The Optometry Money Podcast
By Evon Mendrin CFP®, CSLP®
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Category: Investing
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Episodes: 167
Description
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.
| Episode | Date |
|---|---|
|
(Rewind) Implementing a Strategic Planning Week To Level Up Your Optometry Practice with Dr. Chad Fleming
|
Jul 16, 2026 |
|
Mid-Year Tax Check-In: 4 Questions Every Optometrist Should Be Asking
|
Jul 10, 2026 |
|
Finding the Bottlenecks Limiting Your Practice's Capacity with Kerry Reeves, OD
|
Jun 24, 2026 |
|
Planning Your Practice Exit: The Retirement Math That Sets the Floor
|
Jun 19, 2026 |
|
The Biggest IPOs in History Are Here - Should Optometrists Invest?
|
Jun 11, 2026 |
|
(Rewind) Should Optometrists Invest at All-Time Highs? What the Data Says
|
Jun 06, 2026 |
|
Big Student Loan Changes Are Final: What Optometrists Need to Decide Now
|
May 29, 2026 |
|
How to Maximize Your Optometry Practice Value Before You Sell with Erich Mattei
|
Apr 24, 2026 |
|
How to Stop Scrambling at Tax Time: An Optometrist's Guide to Quarterly Tax Payments
|
Apr 16, 2026 |
|
(Rewind) An Optometrist's Guide to Business Entities
|
Apr 01, 2026 |
|
The Location-Independent OD: Compensation, Licensing & the Future of Remote Care with Crystal Edison, OD
|
Mar 05, 2026 |
|
Listener Q&A #2: S Corp Salary, How Much Practice Cash to Keep, Buying Practice Real Estate, and More
|
Feb 27, 2026 |
|
Are Your Retirement Accounts Protected from Lawsuits? A Guide for Optometrists
|
Feb 20, 2026 |
|
Trump Accounts for Kids: What Optometrists Need to Know
|
Feb 14, 2026 |
|
How to Invest Tax-Efficiently and Keep More of Your Returns (After-tax)
|
Feb 05, 2026 |
|
Listener Q&A: Practice Ownership, Backdoor Roths, and Student Loans
|
Jan 31, 2026 |
|
How Filing Taxes Separately Impacts Student Loan Outcomes for Optometrists
|
Jan 23, 2026 |
|
Four Tax Planning Levers You Can Still Pull for 2025
|
Jan 15, 2026 |
|
What’s Changing in 2026: Five Key Financial and Tax Updates for Optometrists
|
Jan 07, 2026 |
|
Profit Sharing Demystified: How Optometry Practice Owners Can Maximize Their 401(k) with Matt Ruttenberg
|
Sep 25, 2025 |
|
5 Key Tax Planning Levers Optometrists Need to Know
|
Sep 17, 2025 |
|
Four Common Investment Mistakes Optometrists Should Avoid
|
Aug 20, 2025 |
|
Four Gaps That Can Break Your Estate Plan (Even If It’s ‘Done’)
|
Aug 07, 2025 |
|
End of the Interest-Free SAVE Forbearance - What It Means for Optometrists
|
Jul 18, 2025 |
|
How the Final One Big Beautiful Bill Act Impacts Optometrists - Taxes, Student Loans, and More!
