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20/20 MONEY

Feb 28, 2022

Welcome to this episode of 20/20 Money! My guest on today’s show is Hayley Stewart. Hayley is the Financial Services Manager for IDOC and predominately focuses her time and expertise on bookkeeping services for IDOC clients. Hayley joins the show to talk about the importance of bookkeeping in practices and how to...


Feb 21, 2022

Welcome to this episode of 20/20 Money! My guest on today’s show is Phil Huber, CFA, CFP® (@bpsandpieces).

 

Phil has been involved in the financial services business since 2007 and is the Chief Investment Officer in Savant Wealth’s Lincolnshire, IL office, is a member of the Investment Team, has a membership...


Feb 14, 2022

Welcome to this episode of 20/20 Money! My guest on today’s show is Ashy Daniels, CFP®. Ashby is an advisor, firm owner, blogger, and friend of mine and I wanted to have him on to talk about a variety of thoughts and perspectives as it relates to financial planning and portfolio management and how that specifically...


Feb 7, 2022

Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Nathan joins me back on the show today to talk about a topic that was actually inspired within the ODs on Finance Facebook community: why practices are valued the way that they are and whether the valuation method that’s used is fair...