Podcast Episodes

(Rewind) - I'm giving you an episode "break" (but I think it's still worth a listen)

Episode 321

As we set up for the beginning of yet another year, I wanted to bring back an episode that I released earlier in the year. I think the timing of replaying this episode is good as it's being released …

Published on 11 months, 2 weeks ago

(Rewind) Forget goal-setting & focus on purpose: a mindset conversation with Stephanie Bogan

Episode 320

Welcome to this episode rewind of 20/20 Money! In keeping with tradition, I'm bringing back this episode again, just like I did last year, for one of the last episodes of 2024!!

Given that this is …

Published on 11 months, 3 weeks ago

Year-end tax planning concepts & strategies to minimize tax stress with JR Armstrong, CPA

Episode 319

Welcome back to another episode of 20/20 Money. My guest on today's show is JR Armstrong, CPA and a partner at May & Co, a CPA firm dedicated to serving optometric practice owners nationwide.

JR jo…

Published on 1 year ago

Why I feel ODs and Dave Ramsey don't mix...

Episode 318

Today's episode talks about how I think about Dave Ramsey's baby steps towards financial independence as it pertains to optometrists. I share where I think the baby steps are great to follow and I al…

Published on 1 year ago

The emotional & decision making journey of selling one's practice with Ashby Daniels, CFP®

Episode 317

Welcome to this episode of 20/20 Money! My guest on today's show is my friend Ashby Daniels, CFP® and we have what I think is a very engaging and revealing conversation about the emotional and mental…

Published on 1 year ago

Truly embracing "comprehensive care" with your patients: Part 2 conversation with Dr. Chris Wolfe, OD

Episode 316

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Chris Wolfe, host of The Chris Wolfe Podcast, founder of the online billing & coding LMS EyeCode Education, and a partner in Ex…

Published on 1 year ago

Another 20/20 Money Takeover - "Cold Start & Satellite Expansion Edition w/ Drs. Jeremy Ciano & Jennifer Stewart

Episode 315

Welcome to this episode of 20/20 Money! My guests on today's show are Drs. Jeremy Ciano & Jennifer Stewart. This is another 20/20 Money takeover, so while I usually will spend the introduction givin…

Published on 1 year ago

Embezzlement in optometry practices: how it happens, who's likely to do it, and ways in which you can prevent it from happening w/ Dr. Bethany Fishbein, OD

Episode 314

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Bethany Fishbein, OD, consultant and executive coach with Leaders of Vision. Bethany has been on the show many times in the pas…

Published on 1 year, 1 month ago

Rethinking your mindset around your team & delegation with Dr. Mike Neal, OD

Episode 313

Welcome to this episode of 20/20 Money! My guest on today's show is Mike Neal, OD. Mike joins me on the show to talk about something that we've indirectly talked about on various episodes in the past…

Published on 1 year, 1 month ago

Five ways optometry practice owners could be myopic in their ownership journey with Erich Mattei from Akrinos

Episode 312

Welcome to this episode of 20/20 Money! My guest on today's show is Erich Mattei, founder of Akrinos. In this conversation, Erich and I discuss five specific concepts and ways that optometrists can m…

Published on 1 year, 1 month ago