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20/20 MONEY


Dec 19, 2022

Welcome to this episode of 20/20 Money! As we approach the end of the year, I thought it would be appropriate to share with you the 5 books I think all OD practice owners should read in 2023, and why I believe they will have a valuable impact on your business. 

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 newsletter and you can also set up a 30min Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the upcoming launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you!


Resources

1. Turning the Flywheel: A Monograph to Accompany Good to Great

2. Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork
 
3. Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones
 
4. Simple Numbers, Straight Talk, Big Profits!: 4 Keys to Unlock Your Business Potential
 
5. Simple Wealth, Inevitable Wealth: How You and Your Financial Advisor Can Grow Your Fortune in Stock Mutual Funds
 
https://jamesclear.com/ 
https://eyethrive.net/contributor/adam-cmejla/ 

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For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!