The Optometry Money Podcast
By Evon Mendrin CFP®, CSLP®
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Image by Evon Mendrin CFP®, CSLP®
Category: Investing
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Episodes: 107
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 |
|---|---|
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Investing At Stock Market All-Time Highs
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May 08, 2024 |
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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 |
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(Rewind) An Optometrist's Guide to The Qualified Business Income Deduction
|
Apr 18, 2024 |
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Avoiding Capital Gains When Selling Your Home with the Home Sale Exclusion
|
Apr 11, 2024 |
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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 |
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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 |
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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 |