|
Jul 09, 2025 |
|
Are Individual Bonds Safer Than Bond Funds? What Optometrists Need to Know
|
Jun 27, 2025 |
|
Rewind: Financial Planning Considerations for Owners of Established Optometry Practices
|
Jun 19, 2025 |
|
What Most Investors Get Wrong About Dividend Investing
|
Jun 13, 2025 |
|
Optimize Your Pay: 7 Key Factors for Setting Practice Owners' Compensation
|
Jun 05, 2025 |
|
The Big Beautiful Bill Act: Tax & Student Loan Reforms Optometrists Need to Watch
|
May 30, 2025 |
|
(Rewind) Why Active Investment Management Fails with Andrew Berkin, PhD
|
May 22, 2025 |
|
Creating a More Holistic Integrative Healthcare Patient Experience with Dr. Neda Gioia
|
May 07, 2025 |
|
Beyond Indexing: An Optometrist's Guide to Factor-Based Investing
|
May 01, 2025 |
|
The Case for Index Funds: Why Optometrists Should Embrace Passive Investing
|
Apr 24, 2025 |
|
Strategic Tax Planning Levers in the Optometrist's Tax Return
|
Apr 11, 2025 |
|
Creating a Clear Pathway from Associate Optometrist to Partnership with Erich Mattei
|
Apr 02, 2025 |
|
Fresh Student Loan News and Tradeoffs ODs Choose When Using IDR Plans Toward Forgiveness
|
Mar 28, 2025 |
|
Are Stock Market Declines Normal? What History Tells Us and What ODs Should Do About It
|
Mar 19, 2025 |
|
2025 Student Loan Update: New Court Decisions and Actions to Take
|
Mar 06, 2025 |
|
Cold Start vs. Practice Purchase: Most Common Questions & Misconceptions with Dr. Jennifer Stewart and Dr. Aaron Neufeld
|
Feb 26, 2025 |
|
Scaling an Optometry Practice and Embracing Family Entrepreneurship with Tony and Kim Turin
|
Feb 19, 2025 |
|
Lessons from Expansion: Growth, Hiring, and Refocusing the Practice with Dr. Nick Lillie
|
Feb 12, 2025 |
|
Implementing a Strategic Planning Week To Level Up Your Optometry Practice with Dr. Chad Fleming
|
Feb 05, 2025 |
|
Scaling and Freedom: When, Why, and How to Add an Associate Optometrist with Erich Mattei
|
Jan 29, 2025 |
|
Savings Rate: The Ultimate Indicator of Future Financial Success
|
Jan 17, 2025 |
|
Key 2025 Financial and Tax Updates Every Optometrist Should Know
|
Jan 08, 2025 |
|
Critical Year-End Financial Moves for Optometrists
|
Dec 12, 2024 |
|
An Optometrist's Guide to 529 Plans and Saving For College
|
Dec 05, 2024 |
|
(Rewind) Tax Planning Targets to Aim For Mid-Year
|
Nov 27, 2024 |
|
Adding Private Label to Improve Margins Without Compromising Quality with Dr. Chad Fleming
|
Nov 21, 2024 |
|
(Rewind) Investing in Election Years: What History Tells Us About the Stock Market and Elections
|
Oct 30, 2024 |
|
Can You Buy a Car in Your Optometry Practice as a Business Expense with Jackson Pace and Kevin Dang, CPAs
|
Oct 09, 2024 |
|
Cash Flow Clarity: Navigating Important Differences Between Profit and Cash Flow in Your Optometry Practice
|
Sep 19, 2024 |
|
Tax Planning Targets to Aim For Mid-Year
|
Sep 04, 2024 |
|
(Rewind) An Optometrist's Guide to How Income Taxes Work
|
Aug 14, 2024 |
|
Actions to Take During (Routine) Market Declines
|
Aug 10, 2024 |
|
2024 Mid-Year Retirement Plan Updates and Deadlines Practice Owners Need to Know with Matt Ruttenberg
|
Jul 31, 2024 |
|
Student Loan Updates: Can't Access PAYE Plan, SAVE Court Cases, and more!
