Feb 22, 2021
On this solo episode of 20/20 Money I will be explaining the process of gifting of assets to your children, strategies to employ including an UTMA account, and the impact those gifts will have on you, both now and 5-10 years down the road.
As a reminder, you can get all the information discussed in today’s...
Feb 15, 2021
Welcome to another episode of 20/20 Money! My guests on today’s show are Dr. Gina Wesley and Nathan Hayes. Gina owns her very successful private practice in Medina, MN and Nathan is the practice finance consultant with IDOC, and I’m really excited for this conversation for multiple different reasons.
Today’s show...
Feb 8, 2021
On this episode of 20/20 Money, my guest on today’s show is Dr. Jeremy Ciano, owner and founder of RevolutionEyes in Carmel, IN.
Jeremy’s been on the show in the past and episode #11 of 20/20 Money (back when it was called “The Dose”) is still in the top 10 most downloaded episodes (link below). Jeremy joins us...
Feb 1, 2021
On this episode of 20/20 Money! My guest on today’s show is my good friend Josh Bannerman, (a.k.a. the “OG” from the Stacking Benjamins podcast).
Josh and I were talking the other night about the craziness that is going on in the markets recently. I got to thinking (after the conversation) that what we were just...