Latest Ophthalmologist Podcast Episodes
The 3.5 tools of leadership for optometric practice owners with Dr. Ted McElroy, OD
20/20 MONEY - May 08, 2023 10:00 - 46 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money. My guest on today's show is Dr. Ted McElroy, OD. Ted's become a good friend and collaborator over the years and there are few individuals that I've met that are more vocal and passionate about communicating the importance of developing leadership skills t...
Nurturing culture in a practice when the seller stays on in the practice they just sold w/ Dr. Mick Kling, OD
20/20 MONEY - May 01, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD (Mick’s Practice, info on Mick’s Impact Leadership business). Mick joins me on the show today to talk about the balance and “passing of the torch” from the seller to the buyer if the seller decides to stay in ...
How tiny improvements compound your practice's financial success: a conversation with Dr. Bethany Fishbein from The Power Practice
20/20 MONEY - April 24, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, host of the Power Hour podcast and CEO of The Power Practice. Bethany joins me on the show to talk about how making tiny improvements in your practice and lead to remarkable financial results in your practi...
Inside the methods and mindset of a highly efficient, highly profitable private practice with Dr. Todd Cohan, OD
20/20 MONEY - April 17, 2023 10:00 - 50 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Todd Cohan, OD (email; website). Todd joins me back on the show to unpack the success that his practice had in 2022 and what made it his best year in practice—both in quality of work as well as profit margin. We cover ...
LIVE at IDOC Connection!! Practice profits, household budgets, and personal wealth w/ Nathan Hayes
20/20 MONEY - April 10, 2023 10:00 - 54 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! This was a very special episode of 20/20 Money, as it not only was live on location at IDOC Connection 2023 in Orlando with Nathan Hayes but also done in front of an audience with a Q&A session towards the end of the conversation. Nathan and I talked...
How optometrists can use last year's tax return to proactively plan for the coming year
20/20 MONEY - April 03, 2023 10:00 - 41 minutes ★★★★★ - 73 ratingsIn this episode, we'll talk about how you can use information from last year's tax return to plan proactively for the coming year. This approach can help you save money on taxes and avoid common mistakes and, as an optometric practice owner, take more agency over your cash flow during the cours...
$600k+ of student loans...GONE!! Catching up with Drs. Zac and Joelle Holland, OD
20/20 MONEY - March 27, 2023 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guests on today’s show are Drs. Zac & Joelle Holland, OD. Zac and Joelle join me back on the show to celebrate something that I know many younger ODs aspire to achieve and a number of seasoned ODs have already achieved: the paying off of their student l...
Investing beyond the business of optometry: a conversation with Dr. Pete Kehoe, OD
20/20 MONEY - March 20, 2023 10:00 - 52 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Pete Kehoe, OD. Pete joins me back on the show to talk through his journey as an investor when overlayed on top of his professional journey as a practice owner. He shares examples of successful and not-so-successful in...
Understanding basis and its effect on taxes of an S-corp optometric practice
20/20 MONEY - March 13, 2023 10:00 - 47 minutes ★★★★★ - 73 ratingsIn this episode, we'll be discussing the concept of basis and its impact on taxes for S-corp optometric practices. Basis is a crucial concept that can affect the way S-corp optometric practices are taxed, and it's important to have a clear understanding of it. We'll break down the basics of basi...
Entities 101: The relationship between entity selection and taxation of income for optometric practice owners
20/20 MONEY - March 06, 2023 11:00 - 54 minutes ★★★★★ - 73 ratingsOn today’s episode, we’ll discuss the different ways a business can be formed and the way that each of those entity selection types is taxed to the shareholder/owner. We’ll also talk about different criteria to consider when selecting your entity type, why it may change over the course of your p...
How to use the principles from Atomic Habits to change your money habits (guest appearance on "The Power Hour" podcast)
20/20 MONEY - February 27, 2023 11:00 - 50 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! This was my guest appearance conversation with Dr. Bethany Fishbein, OD, CEO of Power Practice and host of the Power Hour Optometry podcast. On Bethany’s show, we dove a little deeper into some concepts and ideas that she shared in an episode of Power Ho...
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 - February 20, 2023 11:00 - 47 minutes ★★★★★ - 73 ratingsWelcome 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 t...
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
20/20 MONEY - February 13, 2023 11:00 - 53 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Smiley, OD. Chris joins me on the podcast today to talk about his journey as a multi-location owner and his evaluation as both an OD and business owner. He shares what prompted him to go into private practice and the ...
The emotional side of selling a business with Denise Logan
20/20 MONEY - February 06, 2023 11:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Denise Logan. Denise joins me on the show to talk about what I feel is an area of business ownership that is often overlooked and that is the subtle but very real and powerful emotional connection we have to our businesses...
Rethinking your hiring process to reduce costs and increase per patient revenue with Ankit Patel
20/20 MONEY - January 30, 2023 11:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Ankit Patel. Ankit and I chat about how he and his wife have taken delegation and outsourcing in their practice to a whole new level by building part of their team overseas in the Philippines. We talk about their path through pr...
