The Optometry Money Podcast

podcast

Welcome to the Optometry Money Podcast, hosted by Evon Mendrin CFP®, CSLP®, where he helps optometrists make better decisions around their money, careers, and...

Business 168 recordings 2 h 2022 → today Every two weeks updated 18 days ago transcripts through September 2025
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Profit Sharing Demystified: How Optometry Practice Owners Can Maximize Their 401(k) with Matt Ruttenberg 41 min · Matt Ruttenberg, Evon Mendrin · contributed by Lukas · Sep 25, 2025
5 Key Tax Planning Levers Optometrists Need to Know Evon Mendrin CFP®, CSLP® · contributed by Lukas · Sep 17, 2025
Four Common Investment Mistakes Optometrists Should Avoid Evon Mendrin CFP®, CSLP® · contributed by Lukas · Aug 20, 2025
Four Gaps That Can Break Your Estate Plan (Even If It’s ‘Done’) Evon Mendrin CFP®, CSLP® · contributed by Lukas · Aug 7, 2025
End of the Interest-Free SAVE Forbearance - What It Means for Optometrists Evon Mendrin CFP®, CSLP® · contributed by Lukas · Jul 18, 2025
How the Final One Big Beautiful Bill Act Impacts Optometrists - Taxes, Student Loans, and More! Evon Mendrin CFP®, CSLP® · contributed by Lukas · Jul 9, 2025
Are Individual Bonds Safer Than Bond Funds? What Optometrists Need to Know Evon Mendrin CFP®, CSLP® · contributed by Lukas · Jun 27, 2025
Rewind: Financial Planning Considerations for Owners of Established Optometry Practices Evon Mendrin CFP®, CSLP® · contributed by Lukas · Jun 19, 2025
What Most Investors Get Wrong About Dividend Investing Evon Mendrin CFP®, CSLP® · contributed by Lukas · Jun 13, 2025
Optimize Your Pay: 7 Key Factors for Setting Practice Owners' Compensation Evon Mendrin CFP®, CSLP® · contributed by Lukas · Jun 5, 2025
The Big Beautiful Bill Act: Tax & Student Loan Reforms Optometrists Need to Watch Evon Mendrin CFP®, CSLP® · contributed by Lukas · May 30, 2025
(Rewind) Why Active Investment Management Fails with Andrew Berkin, PhD Evon Mendrin CFP®, CSLP® · contributed by Lukas · May 22, 2025
Creating a More Holistic Integrative Healthcare Patient Experience with Dr. Neda Gioia Evon Mendrin CFP®, CSLP® · contributed by Lukas · May 7, 2025
Beyond Indexing: An Optometrist's Guide to Factor-Based Investing Evon Mendrin CFP®, CSLP® · contributed by Lukas · May 1, 2025
The Case for Index Funds: Why Optometrists Should Embrace Passive Investing Evon Mendrin CFP®, CSLP® · contributed by Lukas · Apr 24, 2025
Strategic Tax Planning Levers in the Optometrist's Tax Return Evon Mendrin CFP®, CSLP® · contributed by Lukas · Apr 11, 2025
Creating a Clear Pathway from Associate Optometrist to Partnership with Erich Mattei Evon Mendrin CFP®, CSLP® · contributed by Lukas · Apr 2, 2025
Fresh Student Loan News and Tradeoffs ODs Choose When Using IDR Plans Toward Forgiveness Evon Mendrin CFP®, CSLP® · contributed by Lukas · Mar 28, 2025
Are Stock Market Declines Normal? What History Tells Us and What ODs Should Do About It Evon Mendrin CFP®, CSLP® · contributed by Lukas · Mar 19, 2025
2025 Student Loan Update: New Court Decisions and Actions to Take Evon Mendrin CFP®, CSLP® · contributed by Lukas · Mar 6, 2025
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Evon Mendrin CFP®, CSLP®

Named across every episode — search speaker:"Evon Mendrin CFP®, CSLP®" anywhere.

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1 episodes · last 30 days · avg 35 min

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Episodes per week over the last six months.

About

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Welcome to the Optometry Money Podcast, hosted by Evon Mendrin CFP®, CSLP®, where he helps optometrists make better decisions around their money, careers, and practices. He explores cold-starts, practice buy-ins, career decisions, tax planning, student loans, and other money issues ODs are navigating. Evon cold-started Optometry Wealth Advisors LLC, a financial planning firm dedicated to he...

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