All Episodes
20/20 MONEY: The Business of Optometry — 411 episodes
Building the perfect portfolio when you own a practice
When success quietly creates too much risk
Does your optometry practice even need a front desk anymore?
The 401(k) rules have changed. Has your retirement plan?
Why your optometry marketing isn't working with Jeremy Bono from IDOC Marketing
Is optometry too focused on specialty services? A discussion with Dr. Kyle Klute
How successful practice owners actually become wealthy
Understanding and setting pricing in your practice that are fair and profitable with Dr. Chris Wolfe, OD (Rewind)
What every seller needs to know before selling their practice
Your Practice Doesn't Need More of Your Time — It Needs Better Use of It with Nathan Hayes
A simple introduction to AI for optometry practice owners: a practical conversation with Dr. Mick Kling
Optical isn't dead - but the way you are running it is with Dr. Jennifer Stewart
Why some dry eye practices thrive--and others quietly fail with Dr. Chris Wolfe
Implementing a profitable Medicaid practice into your local school district: a convo with Dr. Ryan Hansen
A blueprint for scaling your practice (while having a life in the process): unpacking Eyecare B.O.S.S. with Eugene Shatsman
Are you building wealth...or just feeding the machine?? A conversation with Nathan Hayes on investing capital in your practice
Making These Merchandising Mistakes is Costing You Tens of Thousands of Dollars: An Optical Conversation with Kayla Ashlee
Practice financing decoded: what owners need to know now about how banks think about deals
How great practice owners build teams that stay and perform
Don't make these financial and business mistakes! (the talk I give at every optometry school's private practice club)
Using EOS to Create Clarity and Traction in Your Practice with Tom Restivo
How a Limiting Mindset Can Cost Practice Owners More Than They Realize with Dr. Steve Vargo
Independence vs Isolation in Private Practice with John Marvin
The Blueprint for Growing a Multi-Million-Dollar Optometry Practice with Dr. Kurt Steele
Sponsoring a health insurance plan in your practice may not be as expensive as you think
Tax Strategies to Embrace and Avoid & A Case Study on Where to Look for Errors on Your Tax Return: My Guest Appearance on Eye Own A Business Podcast
How VOSH International is changing global eye care—and how you can be part of it w/ Dr. Vicki Weiss, President of VOSH International
Chemistry in the practice: why alignment beats authority with Dr. Todd Cohan, Polly Stearns, & Sadie Blair
SNEAK PEEK: How to give patients choices when in the exam lane - The Optometry Success Podcast
Why you can't ignore AI as a practice owner (and a beginner's path to using it) with Eugene Shatsman
SNEAK PEEK: What is "schedule health" and why should practice owners be measuring it - The Optometry Success Podcasts
Getting unstuck from the messy middle of business operations with Mandy Brown
SNEAK PEEK: This is why you're losing money with vision plans - The Optometry Success Podcast
Design tips to maximize the patient experience (and thus your profitability) with Bill Gerber
PREVIEW: The Optometry Success Podcast - Reducing business risk when adding associate ODs in an established practice
Why value creation matters more than timing your exit: a conversation with Tom Turmell
How one owner left his practice for 30 days—and why more owners should consider it
Flippin' the script: What I've learned about ODs & the profession of optometry producing 300+ episodes of 20/20 Money
Improving your practice by tracking the right KPIs (and ignoring the wrong ones) with Nathan Hayes
A blueprint to successfully recruit ODs to join small town practices with Dr. Andy Yaryan, OD
Remembering my grandpa: 3 financial lessons learned from Grandpa and Grandma Scholz that can shape your relationship with money
Rewind^3: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
My most impactful books I read during 2025 (and the lessons I've learned)
The how and why of taking time (literally) out of the practice to work ON your practice with Drs. Julie Helmus & Paul Mormon, OD
Why failure can be your friend with Dr. Chris Wolfe, OD
Failure and Risk (and why practice owners should embrace them) with Nathan Hayes
The benefits of shifting your mindset from practice owner to CEO (and the 3 numbers to measure daily) with Dr. Brianna Rhue, OD
If you think "sales" is a dirty word, this episode was made just for you.
