20/20 MONEY: The Business of Optometry

Lessons learned when natural disasters shut down your practice with Pete Kehoe, OD

22 Jul 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Pete Kehoe, OD.  Pete joins me back on the show to discuss all the hard lessons ...

Thoughts and opinions on the state & future of private practice optometry from the president of a $110 million optometry organization: a conversation with John Marvin, President of Texas State Optical

15 Jul 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is John Marvin President of Texas State Optical. As one of the country's oldest optom...

Biggest regrets we hear from 50yo ODs with Tim Merrigan from Acquios Advisors

08 Jul 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Tim Merrigan with Acquios Advisors. In the 16 years or so that I've been an adviso...

A commercial real estate update and the importance of the real estate when selling a practice with Mike Jorgenson of Carr Healthcare Realty

01 Jul 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Mike Jorgenson with Carr Healthcare Realty. Mike joins me back on the show to give...

An optometry marketing conversation with Eugene Shatsman: the importance of the Google "snack pack" for your practice, why online scheduling is table stakes, why linking to your Google Biz Profile is a mistake, AI's influence on the future, and more!

24 Jun 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Eugene Shatsman, Managing Partner of National Strategic Group and new host of The ...

Easy and conspicuous ways to avoid tax mistakes and penalties, how proactive conversations can smooth out your annual tax payment plan, and the intersection of tax and estate planning with Amber Morgan, CPA

17 Jun 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Amber Morgan, CPA with Mohr CPAs. In the wake of tax season, Amber and I run throu...

Aligning staff and leadership expectations during the hiring process and building out your HR infrastructure with Amanda Bennett, founder of EyeHR

10 Jun 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Amanda Bennett. Amanda joins me on the show to talk about a topic that we've discu...

Implementing equipment purchases and expanding scope of care with intentionality in your optometry practice with Dr. Ryan Gustus

03 Jun 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Ryan Gustus, OD. Ryan joins me on the show live from Vision Expo East to disc...

Phasing out: the four exit options for the seller of an optometry practice

27 May 2024

Contributed by Lukas

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 Lear...

Evaluating VCPs in your practice to determine which ones to cut with Dr. Adam Ramsey, OD

20 May 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Adam Ramsey, OD.   Adam joins me back on the show to continue the conversatio...

How to use (and NOT use) benchmarks with Nathan Hayes

13 May 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes with IDOC.   Nathan joins me back on the show and we put a quantitat...

I'm giving you an episode "break" (but I think it's still worth a listen).

06 May 2024

Contributed by Lukas

In the spirit of managing information overload, I wanted to take a week to pause on new information and rather share a process or organizing and prior...

Harnessing the power and momentum from optometry meetings with your operations manager: a conversation with Dr. Todd Cohan & Sadie Blair

29 Apr 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guests on today's show are Dr. Todd Cohan and Sadie Blair.   Todd & Sadie join me on the show today to ta...

Hiring, empowering, and leading your practice manager in a win-win relationship with Dr. Bethany Fishbein, OD

22 Apr 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Bethany Fishbein, OD.   Bethany joins me on the show live from Vision Expo East ...

Dr. Jennifer Stewart's "tepid" start optometry practice: the power of vision & intentionality, the importance of an ideal patient avatar, and reconciling business risk with a conservative personality

15 Apr 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Jennifer Stewart, OD. Jen joins me on the show today to talk through her jour...

Increasing optical revenue by rethinking--from buying to selling--your frame management with Kayla Ashlee of Spexy

08 Apr 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Kayla Ashlee from Spexy.   Kayla joins me live on location at IDOC Connection 20...

Using Medical Virtual Assistants in your practice to increase efficiency (and profitability) with Dr. Adam Ramsey, OD

01 Apr 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Adam Ramsey, OD, representing VA Healthcare. In this episode, we talk about th...

Hiring an associate full time vs easing into it: the discussion, numbers, and mindset for optometry practice owners with Nathan Hayes

25 Mar 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes from IDOC.   Nathan joins me back on the show to discuss and dialog...

