All Episodes
The Optometry Money Podcast — 167 episodes
(Rewind) Implementing a Strategic Planning Week To Level Up Your Optometry Practice with Dr. Chad Fleming
Mid-Year Tax Check-In: 4 Questions Every Optometrist Should Be Asking
Finding the Bottlenecks Limiting Your Practice's Capacity with Kerry Reeves, OD
Planning Your Practice Exit: The Retirement Math That Sets the Floor
The Biggest IPOs in History Are Here - Should Optometrists Invest?
(Rewind) Should Optometrists Invest at All-Time Highs? What the Data Says
Big Student Loan Changes Are Final: What Optometrists Need to Decide Now
How to Maximize Your Optometry Practice Value Before You Sell with Erich Mattei
How to Stop Scrambling at Tax Time: An Optometrist's Guide to Quarterly Tax Payments
(Rewind) An Optometrist's Guide to Business Entities
The Location-Independent OD: Compensation, Licensing & the Future of Remote Care with Crystal Edison, OD
Listener Q&A #2: S Corp Salary, How Much Practice Cash to Keep, Buying Practice Real Estate, and More
Are Your Retirement Accounts Protected from Lawsuits? A Guide for Optometrists
Trump Accounts for Kids: What Optometrists Need to Know
How to Invest Tax-Efficiently and Keep More of Your Returns (After-tax)
Listener Q&A: Practice Ownership, Backdoor Roths, and Student Loans
How Filing Taxes Separately Impacts Student Loan Outcomes for Optometrists
Four Tax Planning Levers You Can Still Pull for 2025
What’s Changing in 2026: Five Key Financial and Tax Updates for Optometrists
Profit Sharing Demystified: How Optometry Practice Owners Can Maximize Their 401(k) with Matt Ruttenberg
5 Key Tax Planning Levers Optometrists Need to Know
Four Common Investment Mistakes Optometrists Should Avoid
Four Gaps That Can Break Your Estate Plan (Even If It’s ‘Done’)
End of the Interest-Free SAVE Forbearance - What It Means for Optometrists
How the Final One Big Beautiful Bill Act Impacts Optometrists - Taxes, Student Loans, and More!
Are Individual Bonds Safer Than Bond Funds? What Optometrists Need to Know
Rewind: Financial Planning Considerations for Owners of Established Optometry Practices
What Most Investors Get Wrong About Dividend Investing
Optimize Your Pay: 7 Key Factors for Setting Practice Owners' Compensation
The Big Beautiful Bill Act: Tax & Student Loan Reforms Optometrists Need to Watch
(Rewind) Why Active Investment Management Fails with Andrew Berkin, PhD
Creating a More Holistic Integrative Healthcare Patient Experience with Dr. Neda Gioia
Beyond Indexing: An Optometrist's Guide to Factor-Based Investing
The Case for Index Funds: Why Optometrists Should Embrace Passive Investing
Strategic Tax Planning Levers in the Optometrist's Tax Return
Creating a Clear Pathway from Associate Optometrist to Partnership with Erich Mattei
Fresh Student Loan News and Tradeoffs ODs Choose When Using IDR Plans Toward Forgiveness
Are Stock Market Declines Normal? What History Tells Us and What ODs Should Do About It
2025 Student Loan Update: New Court Decisions and Actions to Take
Cold Start vs. Practice Purchase: Most Common Questions & Misconceptions with Dr. Jennifer Stewart and Dr. Aaron Neufeld
Scaling an Optometry Practice and Embracing Family Entrepreneurship with Tony and Kim Turin
Lessons from Expansion: Growth, Hiring, and Refocusing the Practice with Dr. Nick Lillie
Implementing a Strategic Planning Week To Level Up Your Optometry Practice with Dr. Chad Fleming
Scaling and Freedom: When, Why, and How to Add an Associate Optometrist with Erich Mattei
Savings Rate: The Ultimate Indicator of Future Financial Success
Key 2025 Financial and Tax Updates Every Optometrist Should Know
Critical Year-End Financial Moves for Optometrists
An Optometrist's Guide to 529 Plans and Saving For College
(Rewind) Tax Planning Targets to Aim For Mid-Year
Adding Private Label to Improve Margins Without Compromising Quality with Dr. Chad Fleming
(Rewind) Investing in Election Years: What History Tells Us About the Stock Market and Elections
Can You Buy a Car in Your Optometry Practice as a Business Expense with Jackson Pace and Kevin Dang, CPAs
Cash Flow Clarity: Navigating Important Differences Between Profit and Cash Flow in Your Optometry Practice
Tax Planning Targets to Aim For Mid-Year
(Rewind) An Optometrist's Guide to How Income Taxes Work
Actions to Take During (Routine) Market Declines
2024 Mid-Year Retirement Plan Updates and Deadlines Practice Owners Need to Know with Matt Ruttenberg
Student Loan Updates: Can't Access PAYE Plan, SAVE Court Cases, and more!