From the Exam Room to the Executive Table: A Conversation with Dr. Pete Kehoe on How Managed Vision Care Can Enhance the Provider Experience
Solving for optionality and the importance of community up to and through retirement with Roger Whitney
Educate & inform, don't sell: a patient experience conversation with Tim Merrigan from Acquios Advisors
Where's my money?! with Sharon Carter
Finding the right buyer: a PE sale built on trust, not just numbers, with Dr. Adam Bryan
Embracing vision plans to profitably grow your practice
The legal side of selling to PE: setting expectations the right way
Selling with integrity: Dr. John Abbondaza's journey of ownership up to and through a sale to private equity
Hidden financial compression squeezing optometry practices in 2025 (guest appearance on Power Hour)
Is an 8x multiple on a $1M EBIDTA a good deal? A transition convo with Nathan Hayes
How OD practice owners should think about long term care insurance with Bryan Langdon, CLU
Hidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP®
A simple strategy to make the pain of quarterly estimates less (emotionally) stressful for optometry practice owners
Lessons from the (former) President of TSO: cooperative strategies to counter PE disruption and empower private practice ownership with John Marvin
2024 Books & Benchmarks Report Discussion with Nathan Hayes
Are Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP®
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
What the One Big Beautiful Bill Act means for optometry private practice owners & their financial planning
5 common decisions that prevent ODs from achieving financial independence
ANOTHER 20/20 Takeover: Your favorite KPIs (and why?!) w/ Drs. Jennifer Stewart, OD & Jeremy Ciano, OD
The delegation journey...and why every practice owner should be on it! with Dr. Michael Neal, OD
Using data to determine the best location for your practice with Mike Jorgenson from Carr Healthcare Realty
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
From blank to bank: How a $35 lens becomes a $525 sale by finishing in-house with Dr. Mike Satryan, OD
The home loan balancing act: smart mortgage moves for optometry practice owners with Lee Raykovicz, OD
REWIND: 3 financial lessons learned from my grandpa and grandma that can shape your relationship with money
Schedule management, pre-appointing, & the importance of listening to your practice w/ Dr. Chris Wolfe, OD
Increasing optical sales using influential communication with Kayla Ashlee (live on location from BCDO)
Let's RAGE!!! (a Rant Against Growth Excuses) with Nathan Hayes
Live from NSUOCO: Top 10 Tips for (Financial) Success for Optometrists
My Frankenstein practice: how I would assemble the perfect optometry practice
Can we PLEASE agree on some numbers (and the KPIs that influence them)??
An update on Taxes 101: Understanding tax brackets, deductions, and credits for optometric practice owners
The Art of Delegation from a practice owner's perspective with Dr. Ted McElroy, OD
The difference between saving vs deferring taxes
How practices can benefit using fractional services like a CMO with Daniel Palmer
Making good decisions (and avoiding costly mistakes) when purchasing optometry equipment w/ Rick Norwood
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
Providing vision therapy profitably and passionately with Dr. Leigha Nielsen, OD
Think differently about "admin days" in your practice --my guest appearance on "Eye Own a Business" with Dr. Steve Vargo, OD
Ideas & strategies on ways to pay your team more without compromising profit with Jackson Pace, CPA
Stop Jonesin'…measure your success against your own purpose, not someone else's with Dr. Steve Vargo, OD
How to increase the multiplier in your practice value with Nathan Hayes
How direct index portfolio construction can offset taxes on a practice sale with Peter Lazaroff, CFA, CFP®,
Ten habits for success, growth, & achievement in 2025 (and beyond!)
(Rewind) - I'm giving you an episode "break" (but I think it's still worth a listen)
(Rewind) Forget goal-setting & focus on purpose: a mindset conversation with Stephanie Bogan
Year-end tax planning concepts & strategies to minimize tax stress with JR Armstrong, CPA
Why I feel ODs and Dave Ramsey don't mix...
