20/20 MONEY: The Business of Optometry
412 episodes — Page 2 of 9
Solving for optionality and the importance of community up to and through retirement with Roger Whitney
Nov 3, 202557 min
Educate & inform, don't sell: a patient experience conversation with Tim Merrigan from Acquios Advisors
Oct 27, 202552 min
Where's my money?! with Sharon Carter
Oct 20, 20251h 24m
Finding the right buyer: a PE sale built on trust, not just numbers, with Dr. Adam Bryan
Oct 13, 20251h 15m
Embracing vision plans to profitably grow your practice
Oct 6, 202550 min
The legal side of selling to PE: setting expectations the right way
Sep 29, 20251h 1m
Selling with integrity: Dr. John Abbondaza's journey of ownership up to and through a sale to private equity
Sep 22, 20251h 0m
Hidden financial compression squeezing optometry practices in 2025 (guest appearance on Power Hour)
Sep 15, 202559 min
Is an 8x multiple on a $1M EBIDTA a good deal? A transition convo with Nathan Hayes
Sep 8, 20251h 5m
How OD practice owners should think about long term care insurance with Bryan Langdon, CLU
Sep 1, 20251h 5m
Hidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP®
Aug 25, 202550 min
A simple strategy to make the pain of quarterly estimates less (emotionally) stressful for optometry practice owners
Aug 18, 202538 min
Lessons from the (former) President of TSO: cooperative strategies to counter PE disruption and empower private practice ownership with John Marvin
Aug 11, 20251h 14m
2024 Books & Benchmarks Report Discussion with Nathan Hayes
Aug 4, 20251h 6m
Are Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP®
Jul 28, 202546 min
Building my ideal "Frankenstein" practice discourse, 3 important practice metric numbers to focus on, and examples of AI use in practice with Dr. Dodge Perry, OD
Jul 21, 20251h 3m
What the One Big Beautiful Bill Act means for optometry private practice owners & their financial planning
Jul 14, 20251h 1m
5 common decisions that prevent ODs from achieving financial independence
Jul 7, 202539 min
ANOTHER 20/20 Takeover: Your favorite KPIs (and why?!) w/ Drs. Jennifer Stewart, OD & Jeremy Ciano, OD
Jun 30, 202551 min
The delegation journey...and why every practice owner should be on it! with Dr. Michael Neal, OD
Jun 23, 202549 min
Using data to determine the best location for your practice with Mike Jorgenson from Carr Healthcare Realty
Jun 16, 20251h 6m
The power of community, stopping the "race to the bottom," educating ODs on practice affordability, discussing the Associate OD shortage, and more with Dr. Mick Kling, OD
Jun 9, 202544 min
From blank to bank: How a $35 lens becomes a $525 sale by finishing in-house with Dr. Mike Satryan, OD
Jun 2, 20251h 4m
The home loan balancing act: smart mortgage moves for optometry practice owners with Lee Raykovicz, OD
May 26, 20251h 6m
REWIND: 3 financial lessons learned from my grandpa and grandma that can shape your relationship with money
May 19, 202533 min
Schedule management, pre-appointing, & the importance of listening to your practice w/ Dr. Chris Wolfe, OD
May 12, 202539 min
Increasing optical sales using influential communication with Kayla Ashlee (live on location from BCDO)
May 5, 20251h 4m
Let's RAGE!!! (a Rant Against Growth Excuses) with Nathan Hayes
Apr 28, 20251h 8m
Live from NSUOCO: Top 10 Tips for (Financial) Success for Optometrists
Apr 21, 20251h 18m
My Frankenstein practice: how I would assemble the perfect optometry practice
Apr 14, 20251h 0m
Can we PLEASE agree on some numbers (and the KPIs that influence them)??
Apr 7, 202539 min
An update on Taxes 101: Understanding tax brackets, deductions, and credits for optometric practice owners
Mar 31, 202548 min
The Art of Delegation from a practice owner's perspective with Dr. Ted McElroy, OD
Mar 24, 202558 min
The difference between saving vs deferring taxes
Mar 17, 202547 min
How practices can benefit using fractional services like a CMO with Daniel Palmer
Mar 10, 202545 min
Making good decisions (and avoiding costly mistakes) when purchasing optometry equipment w/ Rick Norwood
Mar 3, 202547 min
Edging in-house vs outsourcing: the economics, trade-offs, and data an optometric practice needs to measure with Drs. Jennifer Stewart, OD & Sam Hornberger, OD
Feb 24, 20251h 14m
Providing vision therapy profitably and passionately with Dr. Leigha Nielsen, OD
Feb 17, 20251h 2m
Think differently about "admin days" in your practice --my guest appearance on "Eye Own a Business" with Dr. Steve Vargo, OD
Feb 10, 202551 min
Ideas & strategies on ways to pay your team more without compromising profit with Jackson Pace, CPA
Feb 3, 202553 min
Stop Jonesin'…measure your success against your own purpose, not someone else's with Dr. Steve Vargo, OD
Jan 27, 202549 min
How to increase the multiplier in your practice value with Nathan Hayes
Jan 20, 20251h 0m
How direct index portfolio construction can offset taxes on a practice sale with Peter Lazaroff, CFA, CFP®,
Jan 13, 202550 min
Ten habits for success, growth, & achievement in 2025 (and beyond!)
Jan 6, 202553 min
(Rewind) - I'm giving you an episode "break" (but I think it's still worth a listen)
Dec 30, 202428 min
(Rewind) Forget goal-setting & focus on purpose: a mindset conversation with Stephanie Bogan
Dec 23, 20241h 25m
Year-end tax planning concepts & strategies to minimize tax stress with JR Armstrong, CPA
Dec 16, 202455 min
Why I feel ODs and Dave Ramsey don't mix...
Dec 9, 202447 min
The emotional & decision making journey of selling one's practice with Ashby Daniels, CFP®
Dec 2, 202453 min
Truly embracing "comprehensive care" with your patients: Part 2 conversation with Dr. Chris Wolfe, OD
Nov 25, 202431 min