A pay structure that works for optometry partnerships with Kurt Steele, OD

18 Mar 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Kurt Steele, OD. Kurt joins me back on the show to talk in further detail how ...

How a hyper-effective, right-fit team can increase your profitability: a follow up convo with Dr. Mike Neal, OD

11 Mar 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Mike Neal, OD. Mike is the founder of a number of different businesses, includ...

Reconciling a successful succession plan with a growing practice with Dr. Kurt Steele, OD

04 Mar 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Kurt Steele, OD. Kurt is one of the owners of Precision Eyecare, a member of t...

Using a cash balance plan strategies when you sell your practice with Charlie Steingas of Cash Balance Actuaries, Inc.

26 Feb 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Charlie Steingas, founder and chief actuary at Cash Balance Actuaries, a firm that...

"Flights and Insights" with Dr. Michael Neal: Implementing finance charges, profit sharing with team members, associate comp structures, and new reads

19 Feb 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Michael Neal, OD and this is another episode in which I experimented a bit wit...

An optometry practice "cold start" update with Drs. Bob Steinmetz & Eric Baas, OD from iCare Advisors

12 Feb 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guests on today's show are Drs. Eric Baas and Bob Steinmetz, co-founders of iCare advisors, a consulting fi...

Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank

05 Feb 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Kevin Wills. Kevin is Sr. Vice President, Healthcare Business Banking with PNC Ba...

I'VE BEEN HACKED (AGAIN!!) - Another 20/20 Money Takover with Drs. Chris Wolfe & Kyle Klute, OD

29 Jan 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guests on today's show are two more of my favorite people in the optometry space: Drs. Chris Wolfe and Kyle...

Weathering life's storms: the importance of resiliency with Dr. Ted McElroy, OD (Part 2)

22 Jan 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Ted McElroy. This is part two of our conversation that we teased on last week'...

The importance of vulnerability in leadership with Dr. Ted McElroy, OD (Part 1)

15 Jan 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Ted McElroy. This is part one of our conversation where we talk about the impo...

Savings numbers to know for the new year, defined benefit plan changes, and an ERC PSA.

08 Jan 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! This "housekeeping" episode is all about knowing the timely and relevant numbers that impact your various savi...

3 successive questions to ask as you plan next year

01 Jan 2024

Contributed by Lukas

Welcome to this episode of 20/20 Money! Kicking off the new year, I wanted to share with you three important questions I ask myself that I've found to...

20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

25 Dec 2023

Contributed by Lukas

Welcome to this episode rewind of 20/20 Money! I think I'm starting a bit of a tradition, because I felt compelled to bring back this episode again, j...

Year end planning with Bethany Fishbein, OD

18 Dec 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Bethany Fishbein, CEO of The Power Practice and host of the Power Hour podcast...

Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA

11 Dec 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Erik Ferjentsik, MBA, founder of Visionary Practice Group.   Erik and I have good...

Being intentional with cash flow around year-end planing with Jackson Pace, CPA

04 Dec 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Jackson Pace, founder of the Refractional CFO. Jackson and I talk through some of ...

Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD)

27 Nov 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! This is my guest appearance on The Power Hour podcast hosted by Dr. Bethany Fishbein, OD, CEO of The Power Pra...

Is owner-financing right for my practice? Guest appearance with Erich Mattei on Akrinos Access LIVE

20 Nov 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! This episode is my guest appearance on Akrinos Access Live, a livestream hosted by Erich Mattei, founder of Ak...

Practice Success Spotlight: Creating diversified income streams in your practice with Dr. Mila Ioussifova

13 Nov 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Mila Ioussifova. Dr. Mila is founder of South Waterfront Eye Care in Portland,...

I'VE BEEN HACKED!!! A 20/20 Money TAKEOVER by Drs. Jennifer Stewart and Jeremy Ciano

06 Nov 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guests on today's show are two of my favorite people in the optometry space: Drs. Jeremy Ciano and Jennifer...

How the SECURE Act 2.0 impacts optometrists and optometric practice owners

30 Oct 2023

Contributed by Lukas

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 Lear...

