Podcast Episodes

Putting practice financials through a personal finance filter

Episode 201

Welcome this episode of 20/20 Money! Practice financials can sometimes seem complicated and overwhelming, especially if you haven't had any business training or your accountant/CPA or bookkeeper hasn…

Published on 3 years, 3 months ago

A BIG ANNOUNCEMENT!! for 20/20 Money (plus a history lesson on financial services, why it's broken, and celebrating episode 200 of 20/20 Money)

Episode 200

Welcome to this episode of 20/20 Money! This is a very special episode of 20/20 Money in that it is our 200th episode!!

And I can't think of a better way to celebrate than to announce the launch of…

Published on 3 years, 3 months ago

Can I buy (and expense) a vehicle through my practice (and what's the long term implication)? A conversation with JR Armstrong, CPA

Episode 199

Welcome to this episode of 20/20 Money! My guest on today's show is JR Armstrong. JR joins me back on the show to talk about a common tax planning strategy that we both see utilized in optometric pra…

Published on 3 years, 3 months ago

An encore career: how to retire at 41 and explore other opportunities in optometry with Dr. Jennifer Stewart, OD

Episode 198

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Jennifer Stewart. Jen joins me again on the show to talk about an interesting transition that's just occurred for her, and that…

Published on 3 years, 3 months ago

Simple Numbers, Straight Talk, Big Profits with Greg Crabtree

Episode 197

Welcome to this episode of 20/20 Money! My guest on today's show is Greg Crabtree, CPA.

Greg is the author of two of my favorite books about running a business and using the numbers of your busines…

Published on 3 years, 4 months ago

A deep dive into practice transitions with Dr. Mick Kling, OD (Part 2)

Episode 196

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Mick Kling, OD. Last week was part 1 of our two-part conversation on all things related to practice transitions. We talk about …

Published on 3 years, 4 months ago

A deep dive into practice transitions with Dr. Mick Kling, OD (Part 1)

Episode 195

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Mick Kling, OD. In this two-part conversation with Mick, he and I have a deep and well-rounded discussion on all things related…

Published on 3 years, 4 months ago

A wrap-up conversation about the benefits of going out-of-network with vision plans with Steve Alexander

Welcome to this episode of 20/20 Money! My guest on today's show is Steve Alexander. I wanted to have Steve back on the show to "bookend" the mini-series we did around the subject of vision care plan…

Published on 3 years, 4 months ago

How one practice owner eliminated vision plans from their practice (and increased profitability) with Dr. Kyle King

Episode 193

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Kyle King. Kyle is a partner at Evansville Eyecare Associates in Evansville, IN and is a 2011 grad of IU School of Optometry (I…

Published on 3 years, 5 months ago

Evaluating the role of vision plans in your practice with Steve Alexander from Anagram

Episode 192

Welcome to this episode of 20/20 Money! My guest on today's show is Steve Alexander from Anagram.

Steve joins me on the show today to talk about a topic that is getting an increasing amount of atte…

Published on 3 years, 5 months ago