20/20 MONEY

The financial profession is "clear as mud." Let's clarify fiduciary duty vs suitability standards, the different business models, & conflicts of interest

Sep 25, 2023

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan life on...

Investing in your team, the importance of culture and purpose, what ODs can learn from dentistry, and focusing on the long-term with Dr. Andy Yaryan, OD

Sep 18, 2023

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Andy Yaryan, OD.

Andy and I have a great and wide-ranging conversation. Andy shares why his culture has been so important to his success and demonstrative ways in which he measures culture in his practice, why focusing on the two things every...

Making the right decisions and avoiding mistakes with commercial real estate with Mike Jorgenson of Carr Healthcare Realty

Sep 11, 2023

Welcome to this episode of 20/20 Money! My guest on today’s show is Mike Jorgenson with Carr Healthcare Realty. Mike joins me on the show to discuss all things real estate and optometric practices and we discuss many different aspects of real estate. We talk about evaluating the location of your practice, buying vs...

Overrated and underrated practice management metrics in the business of optometry with Dr. Matt Mitchell

Sep 4, 2023

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Matt Mitchell, OD. Matt joins me back on the show to put a light-hearted spin on some of the traditional practice benchmarks that are used in the profession. He talks about benchmarks that he feels are a bit over-rated in their use and dependency...