20/20 MONEY

A podcast by Adam Cmejla - Mondays

Mondays

Categories:

312 Episodes

  1. Weathering life's storms: the importance of resiliency with Dr. Ted McElroy, OD (Part 2)

    Published: 22/01/2024
  2. The importance of vulnerability in leadership with Dr. Ted McElroy, OD (Part 1)

    Published: 15/01/2024
  3. Savings numbers to know for the new year, defined benefit plan changes, and an ERC PSA.

    Published: 8/01/2024
  4. 3 successive questions to ask as you plan next year

    Published: 1/01/2024
  5. 20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

    Published: 25/12/2023
  6. Year end planning with Bethany Fishbein, OD

    Published: 18/12/2023
  7. Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA

    Published: 11/12/2023
  8. Being intentional with cash flow around year-end planing with Jackson Pace, CPA

    Published: 4/12/2023
  9. Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD)

    Published: 27/11/2023
  10. Is owner-financing right for my practice? Guest appearance with Erich Mattei on Akrinos Access LIVE

    Published: 20/11/2023
  11. Practice Success Spotlight: Creating diversified income streams in your practice with Dr. Mila Ioussifova

    Published: 13/11/2023
  12. I'VE BEEN HACKED!!! A 20/20 Money TAKEOVER by Drs. Jennifer Stewart and Jeremy Ciano

    Published: 6/11/2023
  13. How the SECURE Act 2.0 impacts optometrists and optometric practice owners

    Published: 30/10/2023
  14. Creating your own patient-centric, in-house vision plan with Dr. Gina Wesley

    Published: 23/10/2023
  15. The in's and out's of billing and coding with Dr. John Rumpakis, OD, MBA

    Published: 16/10/2023
  16. When succession planning and partnerships are strained...what's the next best step?? (with Nathan Hayes of IDOC)

    Published: 9/10/2023
  17. Successful implementation of VT in your practice with Dr. Heidi Bell

    Published: 2/10/2023
  18. The financial profession is "clear as mud." Let's clarify fiduciary duty vs suitability standards, the different business models, & conflicts of interest

    Published: 25/09/2023
  19. Investing in your team, the importance of culture and purpose, what ODs can learn from dentistry, and focusing on the long-term with Dr. Andy Yaryan, OD

    Published: 18/09/2023
  20. Making the right decisions and avoiding mistakes with commercial real estate with Mike Jorgenson of Carr Healthcare Realty

    Published: 11/09/2023

3 / 16

20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/

Visit the podcast's native language site