Why I feel ODs and Dave Ramsey don't mix...

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

Recorded09 Dec 2024

Publisherrss.libsyn.com ↗

Handlerec:18654225

Show notes

Today's episode talks about how I think about Dave Ramsey's baby steps towards financial independence as it pertains to optometrists. I share where I think the baby steps are great to follow and I also share some iterations on the baby steps that I believe are more relevant and applicable to ODs, specifically with regards to the journey as a practice owner. 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 monthly "planning life on purpose" newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. Lastly, if you're interested in learning more about the 20/20 Money Membership, a platform that we created to help ODs become "brilliant at the financial basics," please check out the link in the show notes of this episode to learn more. Links & Resources: 20/20 Money Membership Information Dave Ramsey's Baby Steps Holland Student Loan Debt Episode #1 Holland Student Loan Debt Episode #2 (Re) thinking your investment asset allocation as a practice owner ————————————————————————————— 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.