The Optometry Money Podcast

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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...

Business 168 recordings 2 h 2022 → today Every two weeks updated 19 days ago transcripts through September 2025
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Best of 2023: Freedom From Vision Plans Through A Direct Care Model with Dr. Kara Foster Evon Mendrin CFP®, CSLP® · contributed by Lukas · Dec 27, 2023
Best of 2023: Financial Planning Considerations for Owners of Established Optometry Practices Evon Mendrin CFP®, CSLP® · contributed by Lukas · Dec 20, 2023
Best of 2023: Financial Planning Considerations for the Early Years of Practice Ownership Evon Mendrin CFP®, CSLP® · contributed by Lukas · Dec 15, 2023
Year-End Financial Planning Checklist for Optometrists Evon Mendrin CFP®, CSLP® · contributed by Lukas · Dec 7, 2023
(Holiday Rewind) Tax Planning For Charitable Giving Evon Mendrin CFP®, CSLP® · contributed by Lukas · Nov 23, 2023
(Rewind) 5 Levers to Control Capital Gains on Your Tax Return Evon Mendrin CFP®, CSLP® · contributed by Lukas · Nov 16, 2023
How to Protect Your Assets From Liability with Levi Barlavi Evon Mendrin CFP®, CSLP® · contributed by Lukas · Nov 1, 2023
An Optometrist's Guide to Estate Planning with Ali Oromchian, J.D., LL.M. Evon Mendrin CFP®, CSLP® · contributed by Lukas · Oct 25, 2023
Intro to Optometry Practice Valuations with Erich Mattei Evon Mendrin CFP®, CSLP® · contributed by Lukas · Oct 18, 2023
Partnering With an Independent Lab and Maintaining Independence with Ben Collier and Dan Korolev Evon Mendrin CFP®, CSLP® · contributed by Lukas · Oct 13, 2023
Separating Fact From Fiction of Indexed Universal Life Insurance with Andy Panko, CFP®, RICP®, EA Evon Mendrin CFP®, CSLP® · contributed by Lukas · Oct 3, 2023
Ins and Outs of Permanent Life Insurance with Broc Buckles Evon Mendrin CFP®, CSLP® · contributed by Lukas · Sep 28, 2023
An Optometrist's Guide to Life Insurance Evon Mendrin CFP®, CSLP® · contributed by Lukas · Sep 20, 2023
(Rewind) Building a Multi-Location Practice and Improving Culture with Dr. Andy Yaryan Evon Mendrin CFP®, CSLP® · contributed by Lukas · Sep 14, 2023
Student Loan Planning for Optometrists in 2023 and Beyond! Evon Mendrin CFP®, CSLP® · contributed by Lukas · Sep 7, 2023
(Rewind) Using Traction to Level Up Your Optometry Practice with Dr. Larry Golson Evon Mendrin CFP®, CSLP® · contributed by Lukas · Aug 31, 2023
Using Artificial Intelligence to Improve Your Optometry Practice with Ankit Patel Evon Mendrin CFP®, CSLP® · contributed by Lukas · Aug 23, 2023
Viewing the Health of Your Practice Through the Eyes of a CFO with Jackson Pace, CPA Evon Mendrin CFP®, CSLP® · contributed by Lukas · Aug 16, 2023
Financial Planning Considerations for Owners of Established Optometry Practices Evon Mendrin CFP®, CSLP® · contributed by Lukas · Aug 9, 2023
Financial Planning Considerations for the Early Years of Practice Ownership Evon Mendrin CFP®, CSLP® · contributed by Lukas · Aug 2, 2023
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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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