20/20 MONEY: The Business of Optometry
Episodes
Simple Numbers, Straight Talk, Big Profits with Greg Crabtree
15 Aug 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Greg Crabtree, CPA. Greg is the author of two of my favorite books about runnin...
A deep dive into practice transitions with Dr. Mick Kling, OD (Part 2)
08 Aug 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Mick Kling, OD. Last week was part 1 of our two-part conversation on all thing...
A deep dive into practice transitions with Dr. Mick Kling, OD (Part 1)
01 Aug 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Mick Kling, OD. In this two-part conversation with Mick, he and I have a deep ...
A wrap-up conversation about the benefits of going out-of-network with vision plans with Steve Alexander
25 Jul 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Steve Alexander. I wanted to have Steve back on the show to "bookend" the mini-ser...
How one practice owner eliminated vision plans from their practice (and increased profitability) with Dr. Kyle King
18 Jul 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Kyle King. Kyle is a partner at Evansville Eyecare Associates in Evansville, I...
Evaluating the role of vision plans in your practice with Steve Alexander from Anagram
11 Jul 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Steve Alexander from Anagram. Steve joins me on the show today to talk about a ...
5 areas to review in your practice that can impact profitability
04 Jul 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! On today's show I recap some of the ideas and thoughts I shared during the recent town hall event I did with T...
The savings vehicle heirarchy for optometrists and practice owners
27 Jun 2022
Contributed by Lukas
There are so many options an optometrist can consider when thinking about the prioritization of savings vehicles for both short term and long term nee...
Distilling down the complexity of investing to simple execution in today's choppy markets with Peter Lazaroff, CFA, CFP®
20 Jun 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff (LinkedIn Profile). Peter is a Chartered Financial Analyst, firm...
Thinking through and analyzing contact lens profitability in an optometric practice with Dr. Ryan Gustus
13 Jun 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Ryan Gustus. Ryan is a partner at Eyecare Associates of Bluffton and Roanoke a...
When is your practice ready for an associate (and how do you prep for it) with Nathan Hayes of IDOC
06 Jun 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes with IDOC. In this conversation Nathan and I talk through the qual...
Celebrating diversification, the role of fixed income, portfolio distributions in retirement, and investing in challenging markets with Eric Nelson, CFA
30 May 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Eric Nelson (@servowealth on Twitter). Eric joins us back on the show to talk thro...
3 different purposes of cash flow in your practice
23 May 2022
Contributed by Lukas
Running a practice can be complicated and there is no shortage of numbers to track. Distilled down, though, an optometry practice (or any business for...
Rewind: Pursuing a better investment experience during volatile markets with Dave Goetsch
16 May 2022
Contributed by Lukas
Welcome to this rewind episode of 20/20 Money! My guest on today's show is Dave Goetsch. I wanted to bring this episode back from early 2020 because w...
Raising the tide: creating a conversation for associates and owners to make more money (Live from Vision Expo East with Erich Mattei of Akrinos)
09 May 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Erich Mattei. Erich is the founder of Akrinos, a consulting firm that not only h...
The 3 basic variables that influence the revenue (and thus profitability) of an optometry practice
02 May 2022
Contributed by Lukas
Sometimes we can lose focus of just how simple business can be, and an optometric practice isn't any different. In this episode I'll break down the th...
LIVE from Vision Expo East with Dr. Bethany Fishbein: Why private practice optometry is still awesome, the importance of community, and leadership resources
25 Apr 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Bethany Fishbein. Bethany is the CEO of Power Practice and host of the Optomet...
Understanding estimated tax payments to proactively manage cash flow
18 Apr 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! Coinciding with tax day, this episode will dive into the nuances and understanding the clarity (and penalties)...
Using Lipiflow to increase standard of care (and thus practice income) with Dr. Todd Cohan, OD
11 Apr 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Todd Cohan (email; website). Todd joins the show to talk about how much of ...
Scheduling to profitability with Dr. Gina Wesley, OD
04 Apr 2022
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 for another conversation around the importance ...
Live at IDOC Connection: Retaining & empowering staff and using metrics to guide your human capital with Dr. Jen Stewart
28 Mar 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Jennifer Stewart. Jen joins the show live while we were both presenting at IDO...