|
Jul 10, 2024 |
|
Investing in Election Years: What History Tells Us About the Stock Market and Elections
|
Jun 19, 2024 |
|
Navigating Commercial Real Estate Decisions for Your Private Practice with Colin Carr
|
Jun 05, 2024 |
|
Should Optometrists Invest at All-Time Highs? What the Data Says
|
May 08, 2024 |
|
Navigating a Successful Transition from Corporate Sublease to Private Practice with Dr. Tessa Sokol
|
Apr 30, 2024 |
|
(Rewind) An Optometrist's Guide to Business Entities
|
Apr 24, 2024 |
|
(Rewind) An Optometrist's Guide to The Qualified Business Income Deduction
|
Apr 18, 2024 |
|
Avoiding Capital Gains When Selling Your Home with the Home Sale Exclusion
|
Apr 11, 2024 |
|
Unlocking Real Estate Losses to Offset Your Other Active Income with Thomas Castelli, CPA
|
Apr 03, 2024 |
|
Tackling Conflict Head-On To Improve Your Optometry Practice with Dr. Bethany Fishbein
|
Mar 27, 2024 |
|
100th Episode! What You Should Expect From Working With a Financial Advisor
|
Mar 20, 2024 |
|
Creatively Structuring Practice Sales to The Next Generation of Optometrists with Michael Pote
|
Mar 13, 2024 |
|
Student Loan Update: Pause to Recertify Incomes Extended for IDR Plans
|
Mar 06, 2024 |
|
Financial Planning for Optometrists: Part Two (Guest Appearance on The Four Eyes Optometry Podcast)
|
Feb 29, 2024 |
|
Deep Dive Into Financial Due Diligence When Buying an Optometry Practice with Jackson Pace and Kevin Dang, CPAs
|
Feb 23, 2024 |
|
Improving Student Loan Outcomes When Filing Taxes Married Separately
|
Feb 14, 2024 |
|
Why Active Investment Management Fails with Andrew Berkin, PhD
|
Feb 07, 2024 |
|
Improving Your Practice's Hiring Process by Turning It On Its Head with Dr. Micheal Neal
|
Jan 31, 2024 |
|
Navigating New Business Entity Reporting Under the Corporate Transparency Act with Ali Oromchian
|
Jan 24, 2024 |
|
An Optometrist's Guide to Health Savings Accounts (HSAs)
|
Jan 17, 2024 |
|
Financial Planning for Optometrists: Part One (Guest Appearance on The Four Eyes Optometry Podcast)
|
Jan 10, 2024 |
|
2024 Financial Updates Optometrists Need to Know
|
Jan 05, 2024 |
|
Best of 2023: Freedom From Vision Plans Through A Direct Care Model with Dr. Kara Foster
|
Dec 27, 2023 |
|
Best of 2023: Financial Planning Considerations for Owners of Established Optometry Practices
|
Dec 20, 2023 |
|
Best of 2023: Financial Planning Considerations for the Early Years of Practice Ownership
|
Dec 15, 2023 |
|
Year-End Financial Planning Checklist for Optometrists
|
Dec 07, 2023 |
|
(Holiday Rewind) Tax Planning For Charitable Giving
|
Nov 23, 2023 |
|
(Rewind) 5 Levers to Control Capital Gains on Your Tax Return
|
Nov 16, 2023 |
|
How to Protect Your Assets From Liability with Levi Barlavi
|
Nov 01, 2023 |
|
An Optometrist's Guide to Estate Planning with Ali Oromchian, J.D., LL.M.
|
Oct 25, 2023 |
|
Intro to Optometry Practice Valuations with Erich Mattei
|
Oct 18, 2023 |
|
Partnering With an Independent Lab and Maintaining Independence with Ben Collier and Dan Korolev
|
Oct 13, 2023 |
|
Separating Fact From Fiction of Indexed Universal Life Insurance with Andy Panko, CFP®, RICP®, EA
|
Oct 03, 2023 |
|
Ins and Outs of Permanent Life Insurance with Broc Buckles
|
Sep 28, 2023 |
|
An Optometrist's Guide to Life Insurance
|
Sep 20, 2023 |
|
(Rewind) Building a Multi-Location Practice and Improving Culture with Dr. Andy Yaryan
|
Sep 14, 2023 |
|
Student Loan Planning for Optometrists in 2023 and Beyond!
