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Building a "Super-single" vs a multi-location practice: a conversation with Dr. Julie Helmus & Mike Kogelis
Episode 251
Welcome to this episode of 20/20 Money! My guests on today's show are Mike Kogelis & Dr. Julie Helmus, OD. Mike and Julie join me on the show to talk about the growth of each of their respective busi…
Published on 2 years, 3 months ago
Finding out what brings you joy and fulfillment at work and what frustrates you...and removing that from your life with Dr. Pete Kehoe, OD
Episode 250
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Pete Kehoe, OD. This intro is packed with great info, so I hope you'll listen to the entirety of it before jumping forward to t…
Published on 2 years, 3 months ago
An update on all things student loan planning post-COVID with Lauryn Williams from StudentLoanPlanner.com
Episode 249
Welcome to this episode of 20/20 Money! My guest on today’s show is Lauryn Williams. Lauryn is an experienced consultant with www.studentloanplanner.com, a service started by Travis Hornsby a number …
Published on 2 years, 4 months ago
How ignoring interest rate arbitrage and focusing on the emotion of paying off debt can accelerate savings and wealth creation with Dr. Matt Mitchell, OD
Episode 248
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Matt Mitchell, OD. Matt joins me back on the show in response to a very thoughtful piece of feedback he sent me about his view …
Published on 2 years, 4 months ago
Why it's wrong to think you should get a discount to buy into the practice you've worked in as an associate
Episode 247
Welcome to this episode of 20/20 Money! On today's episode I share some insights and experience as to why there can be a disconnect between owner and associate when it comes to establishing a buy-in …
Published on 2 years, 4 months ago
How utilizing a streamlined hiring service can help save time and money by ensuring the right people are on the bus with Dr. Mike Neal, OD
Episode 246
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Mike Neal, OD. Mike owns both a private practice in rural PA and is also the founder of Build My Team, a platform intended on h…
Published on 2 years, 4 months ago
The importance of tracking frame turn for profitability in your optical with Kayla Ashlee
Episode 245
Welcome to this episode of 20/20 Money! My guest on today's show is Kayla Ashlee. Kayla is the creator behind Spexy, an online training platform that's built to help independent ODs and their teams m…
Published on 2 years, 5 months ago
Seeing the business of optometry through a CFO lens: a conversation with Jackson Pace
Episode 244
Welcome to this episode of 20/20 Money! My guest on today's show is Jackson Pace. Jackson joins me on the show today to talk through his journey working for a growing and thriving practice as a CFO a…
Published on 2 years, 5 months ago
Think you can sell your practice for a higher value based on potential? Think again.
Episode 243
Welcome to this episode of 20/20 Money! On this episode I talk about the importance of having a multi-year timeline when deciding to sell your business and why factoring your practice's perceived or …
Published on 2 years, 5 months ago
Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 2
Episode 242
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Julie Helmus, OD. This is part 2 of my conversation with Julie and in this episode, we dive deeper into the deal structure of b…
Published on 2 years, 5 months ago