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Financial Organization

    • Buy or Sell a Practice, Financial Organization
    20/20 Money Episode #341 – Schedule management, pre-appointing, & the importance of listening to your practice w/ Dr. Chris Wolfe, OD

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

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    • Buy or Sell a Practice, Financial Organization
    20/20 Money Episode #340 – Let’s RAGE!!! (a Rant Against Growth Excuses) with Nathan Hayes

    Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with Books & Benchmarks and IDOC. On…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money #334 – An update on Taxes 101: Understanding tax brackets, deductions, and credits for optometric practice owners

    Welcome to this episode of 20/20 Money! In today’s episode, we’re diving into the details of your tax return—beyond just…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money Episode #332 – The difference between saving vs deferring taxes

    In this episode, we break down the common misconception that tax deferral is the same as tax savings—spoiler alert: it’s…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money Episode #268 – 20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

    Welcome to this episode rewind of 20/20 Money! I think I’m starting a bit of a tradition, because I felt…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money Episode #267 – Year end planning with Bethany Fishbein, OD

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, CEO of The Power…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money Episode #266 – Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA

    Welcome to this episode of 20/20 Money! My guest on today’s show is Erik Ferjentsik, MBA, founder of Visionary Practice Group.…

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    • Financial Organization, Financial Planning, Practice Management
    20/20 Money Episode #265 – Being intentional with cash flow around year-end planing with Jackson Pace, CPA

    Welcome to this episode of 20/20 Money! My guest on today’s show is Jackson Pace, founder of the Refractional CFO.…

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    • Buy or Sell a Practice, Financial Organization, Financial Planning
    KPIs, Profit Loss Plinko, Generational Human Capital Management, and Buying or Selling in Today’s Market with Dr. Solomon Gould, OD MBA

    Adam: Welcome, Solomon Gold to 2020 Money. Thank you so much for being here. I appreciate it. Dr. Gould: Hey,…

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