Podcast Episodes

5 Key Tax Planning Levers Optometrists Need to Know

Episode 147

Questions? Thoughts? Send a Text to The Optometry Money Podcast!

Tax planning is more than just finding deductions—it’s about pulling the right financial levers at the right time. In this episode, Evo…

Published on 9 hours ago

Four Common Investment Mistakes Optometrists Should Avoid

Episode 146

Questions? Thoughts? Send a Text to The Optometry Money Podcast!

Episode 146 – Four Common Investment Mistakes Optometrists Should Avoid

As an optometrist and practice owner, you’ve got enough on your …

Published on 3 weeks, 6 days ago

Four Gaps That Can Break Your Estate Plan (Even If It’s ‘Done’)

Episode 145

Questions? Thoughts? Send a Text to The Optometry Money Podcast!

Episode Summary:

You’ve done the hard work of creating your estate plan. But is it actually ready to work when you need it most? In this…

Published on 1 month, 1 week ago

End of the Interest-Free SAVE Forbearance - What It Means for Optometrists

Episode 144

Questions? Thoughts? Send a Text to The Optometry Money Podcast!

Episode Summary

In this timely episode, Evon unpacks the Department of Education’s recent surprise announcement that interest will resum…

Published on 1 month, 4 weeks ago

How the Final One Big Beautiful Bill Act Impacts Optometrists - Taxes, Student Loans, and More!

Episode 143

Questions? Thoughts? Send a Text to The Optometry Money Podcast!

In this packed episode, Evon Mendrin, CFP® and host of The Optometry Money Podcast, breaks down the biggest tax and student loan law ch…

Published on 2 months, 1 week ago

Are Individual Bonds Safer Than Bond Funds? What Optometrists Need to Know

Episode 142

Questions? Thoughts? Send a Text to The Optometry Money Podcast!

Are individual bonds better than bond funds? What’s the actual difference between the two—and why does it matter for your investment st…

Published on 2 months, 3 weeks ago

Rewind: Financial Planning Considerations for Owners of Established Optometry Practices

Episode 141

Questions? Thoughts? Send a Text to The Optometry Money Podcast!

Enjoy this rewind of a popular episode! 

In Part 3 of a 3 part series, Evon dives into the many financial planning considerations optome…

Published on 2 months, 4 weeks ago

What Most Investors Get Wrong About Dividend Investing

Episode 140

Questions? Thoughts? Send a Text to The Optometry Money Podcast!

Dividend investing is one of the most passionately followed strategies online - yet much of the enthusiasm is driven by misunderstandin…

Published on 3 months ago

Optimize Your Pay: 7 Key Factors for Setting Practice Owners' Compensation

Episode 139

Questions? Thoughts? Send a Text to The Optometry Money Podcast!

As a private optometry practice owner, one of the most essential yet misunderstood financial decisions is figuring out how much to pay …

Published on 3 months, 1 week ago

The Big Beautiful Bill Act: Tax & Student Loan Reforms Optometrists Need to Watch

Episode 138

Questions? Thoughts? Send a Text to The Optometry Money Podcast!

In this special Friday episode, Evon returns to break down the recently passed proposed House bill - the “Big Beautiful Bill Act” - and…

Published on 3 months, 2 weeks ago