20/20 MONEY

339 Episodes

1. Should you compare your portfolio to a benchmark?

   Published: 7/5/2021
2. Bitcoin and DOGE and Etherium, oh my!! A discussion about crypto and your portfolio with Justin Castelli

   Published: 6/28/2021
3. A chat with one of the founders of “ODs on Finance” Facebook, Dr. Aaron Neufeld, OD (Part 2)

   Published: 6/21/2021
4. A chat with one of the founders of “ODs on Finance” Facebook, Dr. Aaron Neufeld, OD (Part 1)

   Published: 6/14/2021
5. How to thrive in the midst of constraints with Dr. Ted McElroy

   Published: 6/7/2021
6. Knowing Your Number (Holiday Rewind)

   Published: 5/31/2021
7. Using the "Google My Business" to grow your patient base: an audible website case study with Dr. Rich Zimbalist

   Published: 5/24/2021
8. Warming up to cold starts (Part 2) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors

   Published: 5/17/2021
9. Warming up to cold starts (Part 1) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors

   Published: 5/10/2021
10. 4 items to review for errors on your tax return

    Published: 5/3/2021
11. The financial benefits of integrating disease management into your practice with Dr. Chris Wolfe

    Published: 4/26/2021
12. Understanding your health insurance options as a practice owner with Jordan Clarke

    Published: 4/19/2021
13. Why "intentionality" is key to building a practice that serves you: my guest appearance on the IDOC Focal Point podcast

    Published: 4/12/2021
14. Rethink the way you think about budgeting in your practice with Nathan Hayes

    Published: 4/5/2021
15. Don't forget about the little guy!...a review of asset allocation and the importance of small caps

    Published: 3/29/2021
16. Building your leadership team: how to remove yourself from day-to-day decision making in your office

    Published: 3/22/2021
17. Selling from the chair: Reframing your mindset around sales and how it increases your bottom line

    Published: 3/15/2021
18. (Re) thinking your investment asset allocation as a practice owner

    Published: 3/8/2021
19. Student Loan Planning in 2021

    Published: 3/1/2021
20. UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children

    Published: 2/22/2021