Investing in Election Years: What History Tells Us About the Stock Market and Elections
Navigating Commercial Real Estate Decisions for Your Private Practice with Colin Carr
Should Optometrists Invest at All-Time Highs? What the Data Says
Navigating a Successful Transition from Corporate Sublease to Private Practice with Dr. Tessa Sokol
(Rewind) An Optometrist's Guide to Business Entities
(Rewind) An Optometrist's Guide to The Qualified Business Income Deduction
Avoiding Capital Gains When Selling Your Home with the Home Sale Exclusion
Unlocking Real Estate Losses to Offset Your Other Active Income with Thomas Castelli, CPA
Tackling Conflict Head-On To Improve Your Optometry Practice with Dr. Bethany Fishbein
100th Episode! What You Should Expect From Working With a Financial Advisor
Creatively Structuring Practice Sales to The Next Generation of Optometrists with Michael Pote
Student Loan Update: Pause to Recertify Incomes Extended for IDR Plans
Financial Planning for Optometrists: Part Two (Guest Appearance on The Four Eyes Optometry Podcast)
Deep Dive Into Financial Due Diligence When Buying an Optometry Practice with Jackson Pace and Kevin Dang, CPAs
Improving Student Loan Outcomes When Filing Taxes Married Separately
Why Active Investment Management Fails with Andrew Berkin, PhD
Improving Your Practice's Hiring Process by Turning It On Its Head with Dr. Micheal Neal
Navigating New Business Entity Reporting Under the Corporate Transparency Act with Ali Oromchian
An Optometrist's Guide to Health Savings Accounts (HSAs)
Financial Planning for Optometrists: Part One (Guest Appearance on The Four Eyes Optometry Podcast)
2024 Financial Updates Optometrists Need to Know
Best of 2023: Freedom From Vision Plans Through A Direct Care Model with Dr. Kara Foster
Best of 2023: Financial Planning Considerations for Owners of Established Optometry Practices
Best of 2023: Financial Planning Considerations for the Early Years of Practice Ownership
Year-End Financial Planning Checklist for Optometrists
(Holiday Rewind) Tax Planning For Charitable Giving
(Rewind) 5 Levers to Control Capital Gains on Your Tax Return
How to Protect Your Assets From Liability with Levi Barlavi
An Optometrist's Guide to Estate Planning with Ali Oromchian, J.D., LL.M.
Intro to Optometry Practice Valuations with Erich Mattei
Partnering With an Independent Lab and Maintaining Independence with Ben Collier and Dan Korolev
Separating Fact From Fiction of Indexed Universal Life Insurance with Andy Panko, CFP®, RICP®, EA
Ins and Outs of Permanent Life Insurance with Broc Buckles
An Optometrist's Guide to Life Insurance
(Rewind) Building a Multi-Location Practice and Improving Culture with Dr. Andy Yaryan
Student Loan Planning for Optometrists in 2023 and Beyond!
(Rewind) Using Traction to Level Up Your Optometry Practice with Dr. Larry Golson
Using Artificial Intelligence to Improve Your Optometry Practice with Ankit Patel
Viewing the Health of Your Practice Through the Eyes of a CFO with Jackson Pace, CPA
Financial Planning Considerations for Owners of Established Optometry Practices
Financial Planning Considerations for the Early Years of Practice Ownership
Financial Planning Considerations When Preparing for Practice Ownership
The Supreme Court Ruling, New SAVE IDR Plan, and Other Big Student Loan Updates
Retirement Plan Options for Independent Contractor Optometrists
(Rewind) How to Track Progress Toward Financial Independence
How to Invest Six Figures A Year Into Your Practice Retirement Plans with Matt Ruttenberg
Choosing a Retirement Plan For Your Optometry Practice with Matt Ruttenberg
Payments Restarting and Other Student Loan Updates!
Should You Invest In International Stocks?
