Aug 30, 2021
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr Matt Mitchell and this is actually an episode rewind, going back to episode #43 of 20/20 Money which aired almost 2 years ago to the day!
I’ve been having a lot of conversations with both new and existing clients about how and when to break...
Aug 23, 2021
Welcome to this episode of 20/20 Money! My guest on today’s show is Ed Wildermuth, CFP®, ChFC®, CPA. Continuing on the topic of permanent insurance that I started on last week’s episode, Ed joins me on the show today to do a deeper dive on permanent insurance solutions such as whole life and universal life and...
Aug 16, 2021
Welcome to this episode of 20/20 Money! Today’s episode is all about the options that you have if you’ve purchased whole life insurance in the past and you’re wondering what options you have if it hasn’t necessarily lived up to your expectations. While whole life insurance can have a place in a financial plan...
Aug 9, 2021
On this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Long time listeners will know that Nathan and I can talk about almost any business subject that impacts optometrists, and today’s topic is no different but it’s one that I think is going to resonate with a lot of OD practice owners:...
Aug 2, 2021
Welcome to another episode of 20/20 Money! My guest on today’s show is Michael Pote.
Michael has been on the show before (you can check out those conversations by clicking here for Part I and here for Part II) to talk about selling your practice to private equity and I wanted to have him back on the show for...