20/20 MONEY
A podcast by Adam Cmejla - Luni

336 Episoade
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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 -
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 -
The Power of Planning (Adam’s guest appearance on Power Hour Podcast)
Publicat: 07.03.2022 -
Lying in plain sight: identifying errors in your practice financials with Hayley Stewart
Publicat: 28.02.2022 -
Gaining an allocator’s edge with your portfolio with Phil Huber, CFA
Publicat: 21.02.2022 -
Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®
Publicat: 14.02.2022 -
(Re)setting expectations on the valuation of an optometry practice with Nathan Hayes
Publicat: 07.02.2022 -
Why your books may not be as accurate as you think with Dr. Wade Weisz
Publicat: 31.01.2022 -
Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue
Publicat: 24.01.2022 -
Pursuing a better investment experience and philosophy with Eric Nelson
Publicat: 17.01.2022 -
Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
Publicat: 10.01.2022 -
Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei
Publicat: 03.01.2022 -
5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong
Publicat: 27.12.2021 -
Building a practice, on purpose (Adam’s guest appearance on The Power Hour podcast)
Publicat: 20.12.2021 -
Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt
Publicat: 13.12.2021 -
Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein
Publicat: 06.12.2021 -
3 financial dos and don’ts before year-end
Publicat: 29.11.2021 -
How Much Should You Pay Yourself?
Publicat: 22.11.2021 -
The benefits of sharing your practice financials with your spouse
Publicat: 15.11.2021 -
Completely Rethinking the Patient Experience with Dennis Moseley Williams
Publicat: 08.11.2021
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/