Creating your own patient-centric, in-house vision plan with Dr. Gina Wesley

23 Oct 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Gina Wesley, OD. Gina joins me back on the show to talk about the journey she...

The in's and out's of billing and coding with Dr. John Rumpakis, OD, MBA

16 Oct 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! In this episode, we have a special guest joining us, Dr. John Rumpakis.  Dr. Rumpakis is a medical coding con...

When succession planning and partnerships are strained...what's the next best step?? (with Nathan Hayes of IDOC)

09 Oct 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes with IDOC. Nathan joins me back on the show to revisit a topic that w...

Successful implementation of VT in your practice with Dr. Heidi Bell

02 Oct 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Heidi Bell, OD, FCOVD. Heidi is a partner in Elite Eyecare, which houses Eli...

The financial profession is "clear as mud." Let's clarify fiduciary duty vs suitability standards, the different business models, & conflicts of interest

25 Sep 2023

Contributed by Lukas

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 L...

Investing in your team, the importance of culture and purpose, what ODs can learn from dentistry, and focusing on the long-term with Dr. Andy Yaryan, OD

18 Sep 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Andy Yaryan, OD.   Andy and I have a great and wide-ranging conversation. An...

Making the right decisions and avoiding mistakes with commercial real estate with Mike Jorgenson of Carr Healthcare Realty

11 Sep 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Mike Jorgenson with Carr Healthcare Realty. Mike joins me on the show to discuss a...

Overrated and underrated practice management metrics in the business of optometry with Dr. Matt Mitchell

04 Sep 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Matt Mitchell, OD. Matt joins me back on the show to put a light-hearted spin ...

Building a "Super-single" vs a multi-location practice: a conversation with Dr. Julie Helmus & Mike Kogelis

28 Aug 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guests on today's show are Mike Kogelis & Dr. Julie Helmus, OD. Mike and Julie join me on the show to talk ...

Finding out what brings you joy and fulfillment at work and what frustrates you...and removing that from your life with Dr. Pete Kehoe, OD

21 Aug 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Pete Kehoe, OD. This intro is packed with great info, so I hope you'll listen ...

How ignoring interest rate arbitrage and focusing on the emotion of paying off debt can accelerate savings and wealth creation with Dr. Matt Mitchell, OD

07 Aug 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Matt Mitchell, OD. Matt joins me back on the show in response to a very though...

Why it's wrong to think you should get a discount to buy into the practice you've worked in as an associate

31 Jul 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! On today's episode I share some insights and experience as to why there can be a disconnect between owner and ...

How utilizing a streamlined hiring service can help save time and money by ensuring the right people are on the bus with Dr. Mike Neal, OD

24 Jul 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Mike Neal, OD. Mike owns both a private practice in rural PA and is also the f...

The importance of tracking frame turn for profitability in your optical with Kayla Ashlee

17 Jul 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Kayla Ashlee. Kayla is the creator behind Spexy, an online training platform that'...

Seeing the business of optometry through a CFO lens: a conversation with Jackson Pace

10 Jul 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Jackson Pace. Jackson joins me on the show today to talk through his journey worki...

Think you can sell your practice for a higher value based on potential? Think again.

03 Jul 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! On this episode I talk about the importance of having a multi-year timeline when deciding to sell your busines...

Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 2

26 Jun 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Julie Helmus, OD. This is part 2 of my conversation with Julie and in this epi...

Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 1

19 Jun 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Julie Helmus, OD. Julie joins me on the show to share her journey into practic...

Understanding and setting pricing in your practice that are fair and profitable with Dr. Chris Wolfe, OD

12 Jun 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Chris Wolfe, OD. Chris joins me on the show to share in a conversation about h...

Establishing, building, and nurturing culture in your practice (and why it's so important!) with Matt Curts

05 Jun 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Matt Curts. Matt has a long and storied career. As a long-time CFO, he has a lot o...

Partnerships and the importance of a good buy/sell agreement with Ali Oromchian

29 May 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Ali Oromchian. Ali joins me back on the show to talk about a not-too-common but v...

