20/20 MONEY

A podcast by Adam Cmejla - Mondays

Mondays

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312 Episodes

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

    Published: 21/02/2022
  2. Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®

    Published: 14/02/2022
  3. (Re)setting expectations on the valuation of an optometry practice with Nathan Hayes

    Published: 7/02/2022
  4. Why your books may not be as accurate as you think with Dr. Wade Weisz

    Published: 31/01/2022
  5. Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue

    Published: 24/01/2022
  6. Pursuing a better investment experience and philosophy with Eric Nelson

    Published: 17/01/2022
  7. Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

    Published: 10/01/2022
  8. Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei

    Published: 3/01/2022
  9. 5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong

    Published: 27/12/2021
  10. Building a practice, on purpose (Adam’s guest appearance on The Power Hour podcast)

    Published: 20/12/2021
  11. Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt

    Published: 13/12/2021
  12. Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein

    Published: 6/12/2021
  13. 3 financial dos and don’ts before year-end

    Published: 29/11/2021
  14. How Much Should You Pay Yourself?

    Published: 22/11/2021
  15. The benefits of sharing your practice financials with your spouse

    Published: 15/11/2021
  16. Completely Rethinking the Patient Experience with Dennis Moseley Williams

    Published: 8/11/2021
  17. How the "Augusta rule" can provide tax-free income from your optometry practice

    Published: 1/11/2021
  18. I-bonds: a little-known (and guaranteed) option for "lazy money"

    Published: 25/10/2021
  19. Why the backdoor Roth IRA matters for optometrists

    Published: 18/10/2021
  20. Creating a win-win: Associate comp structures that work in optometry practices

    Published: 11/10/2021

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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/

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