20/20 MONEY

336 Episoade

1. Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

   Publicat: 26.12.2022
2. 5 books I recommend OD practice owners read in 2023

   Publicat: 19.12.2022
3. Embracing the CEO model, delegating responsibility, & strategizing through a changing economy with Nathan Hayes of IDOC

   Publicat: 12.12.2022
4. Understanding the different ways to invest in real estate with Jeremy Pemberton

   Publicat: 05.12.2022
5. Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner

   Publicat: 28.11.2022
6. Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD

   Publicat: 21.11.2022
7. An update on the mortgage markets with Kim Hockaday from Nations Lending

   Publicat: 14.11.2022
8. Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)

   Publicat: 07.11.2022
9. Don’t get “spooked” by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly

   Publicat: 31.10.2022
10. The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD

    Publicat: 24.10.2022
11. Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian

    Publicat: 17.10.2022
12. Attracting and retaining non-OD team members in today's competitive marketplace with Amy Alvarez of IDOC

    Publicat: 10.10.2022
13. Correlating your savings rate to your practice production

    Publicat: 03.10.2022
14. Rethinking the perception of sales in your office with Kayla Ashlee, Founder of Spexy

    Publicat: 26.09.2022
15. What it means to partner with private equity with Billy Murray from myeyedr

    Publicat: 19.09.2022
16. Putting practice financials through a personal finance filter

    Publicat: 12.09.2022
17. 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)

    Publicat: 05.09.2022
18. Can I buy (and expense) a vehicle through my practice (and what's the long term implication)? A conversation with JR Armstrong, CPA

    Publicat: 29.08.2022
19. An encore career: how to retire at 41 and explore other opportunities in optometry with Dr. Jennifer Stewart, OD

    Publicat: 22.08.2022
20. Simple Numbers, Straight Talk, Big Profits with Greg Crabtree

    Publicat: 15.08.2022