Oct 31, 2022
Welcome to this episode of 20/20 Money! On today’s show we discuss the relationship between tax loss- and gain-harvesting and capital gain distributions from ETFs and mutual funds. We’ll run through a couple of examples of how you can proactively review your portfolio and potentially reduce your tax liability and...
Oct 24, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Larry Golson. Larry is the founder of Envision Eyecare & Eyeware in Ashville, NC and in addition to practice ownership he has taken on another role in the optometric profession, serving as a consultant and coach to practice owners looking to...
Oct 17, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Ali Oromchian. Ali is an attorney and founder of DM Counsel, a law firm based in the SF Bay area that serves medical professionals nationwide.
Ali joins me on the show today to revisit the ABCs and 123s of estate planning and the importance of not...
Oct 10, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Amy Alvarez with IDOC. Amy joins me on the show today to discuss a topic that is certainly impacting practice owners in multiple different ways and at multiple different level: attracting and retaining staff in your practice. Amy shares a lot of...
Oct 3, 2022
Welcome to this episode of 20/20 Money! Today, I talk about the importance of understanding your savings rate and how that relates to the overall owner income that the practice produces. We’ll also tie this into the long-term planning implications of NOT knowing and understanding your savings rate and how lifestyle...