- Financial Independence, Financial Planning
- Financial Independence
- Financial Independence, Financial Planning
- Financial Independence, Financial Planning
- Financial Independence, Life Planning, Practice Management
- Buy or Sell a Practice, Financial Independence, Financial Planning
- Financial Independence, Financial Planning
- Financial Independence
- Financial Independence
Solving for optionality and the importance of community up to and through retirement with Roger Whitney
On this episode, we explore the unique intersection of financial planning and personal growth, discussing the importance of thinking on…
20/20 Money Episode #348 – 5 common decisions that prevent ODs from achieving financial independence
Welcome to this episode of 20/20 Money. In the spirit of Independence Day, today’s episode explores a different kind of…
20/20 Money Episode #339 – Live from NSUOCO: Top 10 Tips for (Financial) Success for Optometrists
Welcome to this episode of 20/20 Money! This week’s episode is the recording of my presentation at NSUOCO, titled “Top…
20/20 Money Episode #338 – REWIND: 3 financial lessons learned from my grandpa and grandma that can shape your relationship with money
Welcome to this REWIND episode of 20/20 Money! Given that my grandpa just recently celebrated his 96th birthday, I wanted…
Your work is about changing lives
By: John Bohnsack, CFP® Your Work is About Changing Lives: A Message to Private Practice Optometrists As an optometric private…
A case study: implementing a cash balance plan in an optometry practice
As we discussed during this episode of 20/20 Money, Charlie Steingas with Cash Balance Actuaries ran through a cash balance…
Navigating Financial Challenges with Dr. Rhue
Adam: Welcome back to another episode of 2020 Money, Dr. Brianna Rue! Thank you for joining us today. So, I…
20/20 Money Episode #255 – The Financial Profession is “Clear as Mud.” Let’s Clarify Fiduciary Duty vs Suitability Standards, The Different Business Models, & Conflicts of Interest
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on…
20/20 Money Episode # 233-How tiny improvements compound your practice’s financial success: a conversation with Dr. Bethany Fishbein from The Power Practice
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, host of the Power…
