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20/20 MONEY

Mar 29, 2021

On this episode of 20/20 Money, I share one example of why it’s important to ensure that your portfolio has a well-rounded asset allocation and the importance of including all different asset classes in your portfolio—not just the most popular and well-known indices like the S&P 500 (and I’ll share some actual...


Mar 22, 2021

On this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo.

Steve joins me on the show to discuss a challenge and stepping stone that practice owners may eventually find themselves reaching: how to step out of their business and delegate leadership-type tasks and responsibilities to someone else on...


Mar 15, 2021

Dr. Wesley is back on the show to talk about a topic that I think might seem taboo to ODs out there, and that topic is around sales. Gina talks about her journey on how she got comfortable selling from the chair and you’ll very quickly hear in our conversation how and why it doesn’t even seem like sales…which...


Mar 8, 2021

On this episode of 20/20 Money I talk about a new way to think about asset allocation and diversification as a practice owner and how a twist on the concept of asset location can have a significant impact on the overall value of your retirement portfolio.

As a reminder, you can get all the information discussed...


Mar 1, 2021

On this episode of 20/20 Money! My guest on today’s show is Rob Bertman. Rob is one of the resident experts at Student Loan Planner, a business that was founded by Travis Hornsby that has now grown to a number of consultants that have collectively provided more than 5,000 consults on over $1.2B of student loan...