Latest Optometrist Podcast Episodes
A commercial real estate update and the importance of the real estate when selling a practice with Mike Jorgenson of Carr Healthcare Realty
20/20 MONEY - July 01, 2024 10:00 - 57 minutes ★★★★★ - 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 back on the show to give us an update on what he and his team around the country are seeing in the commercial real estate market. We also dive into some of the considerat...
An optometry marketing conversation with Eugene Shatsman: the importance of the Google "snack pack" for your practice, why online scheduling is table stakes, why linking to your Google Biz Profile is a mistake, AI's influence on the future, and more!
20/20 MONEY - June 24, 2024 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Eugene Shatsman, Managing Partner of National Strategic Group and new host of The Power Hour Podcast. In this wide-reaching marketing conversation, Eugene shares a variety of “low hanging marketing fruit” mistakes and misc...
Easy and conspicuous ways to avoid tax mistakes and penalties, how proactive conversations can smooth out your annual tax payment plan, and the intersection of tax and estate planning with Amber Morgan, CPA
20/20 MONEY - June 17, 2024 10:00 - 57 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Amber Morgan, CPA with Mohr CPAs. In the wake of tax season, Amber and I run through some of the easy and conspicuous action items that you can take proactively over the year that not only will have a positive impact on your ove...
Aligning staff and leadership expectations during the hiring process and building out your HR infrastructure with Amanda Bennett, founder of EyeHR
20/20 MONEY - June 10, 2024 10:00 - 56 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Amanda Bennett. Amanda joins me on the show to talk about a topic that we’ve discussed directly and indirectly on this show—human capital. Specifically, Amanda talks about a gap that she saw in the hiring process over the years ...
Implementing equipment purchases and expanding scope of care with intentionality in your optometry practice with Dr. Ryan Gustus
20/20 MONEY - June 03, 2024 10:00 - 49 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ryan Gustus, OD. Ryan joins me on the show live from Vision Expo East to discuss something that is very timely given the recording location: how practice owners can think about the implementation of various pieces of equi...
Phasing out: the four exit options for the seller of an optometry practice
20/20 MONEY - May 27, 2024 10:00 - 47 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 ...
Evaluating VCPs in your practice to determine which ones to cut with Dr. Adam Ramsey, OD
20/20 MONEY - May 20, 2024 10:00 - 56 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Adam Ramsey, OD. Adam joins me back on the show to continue the conversation that we teased at the end of our first conversation which was how Adam evaluated the decision to go out of network with a variety of VCPs tha...
How to use (and NOT use) benchmarks with Nathan Hayes
20/20 MONEY - May 13, 2024 10:00 - 1 hour ★★★★★ - 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 and we put a quantitative spin on our conversation today. We talk all things benchmarks and margins in an optometry practice. We discuss how to use benchmarks to mak...
I’m giving you an episode “break” (but I think it’s still worth a listen).
20/20 MONEY - May 06, 2024 10:00 - 28 minutes ★★★★★ - 73 ratingsIn the spirit of managing information overload, I wanted to take a week to pause on new information and rather share a process or organizing and prioritizing your thoughts, goals, and actions that can often stem from listening to shows like 20/20 Money and the consumption of other content. ...
Harnessing the power and momentum from optometry meetings with your operations manager: a conversation with Dr. Todd Cohan & Sadie Blair
20/20 MONEY - April 29, 2024 10:00 - 47 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guests on today’s show are Dr. Todd Cohan and Sadie Blair. Todd & Sadie join me on the show today to talk about the successful dynamic that exists between both of them as owner and practice operations manager. Todd shares how impactful it’s been ...
Hiring, empowering, and leading your practice manager in a win-win relationship with Dr. Bethany Fishbein, OD
20/20 MONEY - April 22, 2024 10:00 - 53 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Bethany Fishbein, OD. Bethany joins me on the show live from Vision Expo East to talk about one of the most important relationships in an optometric practice: the relationship between the practice manager and the owner/OD...
Dr. Jennifer Stewart's "tepid" start optometry practice: the power of vision & intentionality, the importance of an ideal patient avatar, and reconciling business risk with a conservative personality
20/20 MONEY - April 15, 2024 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Jennifer Stewart, OD. Jen joins me on the show today to talk through her journey launching her tepid start practice, Look New Canaan. I’ve had Jen on the show multiple times in the past, and this was admittedly one of my ...
Increasing optical revenue by rethinking--from buying to selling--your frame management with Kayla Ashlee of Spexy
20/20 MONEY - April 08, 2024 10:00 - 49 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Kayla Ashlee from Spexy. Kayla joins me live on location at IDOC Connection 2024 to talk all things optical. Optical is admittedly an area of practice management that has always been intriguing because of the retail compo...
Using Medical Virtual Assistants in your practice to increase efficiency (and profitability) with Dr. Adam Ramsey, OD
20/20 MONEY - April 01, 2024 10:00 - 54 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Adam Ramsey, OD, representing VA Healthcare. In this episode, we talk about the role that a virtual medical assistant can play in your practice’s patient flow and how to think about the changes that you’d have to make in you...
