
20/20 MONEY: The Business of Optometry
396 episodes — Page 5 of 8
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
5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong
Dec 27, 202150 min
Building a practice, on purpose (Adam's guest appearance on The Power Hour podcast)
Dec 20, 202145 min
Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt
Dec 13, 20211h 14m
Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein
Dec 6, 202154 min
3 financial dos and don'ts before year-end
Nov 29, 202150 min
How Much Should You Pay Yourself?
Nov 22, 202140 min
The benefits of sharing your practice financials with your spouse
Nov 15, 202124 min
Completely Rethinking the Patient Experience with Dennis Moseley Williams
Nov 8, 20211h 12m
How the "Augusta rule" can provide tax-free income from your optometry practice
Nov 1, 202122 min
I-bonds: a little-known (and guaranteed) option for "lazy money"
Oct 25, 202138 min
Why the backdoor Roth IRA matters for optometrists
Oct 18, 202143 min
Creating a win-win: Associate comp structures that work in optometry practices
Oct 11, 202159 min
The AOA changed their disability and life insurance group plan...here's what you need to know
Oct 4, 202139 min
Adding an associate: why, when, and how with Dr. Steve Vargo, OD
Sep 27, 20211h 4m
Rewind: 5 Reasons Why I Don't Like SIMPLE IRAs for Optometry Practice Owners
Sep 20, 202144 min
Systematizing to Specialize with Jen Goldman
Sep 13, 202152 min