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20/20 MONEY

Dec 17, 2018

Welcome to this Episode of The Dose podcast. My guest on today’s show is Michael Pote. Michael and I met a little over 4 years ago through a national optometry association and have followed each other’s businesses ever since. Michael’s exposure in optometry has been primarily as a marketer, but today he is the...


Dec 3, 2018

Welcome to this episode of The Dose podcast. My guest on today’s show is Josh Kegley.  Josh works exclusively in the retirement planning space and provides multiple services to business owners and their team members. What’s unique about Josh is that he’s been doing this for the last 15 years and has spent pretty...


Nov 19, 2018

Welcome to this episode of The Dose podcast. My guest on today’s show is Matt McNairy and we will be talking any and all things marketing and branding. Matt has had a number of different stops in marketing throughout his career but ever since 2006 has run his own marketing and website design and development firm. What...


Nov 5, 2018

In this episode of The Dose Adam talks with Dan Zone from Wells Fargo about the many aspects of financing that medical professionals will experience throughout their career. What’s truly unique about Dan is that he almost entirely focused on these white coat professionals. Dan’s experience has allowed him to see...


Oct 29, 2018

On this episode, I have a great conversation with Brad Cohen. Brad is an estate and business planning attorney with Cohen, Garelick, and Glazier law firm in Indianapolis.

What’s unique about Brad, though, is his practice is very focused and dedicated on serving the personal and business planning needs of white coat...