Latest Ophthalmologist Podcast Episodes
Being intentional with cash flow around year-end planing with Jackson Pace, CPA
20/20 MONEY - December 04, 2023 11:00 - 48 minutes ★★★★★ - 73 ratingsWelcome 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 the year-end planning considerations that are likely on OD practice owners’ minds and how to think through that decision matrix. We talk about the...
Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD)
20/20 MONEY - November 27, 2023 11:00 - 43 minutes ★★★★★ - 73 ratingsWelcome 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 Practice. I really enjoyed this conversation with Bethany and was grateful that she had me back on her show. We talked about year-end planning cons...
Is owner-financing right for my practice? Guest appearance with Erich Mattei on Akrinos Access LIVE
20/20 MONEY - November 20, 2023 11:00 - 52 minutes ★★★★★ - 73 ratingsWelcome 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 Akrinos. Erich had me on his series to talk through practice succession options for sellers. The specific option that we discussed during this conve...
Practice Success Spotlight: Creating diversified income streams in your practice with Dr. Mila Ioussifova
20/20 MONEY - November 13, 2023 11:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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, OR and she joins me on the show to talk about her journey as a successful, 10yr old cold start. What’s unique about Mila, though, is how intentio...
I'VE BEEN HACKED!!! A 20/20 Money TAKEOVER by Drs. Jennifer Stewart and Jeremy Ciano
20/20 MONEY - November 06, 2023 11:00 - 49 minutes ★★★★★ - 73 ratingsWelcome 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 Stewart. Although, this is a bit of a different episode in that they’re not only guests on the show…they’re guest hosting the show! I decid...
How the SECURE Act 2.0 impacts optometrists and optometric practice owners
20/20 MONEY - October 30, 2023 10:00 - 50 minutes ★★★★★ - 73 ratingsAs 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 monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you ...
Creating your own patient-centric, in-house vision plan with Dr. Gina Wesley
20/20 MONEY - October 23, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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's been on over the better part of year simultaneously launching an in-house patient membership plan called "the 2020 club" while also going out...
The in's and out's of billing and coding with Dr. John Rumpakis, OD, MBA
20/20 MONEY - October 16, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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 consultant for OD’s, and founder of CodeSAFEPLUS, which gives you the knowledge and factual data you need to be safe, compliant, and profitable in...
When succession planning and partnerships are strained...what's the next best step?? (with Nathan Hayes of IDOC)
20/20 MONEY - October 09, 2023 10:00 - 53 minutes ★★★★★ - 73 ratingsWelcome 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 we’ve discussed in the past but is worth revisiting on another episode: partnerships. Nathan and I share both of our experiences and thoughts about...
Successful implementation of VT in your practice with Dr. Heidi Bell
20/20 MONEY - October 02, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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 Elite Vision Therapy within the practice and joins me on the show to talk about the success and passion she has for vision therapy and how following t...
The financial profession is "clear as mud." Let's clarify fiduciary duty vs suitability standards, the different business models, & conflicts of interest
20/20 MONEY - September 25, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsAs 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 monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help yo...
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
20/20 MONEY - September 18, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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. Andy shares why his culture has been so important to his success and demonstrative ways in which he measures culture in his practice, why focusin...
Making the right decisions and avoiding mistakes with commercial real estate with Mike Jorgenson of Carr Healthcare Realty
20/20 MONEY - September 11, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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 all things real estate and optometric practices and we discuss many different aspects of real estate. We talk about evaluating the location of your...
Overrated and underrated practice management metrics in the business of optometry with Dr. Matt Mitchell
20/20 MONEY - September 04, 2023 10:00 - 50 minutes ★★★★★ - 73 ratingsWelcome 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 on some of the traditional practice benchmarks that are used in the profession. He talks about benchmarks that he feels are a bit over-rated in th...
Building a "Super-single" vs a multi-location practice: a conversation with Dr. Julie Helmus & Mike Kogelis
20/20 MONEY - August 28, 2023 10:00 - 53 minutes ★★★★★ - 73 ratingsWelcome 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 about the growth of each of their respective businesses—Mike as the co-owner with his wife Dr. Rasa Tamulavichus of Big City Optical, a 17 locatio...
