20/20 MONEY

A podcast by Adam Cmejla - Luni

Luni

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336 Episoade

  1. How the "Augusta rule" can provide tax-free income from your optometry practice

    Publicat: 01.11.2021
  2. I-bonds: a little-known (and guaranteed) option for "lazy money"

    Publicat: 25.10.2021
  3. Why the backdoor Roth IRA matters for optometrists

    Publicat: 18.10.2021
  4. Creating a win-win: Associate comp structures that work in optometry practices

    Publicat: 11.10.2021
  5. The AOA changed their disability and life insurance group plan...here's what you need to know

    Publicat: 04.10.2021
  6. Adding an associate: why, when, and how with Dr. Steve Vargo, OD

    Publicat: 27.09.2021
  7. Rewind: 5 Reasons Why I Don’t Like SIMPLE IRAs for Optometry Practice Owners

    Publicat: 20.09.2021
  8. Systematizing to Specialize with Jen Goldman

    Publicat: 13.09.2021
  9. Why you need to learn how to read your statement of cash flow

    Publicat: 06.09.2021
  10. Rewind: Adding an associate: Understanding marginal chair cost to leverage your practice

    Publicat: 30.08.2021
  11. A deeper dive into understanding life insurance options with Ed Wildermuth, CFP® CPA

    Publicat: 23.08.2021
  12. So you bought some whole life insurance…now what?

    Publicat: 16.08.2021
  13. Key considerations when thinking about partnership (and what solo owners can learn from it)

    Publicat: 09.08.2021
  14. Private equity and optometry: a 2021 update with Michael Pote with Growth Cooperative

    Publicat: 02.08.2021
  15. Creating a marketing strategy for an optometric practice with Nate Ebel

    Publicat: 26.07.2021
  16. 3 questions owners need to answer before selling their practice with Nathan Hayes

    Publicat: 19.07.2021
  17. Survive to thrive: Try Not 2 Blink Podcast guest appearance

    Publicat: 12.07.2021
  18. Should you compare your portfolio to a benchmark?

    Publicat: 05.07.2021
  19. Bitcoin and DOGE and Etherium, oh my!! A discussion about crypto and your portfolio with Justin Castelli

    Publicat: 28.06.2021
  20. A chat with one of the founders of “ODs on Finance” Facebook, Dr. Aaron Neufeld, OD (Part 2)

    Publicat: 21.06.2021

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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/

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