KPIs, profit loss plinko, generational human capital management, and buying or selling in today's market with Dr. Solomon Gould, OD MBA
21 Mar 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Solomon Gould, OD MBA (Facebook. LinkedIn, Instagram, Email). In addition t...
Setting goals, asking the right questions, common mistakes made by young practice owners, risk management, and defining success: Adam's guest appearance on "Medical Millennial with Dr. Emilie Seitz
14 Mar 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! This episode is my guest appearance on Medical Millennial series with Dr. Emilie Seitz. Emilie was kind enough...
The Power of Planning (Adam's guest appearance on Power Hour Podcast)
07 Mar 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! This episode is my guest appearance on the Power Hour Optometry Podcast hosted by Dr. Bethany Fishbein, CEO of...
Lying in plain sight: identifying errors in your practice financials with Hayley Stewart
28 Feb 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Hayley Stewart. Hayley is the Financial Services Manager for IDOC and predominatel...
Gaining an allocator's edge with your portfolio with Phil Huber, CFA
21 Feb 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Phil Huber, CFA, CFP® (@bpsandpieces). Phil has been involved in the financial...
Financial planning & portfolio management, information vs knowledge, redefining risk, and loathing risk tolerance questionnaires with Ashby Daniels, CFP®
14 Feb 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Ashy Daniels, CFP®. Ashby is an advisor, firm owner, blogger, and friend of mine ...
(Re)setting expectations on the valuation of an optometry practice with Nathan Hayes
07 Feb 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. Nathan joins me back on the show today to talk about a topic that wa...
Why your books may not be as accurate as you think with Dr. Wade Weisz
31 Jan 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Wade Weisz from For Eyes Bookkeeping. Wade joins the show to talk with me a...
Streamlining the contact lense ordering process to increase sales and enhance the patient experience with Brianna Rhue
24 Jan 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Brianna Rhue, OD, co-founder of DrContactLens.com and TechifEYE. Brianna joins...
Pursuing a better investment experience and philosophy with Eric Nelson
17 Jan 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Eric Nelson, CFA (@ServoWealth). Eric is the found of Servo Wealth Management, a f...
Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
10 Jan 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Stephanie Bogan. While Stephanie has built and sold a number of businesses in h...
Analyze.Strategize.Implement(TM) – A process for thriving in practice ownership with Erich Mattei
03 Jan 2022
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Erich Mattei. Erich is the founder of Akrinos, a consulting firm that not only hel...
5 Issues on your Profit/Loss that can impact business decisions with JR Armstrong
27 Dec 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is JR Armstrong. JR is a CPA and partner with May & Company and similar to our firm h...
Building a practice, on purpose (Adam's guest appearance on The Power Hour podcast)
20 Dec 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is…me! On this episode of 20/20 Money, I'm sharing with you the conversation I had ...
Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt
13 Dec 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Ryan Nesbitt. Ryan joins the show today to give us a unique perspective. As a c...
Successfully transitioning patients from owner to associates with Dr. Bethany Fishbein
06 Dec 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Bethany Fishbein. Bethany is the CEO of The Power Practice and she joins th...
3 financial dos and don'ts before year-end
29 Nov 2021
Contributed by Lukas
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. I...
How Much Should You Pay Yourself?
22 Nov 2021
Contributed by Lukas
One of the benefits of being a practice owner is having the flexibility to control where the net income from your practice falls on your personal tax ...
The benefits of sharing your practice financials with your spouse
15 Nov 2021
Contributed by Lukas
How well does your spouse or significant other understand the cash flow of your practice? How consistent are you in harvesting cash out of the busines...
Completely Rethinking the Patient Experience with Dennis Moseley Williams
08 Nov 2021
Contributed by Lukas
Welcome to a "Rewind" episode on 20/20 Money! I wanted to bring this episode back because I believe there's a lot of "evergreen" material in this conv...
How the "Augusta rule" can provide tax-free income from your optometry practice
01 Nov 2021
Contributed by Lukas
If you're a practice owner and a homeowner, there's a little planning strategy that can allow you to get money out of your practice tax free. It's not...
I-bonds: a little-known (and guaranteed) option for "lazy money"
25 Oct 2021
Contributed by Lukas
Most of us can't remember the last time that we actually earned anything worth noting on our cash reserves. The days of 4%+ savings accounts are decad...
