Oct 25, 2021
Most of us can’t remember the last time that we actually earned anything worth noting on our cash reserves. The days of 4%+ savings accounts are decades-old memories. However, there is one silver lining of rising inflation: I-bonds are attractive again, and it’s a great option for optometrists to consider when...
Oct 18, 2021
Welcome to this episode of 20/20 Money! We’re 150+ episodes into this podcast and this was the first episode we’ve dedicated to the “backdoor Roth IRA!” In this episode I’ll discuss the strategy, when you need to utilize it, mistakes that we’ve observed throughout the process, and the future of the backdoor...
Oct 11, 2021
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. This conversation is a follow up to the episode that Nathan and I did around partnership compensation structures. In that episode, Nathan in passing made a couple of comments around associate compensation structure and the feedback we...
Oct 4, 2021
Welcome to this episode of 20/20 Money! On this episode, we’ll provide a brief refresher on the important components of long term disability, talk about the differences between short and long term disability (and why I will usually not recommend you purchase short term disability policies), and provide an update on...