Jun 27, 2022
There are so many options an optometrist can consider when thinking about the prioritization of savings vehicles for both short term and long term needs. In today’s show, we walk up the savings ladder through the lens of tax efficiency.
As a reminder, you can get all the information discussed in today’s...
Jun 20, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Peter Lazaroff (LinkedIn Profile).
Peter is a Chartered Financial Analyst, firm owner, author, speaker, podcast host, and chief investment officer of Plancorp, LLC, a fee-only Registered Investment Advisor in St. Louis overseeing over $6 billion of...
Jun 13, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ryan Gustus. Ryan is a partner at Eyecare Associates of Bluffton and Roanoke and also co-founder of Lensquote and their newest tool called Profit Assist.
Ryan joins the show today to talk about something that every practice owner should be...
Jun 6, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with IDOC.
In this conversation Nathan and I talk through the qualitative and quantitative metrics and mindsets to consider when identifying whether and when your practice is ready to add an associate. We talk about the importance of...