Why the backdoor Roth IRA matters for optometrists
18 Oct 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! We're 150+ episodes into this podcast and this was the first episode we've dedicated to the "backdoor Roth IRA...
Creating a win-win: Associate comp structures that work in optometry practices
11 Oct 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. This conversation is a follow up to the episode that Nathan and I di...
The AOA changed their disability and life insurance group plan...here's what you need to know
04 Oct 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! On this episode, we'll provide a brief refresher on the important components of long term disability, talk abo...
Adding an associate: why, when, and how with Dr. Steve Vargo, OD
27 Sep 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Steve Vargo. Steve joins me back on the show to talk about a certain growing p...
Rewind: 5 Reasons Why I Don't Like SIMPLE IRAs for Optometry Practice Owners
20 Sep 2021
Contributed by Lukas
Welcome to a Rewind episode of 20/20 Money! It's September, which means that it's the time of year when practice owners should be reviewing their curr...
Systematizing to Specialize with Jen Goldman
13 Sep 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Jen Goldman. Jen has spent her career helping service-based businesses think throu...
Why you need to learn how to read your statement of cash flow
06 Sep 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! Back with me on today's episode is Nathan Hayes with IDOC. The genesis for this episode stems from a slight...
Rewind: Adding an associate: Understanding marginal chair cost to leverage your practice
30 Aug 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Dr Matt Mitchell and this is actually an episode rewind, going back to episode #43...
A deeper dive into understanding life insurance options with Ed Wildermuth, CFP® CPA
23 Aug 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! My guest on today's show is Ed Wildermuth, CFP®, ChFC®, CPA. Continuing on the topic of permanent insuran...
So you bought some whole life insurance…now what?
16 Aug 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! Today's episode is all about the options that you have if you've purchased whole life insurance in the past an...
Key considerations when thinking about partnership (and what solo owners can learn from it)
09 Aug 2021
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is Nathan Hayes. Long time listeners will know that Nathan and I can talk about almost any bu...
Private equity and optometry: a 2021 update with Michael Pote with Growth Cooperative
02 Aug 2021
Contributed by Lukas
Welcome to another episode of 20/20 Money! My guest on today's show is Michael Pote. Michael has been on the show before (you can check out those c...
Creating a marketing strategy for an optometric practice with Nate Ebel
26 Jul 2021
Contributed by Lukas
Welcome to another episode of 20/20 Money! My guest on today's show is Nate Ebel. Nate is the founder of Ten31 Marketing, a marketing agency located i...
3 questions owners need to answer before selling their practice with Nathan Hayes
19 Jul 2021
Contributed by Lukas
Welcome to another episode of 20/20 Money! My guest on today's show is Nathan Hayes. Nathan's been a guest in the past on the show and he joins me tod...
Survive to thrive: Try Not 2 Blink Podcast guest appearance
12 Jul 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money, and if you're listening to this on July 12th, happy National Heterochromia day! Today's episode is my guest ap...
Should you compare your portfolio to a benchmark?
05 Jul 2021
Contributed by Lukas
Welcome to this episode of 20/20 Money! I often get asked the question "Have I saved enough" for retirement or "How did my portfolio do compared to th...
Bitcoin and DOGE and Etherium, oh my!! A discussion about crypto and your portfolio with Justin Castelli
28 Jun 2021
Contributed by Lukas
Welcome to another episode of 20/20 Money! My guest on today's show is Justin Castelli. Justin has become a good friend of mine and is also an advisor...
A chat with one of the founders of "ODs on Finance" Facebook, Dr. Aaron Neufeld, OD (Part 2)
21 Jun 2021
Contributed by Lukas
Welcome to 20/20 Money! My guest on today's show is Dr. Aaron Neufeld, OD and this is Part 2 of our 2-part conversation. As mentioned in the first epi...
A chat with one of the founders of "ODs on Finance" Facebook, Dr. Aaron Neufeld, OD (Part 1)
14 Jun 2021
Contributed by Lukas
Welcome to 20/20 Money! My guest on today's show is Dr. Aaron Neufeld, OD and this is Part 1 of a 2-part conversation. Aaron wears many hats in the op...
How to thrive in the midst of constraints with Dr. Ted McElroy
07 Jun 2021
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is Dr. Ted McElroy. Ted joins us back on the show to talk about an albeit abstract concept th...
