Episode Details

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Matt Ruttenberg of Life Inc., Retirement Services joins the podcast for a mid-year review of 2024 updates for 401(k) plans and late-year deadlines optometry practice owners need to know.

They dive into soon-to-be required auto-enrollment, deadlines to open a safe harbor 401(k) plan for 2024, profit sharing deadlines, submitting 5500 for solo 401(k) plans, and more!

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.

Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. 

Resources mentioned on this episode:

• The Optometry Money Podcast Ep 40: The Optometrist’s Guide to The SECURE Act 2.0
• The Optometry Money Podcast Ep 89: 2024 Financial Updates Optometrists Need to Know
• The Optometry Money Podcast Ep 63: Choosing A Retirement Plan for Your Optometry Practice
• The Optometry Money Podcast Ep 64: How to Invest Six Digits A Year Into Your Practice Retirement Plans with Matt Ruttenberg
• Life, Inc. Learning Center

The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.