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20/20 MONEY

Mar 25, 2019

 

We’ve been on a roll lately in having some of our past guests share more of their knowledge and today is no different. This episode is part one of a two-part conversation with Michael Pote. You may remember Michael from episode 8, where we talked about several areas of practice management and what his organization...


Mar 18, 2019

We’re back with another episode of The Dose. Today I have another returning guest, Josh Kegley with Retirement Plan Consultants. You may remember Josh from one of our earlier episodes where we talked pretty high level about the retirement plan space and the evolution that practice owners go through as it pertains...


Mar 12, 2019

In this episode we talk about one of the most common questions I hear from optometrists: should I pay down debt or should I be saving for retirement? While every person’s situation is different, it’s important to understand the one theme and idea that’s constant in that equation: the time value of money and...


Mar 4, 2019

Today’s show is another solo episode that takes you on my personal journey as I evaluate healthcare options that my family is considering now that we no longer have access to group health insurance through my wife’s employer. During this episode I discuss some of the details about how COBRA coverage works, the...