Buy vs Build Convo #2: purchasing a low-revenue optometric practice vs cold starting with Nathan Hayes of IDOC

22 May 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes with IDOC. Nathan joins me back on the show to give another perspect...

Buy vs Build Convo #1: purchasing a low-revenue optometric practice vs cold starting with Erich Mattai

15 May 2023

Contributed by Lukas

Welcome to another episode of 20/20 Money. My guest on today's show is Erich Mattai with Akrinos. My conversation with Erich is essentially one of tw...

The 3.5 tools of leadership for optometric practice owners with Dr. Ted McElroy, OD

08 May 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money. My guest on today's show is Dr. Ted McElroy, OD. Ted's become a good friend and collaborator over the years a...

Nurturing culture in a practice when the seller stays on in the practice they just sold w/ Dr. Mick Kling, OD

01 May 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Mick Kling, OD (Mick's Practice, info on Mick's Impact Leadership business). M...

How tiny improvements compound your practice's financial success: a conversation with Dr. Bethany Fishbein from The Power Practice

24 Apr 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Bethany Fishbein, host of the Power Hour podcast and CEO of The Power Practice...

Inside the methods and mindset of a highly efficient, highly profitable private practice with Dr. Todd Cohan, OD

17 Apr 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Todd Cohan, OD (email; website). Todd joins me back on the show to unpack the ...

LIVE at IDOC Connection!! Practice profits, household budgets, and personal wealth w/ Nathan Hayes

10 Apr 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! This was a very special episode of 20/20 Money, as it not only was live on location at IDOC Connection 2023 in...

How optometrists can use last year's tax return to proactively plan for the coming year

03 Apr 2023

Contributed by Lukas

In this episode, we'll talk about how you can use information from last year's tax return to plan proactively for the coming year. This approach can ...

$600k+ of student loans...GONE!! Catching up with Drs. Zac and Joelle Holland, OD

27 Mar 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guests on today's show are Drs. Zac & Joelle Holland, OD. Zac and Joelle join me back on the show to celebr...

Investing beyond the business of optometry: a conversation with Dr. Pete Kehoe, OD

20 Mar 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Pete Kehoe, OD.   Pete joins me back on the show to talk through his journey ...

Understanding basis and its effect on taxes of an S-corp optometric practice

13 Mar 2023

Contributed by Lukas

In this episode, we'll be discussing the concept of basis and its impact on taxes for S-corp optometric practices. Basis is a crucial concept that can...

Entities 101: The relationship between entity selection and taxation of income for optometric practice owners

06 Mar 2023

Contributed by Lukas

On today's episode, we'll discuss the different ways a business can be formed and the way that each of those entity selection types is taxed to the sh...

How to use the principles from Atomic Habits to change your money habits (guest appearance on "The Power Hour" podcast)

27 Feb 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! This was my guest appearance conversation with Dr. Bethany Fishbein, OD, CEO of Power Practice and host of the...

Peace of Mind: Aligning business and personal goals (Adam's guest appearance on Eye Own a Business Podcast with Dr. Steve Vargo)

20 Feb 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! This week's episode is my guest appearance on IDOC's "Eye Own a Business" podcast hosted by Dr. Steve Vargo. S...

How one OD used fear and the unknown to positively uplevel himself and his practice into a multi-location practice: a convo with Dr. Chris Smiley, OD

13 Feb 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Chris Smiley, OD. Chris joins me on the podcast today to talk about his journ...

The emotional side of selling a business with Denise Logan

06 Feb 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Denise Logan.   Denise joins me on the show to talk about what I feel is an area ...

Rethinking your hiring process to reduce costs and increase per patient revenue with Ankit Patel

30 Jan 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Ankit Patel. Ankit and I chat about how he and his wife have taken delegation and ...

Understanding the relationship between multiples and risk when buying or selling a practice

23 Jan 2023

Contributed by Lukas

Understanding the relationship between business risk and the multiples that are paid on practices is important for anyone that's buying or selling a p...

