20/20 MONEY
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Description
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
Diffuseur
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Épisodes (205)
Being intentional with cash flow around year-end planing with Jackson Pace, CPA
Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD)
Practice Success Spotlight: Creating diversified income streams in your practice with Dr. Mila Ioussifova
I'VE BEEN HACKED!!! A 20/20 Money TAKEOVER by Drs. Jennifer Stewart and Jeremy Ciano
How the SECURE Act 2.0 impacts optometrists and optometric practice owners
Creating your own patient-centric, in-house vision plan with Dr. Gina Wesley
The in's and out's of billing and coding with Dr. John Rumpakis, OD, MBA
When succession planning and partnerships are strained...what's the next best step?? (with Nathan Hayes of IDOC)
Successful implementation of VT in your practice with Dr. Heidi Bell
The financial profession is "clear as mud." Let's clarify fiduciary duty vs suitability standards, the different business models, & conflicts of interest