20/20 MONEY

A podcast by Adam Cmejla - Luni

Luni

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336 Episoade

  1. 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
  2. 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
  3. The Power of Planning (Adam’s guest appearance on Power Hour Podcast)

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

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

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

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

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

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

    Publicat: 24.01.2022
  10. Pursuing a better investment experience and philosophy with Eric Nelson

    Publicat: 17.01.2022
  11. Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

    Publicat: 10.01.2022
  12. Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei

    Publicat: 03.01.2022
  13. 5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong

    Publicat: 27.12.2021
  14. Building a practice, on purpose (Adam’s guest appearance on The Power Hour podcast)

    Publicat: 20.12.2021
  15. Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt

    Publicat: 13.12.2021
  16. Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein

    Publicat: 06.12.2021
  17. 3 financial dos and don’ts before year-end

    Publicat: 29.11.2021
  18. How Much Should You Pay Yourself?

    Publicat: 22.11.2021
  19. The benefits of sharing your practice financials with your spouse

    Publicat: 15.11.2021
  20. Completely Rethinking the Patient Experience with Dennis Moseley Williams

    Publicat: 08.11.2021

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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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