Knowing Your Number (Holiday Rewind)
31 May 2021
Contributed by Lukas
Hello 20/20 Money community, welcome to a "holiday week repeat." Given that this episode is coming out on Memorial Day, I wanted to hold off on releas...
Using the "Google My Business" to grow your patient base: an audible website case study with Dr. Rich Zimbalist
24 May 2021
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is Dr. Rich Zimbalist. Rich (who's been on the show in the past) is a practicing OD with the ...
Warming up to cold starts (Part 2) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors
17 May 2021
Contributed by Lukas
On this episode of 20/20 Money! My guests on today's show are Drs. Eric Baas and Bob Steinmetz, co-founders of iCare Advisors. If you missed last week...
Warming up to cold starts (Part 1) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors
10 May 2021
Contributed by Lukas
On this episode of 20/20 Money! My guests on today's show are Drs. Eric Baas and Bob Steinmetz, co-founders of iCare Advisors. iCare Advisors consults...
4 items to review for errors on your tax return
03 May 2021
Contributed by Lukas
It's tax season, which means that we're spending a fair amount of planning energy reviewing clients' tax returns to ensure that strategies that we're ...
The financial benefits of integrating disease management into your practice with Dr. Chris Wolfe
26 Apr 2021
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is Dr. Chris Wolfe. Chris joins the show to talk about a topic that can directly impact the p...
Understanding your health insurance options as a practice owner with Jordan Clarke
19 Apr 2021
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is Jordan Clarke. Jordan is one of the Vice Presidents of Charles M. Moore Insurance just out...
Why "intentionality" is key to building a practice that serves you: my guest appearance on the IDOC Focal Point podcast
12 Apr 2021
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is…me! This is a different solo episode of sorts, because it's actually the interview that ...
Rethink the way you think about budgeting in your practice with Nathan Hayes
05 Apr 2021
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is Nathan Hayes of IDOC. Nathan joins us to talk about something that is oftentimes discussed...
Don't forget about the little guy!...a review of asset allocation and the importance of small caps
29 Mar 2021
Contributed by Lukas
On this episode of 20/20 Money, I share one example of why it's important to ensure that your portfolio has a well-rounded asset allocation and the im...
Building your leadership team: how to remove yourself from day-to-day decision making in your office
22 Mar 2021
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is Dr. Steve Vargo. Steve joins me on the show to discuss a challenge and stepping stone that...
Selling from the chair: Reframing your mindset around sales and how it increases your bottom line
15 Mar 2021
Contributed by Lukas
Dr. Wesley is back on the show to talk about a topic that I think might seem taboo to ODs out there, and that topic is around sales. Gina talks about ...
(Re) thinking your investment asset allocation as a practice owner
08 Mar 2021
Contributed by Lukas
On this episode of 20/20 Money I talk about a new way to think about asset allocation and diversification as a practice owner and how a twist on the c...
UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children
22 Feb 2021
Contributed by Lukas
On this solo episode of 20/20 Money I will be explaining the process of gifting of assets to your children, strategies to employ including an UTMA acc...
Case study: actionable strategies for a struggling $500k producing private practice with Nathan Hayes and Dr. Gina Wesley
15 Feb 2021
Contributed by Lukas
Welcome to another episode of 20/20 Money! My guests on today's show are Dr. Gina Wesley and Nathan Hayes. Gina owns her very successful private pract...
The "how" behind what made 2020 the best year ever for one high-producing practice owner with Dr. Jeremy Ciano
08 Feb 2021
Contributed by Lukas
On this episode of 20/20 Money, my guest on today's show is Dr. Jeremy Ciano, owner and founder of RevolutionEyes in Carmel, IN. Jeremy's been on the ...
GameStop ($GME) story-time: The good, the bad, and the ugly...and what we can learn from it
01 Feb 2021
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is my good friend Josh Bannerman, (a.k.a. the "OG" from the Stacking Benjamins podcast). Josh...
Strategies and procedures to increase your capture rate & second pair sales
25 Jan 2021
Contributed by Lukas
Jennifer runs a very successful private practice and also a successful sports vision practice in Connecticut. Long-time listeners will know that Jenni...
Contract Negotiations for Optometrists: Creating a Win-Win for Associates and Owners
18 Jan 2021
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is Dr. Chris Lopez, OD. Contrary to what you might believe, picking the right investment is n...
