Jan 31, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Wade Weisz from For Eyes Bookkeeping.
Wade joins the show to talk with me about something that we’re both passionate about: numbers! However, Wade and I are looking at it through two different set of lenses, though we’re both doing it for...
Jan 24, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Brianna Rhue, OD, co-founder of DrContactLens.com and TechifEYE. Brianna joins the show today to share with us both the qualitative and quantitative benefits of improving the contact lens purchasing experience your patients experience during the...
Jan 17, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Eric Nelson, CFA (@ServoWealth). Eric is the found of Servo Wealth Management, a fee-only RIA located in Oklahoma City, OK.
Eric and I share very, very similar investment philosophies in the way we manage client portfolios and I wanted to have him...
Jan 10, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Stephanie Bogan.
While Stephanie has built and sold a number of businesses in her career, most recently she is the founder of Limitless Adviser, a coaching program where she empowers financial advisors to create and build wildly successful practices...
Jan 3, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Erich Mattei. Erich is the founder of Akrinos, a consulting firm that not only helps ODs thrive in today’s practice management landscape but takes it a step further by helping with the implementation and execution of identified strategies that will...