The emotional & decision making journey of selling one's practice with Ashby Daniels, CFP®
Truly embracing "comprehensive care" with your patients: Part 2 conversation with Dr. Chris Wolfe, OD
Another 20/20 Money Takeover - "Cold Start & Satellite Expansion Edition w/ Drs. Jeremy Ciano & Jennifer Stewart
Embezzlement in optometry practices: how it happens, who's likely to do it, and ways in which you can prevent it from happening w/ Dr. Bethany Fishbein, OD
Rethinking your mindset around your team & delegation with Dr. Mike Neal, OD
Five ways optometry practice owners could be myopic in their ownership journey with Erich Mattei from Akrinos
"Things that make you go 'What?!?" as a practice consultant w/ Jennifer Stewart
Creating a StoryBrand framework for an optometry practice with Daniel Palmer
How leadership impacts practice success (and ways to improve your leadership skills) with Bethany Fishbein
Bonus structures that work for non-OD team members w/ Dr. Michael Neal, OD
What an interest rate cut means for optometry practices (and strategies for practices in changing economic times)
20/20 REWIND: A pay structure that works for optometry partnerships with Kurt Steele, OD
Why focusing on "profit" in your optometry practice might not be the most effective owner metric to measure (and which ones you SHOULD focus on) with Nathan Hayes of Books & Benchmarks
How to lead Millennials, the importance of asking good questions, and building relationships with your team: a conversation with Chris Tuff
The difference between satisfied & engaged employees, why you should care about a performance management strategy, MAGIC, and how all of this matters to your profitability with Dr. David Mason, Ph.D.
Revisiting the customer experience journey in a post-COVID economy with Dennis Moseley Williams
IT'S (A)LIVE!! IT'S (A)LIVE!! The 20/20 Money Membership™ is LIVE!! (plus, thinking through the math of buying into a practice)
Why embracing myopia control makes sense for both your business and your patients with Dr. Justin Kwan, OD, FAAO
What associate ODs REALLY value in their role in a private practice, alignment of expectations between owner and associate ODs, and how to ask good interview questions with Dr. Chris Lopez, OD
Lessons learned when natural disasters shut down your practice with Pete Kehoe, OD
Thoughts and opinions on the state & future of private practice optometry from the president of a $110 million optometry organization: a conversation with John Marvin, President of Texas State Optical
Biggest regrets we hear from 50yo ODs with Tim Merrigan from Acquios Advisors
A commercial real estate update and the importance of the real estate when selling a practice with Mike Jorgenson of Carr Healthcare Realty
An optometry marketing conversation with Eugene Shatsman: the importance of the Google "snack pack" for your practice, why online scheduling is table stakes, why linking to your Google Biz Profile is a mistake, AI's influence on the future, and more!
Easy and conspicuous ways to avoid tax mistakes and penalties, how proactive conversations can smooth out your annual tax payment plan, and the intersection of tax and estate planning with Amber Morgan, CPA
Aligning staff and leadership expectations during the hiring process and building out your HR infrastructure with Amanda Bennett, founder of EyeHR
Implementing equipment purchases and expanding scope of care with intentionality in your optometry practice with Dr. Ryan Gustus
Phasing out: the four exit options for the seller of an optometry practice
Evaluating VCPs in your practice to determine which ones to cut with Dr. Adam Ramsey, OD
How to use (and NOT use) benchmarks with Nathan Hayes
I'm giving you an episode "break" (but I think it's still worth a listen).
Harnessing the power and momentum from optometry meetings with your operations manager: a conversation with Dr. Todd Cohan & Sadie Blair
Hiring, empowering, and leading your practice manager in a win-win relationship with Dr. Bethany Fishbein, OD
Dr. Jennifer Stewart's "tepid" start optometry practice: the power of vision & intentionality, the importance of an ideal patient avatar, and reconciling business risk with a conservative personality
Increasing optical revenue by rethinking--from buying to selling--your frame management with Kayla Ashlee of Spexy
Using Medical Virtual Assistants in your practice to increase efficiency (and profitability) with Dr. Adam Ramsey, OD
Hiring an associate full time vs easing into it: the discussion, numbers, and mindset for optometry practice owners with Nathan Hayes
A pay structure that works for optometry partnerships with Kurt Steele, OD
How a hyper-effective, right-fit team can increase your profitability: a follow up convo with Dr. Mike Neal, OD
Reconciling a successful succession plan with a growing practice with Dr. Kurt Steele, OD
Using a cash balance plan strategies when you sell your practice with Charlie Steingas of Cash Balance Actuaries, Inc.
