20/20 MONEY: The Business of Optometry
412 episodes — Page 5 of 9
Embracing the CEO model, delegating responsibility, & strategizing through a changing economy with Nathan Hayes of IDOC
Dec 12, 202257 min
Understanding the different ways to invest in real estate with Jeremy Pemberton
Dec 5, 202251 min
Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner
Nov 28, 202254 min
Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD
Nov 21, 20221h 11m
An update on the mortgage markets with Kim Hockaday from Nations Lending
Nov 14, 202244 min
Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)
Nov 7, 202259 min
Don't get "spooked" by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly
Oct 31, 202251 min
The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD
Oct 24, 20221h 1m
Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian
Oct 17, 202249 min
Attracting and retaining non-OD team members in today's competitive marketplace with Amy Alvarez of IDOC
Oct 10, 20221h 2m
Correlating your savings rate to your practice production
Oct 3, 202232 min
Rethinking the perception of sales in your office with Kayla Ashlee, Founder of Spexy
Sep 26, 202235 min
What it means to partner with private equity with Billy Murray from myeyedr
Sep 19, 202257 min
Putting practice financials through a personal finance filter
Sep 12, 202235 min
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)
Sep 5, 20221h 0m
Can I buy (and expense) a vehicle through my practice (and what's the long term implication)? A conversation with JR Armstrong, CPA
Aug 29, 202253 min
An encore career: how to retire at 41 and explore other opportunities in optometry with Dr. Jennifer Stewart, OD
Aug 22, 202257 min
Simple Numbers, Straight Talk, Big Profits with Greg Crabtree
Aug 15, 202258 min
A deep dive into practice transitions with Dr. Mick Kling, OD (Part 2)
Aug 8, 20221h 7m
A deep dive into practice transitions with Dr. Mick Kling, OD (Part 1)
Aug 1, 202255 min
A wrap-up conversation about the benefits of going out-of-network with vision plans with Steve Alexander
Jul 25, 202241 min
How one practice owner eliminated vision plans from their practice (and increased profitability) with Dr. Kyle King
Jul 18, 202249 min
Evaluating the role of vision plans in your practice with Steve Alexander from Anagram
Jul 11, 20221h 3m
5 areas to review in your practice that can impact profitability
Jul 4, 202236 min
The savings vehicle heirarchy for optometrists and practice owners
Jun 27, 202238 min
Distilling down the complexity of investing to simple execution in today's choppy markets with Peter Lazaroff, CFA, CFP®
Jun 20, 202259 min
Thinking through and analyzing contact lens profitability in an optometric practice with Dr. Ryan Gustus
Jun 13, 202235 min
When is your practice ready for an associate (and how do you prep for it) with Nathan Hayes of IDOC
Jun 6, 202256 min
Celebrating diversification, the role of fixed income, portfolio distributions in retirement, and investing in challenging markets with Eric Nelson, CFA
May 30, 202255 min
3 different purposes of cash flow in your practice
May 23, 202239 min
Rewind: Pursuing a better investment experience during volatile markets with Dave Goetsch
May 16, 202251 min
Raising the tide: creating a conversation for associates and owners to make more money (Live from Vision Expo East with Erich Mattei of Akrinos)
May 9, 202235 min
The 3 basic variables that influence the revenue (and thus profitability) of an optometry practice
May 2, 202233 min
LIVE from Vision Expo East with Dr. Bethany Fishbein: Why private practice optometry is still awesome, the importance of community, and leadership resources
Apr 25, 202234 min
Understanding estimated tax payments to proactively manage cash flow
Apr 18, 202234 min
Using Lipiflow to increase standard of care (and thus practice income) with Dr. Todd Cohan, OD
Apr 11, 202258 min
Scheduling to profitability with Dr. Gina Wesley, OD
Apr 4, 202248 min
Live at IDOC Connection: Retaining & empowering staff and using metrics to guide your human capital with Dr. Jen Stewart
Mar 28, 202256 min
KPIs, profit loss plinko, generational human capital management, and buying or selling in today's market with Dr. Solomon Gould, OD MBA
Mar 21, 20221h 7m
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
Mar 14, 202251 min
The Power of Planning (Adam's guest appearance on Power Hour Podcast)
Mar 7, 202249 min
Lying in plain sight: identifying errors in your practice financials with Hayley Stewart
Feb 28, 202246 min
Gaining an allocator's edge with your portfolio with Phil Huber, CFA
Feb 21, 20221h 4m
Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®
Feb 14, 20221h 0m
(Re)setting expectations on the valuation of an optometry practice with Nathan Hayes
Feb 7, 20221h 3m
Why your books may not be as accurate as you think with Dr. Wade Weisz
Jan 31, 202251 min
Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue
Jan 24, 202242 min
Pursuing a better investment experience and philosophy with Eric Nelson
Jan 17, 202253 min
Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
Jan 10, 20221h 17m
Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei
Jan 3, 202243 min