20/20 MONEY

319 Episodo

1. How a hyper-effective, right-fit team can increase your profitability: a follow up convo with Dr. Mike Neal, OD

   Publicado: 11/3/2024
2. Reconciling a successful succession plan with a growing practice with Dr. Kurt Steele, OD

   Publicado: 4/3/2024
3. Using a cash balance plan strategies when you sell your practice with Charlie Steingas of Cash Balance Actuaries, Inc.

   Publicado: 26/2/2024
4. "Flights and Insights" with Dr. Michael Neal: Implementing finance charges, profit sharing with team members, associate comp structures, and new reads

   Publicado: 19/2/2024
5. An optometry practice "cold start" update with Drs. Bob Steinmetz & Eric Baas, OD from iCare Advisors

   Publicado: 12/2/2024
6. Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank

   Publicado: 5/2/2024
7. I'VE BEEN HACKED (AGAIN!!) - Another 20/20 Money Takover with Drs. Chris Wolfe & Kyle Klute, OD

   Publicado: 29/1/2024
8. Weathering life's storms: the importance of resiliency with Dr. Ted McElroy, OD (Part 2)

   Publicado: 22/1/2024
9. The importance of vulnerability in leadership with Dr. Ted McElroy, OD (Part 1)

   Publicado: 15/1/2024
10. Savings numbers to know for the new year, defined benefit plan changes, and an ERC PSA.

    Publicado: 8/1/2024
11. 3 successive questions to ask as you plan next year

    Publicado: 1/1/2024
12. 20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

    Publicado: 25/12/2023
13. Year end planning with Bethany Fishbein, OD

    Publicado: 18/12/2023
14. Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA

    Publicado: 11/12/2023
15. Being intentional with cash flow around year-end planing with Jackson Pace, CPA

    Publicado: 4/12/2023
16. Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD)

    Publicado: 27/11/2023
17. Is owner-financing right for my practice? Guest appearance with Erich Mattei on Akrinos Access LIVE

    Publicado: 20/11/2023
18. Practice Success Spotlight: Creating diversified income streams in your practice with Dr. Mila Ioussifova

    Publicado: 13/11/2023
19. I'VE BEEN HACKED!!! A 20/20 Money TAKEOVER by Drs. Jennifer Stewart and Jeremy Ciano

    Publicado: 6/11/2023
20. How the SECURE Act 2.0 impacts optometrists and optometric practice owners

    Publicado: 30/10/2023