20/20 MONEY
Podcast készítő Adam Cmejla - Hétfők
312 Epizód
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Gaining an allocator’s edge with your portfolio with Phil Huber, CFA
Közzétéve: 2022. 02. 21. -
Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®
Közzétéve: 2022. 02. 14. -
(Re)setting expectations on the valuation of an optometry practice with Nathan Hayes
Közzétéve: 2022. 02. 07. -
Why your books may not be as accurate as you think with Dr. Wade Weisz
Közzétéve: 2022. 01. 31. -
Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue
Közzétéve: 2022. 01. 24. -
Pursuing a better investment experience and philosophy with Eric Nelson
Közzétéve: 2022. 01. 17. -
Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
Közzétéve: 2022. 01. 10. -
Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei
Közzétéve: 2022. 01. 03. -
5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong
Közzétéve: 2021. 12. 27. -
Building a practice, on purpose (Adam’s guest appearance on The Power Hour podcast)
Közzétéve: 2021. 12. 20. -
Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt
Közzétéve: 2021. 12. 13. -
Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein
Közzétéve: 2021. 12. 06. -
3 financial dos and don’ts before year-end
Közzétéve: 2021. 11. 29. -
How Much Should You Pay Yourself?
Közzétéve: 2021. 11. 22. -
The benefits of sharing your practice financials with your spouse
Közzétéve: 2021. 11. 15. -
Completely Rethinking the Patient Experience with Dennis Moseley Williams
Közzétéve: 2021. 11. 08. -
How the "Augusta rule" can provide tax-free income from your optometry practice
Közzétéve: 2021. 11. 01. -
I-bonds: a little-known (and guaranteed) option for "lazy money"
Közzétéve: 2021. 10. 25. -
Why the backdoor Roth IRA matters for optometrists
Közzétéve: 2021. 10. 18. -
Creating a win-win: Associate comp structures that work in optometry practices
Közzétéve: 2021. 10. 11.
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/