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

20/20 MONEY

English - February 20, 2023 11:00 - 47 minutes - 54.3 MB - ★★★★★ - 73 ratings
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Previous Episode: 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

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

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.

Steve had me on the show to talk about the relationship between business and personal goal planning and how related they are to one another. We talk about the importance of asking “why” before asking “how,” why it’s important to be specific when visualizing your goals, the importance of being intentional with your time and why practice owners are reluctant to delegate various responsibilities in their personal and professional lives.

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 newsletter and 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 help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the upcoming launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you!

And with that introduction, I hope you enjoy my conversation on “Eye Own a Business” podcast.

Resources:

IDOC

Upwork

Fiverr

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