3 financial dos and don'ts before year-end

episode

20/20 MONEY: The Business of Optometry not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from 20/20 MONEY: The Business of Optometry

Making These Merchandising Mistakes is Costing You Tens of Thousands of Dollars: An Optical Conversation with Kayla Ashlee 1h 2m · 25 May 2026

All episodes from 20/20 MONEY: The Business of Optometry →

Report any issue

Source

Recorded29 Nov 2021

Publisherrss.libsyn.com ↗

Handlerec:18654383

Show notes

With a little over a month before the end of the year, there's still time to proactively plan your finances both personally and as a practice owner. In this episode we'll highlight 3 strategies to consider and 3 strategies to avoid between now and year-end. As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Why the backdoor Roth IRA matters for Optometrists Taxes 101: Understanding Tax Brackets, Deductions, and Credits Follow us on Instagram: https://www.instagram.com/2020moneypod/ ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.