"Flights and Insights" with Dr. Michael Neal: Implementing finance charges, profit sharing with team members, associate comp structures, and new reads
An optometry practice "cold start" update with Drs. Bob Steinmetz & Eric Baas, OD from iCare Advisors
Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank
I'VE BEEN HACKED (AGAIN!!) - Another 20/20 Money Takover with Drs. Chris Wolfe & Kyle Klute, OD
Weathering life's storms: the importance of resiliency with Dr. Ted McElroy, OD (Part 2)
The importance of vulnerability in leadership with Dr. Ted McElroy, OD (Part 1)
Savings numbers to know for the new year, defined benefit plan changes, and an ERC PSA.
3 successive questions to ask as you plan next year
20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
Year end planning with Bethany Fishbein, OD
Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA
Being intentional with cash flow around year-end planing with Jackson Pace, CPA
Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD)
Is owner-financing right for my practice? Guest appearance with Erich Mattei on Akrinos Access LIVE
Practice Success Spotlight: Creating diversified income streams in your practice with Dr. Mila Ioussifova
I'VE BEEN HACKED!!! A 20/20 Money TAKEOVER by Drs. Jennifer Stewart and Jeremy Ciano
How the SECURE Act 2.0 impacts optometrists and optometric practice owners
Creating your own patient-centric, in-house vision plan with Dr. Gina Wesley
The in's and out's of billing and coding with Dr. John Rumpakis, OD, MBA
When succession planning and partnerships are strained...what's the next best step?? (with Nathan Hayes of IDOC)
Successful implementation of VT in your practice with Dr. Heidi Bell
The financial profession is "clear as mud." Let's clarify fiduciary duty vs suitability standards, the different business models, & conflicts of interest
Investing in your team, the importance of culture and purpose, what ODs can learn from dentistry, and focusing on the long-term with Dr. Andy Yaryan, OD
Making the right decisions and avoiding mistakes with commercial real estate with Mike Jorgenson of Carr Healthcare Realty
Overrated and underrated practice management metrics in the business of optometry with Dr. Matt Mitchell
Building a "Super-single" vs a multi-location practice: a conversation with Dr. Julie Helmus & Mike Kogelis
Finding out what brings you joy and fulfillment at work and what frustrates you...and removing that from your life with Dr. Pete Kehoe, OD
How ignoring interest rate arbitrage and focusing on the emotion of paying off debt can accelerate savings and wealth creation with Dr. Matt Mitchell, OD
Why it's wrong to think you should get a discount to buy into the practice you've worked in as an associate
How utilizing a streamlined hiring service can help save time and money by ensuring the right people are on the bus with Dr. Mike Neal, OD
The importance of tracking frame turn for profitability in your optical with Kayla Ashlee
Seeing the business of optometry through a CFO lens: a conversation with Jackson Pace
Think you can sell your practice for a higher value based on potential? Think again.
Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 2
Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 1
Understanding and setting pricing in your practice that are fair and profitable with Dr. Chris Wolfe, OD
Establishing, building, and nurturing culture in your practice (and why it's so important!) with Matt Curts
Partnerships and the importance of a good buy/sell agreement with Ali Oromchian
Buy vs Build Convo #2: purchasing a low-revenue optometric practice vs cold starting with Nathan Hayes of IDOC
Buy vs Build Convo #1: purchasing a low-revenue optometric practice vs cold starting with Erich Mattai
The 3.5 tools of leadership for optometric practice owners with Dr. Ted McElroy, OD
Nurturing culture in a practice when the seller stays on in the practice they just sold w/ Dr. Mick Kling, OD
How tiny improvements compound your practice's financial success: a conversation with Dr. Bethany Fishbein from The Power Practice
Inside the methods and mindset of a highly efficient, highly profitable private practice with Dr. Todd Cohan, OD
LIVE at IDOC Connection!! Practice profits, household budgets, and personal wealth w/ Nathan Hayes
How optometrists can use last year's tax return to proactively plan for the coming year
$600k+ of student loans...GONE!! Catching up with Drs. Zac and Joelle Holland, OD
Investing beyond the business of optometry: a conversation with Dr. Pete Kehoe, OD
Understanding basis and its effect on taxes of an S-corp optometric practice
Entities 101: The relationship between entity selection and taxation of income for optometric practice owners
How to use the principles from Atomic Habits to change your money habits (guest appearance on "The Power Hour" podcast)
Peace of Mind: Aligning business and personal goals (Adam's guest appearance on Eye Own a Business Podcast with Dr. Steve Vargo)
How one OD used fear and the unknown to positively uplevel himself and his practice into a multi-location practice: a convo with Dr. Chris Smiley, OD
The emotional side of selling a business with Denise Logan
Rethinking your hiring process to reduce costs and increase per patient revenue with Ankit Patel
Understanding the relationship between multiples and risk when buying or selling a practice
Measuring and improving productivity in your practice with Dr. Steve Vargo, OD
3 financial lessons learned from my grandpa and grandma that can shape your relationship with money
Making sense of your practice financials (profit/loss, balance sheet, and cash flow statement) with Nathan Hayes of IDOC
Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
5 books I recommend OD practice owners read in 2023
Embracing the CEO model, delegating responsibility, & strategizing through a changing economy with Nathan Hayes of IDOC
Understanding the different ways to invest in real estate with Jeremy Pemberton
Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner
Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD
An update on the mortgage markets with Kim Hockaday from Nations Lending
Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)
Don't get "spooked" by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly
The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD
Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian
Attracting and retaining non-OD team members in today's competitive marketplace with Amy Alvarez of IDOC
Correlating your savings rate to your practice production
Rethinking the perception of sales in your office with Kayla Ashlee, Founder of Spexy
What it means to partner with private equity with Billy Murray from myeyedr
Putting practice financials through a personal finance filter
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)
Can I buy (and expense) a vehicle through my practice (and what's the long term implication)? A conversation with JR Armstrong, CPA
An encore career: how to retire at 41 and explore other opportunities in optometry with Dr. Jennifer Stewart, OD
Simple Numbers, Straight Talk, Big Profits with Greg Crabtree
A deep dive into practice transitions with Dr. Mick Kling, OD (Part 2)
A deep dive into practice transitions with Dr. Mick Kling, OD (Part 1)
A wrap-up conversation about the benefits of going out-of-network with vision plans with Steve Alexander
How one practice owner eliminated vision plans from their practice (and increased profitability) with Dr. Kyle King
Evaluating the role of vision plans in your practice with Steve Alexander from Anagram
5 areas to review in your practice that can impact profitability
The savings vehicle heirarchy for optometrists and practice owners
Distilling down the complexity of investing to simple execution in today's choppy markets with Peter Lazaroff, CFA, CFP®
Thinking through and analyzing contact lens profitability in an optometric practice with Dr. Ryan Gustus
When is your practice ready for an associate (and how do you prep for it) with Nathan Hayes of IDOC
Celebrating diversification, the role of fixed income, portfolio distributions in retirement, and investing in challenging markets with Eric Nelson, CFA
3 different purposes of cash flow in your practice
Rewind: Pursuing a better investment experience during volatile markets with Dave Goetsch
Raising the tide: creating a conversation for associates and owners to make more money (Live from Vision Expo East with Erich Mattei of Akrinos)
The 3 basic variables that influence the revenue (and thus profitability) of an optometry practice
LIVE from Vision Expo East with Dr. Bethany Fishbein: Why private practice optometry is still awesome, the importance of community, and leadership resources
Understanding estimated tax payments to proactively manage cash flow
Using Lipiflow to increase standard of care (and thus practice income) with Dr. Todd Cohan, OD
Scheduling to profitability with Dr. Gina Wesley, OD
Live at IDOC Connection: Retaining & empowering staff and using metrics to guide your human capital with Dr. Jen Stewart
KPIs, profit loss plinko, generational human capital management, and buying or selling in today's market with Dr. Solomon Gould, OD MBA
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
The Power of Planning (Adam's guest appearance on Power Hour Podcast)
Lying in plain sight: identifying errors in your practice financials with Hayley Stewart
Gaining an allocator's edge with your portfolio with Phil Huber, CFA
Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®
(Re)setting expectations on the valuation of an optometry practice with Nathan Hayes
Why your books may not be as accurate as you think with Dr. Wade Weisz
Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue
Pursuing a better investment experience and philosophy with Eric Nelson
Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei
5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong
Building a practice, on purpose (Adam's guest appearance on The Power Hour podcast)
Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt
Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein
3 financial dos and don'ts before year-end
How Much Should You Pay Yourself?
