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
And if you're thinking about these things and you're curious about what it's like to work with a financial planning firm that specializes in optometry and optometry practice owners, reach out.
I'll put a link in the show notes store website.
You can schedule a no commitment, no pressure introductory call.
We can talk about what's on your mind financially and how we help ODs all over the country navigate those same decisions and more.
And without further ado, here is my episode with Matt Ruttenberg.
Welcome back to the Autonomous Remedy Podcast.
I am your host, Yvonne Mindren, and I am excited to be joined once again by Matt Ruttenberg with Life Inc.
Retirement Services.
Matt, thanks for coming back on.
Yeah, we're at least, what, three or four times already.
So are you, I think you're officially a friend of the podcast.
Is that kind of how it works?
There you go.
Yeah, there we go.
Well, I'm excited to chat about what I think is a really important planning lever for practice owners, especially as they get out of the cold start or recent purchase phase.
They're seeing cash flow improve in the practice, and they're wondering, okay, what can we do to not only save for our own financial independence and retirement, but also
plan proactively for taxes, and that is profit sharing in 401 plans.
And I see, I tend to see there's a pretty good size gap of education when it comes to profit sharing in 401 plans in terms of what it is and how it works and how it's all calculated.
And very often for me,
I know you've described it, Matt, as these retirement plans as sort of this upside down cake with different layers.
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