20/20 MONEY

A podcast by Adam Cmejla - Luni

Luni

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307 Episoade

  1. When is your practice ready for an associate (and how do you prep for it) with Nathan Hayes of IDOC

    Publicat: 06.06.2022
  2. Celebrating diversification, the role of fixed income, portfolio distributions in retirement, and investing in challenging markets with Eric Nelson, CFA

    Publicat: 30.05.2022
  3. 3 different purposes of cash flow in your practice

    Publicat: 23.05.2022
  4. Rewind: Pursuing a better investment experience during volatile markets with Dave Goetsch

    Publicat: 16.05.2022
  5. Raising the tide: creating a conversation for associates and owners to make more money (Live from Vision Expo East with Erich Mattei of Akrinos)

    Publicat: 09.05.2022
  6. The 3 basic variables that influence the revenue (and thus profitability) of an optometry practice

    Publicat: 02.05.2022
  7. LIVE from Vision Expo East with Dr. Bethany Fishbein: Why private practice optometry is still awesome, the importance of community, and leadership resources

    Publicat: 25.04.2022
  8. Understanding estimated tax payments to proactively manage cash flow

    Publicat: 18.04.2022
  9. Using Lipiflow to increase standard of care (and thus practice income) with Dr. Todd Cohan, OD

    Publicat: 11.04.2022
  10. Scheduling to profitability with Dr. Gina Wesley, OD

    Publicat: 04.04.2022
  11. Live at IDOC Connection: Retaining & empowering staff and using metrics to guide your human capital with Dr. Jen Stewart

    Publicat: 28.03.2022
  12. KPIs, profit loss plinko, generational human capital management, and buying or selling in today's market with Dr. Solomon Gould, OD MBA

    Publicat: 21.03.2022
  13. 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

    Publicat: 14.03.2022
  14. The Power of Planning (Adam’s guest appearance on Power Hour Podcast)

    Publicat: 07.03.2022
  15. Lying in plain sight: identifying errors in your practice financials with Hayley Stewart

    Publicat: 28.02.2022
  16. Gaining an allocator’s edge with your portfolio with Phil Huber, CFA

    Publicat: 21.02.2022
  17. Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®

    Publicat: 14.02.2022
  18. (Re)setting expectations on the valuation of an optometry practice with Nathan Hayes

    Publicat: 07.02.2022
  19. Why your books may not be as accurate as you think with Dr. Wade Weisz

    Publicat: 31.01.2022
  20. Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue

    Publicat: 24.01.2022

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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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