20/20 MONEY

Podcast készítő Adam Cmejla - Hétfők

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312 Epizód

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

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

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

    Közzétéve: 2022. 02. 07.
  4. Why your books may not be as accurate as you think with Dr. Wade Weisz

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

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

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

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

    Közzétéve: 2022. 01. 03.
  9. 5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong

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

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

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

    Közzétéve: 2021. 12. 06.
  13. 3 financial dos and don’ts before year-end

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

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

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

    Közzétéve: 2021. 11. 08.
  17. How the "Augusta rule" can provide tax-free income from your optometry practice

    Közzétéve: 2021. 11. 01.
  18. I-bonds: a little-known (and guaranteed) option for "lazy money"

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

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

    Közzétéve: 2021. 10. 11.

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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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