20/20 MONEY

312 Episoder

1. Gaining an allocator’s edge with your portfolio with Phil Huber, CFA

   Udgivet: 21.2.2022
2. Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®

   Udgivet: 14.2.2022
3. (Re)setting expectations on the valuation of an optometry practice with Nathan Hayes

   Udgivet: 7.2.2022
4. Why your books may not be as accurate as you think with Dr. Wade Weisz

   Udgivet: 31.1.2022
5. Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue

   Udgivet: 24.1.2022
6. Pursuing a better investment experience and philosophy with Eric Nelson

   Udgivet: 17.1.2022
7. Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

   Udgivet: 10.1.2022
8. Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei

   Udgivet: 3.1.2022
9. 5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong

   Udgivet: 27.12.2021
10. Building a practice, on purpose (Adam’s guest appearance on The Power Hour podcast)

    Udgivet: 20.12.2021
11. Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt

    Udgivet: 13.12.2021
12. Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein

    Udgivet: 6.12.2021
13. 3 financial dos and don’ts before year-end

    Udgivet: 29.11.2021
14. How Much Should You Pay Yourself?

    Udgivet: 22.11.2021
15. The benefits of sharing your practice financials with your spouse

    Udgivet: 15.11.2021
16. Completely Rethinking the Patient Experience with Dennis Moseley Williams

    Udgivet: 8.11.2021
17. How the "Augusta rule" can provide tax-free income from your optometry practice

    Udgivet: 1.11.2021
18. I-bonds: a little-known (and guaranteed) option for "lazy money"

    Udgivet: 25.10.2021
19. Why the backdoor Roth IRA matters for optometrists

    Udgivet: 18.10.2021
20. Creating a win-win: Associate comp structures that work in optometry practices

    Udgivet: 11.10.2021