Podcast Episodes

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The Big Beautiful Bill Act: Tax & Student Loan Reforms Optometrists Need to Watch
The Big Beautiful Bill Act: Tax & Student Loan Reforms Optometrists Need to Watch

Episode 138

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

In this special Friday episode, Evon returns …

10 months ago

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(Rewind) Why Active Investment Management Fails with Andrew Berkin, PhD
(Rewind) Why Active Investment Management Fails with Andrew Berkin, PhD

Episode 137

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

In this rewind of a popular episode, Andrew B…

10 months, 1 week ago

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Creating a More Holistic Integrative Healthcare Patient Experience with Dr. Neda Gioia
Creating a More Holistic Integrative Healthcare Patient Experience with Dr. Neda Gioia

Episode 136

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

In this episode of the Optometry Money Podcas…

10 months, 3 weeks ago

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Beyond Indexing: An Optometrist's Guide to Factor-Based Investing
Beyond Indexing: An Optometrist's Guide to Factor-Based Investing

Episode 135

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

How can optometrists improve their portfolios…

11 months ago

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The Case for Index Funds: Why Optometrists Should Embrace Passive Investing
The Case for Index Funds: Why Optometrists Should Embrace Passive Investing

Episode 134

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

How should optometrists approach investing th…

11 months, 1 week ago

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Strategic Tax Planning Levers in the Optometrist's Tax Return
Strategic Tax Planning Levers in the Optometrist's Tax Return

Episode 133

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

Are you pulling the right levers in your tax …

11 months, 3 weeks ago

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Creating a Clear Pathway from Associate Optometrist to Partnership with Erich Mattei
Creating a Clear Pathway from Associate Optometrist to Partnership with Erich Mattei

Episode 132

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

In this episode of The Optometry Money Podcas…

11 months, 4 weeks ago

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Fresh Student Loan News and Tradeoffs ODs Choose When Using IDR Plans Toward Forgiveness
Fresh Student Loan News and Tradeoffs ODs Choose When Using IDR Plans Toward Forgiveness

Episode 131

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

In this episode, Evon Mendrin, CFP® dives int…

1 year ago

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Are Stock Market Declines Normal? What History Tells Us and What ODs Should Do About It
Are Stock Market Declines Normal? What History Tells Us and What ODs Should Do About It

Episode 130

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

Welcome back to The Optometry Money Podcast! …

1 year ago

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2025 Student Loan Update: New Court Decisions and Actions to Take
2025 Student Loan Update: New Court Decisions and Actions to Take

Episode 129

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

The student loan landscape is shifting again!…

1 year ago

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