20/20 MONEY

A podcast by Adam Cmejla - Mondays

Mondays

Categories:

312 Episodes

  1. Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner

    Published: 28/11/2022
  2. Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD

    Published: 21/11/2022
  3. An update on the mortgage markets with Kim Hockaday from Nations Lending

    Published: 14/11/2022
  4. Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)

    Published: 7/11/2022
  5. Don’t get “spooked” by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly

    Published: 31/10/2022
  6. The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD

    Published: 24/10/2022
  7. Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian

    Published: 17/10/2022
  8. Attracting and retaining non-OD team members in today's competitive marketplace with Amy Alvarez of IDOC

    Published: 10/10/2022
  9. Correlating your savings rate to your practice production

    Published: 3/10/2022
  10. Rethinking the perception of sales in your office with Kayla Ashlee, Founder of Spexy

    Published: 26/09/2022
  11. What it means to partner with private equity with Billy Murray from myeyedr

    Published: 19/09/2022
  12. Putting practice financials through a personal finance filter

    Published: 12/09/2022
  13. A BIG ANNOUNCEMENT!! for 20/20 Money (plus a history lesson on financial services, why it’s broken, and celebrating episode 200 of 20/20 Money)

    Published: 5/09/2022
  14. Can I buy (and expense) a vehicle through my practice (and what's the long term implication)? A conversation with JR Armstrong, CPA

    Published: 29/08/2022
  15. An encore career: how to retire at 41 and explore other opportunities in optometry with Dr. Jennifer Stewart, OD

    Published: 22/08/2022
  16. Simple Numbers, Straight Talk, Big Profits with Greg Crabtree

    Published: 15/08/2022
  17. A deep dive into practice transitions with Dr. Mick Kling, OD (Part 2)

    Published: 8/08/2022
  18. A deep dive into practice transitions with Dr. Mick Kling, OD (Part 1)

    Published: 1/08/2022
  19. A wrap-up conversation about the benefits of going out-of-network with vision plans with Steve Alexander

    Published: 25/07/2022
  20. How one practice owner eliminated vision plans from their practice (and increased profitability) with Dr. Kyle King

    Published: 18/07/2022

6 / 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