Hiring an associate full time vs easing into it: the discussion, numbers, and mindset for optometry practice owners with Nathan Hayes
20/20 MONEY - March 25, 2024 10:00 - 51 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes from IDOC. Nathan joins me back on the show to discuss and dialogue about the two basic ways practice owners can think about the way in which they hire associates for their practice: easing into it by bringin...
A pay structure that works for optometry partnerships with Kurt Steele, OD
20/20 MONEY - March 18, 2024 10:00 - 55 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Kurt Steele, OD. Kurt joins me back on the show to talk in further detail how he and his partners have structured their compensation structure in a way that works for everyone in the practice while also ensuring that there i...
How a hyper-effective, right-fit team can increase your profitability: a follow up convo with Dr. Mike Neal, OD
20/20 MONEY - March 11, 2024 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 is the founder of a number of different businesses, include a primary care practice in PA called Lakeside Vision and Build My Team, an effective outsourced hiring system for eyecare that does not use resu...
Reconciling a successful succession plan with a growing practice with Dr. Kurt Steele, OD
20/20 MONEY - March 04, 2024 11:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Kurt Steele, OD. Kurt is one of the owners of Precision Eyecare, a member of the Vision Source Network, in Newport, TN and also the founder of Legit Vision, a consulting firm to help ODs unlock the potential in their practic...
Using a cash balance plan strategies when you sell your practice with Charlie Steingas of Cash Balance Actuaries, Inc.
20/20 MONEY - February 26, 2024 11:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Charlie Steingas, founder and chief actuary at Cash Balance Actuaries, a firm that specializes in the design, implementation, and ongoing monitoring of cash balance plans. In this episode, we define what a cash balance pla...
"Flights and Insights" with Dr. Michael Neal: Implementing finance charges, profit sharing with team members, associate comp structures, and new reads
20/20 MONEY - February 19, 2024 11:00 - 26 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Michael Neal, OD and this is another episode in which I experimented a bit with the format of 20/20 Money: we recorded this episode at 8,000 feet, flying from Indianapolis to Chicago! As you’ll hear in the beginning of the e...
An optometry practice "cold start" update with Drs. Bob Steinmetz & Eric Baas, OD from iCare Advisors
20/20 MONEY - February 12, 2024 11:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders of iCare advisors, a consulting firm dedicated to the success of cold start practices nationwide. With close to 350 successful cold starts nationwide and 11 practice starts between...
Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank
20/20 MONEY - February 05, 2024 11:00 - 50 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Kevin Wills. Kevin is Sr. Vice President, Healthcare Business Banking with PNC Bank and I wanted to have Kevin on the show to discuss the state of lending, specifically in the healthcare space, from a nationwide perspective. In...
I'VE BEEN HACKED (AGAIN!!) - Another 20/20 Money Takover with Drs. Chris Wolfe & Kyle Klute, OD
20/20 MONEY - January 29, 2024 11:00 - 46 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guests on today’s show are two more of my favorite people in the optometry space: Drs. Chris Wolfe and Kyle Klute. 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! This is a...
Weathering life's storms: the importance of resiliency with Dr. Ted McElroy, OD (Part 2)
20/20 MONEY - January 22, 2024 11:00 - 59 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part two of our conversation that we teased on last week’s episode, and today Ted and I talk about the importance of resilience as a trait and quality that we should all embrace. He shares what resilienc...
The importance of vulnerability in leadership with Dr. Ted McElroy, OD (Part 1)
20/20 MONEY - January 15, 2024 11:00 - 58 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part one of our conversation where we talk about the importance of vulnerability as a leader, and why the two traits (vulnerability from today’s episode and resilience from next’s week’s episode) are int...
Savings numbers to know for the new year, defined benefit plan changes, and an ERC PSA.
20/20 MONEY - January 08, 2024 11:00 - 39 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! This “housekeeping” episode is all about knowing the timely and relevant numbers that impact your various savings strategies as we enter into the new year. I also spend some time talking about an awesome new feature for defined benefit plans (thanks to SEC...
3 successive questions to ask as you plan next year
20/20 MONEY - January 01, 2024 11:00 - 28 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! Kicking off the new year, I wanted to share with you three important questions I ask myself that I’ve found to be very valuable and impactful when considering new projects, initiatives, or “asks” that occur throughout the year. These questions, when asked ...
20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
20/20 MONEY - December 25, 2023 11:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode rewind of 20/20 Money! I think I’m starting a bit of a tradition, because I felt compelled to bring back this episode again, just like I did last year, for the last episode of the 2023!! Given that this is the last episode of the year, this is usually when we are th...
Year end planning with Bethany Fishbein, OD
20/20 MONEY - December 18, 2023 11:00 - 52 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, CEO of The Power Practice and host of the Power Hour podcast. On today’s episode we continue our dialogue that we started on my last appearance on the Power Hour podcast, which was around year-end plannin...
Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA
20/20 MONEY - December 11, 2023 11:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Erik Ferjentsik, MBA, founder of Visionary Practice Group. Erik and I have good, spirited discussion about transitions and what he’s seeing in the marketplace right now. We spend some time giving an update on the state of ...
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