The benefits of sharing your practice financials with your spouse
Completely Rethinking the Patient Experience with Dennis Moseley Williams
How the "Augusta rule" can provide tax-free income from your optometry practice
I-bonds: a little-known (and guaranteed) option for "lazy money"
Why the backdoor Roth IRA matters for optometrists
Creating a win-win: Associate comp structures that work in optometry practices
The AOA changed their disability and life insurance group plan...here's what you need to know
Adding an associate: why, when, and how with Dr. Steve Vargo, OD
Rewind: 5 Reasons Why I Don't Like SIMPLE IRAs for Optometry Practice Owners
Systematizing to Specialize with Jen Goldman
Why you need to learn how to read your statement of cash flow
Rewind: Adding an associate: Understanding marginal chair cost to leverage your practice
A deeper dive into understanding life insurance options with Ed Wildermuth, CFP® CPA
So you bought some whole life insurance…now what?
Key considerations when thinking about partnership (and what solo owners can learn from it)
Private equity and optometry: a 2021 update with Michael Pote with Growth Cooperative
Creating a marketing strategy for an optometric practice with Nate Ebel
3 questions owners need to answer before selling their practice with Nathan Hayes
Survive to thrive: Try Not 2 Blink Podcast guest appearance
Should you compare your portfolio to a benchmark?
Bitcoin and DOGE and Etherium, oh my!! A discussion about crypto and your portfolio with Justin Castelli
A chat with one of the founders of "ODs on Finance" Facebook, Dr. Aaron Neufeld, OD (Part 2)
A chat with one of the founders of "ODs on Finance" Facebook, Dr. Aaron Neufeld, OD (Part 1)
How to thrive in the midst of constraints with Dr. Ted McElroy
Knowing Your Number (Holiday Rewind)
Using the "Google My Business" to grow your patient base: an audible website case study with Dr. Rich Zimbalist
Warming up to cold starts (Part 2) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors
Warming up to cold starts (Part 1) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors
4 items to review for errors on your tax return
The financial benefits of integrating disease management into your practice with Dr. Chris Wolfe
Understanding your health insurance options as a practice owner with Jordan Clarke
Why "intentionality" is key to building a practice that serves you: my guest appearance on the IDOC Focal Point podcast
Rethink the way you think about budgeting in your practice with Nathan Hayes
Don't forget about the little guy!...a review of asset allocation and the importance of small caps
Building your leadership team: how to remove yourself from day-to-day decision making in your office
Selling from the chair: Reframing your mindset around sales and how it increases your bottom line
(Re) thinking your investment asset allocation as a practice owner
UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children
Case study: actionable strategies for a struggling $500k producing private practice with Nathan Hayes and Dr. Gina Wesley
The "how" behind what made 2020 the best year ever for one high-producing practice owner with Dr. Jeremy Ciano
GameStop ($GME) story-time: The good, the bad, and the ugly...and what we can learn from it
Strategies and procedures to increase your capture rate & second pair sales
Contract Negotiations for Optometrists: Creating a Win-Win for Associates and Owners
Plan Your Year: An Introduction to Free, Focus, and Buffer Days
Hiring an Associate That Stays: The Importance of Culture
20/20 Rewind: Managing Your Schedule to Profitability with Dr. Gina Wesley (most downloaded episode of 2020!)
