Jul 29, 2019
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Jeff Smith.
Jeff is a long time friend of mine and works as what is known in the investment world as a “wholesaler,” which means that it’s his responsibility to communicate primarily to other investment professionals that work with...
Jul 22, 2019
Welcome back to another episode of 20/20 Money. My guest on today’s show is Dr. Matt Mitchell. Dr. Mitchell owns Bluffton Family Eye Care, a private practice located in…you guessed it…Bluffton, IN. What’s unique about Matt, though, is that his practice is located in what many would consider to be a...
Jul 15, 2019
Welcome to this episode of 20/20 Money! In today’s episode I talk about the different retirement savings vehicles that ODs should consider given the mode of their practice and the “ladder” in which they should order their savings strategy. I begin with the versatility of the HSA and why it’s good to think about...
Jul 8, 2019
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Jennifer Stewart.
Jennifer is a partner at Norwalk Eye Care, a private practice in Norwalk, CT. The reason that I wanted to have Jennifer on the show is because of her insatiable quest for knowledge on how to run an...
Jul 1, 2019
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes.
Nathan is the Practice Finance Consultant at IDOC and has worked with countless practices to help them understand not only the financials of their practice but how to make strategic business decisions based on the financial...