|
Sep 07, 2023 |
|
(Rewind) Using Traction to Level Up Your Optometry Practice with Dr. Larry Golson
|
Aug 31, 2023 |
|
Using Artificial Intelligence to Improve Your Optometry Practice with Ankit Patel
|
Aug 23, 2023 |
|
Viewing the Health of Your Practice Through the Eyes of a CFO with Jackson Pace, CPA
|
Aug 16, 2023 |
|
Financial Planning Considerations for Owners of Established Optometry Practices
|
Aug 09, 2023 |
|
Financial Planning Considerations for the Early Years of Practice Ownership
|
Aug 02, 2023 |
|
Financial Planning Considerations When Preparing for Practice Ownership
|
Jul 27, 2023 |
|
The Supreme Court Ruling, New SAVE IDR Plan, and Other Big Student Loan Updates
|
Jul 19, 2023 |
|
Retirement Plan Options for Independent Contractor Optometrists
|
Jul 13, 2023 |
|
(Rewind) How to Track Progress Toward Financial Independence
|
Jul 06, 2023 |
|
How to Invest Six Figures A Year Into Your Practice Retirement Plans with Matt Ruttenberg
|
Jun 28, 2023 |
|
Choosing a Retirement Plan For Your Optometry Practice with Matt Ruttenberg
|
Jun 21, 2023 |
|
Payments Restarting and Other Student Loan Updates!
|
Jun 14, 2023 |
|
Should You Invest In International Stocks?
|
Jun 07, 2023 |
|
How to Decide The Amount of Stocks and Bonds in Your Investments
|
May 31, 2023 |
|
Master Your Money (Evon's Guest Appearance on the Try Not To Blink Podcast)
|
May 25, 2023 |
|
Investing Fundamentals - Understanding Stocks, Bonds, Mutual Funds, and ETFs
|
May 17, 2023 |
|
A Framework for Deciding Where to Save/Invest Next
|
May 10, 2023 |
|
Helping Your Team Learn Good Financial Habits (Evon's Guest Appearance on Power Hour Podcast)
|
May 03, 2023 |
|
Back to Basics: The Way of Budgeting That Works
|
Apr 26, 2023 |
|
Freedom From Vision Plans Through A Direct Care Model with Dr. Kara Foster
|
Apr 19, 2023 |
|
An Optometrist's Guide to Estimated Tax Payments
|
Apr 12, 2023 |
|
Creating a More Patient-Centric Contact Lens Sales Process with Dr. Brianna Rhue
|
Apr 05, 2023 |
|
An Optometrist's Guide to The Qualified Business Income Deduction
|
Mar 30, 2023 |
|
Guide to Due Diligence on Practice Purchases with Erich Mattei
|
Mar 22, 2023 |
|
An Optometrist's Guide to Business Entities
|
Mar 15, 2023 |
|
Calculating the Return On Your Practice Investments with Amanda Collaso
|
Mar 08, 2023 |
|
An Optometrist's Guide to How Income Taxes Work
|
Mar 01, 2023 |
|
Creating Your Practice Marketing Plan with Justin Knott
|
Feb 22, 2023 |
|
What is the 4% Safe Withdrawal Rule?
