20/20 MONEY
A podcast by Adam Cmejla - Mondays
312 Episodes
-
Gaining an allocator’s edge with your portfolio with Phil Huber, CFA
Published: 21/02/2022 -
Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®
Published: 14/02/2022 -
(Re)setting expectations on the valuation of an optometry practice with Nathan Hayes
Published: 7/02/2022 -
Why your books may not be as accurate as you think with Dr. Wade Weisz
Published: 31/01/2022 -
Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue
Published: 24/01/2022 -
Pursuing a better investment experience and philosophy with Eric Nelson
Published: 17/01/2022 -
Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
Published: 10/01/2022 -
Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei
Published: 3/01/2022 -
5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong
Published: 27/12/2021 -
Building a practice, on purpose (Adam’s guest appearance on The Power Hour podcast)
Published: 20/12/2021 -
Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt
Published: 13/12/2021 -
Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein
Published: 6/12/2021 -
3 financial dos and don’ts before year-end
Published: 29/11/2021 -
How Much Should You Pay Yourself?
Published: 22/11/2021 -
The benefits of sharing your practice financials with your spouse
Published: 15/11/2021 -
Completely Rethinking the Patient Experience with Dennis Moseley Williams
Published: 8/11/2021 -
How the "Augusta rule" can provide tax-free income from your optometry practice
Published: 1/11/2021 -
I-bonds: a little-known (and guaranteed) option for "lazy money"
Published: 25/10/2021 -
Why the backdoor Roth IRA matters for optometrists
Published: 18/10/2021 -
Creating a win-win: Associate comp structures that work in optometry practices
Published: 11/10/2021
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/