Podcast Episodes

Understanding Private Equity in Optometric Practice Sales with Michael Pote, CEO of The Growth Cooperative

Episode 21

This is part two of my conversation with Michael Pote of The Growth Cooperative. In this conversation we talk about the role that private equity has played in the transition and succession planning o…

Published on 6 years, 8 months ago

So You Want to Sell Your Practice… with Michael Pote, CEO of The Growth Cooperative

Episode 20

We've been on a roll lately in having some of our past guests share more of their knowledge and today is no different. This episode is part one of a two-part conversation with Michael Pote. You may…

Published on 6 years, 8 months ago

Making the Most of Your Practice's Retirement Plan

Episode 19

We're back with another episode of The Dose. Today I have another returning guest, Josh Kegley with Retirement Plan Consultants. You may remember Josh from one of our earlier episodes where we talked…

Published on 6 years, 8 months ago

Income Allocation: Saving vs Paying Down Debt

Episode 18

In this episode we talk about one of the most common questions I hear from optometrists: should I pay down debt or should I be saving for retirement? While every person's situation is different, it's…

Published on 6 years, 9 months ago

Health Insurance: COBRA vs Healthcare.gov

Episode 17

Today's show is another solo episode that takes you on my personal journey as I evaluate healthcare options that my family is considering now that we no longer have access to group health insurance t…

Published on 6 years, 9 months ago

"Straight cash, homie!"

Episode 16

Today is a shorter, solo episode and I talk all things cash. This may seem like a boring topic because cash as an asset class really hasn't mattered much over the past 11 years. We've all been accust…

Published on 6 years, 9 months ago

Cash Balance Plans with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.

Episode 15

Welcome to this Episode of The Dose podcast. My guest on today's show is Kevin Wittmeyer, Manager at Slattery & Holman, P.C. here in Carmel, Indiana. For today's podcast, Kevin stops by to discuss ho…

Published on 6 years, 9 months ago

Financial Decision-Making for Optometrists with Dr. Jeremy Ciano

Episode 14

Welcome to another episode of The Dose. In this episode, I'm joined again by Dr. Jeremy Ciano, an optometrist located in Carmel, IN (where my office is located) and the owner of two practices: Revolu…

Published on 6 years, 10 months ago

Donor Advised Funds with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.

Episode 13

Welcome to this Episode of The Dose podcast. My guest on today's show is Kevin Wittmeyer, Manager at Slattery & Holman, P.C. here in Carmel, Indiana. Kevin stops by to discuss the advantages of Donor…

Published on 6 years, 10 months ago

All Things Student Loans with Travis Hornsby, Found of Student Loan Planner

Welcome to this episode of The Dose podcast. My guest on today’s show is Travis Hornsby. Travis is a charter financial analyst and founder of the popular student loan resource website StudentLoanPlan…

Published on 6 years, 10 months ago