20/20 MONEY
Un pódcast de Adam Cmejla - Lunes
307 Episodo
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Year end planning with Bethany Fishbein, OD
Publicado: 18/12/2023 -
Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA
Publicado: 11/12/2023 -
Being intentional with cash flow around year-end planing with Jackson Pace, CPA
Publicado: 4/12/2023 -
Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD)
Publicado: 27/11/2023 -
Is owner-financing right for my practice? Guest appearance with Erich Mattei on Akrinos Access LIVE
Publicado: 20/11/2023 -
Practice Success Spotlight: Creating diversified income streams in your practice with Dr. Mila Ioussifova
Publicado: 13/11/2023 -
I'VE BEEN HACKED!!! A 20/20 Money TAKEOVER by Drs. Jennifer Stewart and Jeremy Ciano
Publicado: 6/11/2023 -
How the SECURE Act 2.0 impacts optometrists and optometric practice owners
Publicado: 30/10/2023 -
Creating your own patient-centric, in-house vision plan with Dr. Gina Wesley
Publicado: 23/10/2023 -
The in's and out's of billing and coding with Dr. John Rumpakis, OD, MBA
Publicado: 16/10/2023 -
When succession planning and partnerships are strained...what's the next best step?? (with Nathan Hayes of IDOC)
Publicado: 9/10/2023 -
Successful implementation of VT in your practice with Dr. Heidi Bell
Publicado: 2/10/2023 -
The financial profession is "clear as mud." Let's clarify fiduciary duty vs suitability standards, the different business models, & conflicts of interest
Publicado: 25/9/2023 -
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
Publicado: 18/9/2023 -
Making the right decisions and avoiding mistakes with commercial real estate with Mike Jorgenson of Carr Healthcare Realty
Publicado: 11/9/2023 -
Overrated and underrated practice management metrics in the business of optometry with Dr. Matt Mitchell
Publicado: 4/9/2023 -
Building a "Super-single" vs a multi-location practice: a conversation with Dr. Julie Helmus & Mike Kogelis
Publicado: 28/8/2023 -
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
Publicado: 21/8/2023 -
An update on all things student loan planning post-COVID with Lauryn Williams from StudentLoanPlanner.com
Publicado: 14/8/2023 -
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
Publicado: 7/8/2023
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/