Podcast Episodes

Are Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP®

Episode 351

Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the ri…

Published on 4 months, 2 weeks ago

Building my ideal "Frankenstein" practice discourse, 3 important practice metric numbers to focus on, and examples of AI use in practice with Dr. Dodge Perry, OD

Episode 350

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Dodge Perry, OD. Dodge joins me on the show to have an open discussion after listening to my "Frankenstein" episode, which was …

Published on 4 months, 3 weeks ago

What the One Big Beautiful Bill Act means for optometry private practice owners & their financial planning

Episode 349

In this episode of 20/20 Money, I break down some of the most impactful tax and planning changes introduced in the recently passed Big Beautiful Bill Act—Congress's sweeping update to the tax code th…

Published on 5 months ago

5 common decisions that prevent ODs from achieving financial independence

Episode 348

Welcome to this episode of 20/20 Money. In the spirit of Independence Day, today's episode explores a different kind of freedom—financial independence—and the common decisions that often stand in the…

Published on 5 months, 1 week ago

ANOTHER 20/20 Takeover: Your favorite KPIs (and why?!) w/ Drs. Jennifer Stewart, OD & Jeremy Ciano, OD

Episode 347

Welcome to this episode of 20/20 Money! My guests on today's show are my two good friends—and successful practice owners—Drs. Jeremy Ciano and Jennifer Stewart, OD. This is another takeover episode, …

Published on 5 months, 2 weeks ago

The delegation journey...and why every practice owner should be on it! with Dr. Michael Neal, OD

Episode 346

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

Mike joins me on the show to talk about the evolution of delegation as a practice owner—specifically, the j…

Published on 5 months, 3 weeks ago

Using data to determine the best location for your practice with Mike Jorgenson from Carr Healthcare Realty

Episode 345

Welcome to this episode of 20/20 Money! My guest on today's show is Mike Jorgenson from Carr Healthcare Realty.

Mike joins me back on the show to talk about what goes into a demographics search whe…

Published on 6 months ago

The power of community, stopping the "race to the bottom," educating ODs on practice affordability, discussing the Associate OD shortage, and more with Dr. Mick Kling, OD

Episode 344

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

Mick joins me back on the show to talk about the power of community within the profession and how optometrist…

Published on 6 months, 1 week ago

From blank to bank: How a $35 lens becomes a $525 sale by finishing in-house with Dr. Mike Satryan, OD

Episode 343

Welcome to this episode of 20/20 Money. My guest on today's show is Dr. Mike Satryan, OD, a partner with Mountain View Eye in Altoona, PA.

Mike is a long-time practice owner who brings over 25 year…

Published on 6 months, 2 weeks ago

The home loan balancing act: smart mortgage moves for optometry practice owners with Lee Raykovicz, OD

Episode 342

Welcome to this episode of 20/20 Money! My guest on today's show is Lee Raykovicz, OD, a mortgage broker with Go Rascal Mortgages.

On today's episode we dive into what goes into the mortgage underw…

Published on 6 months, 2 weeks ago