Evon Mendrin
speaker
181 appearances
1 recordings
1 series
first heard Sep 2025
last heard 25 Sep
Evon Mendrin’s voice in public audio — every appearance, attributed to the second.
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Appearances
Everybody, welcome back to the Optometry Money Podcast.
We're helping ODs all over the country make better and better decisions around their money, their careers, and their practices.
I am your host, Yvonne Mindren, Certified Financial Planner Practitioner and owner of Optometry Wealth Advisors.
an independent financial planning firm just for optometrists nationwide.
And thank you so much for listening.
Really appreciate your time and your attention today.
And on this episode, I welcome back to the podcast, Matt Ruttenberg with Life Inc.
Retirement Services.
Matt is a qualified retirement plan ninja and magician for optometry practices.
And we dive into the
Profit sharing for 401k plans in the practice.
And we talk about what in the world profit sharing is, the different ways that you can calculate profit sharing contributions depending on your goal, whether it's to provide a broad benefit for all employees, whether it's to skew that contribution as a tax planning lever for the owner.
Whatever it is, we talk about ways to optimize that profit sharing calculation for that goal.
We talk about how your 401k match factors into the cost and the math for the profit sharing.
And then lastly, how a cash balance plan fits and integrates together with that profit sharing contribution.
I think you're going to get a lot out of this episode.
I will put all of Matt's contact information and our prior episodes in the show notes, which you can find by just scrolling down in whichever app you're using.
Or you can find that at our website, optometrywealth.com at the education hub over there.
If you have any questions at all, reach out to me at podcast at optometrywealth.com.
And if you'd like to.
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