Podcast Episodes

Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD

Episode 211

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

Dr. Kehoe is a fellow of the Academy of Optometry, National Academies of Practice and a Diplomate of the Americ…

Published on 3 years ago

An update on the mortgage markets with Kim Hockaday from Nations Lending

Episode 210

Welcome to this episode of 20/20 Money! My guest on today's show is Kim Hockaday (links) from Nations Lending.

Kim has been on the show previously, is a long-time friend of mine, and has a lot of e…

Published on 3 years, 1 month ago

Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)

Episode 209

Welcome to this episode of 20/20 Money! This episode is the guest appearance I did on Dr. Chris Wolfe's podcast Eyecode Media (which is part of Eyecode Education). Chris had me on the show to unpack …

Published on 3 years, 1 month ago

Don't get "spooked" by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly

Episode 208

Welcome to this episode of 20/20 Money! On today's show we discuss the relationship between tax loss- and gain-harvesting and capital gain distributions from ETFs and mutual funds. We'll run through …

Published on 3 years, 1 month ago

The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD

Episode 207

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Larry Golson. Larry is the founder of Envision Eyecare & Eyeware in Ashville, NC and in addition to practice ownership he has t…

Published on 3 years, 1 month ago

Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian

Episode 206

Welcome to this episode of 20/20 Money! My guest on today's show is Ali Oromchian. Ali is an attorney and founder of DM Counsel, a law firm based in the SF Bay area that serves medical professionals …

Published on 3 years, 2 months ago

Attracting and retaining non-OD team members in today's competitive marketplace with Amy Alvarez of IDOC

Episode 205

Welcome to this episode of 20/20 Money! My guest on today's show is Amy Alvarez with IDOC. Amy joins me on the show today to discuss a topic that is certainly impacting practice owners in multiple di…

Published on 3 years, 2 months ago

Correlating your savings rate to your practice production

Episode 204

Welcome to this episode of 20/20 Money! Today, I talk about the importance of understanding your savings rate and how that relates to the overall owner income that the practice produces. We'll also t…

Published on 3 years, 2 months ago

Rethinking the perception of sales in your office with Kayla Ashlee, Founder of Spexy

Episode 203

Welcome to this episode of 20/20 Money! I'm joined by Kayla Ashlee (founder of Spexy) live at Vision Expo West. Kayla and I spend our time talking about a word that often gets a very negative connota…

Published on 3 years, 2 months ago

What it means to partner with private equity with Billy Murray from myeyedr

Episode 202

Welcome to this episode of 20/20 Money! My guest on today's show is Billy Murray with myeyedr.

I wanted to have Billy on the show to talk about the current state of private equity in the optometry …

Published on 3 years, 3 months ago