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
20/20 MONEY - August 21, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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 to the entirety of it before jumping forward to the conversation. Pete and I share in a great conversation focused around one of the more im...
An update on all things student loan planning post-COVID with Lauryn Williams from StudentLoanPlanner.com
20/20 MONEY - August 14, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Lauryn Williams. Lauryn is an experienced consultant with www.studentloanplanner.com, a service started by Travis Hornsby a number of years ago. Travis and his team that he’s grown has come to be one of the leading authorities n...
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
20/20 MONEY - August 07, 2023 10:00 - 47 minutes ★★★★★ - 73 ratingsWelcome 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 thoughtful piece of feedback he sent me about his view on debt and money after listening to a number of episodes of the show. Matt’s been a long-time li...
Why it's wrong to think you should get a discount to buy into the practice you've worked in as an associate
20/20 MONEY - July 31, 2023 10:00 - 40 minutes ★★★★★ - 73 ratingsWelcome 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 associate when it comes to establishing a buy-in price on a practice in which the associate has been working. This misalignment of value happens a...
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
20/20 MONEY - July 24, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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 founder of Build My Team, a platform intended on helping practice owners nationwide simplify and streamline the hiring process for non-OD team memb...
The importance of tracking frame turn for profitability in your optical with Kayla Ashlee
20/20 MONEY - July 17, 2023 10:00 - 55 minutes ★★★★★ - 73 ratingsWelcome 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’s built to help independent ODs and their teams make the most out of their optical and empower them to embrace change in their practice. Kayla joi...
Seeing the business of optometry through a CFO lens: a conversation with Jackson Pace
20/20 MONEY - July 10, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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 working for a growing and thriving practice as a CFO and the lessons he’s observed along the way that he’s helping apply to the work that he does with ...
Think you can sell your practice for a higher value based on potential? Think again.
20/20 MONEY - July 03, 2023 10:00 - 27 minutes ★★★★★ - 73 ratingsWelcome 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 business and why factoring your practice’s perceived or actual potential into the valuation isn’t a strategy that’s going to actually show up in the valu...
Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 2
20/20 MONEY - June 26, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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 episode, we dive deeper into the deal structure of buyer her parent’s practice, how it was funded, the current org chart of the practice, and some of...
Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 1
20/20 MONEY - June 19, 2023 10:00 - 57 minutes ★★★★★ - 73 ratingsWelcome 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 practice ownership as the G2 owner of Helmus Optometry (IOW, buying her parent’s practice). She shares the journey that she went through as a partial own...
Understanding and setting pricing in your practice that are fair and profitable with Dr. Chris Wolfe, OD
20/20 MONEY - June 12, 2023 10:00 - 52 minutes ★★★★★ - 73 ratingsWelcome 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 how ODs can think about pricing the different services provided in the practice and how to frame that conversation with your patients, how ODs can ...
Establishing, building, and nurturing culture in your practice (and why it's so important!) with Matt Curts
20/20 MONEY - June 05, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome 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 of experience working on businesses through the numbers. But, as Matt continued to lean into his passion and purpose, he realized that purpose and ...
Partnerships and the importance of a good buy/sell agreement with Ali Oromchian
20/20 MONEY - May 29, 2023 10:00 - 47 minutes ★★★★★ - 73 ratingsWelcome 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 very important part of any partnership: the terms and conditions of the buy/sell agreement that essentially is a part of every partnership. The ext...
Buy vs Build Convo #2: purchasing a low-revenue optometric practice vs cold starting with Nathan Hayes of IDOC
20/20 MONEY - May 22, 2023 10:00 - 51 minutes ★★★★★ - 73 ratingsWelcome 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 perspective around the question I asked Erich on last week's episode: how should a potential buyer/future owner look at lower-revenue private practices an...
Buy vs Build Convo #1: purchasing a low-revenue optometric practice vs cold starting with Erich Mattai
20/20 MONEY - May 15, 2023 10:00 - 37 minutes ★★★★★ - 73 ratingsWelcome 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 two conversations that I had with two different guests (the second guest/conversation will be next week's episode), all focused around one question:...
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