The Optometry Money Podcast

The Optometry Money Podcast

Por: Evon Mendrin CFP®, CSLP®
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 help optometrists nationwide master their money, build wealth, and plan purposefully with their finances. Learn more about the show, and Evon, at www.optometrywealth.com.
150 episodios disponibles

Latest episodes of the podcast The Optometry Money Podcast

Mostrando página 4 de 8

Financial Planning for Optometrists: Part One (Guest Appearance on The Four Eyes Optometry Podcast) 10/01/2024
2024 Financial Updates Optometrists Need to Know 05/01/2024
Best of 2023: Freedom From Vision Plans Through A Direct Care Model with Dr. Kara Foster 27/12/2023
Best of 2023: Financial Planning Considerations for Owners of Established Optometry Practices 20/12/2023
Best of 2023: Financial Planning Considerations for the Early Years of Practice Ownership 15/12/2023
Year-End Financial Planning Checklist for Optometrists 06/12/2023
(Holiday Rewind) Tax Planning For Charitable Giving 22/11/2023
(Rewind) 5 Levers to Control Capital Gains on Your Tax Return 16/11/2023
How to Protect Your Assets From Liability with Levi Barlavi 01/11/2023
An Optometrist's Guide to Estate Planning with Ali Oromchian, J.D., LL.M. 25/10/2023
Intro to Optometry Practice Valuations with Erich Mattei 18/10/2023
Partnering With an Independent Lab and Maintaining Independence with Ben Collier and Dan Korolev 13/10/2023
Separating Fact From Fiction of Indexed Universal Life Insurance with Andy Panko, CFP®, RICP®, EA 03/10/2023
Ins and Outs of Permanent Life Insurance with Broc Buckles 27/09/2023
An Optometrist's Guide to Life Insurance 20/09/2023
(Rewind) Building a Multi-Location Practice and Improving Culture with Dr. Andy Yaryan 13/09/2023
Student Loan Planning for Optometrists in 2023 and Beyond! 07/09/2023
(Rewind) Using Traction to Level Up Your Optometry Practice with Dr. Larry Golson 30/08/2023
Using Artificial Intelligence to Improve Your Optometry Practice with Ankit Patel 23/08/2023
Viewing the Health of Your Practice Through the Eyes of a CFO with Jackson Pace, CPA 16/08/2023
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