Podcast Episodes

LIVE at IDOC Connection!! Practice profits, household budgets, and personal wealth w/ Nathan Hayes

Episode 231

Welcome to this episode of 20/20 Money! This was a very special episode of 20/20 Money, as it not only was live on location at IDOC Connection 2023 in Orlando with Nathan Hayes but also done in front…

Published on 2 years, 8 months ago

How optometrists can use last year's tax return to proactively plan for the coming year

Episode 230

In this episode, we'll talk about how you can use information from last year's tax return to plan proactively for the coming year. This approach can help you save money on taxes and avoid common mis…

Published on 2 years, 8 months ago

$600k+ of student loans...GONE!! Catching up with Drs. Zac and Joelle Holland, OD

Episode 229

Welcome to this episode of 20/20 Money! My guests on today's show are Drs. Zac & Joelle Holland, OD. Zac and Joelle join me back on the show to celebrate something that I know many younger ODs aspire…

Published on 2 years, 8 months ago

Investing beyond the business of optometry: a conversation with Dr. Pete Kehoe, OD

Episode 228

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Pete Kehoe, OD.

Pete joins me back on the show to talk through his journey as an investor when overlayed on top of his profes…

Published on 2 years, 8 months ago

Understanding basis and its effect on taxes of an S-corp optometric practice

Episode 227

In this episode, we'll be discussing the concept of basis and its impact on taxes for S-corp optometric practices. Basis is a crucial concept that can affect the way S-corp optometric practices are t…

Published on 2 years, 9 months ago

Entities 101: The relationship between entity selection and taxation of income for optometric practice owners

Episode 226

On today's episode, we'll discuss the different ways a business can be formed and the way that each of those entity selection types is taxed to the shareholder/owner. We'll also talk about different …

Published on 2 years, 9 months ago

How to use the principles from Atomic Habits to change your money habits (guest appearance on "The Power Hour" podcast)

Episode 225

Welcome to this episode of 20/20 Money! This was my guest appearance conversation with Dr. Bethany Fishbein, OD, CEO of Power Practice and host of the Power Hour Optometry podcast.

On Bethany's show,…

Published on 2 years, 9 months ago

Peace of Mind: Aligning business and personal goals (Adam's guest appearance on Eye Own a Business Podcast with Dr. Steve Vargo)

Episode 224

Welcome to this episode of 20/20 Money! This week's episode is my guest appearance on IDOC's "Eye Own a Business" podcast hosted by Dr. Steve Vargo.

Steve had me on the show to talk about the relatio…

Published on 2 years, 9 months ago

How one OD used fear and the unknown to positively uplevel himself and his practice into a multi-location practice: a convo with Dr. Chris Smiley, OD

Episode 223

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Chris Smiley, OD.

Chris joins me on the podcast today to talk about his journey as a multi-location owner and his evaluation a…

Published on 2 years, 10 months ago

The emotional side of selling a business with Denise Logan

Episode 222

Welcome to this episode of 20/20 Money! My guest on today's show is Denise Logan.

Denise joins me on the show to talk about what I feel is an area of business ownership that is often overlooked and…

Published on 2 years, 10 months ago