|
Feb 15, 2023 |
|
An Optometrist's Guide to Financial Advisors (5 Questions To Ask)
|
Feb 08, 2023 |
|
Observations on the Most Profitable Mode of Practice with Bethany Fishbein
|
Feb 01, 2023 |
|
Why and How to Launch a Specialty Lens Practice with Dr. Aaron Neufeld
|
Jan 25, 2023 |
|
Navigating Internal Practice Transitions with Dr. Mick Kling and Craig Moritz
|
Jan 18, 2023 |
|
The Optometrist's Guide to The SECURE Act 2.0
|
Jan 11, 2023 |
|
Building a Personal Brand As An Optometrist with Dr. Joseph Allen
|
Jan 04, 2023 |
|
Holiday Replay: Getting a Grip On Your Practice Bookkeeping with Wade Weisz
|
Dec 28, 2022 |
|
Tax Planning For Charitable Giving
|
Dec 21, 2022 |
|
Debt Management for Optometrists (Guest Appearance on The Chris Wolfe Podcast)
|
Dec 14, 2022 |
|
Tax Planning for Short-Term Rental Properties with Arsalan Ashraf, CPA
|
Dec 07, 2022 |
|
5 Levers to Control Capital Gains on Your Tax Return
|
Nov 30, 2022 |
|
(Holiday Replay) Assessing the Health of Your Optometry Practice with Dr. Chad Fleming
|
Nov 23, 2022 |
|
How Mindset Impacts Financial Decision Making with Bethany Fishbein (Guest appearance on The Power Hour Podcast)
|
Nov 16, 2022 |
|
Year End Tax Planning for Optometrists with Joe Erickson, CPA
|
Nov 09, 2022 |
|
Internal Succession, Private Equity, and the Future of Optometry with Dr. Chris Wolfe
|
Nov 02, 2022 |
|
Getting a Grip On Your Practice Bookkeeping with Wade Weisz
|
Oct 26, 2022 |
|
Keeping Your Beneficiaries Up To Date
|
Oct 19, 2022 |
|
How To Check the Health of Your Cash Flow
|
Oct 12, 2022 |
|
Using Traction to Level Up Your Optometry Practice with Dr. Larry Golson
|
Oct 06, 2022 |
|
Creating Operational Freedom and a Sale-Ready Optometry Practice with Josh Patrick
|
Sep 28, 2022 |
|
How to Plan for the Costs of College with Michael Labos, CFP®, CCFS®
|
Sep 21, 2022 |
|
Is There Balance in Your Balance Sheet?
|
Sep 14, 2022 |
|
How to Track Progress Toward Financial Independence
|
Sep 07, 2022 |
|
How Mentality Impacts the Success of Your Optometry Practice with Bethany Fishbein
|
Aug 31, 2022 |
|
Using an Independent Optical Lab and Keeping Control Over Profitability with Ben Collier
|
Aug 24, 2022 |
|
Optometrist Student Loan Planning in 2022
|
Aug 17, 2022 |
|
PEOs and Solving HR Headaches in Your Practice with John Wiley
|
Aug 10, 2022 |
|
Assessing the Health of Your Optometry Practice with Dr. Chad Fleming
|
Aug 03, 2022 |
|
Becoming a Partner, Learning Leadership and Improving the Sales Process with Dr. Ryan Gustus
|
Jul 27, 2022 |
|
Actions to Take During a Declining Stock Market
|
Jul 20, 2022 |
|
Navigating Financing for Optometry Cold-Starts and Practice Acquisitions with David Tessier
|
Jul 13, 2022 |
|
Lessons Learned from Building a Business (Evon's guest appearance on the Ultimate OD Podcast)
|
Jul 06, 2022 |
|
Mid-Year Financial and Tax Planning for Your Optometry Practice with Yuri Kapilovich, CPA
|
Jun 29, 2022 |
|
Navigating Mortgages in a Crazy Market with Troy Root
|
Jun 22, 2022 |
|
Building a Multi-Location Practice and Improving Culture with Dr. Andy Yaryan
|
Jun 15, 2022 |
|
Scaling a Practice, Building the Team, and Adding Specialties with Dr. Nick Lillie
|
Jun 07, 2022 |
|
Cold-Starting a Specialty Vision Therapy Practice with Drs. Miki Lyn Zilnicki and Jessica Licausi
|
Jun 02, 2022 |
|
The Ins and Outs of Disability Insurance with David Bennis
|
May 26, 2022 |
|
Navigating Associate Contracts, Practice Ownership, and Partnerships with Dr. Chad Fleming
|
May 18, 2022 |
|
How to Level Up the Operations, Tech, and Marketing in Your Optometry Practice with Perry Brill
|
May 11, 2022 |
|
Steps to Launch a Successful Cold-Start with Erich Mattei
|
May 04, 2022 |
|
Three Factors That Can Make or Break Your Optometry Cold Start
|
Apr 27, 2022 |
|
Financial and Tax Planning for 1099 Optometrists
|
Apr 20, 2022 |
|
Introduction & Welcome to the Show!
|
Apr 15, 2022 |