Completely Re-thinking the Patient Experience with Dennis Moseley Williams
The AMA Episode with My Wife Andrea
Knowing Your Number
Mortgages with Kim Hockaday
How much cash should I keep in my practice?
5 Pieces of advice from Dave Ramsey that's wrong for optometrists
PPP Forgiveness Strategy, EIDL, and Election Update
5 Scary Financial Decisions Optometrists Make That Keep Them Broke
How to Talk to Kids About Money
5 Ideas for Funding College Education for Your Kids
Taxes 101: Understanding Tax Brackets, Deductions, and Credits
REALLY Understanding the R&D Tax Credit with Kyle Riddle
3 Misunderstood Responsibilities You Have as a 401(k) Plan Sponsor
Implementing a SoloK as an Optometrist?
Should you make Traditional or Roth 401(k) Contributions?
Understanding Different Types of Profit Sharing Plans
How to Pay Less in Taxes the Year You Sell Your Practice with Karl Willman
A Powerful 401(k) Option You've Probably Never Heard Of
How to Use Your Website to Drive New Patients to Your Practice with Dr. Rich Zimbalist
Five Reasons Why I Don't Like SIMPLE IRAs for Optometry Practice Owners
Three CARES Strategies to Revisit
Proactive, Mid-Year Tax Planning Strategies to Review
7 Items to Review on Your Tax Return
How to Understand Practice Cash Flow to Help Grow Your Net Worth with Nathan Hayes
Profit First with Dr. Mick Kling, OD
How Two ODs ARE CRUSHING Their Student Loan Debt: An Interview with Drs. Zac & Joelle Holland
Getting a Fair Deal: An Optometrist's Guide to Savvy Real Estate Leases with Colin Carr
How Rethinking Your Patient Interaction Can Influence Change and Improve Your Practice with Dr. Steve Vargo, OD
Navigating a Private Equity Practice Exit (Part 2): A Conversation with Jason Preator
Navigating a Private Equity Practice Exit: A Conversation with Jason Preator
The Benefits and Strategy to Adding Dry Eye Tx to Your Practice with Dr. Damon Dierker, OD
Managing Your Schedule to Profitability with Dr. Gina Wesley, OD
Thinking about practice valuations in the midst of COVID19 with Matt Howard
The How and Why of Having an Accountability Partner as an Optometrist with Drs. Jennifer Stewart and Jeremy Ciano
Pursuing a Better Investment Experience During Volatile Markets with Dave Goetsch
PPP Update & Emergency CARES Act Strategy
Navigating and Planning for the Optometry Job Market Post-COVID-19 with Dr. Matt Geller, OD
The CARES Act & Optometry: A Replay of my Facebook Live Q&A Session
Telehealth, Fear Setting, and Pivoting: How ODs Can Reframe and Refocus ThroughCOVID 19 with Dr. Justin Manning, MPH, OD, FAAO
Crisis Management Tips During COVID-19 Closures
Increasing Annual Supply Contact Lens Sales (and Profitability) In Your Practice with Ryan Gustus, OD
What to do During Market Selloffs
How to Think About Vision Plans and Profitability in Your Practice with Drs. Jennifer Stewart & Jeremy Ciano
How Much Should You Pay Yourself?
