet
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Feb 17, 2020 |
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Being an Optometrist and Working as a Medical Science Liaison with Nysha Blender, OD
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Feb 10, 2020 |
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What Every Optometrist Should Know About Life Insurance
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Feb 03, 2020 |
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Financing Considerations when Buying or Selling a Practice with Dan Zone
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Jan 27, 2020 |
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Selling Your Practice as a Vision Source Partner Office with Dr. Mick Kling, OD
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Jan 20, 2020 |
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How to Distribute Cash Flow Out of Your Practice
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Jan 13, 2020 |
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5 Financial Steps Optometrists Should Take in the Beginning of the Year
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Jan 06, 2020 |
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Personal Budgeting Tips and Tools for Optometrists and Private Practice Owners
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Dec 30, 2019 |
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My Top 10 Books Optometrists Should Read in 2020 to Build a Life They Love
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Dec 23, 2019 |
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Increasing Profitability Through Staffing Flexibility with Dr. Gina Wesley, OD
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Dec 16, 2019 |
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Year-End Tax and Financial Planning Strategies
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Dec 09, 2019 |
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Starting a Practice Cold While a 4th Year: The Success Story of Dr. Hannah Cho
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Dec 02, 2019 |
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Contemplating a Private Equity Funded Exit: The Story of Dr. Ken Krivacic, OD
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Nov 25, 2019 |
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Controlling Your Income: The Importance of Fee Schedules on Profitability
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Nov 18, 2019 |
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Health Insurance Options for Optometrists
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Nov 12, 2019 |
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Top 10 (Financial) Tips for Optometrists: On location at Univ. of Houston College of Optometry
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Nov 04, 2019 |
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Updates, Clarifications and Anchoring Bias
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Oct 28, 2019 |
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Celebrating Episode #50 of 20/20 Money with Dr. Andrea Cmejla, OD
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Oct 21, 2019 |
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A New Mindset for Patient Engagement & Leadership with Dr. Justin Manning, OD, FAAO, MPH: Part 2
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Oct 15, 2019 |
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A New Mindset and Framework for Patient Engagement & Leadership with Justin Manning
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Oct 07, 2019 |
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Three Taxes to be Aware of When You Sell Your Practice
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Sep 30, 2019 |
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From Beginning to End: The Timeline of Selling Your Practice with Erik Ferjentsik (Part 2)
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Sep 23, 2019 |
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From Beginning to End: The Timeline of Selling Your Practice with Erik Ferjentsik (Part I)
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Sep 16, 2019 |
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Exit Stage Left: Prepping for the Exit from Your Practice with JT Metzger
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Sep 09, 2019 |
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Adding an Associate: Understanding Marginal Chair Cost to Leverage Your Practice
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Sep 02, 2019 |
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The ABC’s and 123’s of Disability Insurance for ODs
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Aug 26, 2019 |
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Should You Upgrade Your Retirement Plan From a SIMPLE IRA to a 401(k)?
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Aug 19, 2019 |
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Getting Down with Dailies: The How and Why of Increasing Daily CL Rx in Your Practice
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Aug 12, 2019 |
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1031’s and DST’s: Tax and Investment Considerations When Selling Commercial Real Estate
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Aug 05, 2019 |
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Reality vs Entertainment: Understanding Market Declines and Financial Pornography
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Jul 29, 2019 |
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Buying and Growing a Successful Rural Optometry Practice: The Story of Dr. Matt Mitchell, OD
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Jul 22, 2019 |
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Prioritizing Your Long-Term Savings Vehicles
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Jul 15, 2019 |
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The Path to Multidisciplinary Success—The Story of Dr. Jennifer Stewart, OD
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Jul 08, 2019 |
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Why Don’t Young ODs Want to Buy Practices??
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Jul 01, 2019 |
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Making the Most Out of Optometry Conferences
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Jun 24, 2019 |
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Planning Your Career After Graduation w/ the co-Founders of NewGradOptometry.com
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Jun 17, 2019 |
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Four Levers in Retirement
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Jun 10, 2019 |
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Managing a 4-location Corporate-Affiliated Practice and a Medical Billing Company: The Career of Dr. Eric Botts, OD
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Jun 03, 2019 |
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The Emotional Connection to Cash
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May 27, 2019 |
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The Impact of Mastermind Groups: The Story of Dr. Kent Godfrey
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May 20, 2019 |
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A Tale of Two Roles: The Career Journey of Britt Gustafson, OD
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May 13, 2019 |
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Eye Moonlight as a Podcast Host: The Careers of Drs. Roya Habibi & Jimmy Deom
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May 06, 2019 |
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Understanding the Financials of Your Practice to Make Smart Business Decisions
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Apr 29, 2019 |
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Why You Need a Professional Team
|
Apr 22, 2019 |
|
Be Proactive with Tax Planning
|
Apr 15, 2019 |
|
Managing the Stress of Practice Ownership (and Life)
|
Apr 08, 2019 |
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Understanding Private Equity in Optometric Practice Sales with Michael Pote, CEO of The Growth Cooperative
|
Apr 01, 2019 |
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So You Want to Sell Your Practice…
|
Mar 25, 2019 |
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Making the Most of Your Practice’s Retirement Plan
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Mar 18, 2019 |
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Income Allocation: Saving vs Paying Down Debt
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Mar 12, 2019 |
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Health Insurance: COBRA vs Healthcare.gov
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Mar 04, 2019 |
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“Straight cash, homie!"
|
Feb 25, 2019 |
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Cash Balance Plans with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.
|
Feb 18, 2019 |
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Financial Decision-Making for Optometrists with Dr. Jeremy Ciano
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Feb 11, 2019 |
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Donor Advised Funds with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.
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Feb 04, 2019 |
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Inside the Mindset and Methods of a Multi-Million dollar, single OD practice w/ Dr. Jeremy Ciano
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Jan 21, 2019 |
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Dispelling Myths about Corporate Affiliated Optometry at The Energeyes National Meeting, St. Louis, MO
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Jan 14, 2019 |
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Goal Setting: Beginning the Year on a Curve Ball
|
Jan 07, 2019 |
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Intro to Growth Cooperative, Doing away with insurance
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Dec 17, 2018 |
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Retirement Plan Options for Practice Owners with Josh Kegley
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Dec 03, 2018 |
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Marketing & Branding with Matt McNairy of Ground Floor Creative
|
Nov 19, 2018 |
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Everything you needed to know about financing your practice with Dan Zone
|
Nov 05, 2018 |
|
Estate Planning with Brad Cohen
|
Oct 29, 2018 |
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The Dose Podcast - Episode 3 - Drs. Antonio Chirumbolo and Matt Gellar
|
Oct 19, 2018 |
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Undressing Financial Services
|
Oct 15, 2018 |
|
Welcome to The Dose!
|
Oct 07, 2018 |