Podcast Episodes

REWIND: 3 financial lessons learned from my grandpa and grandma that can shape your relationship with money

Episode 341

Welcome to this REWIND episode of 20/20 Money! Given that my grandpa just recently celebrated his 96th birthday, I wanted to bring back this episode and share it again for new and long-time listeners…

Published on 6 months, 3 weeks ago

Schedule management, pre-appointing, & the importance of listening to your practice w/ Dr. Chris Wolfe, OD

Episode 340

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

Chris joins me back on the show to talk about why it's important to be intentional about the business decisi…

Published on 7 months ago

Increasing optical sales using influential communication with Kayla Ashlee (live on location from BCDO)

Episode 339

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

Kayla joins me on the show to discuss how the communication cues (or miscues) that unknowingly are happening in you…

Published on 7 months, 1 week ago

Let's RAGE!!! (a Rant Against Growth Excuses) with Nathan Hayes

Episode 338

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes with Books & Benchmarks and IDOC. On this show, Nathan and I RAGE!! That's right, we Rant Against Growth Excuses. We t…

Published on 7 months, 2 weeks ago

Live from NSUOCO: Top 10 Tips for (Financial) Success for Optometrists

Episode 337

Welcome to this episode of 20/20 Money! This week's episode is the recording of my presentation at NSUOCO, titled "Top 10 Tips for (Financial) Success for Optometrists."

Over the course of the year…

Published on 7 months, 3 weeks ago

My Frankenstein practice: how I would assemble the perfect optometry practice

Episode 336

Welcome to this episode of 20/20 Money!

What would I do if I were starting an optometric practice from the ground up? A listener posed the question—and I went deep. In this episode, I walk through ev…

Published on 8 months ago

Can we PLEASE agree on some numbers (and the KPIs that influence them)??

Episode 335

Welcome to this episode of 20/20 Money! In this episode, we tackle the confusion around key financial numbers in your optometric practice and why it's critical to have a common understanding of their…

Published on 8 months, 1 week ago

An update on Taxes 101: Understanding tax brackets, deductions, and credits for optometric practice owners

Episode 334

Welcome to this episode of 20/20 Money! In today's episode, we're diving into the details of your tax return—beyond just whether you got a refund. We'll break down the difference between deductions a…

Published on 8 months, 2 weeks ago

The Art of Delegation from a practice owner's perspective with Dr. Ted McElroy, OD

Episode 333

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Ted McElroy, OD. Ted and I share in a conversation that's on the heels of a 2 hour CE session I did at SECO 2025, which was tit…

Published on 8 months, 3 weeks ago

The difference between saving vs deferring taxes

Episode 332

In this episode, we break down the common misconception that tax deferral is the same as tax savings—spoiler alert: it's not. We discuss how strategies like funding retirement plans, loss harvesting,…

Published on 8 months, 4 weeks ago