How to Decide The Amount of Stocks and Bonds in Your Investments
Master Your Money (Evon's Guest Appearance on the Try Not To Blink Podcast)
Investing Fundamentals - Understanding Stocks, Bonds, Mutual Funds, and ETFs
A Framework for Deciding Where to Save/Invest Next
Helping Your Team Learn Good Financial Habits (Evon's Guest Appearance on Power Hour Podcast)
Back to Basics: The Way of Budgeting That Works
Freedom From Vision Plans Through A Direct Care Model with Dr. Kara Foster
An Optometrist's Guide to Estimated Tax Payments
Creating a More Patient-Centric Contact Lens Sales Process with Dr. Brianna Rhue
An Optometrist's Guide to The Qualified Business Income Deduction
Guide to Due Diligence on Practice Purchases with Erich Mattei
An Optometrist's Guide to Business Entities
Calculating the Return On Your Practice Investments with Amanda Collaso
An Optometrist's Guide to How Income Taxes Work
Creating Your Practice Marketing Plan with Justin Knott
What is the 4% Safe Withdrawal Rule?
An Optometrist's Guide to Financial Advisors (5 Questions To Ask)
Observations on the Most Profitable Mode of Practice with Bethany Fishbein
Why and How to Launch a Specialty Lens Practice with Dr. Aaron Neufeld
Navigating Internal Practice Transitions with Dr. Mick Kling and Craig Moritz
The Optometrist's Guide to The SECURE Act 2.0
Building a Personal Brand As An Optometrist with Dr. Joseph Allen
Holiday Replay: Getting a Grip On Your Practice Bookkeeping with Wade Weisz
Tax Planning For Charitable Giving
Debt Management for Optometrists (Guest Appearance on The Chris Wolfe Podcast)
Tax Planning for Short-Term Rental Properties with Arsalan Ashraf, CPA
5 Levers to Control Capital Gains on Your Tax Return
(Holiday Replay) Assessing the Health of Your Optometry Practice with Dr. Chad Fleming
How Mindset Impacts Financial Decision Making with Bethany Fishbein (Guest appearance on The Power Hour Podcast)
Year End Tax Planning for Optometrists with Joe Erickson, CPA
Internal Succession, Private Equity, and the Future of Optometry with Dr. Chris Wolfe
Getting a Grip On Your Practice Bookkeeping with Wade Weisz
Keeping Your Beneficiaries Up To Date
How To Check the Health of Your Cash Flow
Using Traction to Level Up Your Optometry Practice with Dr. Larry Golson
Creating Operational Freedom and a Sale-Ready Optometry Practice with Josh Patrick
How to Plan for the Costs of College with Michael Labos, CFP®, CCFS®
Is There Balance in Your Balance Sheet?
How to Track Progress Toward Financial Independence
How Mentality Impacts the Success of Your Optometry Practice with Bethany Fishbein
Using an Independent Optical Lab and Keeping Control Over Profitability with Ben Collier
Optometrist Student Loan Planning in 2022
PEOs and Solving HR Headaches in Your Practice with John Wiley
Assessing the Health of Your Optometry Practice with Dr. Chad Fleming
Becoming a Partner, Learning Leadership and Improving the Sales Process with Dr. Ryan Gustus
Actions to Take During a Declining Stock Market
Navigating Financing for Optometry Cold-Starts and Practice Acquisitions with David Tessier
Lessons Learned from Building a Business (Evon's guest appearance on the Ultimate OD Podcast)
Mid-Year Financial and Tax Planning for Your Optometry Practice with Yuri Kapilovich, CPA
Navigating Mortgages in a Crazy Market with Troy Root
Building a Multi-Location Practice and Improving Culture with Dr. Andy Yaryan
Scaling a Practice, Building the Team, and Adding Specialties with Dr. Nick Lillie
Cold-Starting a Specialty Vision Therapy Practice with Drs. Miki Lyn Zilnicki and Jessica Licausi
The Ins and Outs of Disability Insurance with David Bennis
Navigating Associate Contracts, Practice Ownership, and Partnerships with Dr. Chad Fleming
How to Level Up the Operations, Tech, and Marketing in Your Optometry Practice with Perry Brill
Steps to Launch a Successful Cold-Start with Erich Mattei
Three Factors That Can Make or Break Your Optometry Cold Start
Financial and Tax Planning for 1099 Optometrists
Introduction & Welcome to the Show!