Plan Your Year: An Introduction to Free, Focus, and Buffer Days
11 Jan 2021
Contributed by Lukas
Welcome to the first episode of 2020 Money in 2021! On this episode, I'm going to share with you how I've implemented Strategic Coach's Entrepreneuri...
Hiring an Associate That Stays: The Importance of Culture
04 Jan 2021
Contributed by Lukas
On this episode, I talk with Dr. Ted McElroy. Ted has owned his practice for the last 27 years and is also a Vision Source Administrator for the south...
20/20 Rewind: Managing Your Schedule to Profitability with Dr. Gina Wesley (most downloaded episode of 2020!)
28 Dec 2020
Contributed by Lukas
Hey everyone, before we get into today's show, I wanted to let you know about an in-depth write-up I did on our website about the recently passed COVI...
Completely Re-thinking the Patient Experience with Dennis Moseley Williams
21 Dec 2020
Contributed by Lukas
On this episode of 20/20 Money, my guest is Dennis Moseley Williams. Dennis is one of a few certified experience economy experts and his sincere passi...
The AMA Episode with My Wife Andrea
14 Dec 2020
Contributed by Lukas
On this episode of 20/20 Money! My guest on today's show is me! This is our AMA episode where my wife Andrea interviewed me on a variety of personal a...
Knowing Your Number
07 Dec 2020
Contributed by Lukas
On this episode of 20/20 Money, my guest is Nathan Hayes. Listeners of the show will recall that Nathan was just on the show a couple of weeks ago, bu...
Mortgages with Kim Hockaday
30 Nov 2020
Contributed by Lukas
On this episode of 20/20 Money, my guest is Kim Hockaday. Kim is an experienced mortgage loan officer with Ruoff Mortgage. In the historically low int...
How much cash should I keep in my practice?
23 Nov 2020
Contributed by Lukas
My guest on today's episode of 20/20 Money is Nathan Hayes of IDOC. Nathan has been on the show in the past and I was excited to have him come on the ...
5 Pieces of advice from Dave Ramsey that's wrong for optometrists
16 Nov 2020
Contributed by Lukas
While having a conversation with a friend recently, we got talking about Dave Ramsey's personal finance philosophy and how great it is for the vast ma...
PPP Forgiveness Strategy, EIDL, and Election Update
09 Nov 2020
Contributed by Lukas
Today's episode will discuss a couple of updates around PPP forgiveness and how to think about the taxation of PPP funds along with an additional pers...
5 Scary Financial Decisions Optometrists Make That Keep Them Broke
02 Nov 2020
Contributed by Lukas
It's the week after Halloween, and while we're all coming down from the sugar high we earned by stealing our kids' candy (no judgement here, I do it a...
How to Talk to Kids About Money
26 Oct 2020
Contributed by Lukas
The concept of talking to kids about money can be both a taboo and ambiguous process. For optometrists that own their own practice, there's an added v...
5 Ideas for Funding College Education for Your Kids
19 Oct 2020
Contributed by Lukas
As an optometrist, saving for college for your child or children can be a sensitive subject. Depending on how or if you had to pay for your own educat...
Taxes 101: Understanding Tax Brackets, Deductions, and Credits
12 Oct 2020
Contributed by Lukas
We've had a number of tax planning strategies for optometrists to consider in the past, but we've never really covered the basics of our tax system. I...
REALLY Understanding the R&D Tax Credit with Kyle Riddle
05 Oct 2020
Contributed by Lukas
Understanding whether optometrists qualify for the R&D tax credit is not a simple answer. There are many questions that need to be asked and parameter...
3 Misunderstood Responsibilities You Have as a 401(k) Plan Sponsor
28 Sep 2020
Contributed by Lukas
Owning an optometry practice requires you to wear many hats. As the owner, sponsoring a retirement plan in your practice is not without its share of r...
Implementing a SoloK as an Optometrist?
21 Sep 2020
Contributed by Lukas
The Solo 401(k) is a viable option for independently contracted, 1099 compensated optometrists. It has many of the same benefits and options that a "n...
Should you make Traditional or Roth 401(k) Contributions?
14 Sep 2020
Contributed by Lukas
One of the most popular questions we get asked is whether their 401(k) contributions should be Traditional or Roth contributions. There are many facto...