Measuring and improving productivity in your practice with Dr. Steve Vargo, OD

16 Jan 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Steve Vargo, OD with IDOC.   Steve joins me back on the show to talk about th...

3 financial lessons learned from my grandpa and grandma that can shape your relationship with money

09 Jan 2023

Contributed by Lukas

On this episode, I wanted to share a bit of a personal story about 3 lessons that I learned from my grandparents that have in large part shaped the mo...

Making sense of your practice financials (profit/loss, balance sheet, and cash flow statement) with Nathan Hayes of IDOC

02 Jan 2023

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes with IDOC. Nathan joins me back on the show to have a continued dialo...

Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

26 Dec 2022

Contributed by Lukas

Welcome to this episode rewind of 20/20 Money! Given that this is the last episode of the year, this is usually when we are thinking about goal settin...

5 books I recommend OD practice owners read in 2023

19 Dec 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! As we approach the end of the year, I thought it would be appropriate to share with you the 5 books I think al...

Embracing the CEO model, delegating responsibility, & strategizing through a changing economy with Nathan Hayes of IDOC

12 Dec 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes of IDOC. Nathan joins me back on the show to talk about a goal that a...

Understanding the different ways to invest in real estate with Jeremy Pemberton

05 Dec 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Jeremy Pemberton. Jeremy is the Chief Investment Officer at Waterway Family Funds ...

Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner

28 Nov 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Rob Bertman. Rob is a senior consultant for Student Loan Planner who specializes i...

Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD

21 Nov 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Pete Kehoe, OD. Dr. Kehoe is a fellow of the Academy of Optometry, National Ac...

An update on the mortgage markets with Kim Hockaday from Nations Lending

14 Nov 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Kim Hockaday (links) from Nations Lending.   Kim has been on the show previously,...

Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)

07 Nov 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! This episode is the guest appearance I did on Dr. Chris Wolfe's podcast Eyecode Media (which is part of Eyecod...

Don't get "spooked" by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly

31 Oct 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! On today's show we discuss the relationship between tax loss- and gain-harvesting and capital gain distributio...

The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD

24 Oct 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Larry Golson. Larry is the founder of Envision Eyecare & Eyeware in Ashville, ...

Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian

17 Oct 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Ali Oromchian. Ali is an attorney and founder of DM Counsel, a law firm based in t...

Attracting and retaining non-OD team members in today's competitive marketplace with Amy Alvarez of IDOC

10 Oct 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Amy Alvarez with IDOC. Amy joins me on the show today to discuss a topic that is c...

Correlating your savings rate to your practice production

03 Oct 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! Today, I talk about the importance of understanding your savings rate and how that relates to the overall owne...

Rethinking the perception of sales in your office with Kayla Ashlee, Founder of Spexy

26 Sep 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! I'm joined by Kayla Ashlee (founder of Spexy) live at Vision Expo West. Kayla and I spend our time talking abo...

What it means to partner with private equity with Billy Murray from myeyedr

19 Sep 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Billy Murray with myeyedr.   I wanted to have Billy on the show to talk about the...

Putting practice financials through a personal finance filter

12 Sep 2022

Contributed by Lukas

Welcome this episode of 20/20 Money! Practice financials can sometimes seem complicated and overwhelming, especially if you haven't had any business t...

A BIG ANNOUNCEMENT!! for 20/20 Money (plus a history lesson on financial services, why it's broken, and celebrating episode 200 of 20/20 Money)

05 Sep 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! This is a very special episode of 20/20 Money in that it is our 200th episode!!   And I can't think of a bett...

Can I buy (and expense) a vehicle through my practice (and what's the long term implication)? A conversation with JR Armstrong, CPA

29 Aug 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is JR Armstrong. JR joins me back on the show to talk about a common tax planning str...

An encore career: how to retire at 41 and explore other opportunities in optometry with Dr. Jennifer Stewart, OD

22 Aug 2022

Contributed by Lukas

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Jennifer Stewart. Jen joins me again on the show to talk about an interesting ...