Understanding the relationship between multiples and risk when buying or selling a practice
20/20 MONEY - January 23, 2023 11:00 - 41 minutes ★★★★★ - 73 ratingsUnderstanding the relationship between business risk and the multiples that are paid on practices is important for anyone that's buying or selling a practice to understand. In this episode, I'll discuss how multiples are calculated, the different ways we can think about risk when it comes to inv...
Measuring and improving productivity in your practice with Dr. Steve Vargo, OD
20/20 MONEY - January 16, 2023 11:00 - 54 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo, OD with IDOC. Steve joins me back on the show to talk about the idea of employee productivity and how that translates into the overall success of the practice. We bifurcate this topic by first talking abou...
3 financial lessons learned from my grandpa and grandma that can shape your relationship with money
20/20 MONEY - January 09, 2023 11:00 - 30 minutes ★★★★★ - 73 ratingsOn this episode, I wanted to share a bit of a personal story about 3 lessons that I learned from my grandparents that have in large part shaped the money story and lessons that have guided my financial journey and how I view and use money money in my life. I hope this conversations gives you a b...
Making sense of your practice financials (profit/loss, balance sheet, and cash flow statement) with Nathan Hayes of IDOC
20/20 MONEY - January 02, 2023 11:00 - 50 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 have a continued dialogue about what it means to not only look at but actually use your practice financials to make good business decisions. In our conversation, we tal...
Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
20/20 MONEY - December 26, 2022 11:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode rewind of 20/20 Money! Given that this is the last episode of the year, this is usually when we are thinking about goal setting, and everyone’s schedule is anything but normal being the day after Christmas, I wanted to bring back the conversation that I had with my busine...
5 books I recommend OD practice owners read in 2023
20/20 MONEY - December 19, 2022 11:00 - 29 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! As we approach the end of the year, I thought it would be appropriate to share with you the 5 books I think all OD practice owners should read in 2023, and why I believe they will have a valuable impact on your business. As a reminder, you can get all ...
Embracing the CEO model, delegating responsibility, & strategizing through a changing economy with Nathan Hayes of IDOC
20/20 MONEY - December 12, 2022 11:00 - 57 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes of IDOC. Nathan joins me back on the show to talk about a goal that a certain subset of ODs aspire to achieve, and that is to embrace more of a CEO role in their practice and spend more time working ON and OUT of th...
Understanding the different ways to invest in real estate with Jeremy Pemberton
20/20 MONEY - December 05, 2022 16:00 - 51 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Jeremy Pemberton. Jeremy is the Chief Investment Officer at Waterway Family Funds and has an extensive career in the real estate profession. I wanted to have Jeremy on the call today to talk about the various different ways one ...
Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner
20/20 MONEY - November 28, 2022 11:00 - 54 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Rob Bertman. Rob is a senior consultant for Student Loan Planner who specializes in making customized, easy-to-implement student loan plans for people with 6-figure student debt and up. He has been a financial professional for n...
Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD
20/20 MONEY - November 21, 2022 11:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Pete Kehoe, OD. Dr. Kehoe is a fellow of the Academy of Optometry, National Academies of Practice and a Diplomate of the American Board of Optometry. He has served the profession in a variety of roles and was president of...
An update on the mortgage markets with Kim Hockaday from Nations Lending
20/20 MONEY - November 14, 2022 11:00 - 44 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Kim Hockaday (links) from Nations Lending. Kim has been on the show previously, is a long-time friend of mine, and has a lot of experience in the mortgage business. I wanted to have her on the show today to talk about the ...
Peeling back the layers of private equity with Dr. Chris Wolfe (my guest appearance on EyeCode Media Podcast)
20/20 MONEY - November 07, 2022 11:00 - 59 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! This episode is the guest appearance I did on Dr. Chris Wolfe’s podcast Eyecode Media (which is part of Eyecode Education). Chris had me on the show to unpack private equity a bit more and talk about how PE is structured from an investment perspective and ...
Don’t get “spooked” by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly
20/20 MONEY - October 31, 2022 10:00 - 51 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! On today’s show we discuss the relationship between tax loss- and gain-harvesting and capital gain distributions from ETFs and mutual funds. We’ll run through a couple of examples of how you can proactively review your portfolio and potentially reduce your...
The benefits of implementing the EOS® operating system in your practice with Dr. Larry Golson, OD
20/20 MONEY - October 24, 2022 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Larry Golson. Larry is the founder of Envision Eyecare & Eyeware in Ashville, NC and in addition to practice ownership he has taken on another role in the optometric profession, serving as a consultant and coach to practice ...
Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian
20/20 MONEY - October 17, 2022 10:00 - 49 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Ali Oromchian. Ali is an attorney and founder of DM Counsel, a law firm based in the SF Bay area that serves medical professionals nationwide. Ali joins me on the show today to revisit the ABCs and 123s of estate planning ...
Related Ophthalmologist Topics