Three Ratios ODs Should Know From Their Balance Sheet
Being an Optometrist and Working as a Medical Science Liaison with Nysha Blender, OD
What Every Optometrist Should Know About Life Insurance
Financing Considerations when Buying or Selling a Practice with Dan Zone
Selling Your Practice as a Vision Source Partner Office with Dr. Mick Kling, OD
How to Distribute Cash Flow Out of Your Practice
5 Financial Steps Optometrists Should Take in the Beginning of the Year
Personal Budgeting Tips and Tools for Optometrists and Private Practice Owners
My Top 10 Books Optometrists Should Read in 2020 to Build a Life They Love
Increasing Profitability Through Staffing Flexibility with Dr. Gina Wesley, OD
Year-End Tax and Financial Planning Strategies
Starting a Practice Cold While a 4th Year: The Success Story of Dr. Hannah Cho
Contemplating a Private Equity Funded Exit: The Story of Dr. Ken Krivacic, OD
Controlling Your Income: The Importance of Fee Schedules on Profitability
Health Insurance Options for Optometrists
Top 10 (Financial) Tips for Optometrists: On location at Univ. of Houston College of Optometry
Updates, Clarifications and Anchoring Bias
Celebrating Episode #50 of 20/20 Money with Dr. Andrea Cmejla, OD
A New Mindset for Patient Engagement & Leadership with Dr. Justin Manning, OD, FAAO, MPH: Part 2
A New Mindset and Framework for Patient Engagement & Leadership with Justin Manning
Three Taxes to be Aware of When You Sell Your Practice
From Beginning to End: The Timeline of Selling Your Practice with Erik Ferjentsik (Part 2)
From Beginning to End: The Timeline of Selling Your Practice with Erik Ferjentsik (Part I)
Exit Stage Left: Prepping for the Exit from Your Practice with JT Metzger
Adding an Associate: Understanding Marginal Chair Cost to Leverage Your Practice
The ABC's and 123's of Disability Insurance for ODs
Should You Upgrade Your Retirement Plan From a SIMPLE IRA to a 401(k)?
Getting Down with Dailies: The How and Why of Increasing Daily CL Rx in Your Practice
1031's and DST's: Tax and Investment Considerations When Selling Commercial Real Estate
Reality vs Entertainment: Understanding Market Declines and Financial Pornography
Buying and Growing a Successful Rural Optometry Practice: The Story of Dr. Matt Mitchell, OD
Prioritizing Your Long-Term Savings Vehicles
The Path to Multidisciplinary Success—The Story of Dr. Jennifer Stewart, OD
Why Don't Young ODs Want to Buy Practices??
Making the Most Out of Optometry Conferences
Planning Your Career After Graduation w/ the co-Founders of NewGradOptometry.com
Four Levers in Retirement
Managing a 4-location Corporate-Affiliated Practice and a Medical Billing Company: The Career of Dr. Eric Botts, OD
The Emotional Connection to Cash
The Impact of Mastermind Groups: The Story of Dr. Kent Godfrey
A Tale of Two Roles: The Career Journey of Britt Gustafson, OD
Eye Moonlight as a Podcast Host: The Careers of Drs. Roya Habibi & Jimmy Deom
Understanding the Financials of Your Practice to Make Smart Business Decisions
Why You Need a Professional Team
Be Proactive with Tax Planning
Managing the Stress of Practice Ownership (and Life)
Understanding Private Equity in Optometric Practice Sales with Michael Pote, CEO of The Growth Cooperative
So You Want to Sell Your Practice…
Making the Most of Your Practice's Retirement Plan
Income Allocation: Saving vs Paying Down Debt
Health Insurance: COBRA vs Healthcare.gov
"Straight cash, homie!"
Cash Balance Plans with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.
Financial Decision-Making for Optometrists with Dr. Jeremy Ciano
Donor Advised Funds with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.
Inside the Mindset and Methods of a Multi-Million dollar, single OD practice w/ Dr. Jeremy Ciano
Dispelling Myths about Corporate Affiliated Optometry at The Energeyes National Meeting, St. Louis, MO
Goal Setting: Beginning the Year on a Curve Ball
Intro to Growth Cooperative, Doing away with insurance
Retirement Plan Options for Practice Owners with Josh Kegley
Marketing & Branding with Matt McNairy of Ground Floor Creative
Everything you needed to know about financing your practice with Dan Zone
Estate Planning with Brad Cohen
The Dose Podcast - Episode 3 - Drs. Antonio Chirumbolo and Matt Gellar
Undressing Financial Services
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