show episodes
 
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/
 
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show series
 
On this episode of 20/20 Money! My guest on today’s show is Rob Bertman. Rob is one of the resident experts at Student Loan Planner, a business that was founded by Travis Hornsby that has now grown to a number of consultants that have collectively provided more than 5,000 consults on over $1.2B of student loan debt. Rob joins the show today to help…
 
Show Sponsor: CooperVision Check out Scott's Podcast: https://ocularsurfaceacademy.com/podcasts/ Protect against and audits and learn the 2021 Updates with EyeCode Premier Billing and Coding Bundle at https://www.eyecodeeducation.com/bundles/eyecode-billing-and-coding-premiere-bundle-billing-coding-with-complete-case-management…
 
On this solo episode of 20/20 Money I will be explaining the process of gifting of assets to your children, strategies to employ including an UTMA account, and the impact those gifts will have on you, both now and 5-10 years down the road. As a reminder, you can get all the information discussed in today’s conversation by visiting our website at in…
 
Show Sponsor: CooperVision Dr. Paul Ajamian is one of the most generous, kind (in all the right ways) and passionate people I know. From his zeal to be a lifelong learner to way he pours out himself into the profession of Optometry, he shows why he was an obvious choice to be one of those inducted to the Optometry Hall of Fame (2015). I was there t…
 
Welcome to another episode of 20/20 Money! My guests on today’s show are Dr. Gina Wesley and Nathan Hayes. Gina owns her very successful private practice in Medina, MN and Nathan is the practice finance consultant with IDOC, and I’m really excited for this conversation for multiple different reasons. Today’s show is taking on the format of a case s…
 
Show Sponsor: CooperVision Protect against and audits and learn the 2021 Updates with EyeCode Premier Billing and Coding Bundle at https://www.eyecodeeducation.com/bundles/eyecode-billing-and-coding-premiere-bundle-billing-coding-with-complete-case-management Check out Dante: https://www.californiaretina.com/about-us/physicians/dante-j-pieramici-m-…
 
On this episode of 20/20 Money, my guest on today’s show is Dr. Jeremy Ciano, owner and founder of RevolutionEyes in Carmel, IN. Jeremy’s been on the show in the past and episode #11 of 20/20 Money (back when it was called “The Dose”) is still in the top 10 most downloaded episodes (link below). Jeremy joins us back on the show to talk about how hi…
 
Show Sponsor: CooperVision I (Ted) first met Mike at a GOA meeting in Hilton Head, SC (GA seldom ever meets in GA for the summer meeting because our beaches are….subpar). He was a 4th-year optometry student and I was barely out of school for a few years. Fast forward a few years and our paths crossed again. This time it was on a trip to Miami Beach…
 
On this episode of 20/20 Money! My guest on today’s show is my good friend Josh Bannerman, (a.k.a. the “OG” from the Stacking Benjamins podcast). Josh and I were talking the other night about the craziness that is going on in the markets recently. I got to thinking (after the conversation) that what we were just talking about would have made for a …
 
Show Sponsor: CooperVision Protect against and audits and learn the 2021 Updates with EyeCode Premier Billing and Coding Bundle at https://www.eyecodeeducation.com/bundles/eyecode-billing-and-coding-premiere-bundle-billing-coding-with-complete-case-management Dr. Cheryl Chapman is a graduate of the University of Houston College of Optometry and has…
 
Jennifer runs a very successful private practice and also a successful sports vision practice in Connecticut. Long-time listeners will know that Jennifer’s been on the show in the past and I was excited to have her back to talk through how she thinks about the KPIs (key performance indicators) of her practice, specifically around how they’ve increa…
 
Show Sponsor: CooperVision Adam Cmejla is a Certified Financial Planner at Integrated Planning and Wealth Management (https://integratedpwm.com) specializing in financial advice to Optometrists for both their business and their personal needs. He and I met at the West Virginia Optometric Physicians Association State meeting in October 2020. I saw a…
 
On this episode of 20/20 Money! My guest on today’s show is Dr. Chris Lopez, OD. Contrary to what you might believe, picking the right investment is not your greatest wealth creating tool. It’s your income! Make sure that you know how to negotiate the right way and land the right job while also ensuring that it’s a win for the owner of the practice…
 
Show Sponsor: CooperVision Dr Maria Sampalis graduated from New England College of Optometry in 2007. She has a corporate practice with For Eyes and a private practice in RI.Dr Sampalis serves on the Board of Health in RI and other advisory boards throughout the country. Dr Sampalis was named young OD of the year in RI in 2016. She recently was nam…
 
Welcome to the first episode of 2020 Money in 2021! On this episode, I’m going to share with you how I’ve implemented Strategic Coach’s Entrepreneurial Time Management System and how I believe ODs can also benefit from this time management system, including how to think about the financials of your practice based on how you’ve budgeted your time th…
 
On this episode, I talk with Dr. Ted McElroy. Ted has owned his practice for the last 27 years and is also a Vision Source Administrator for the southern part of GA and north-central part of FL. In today’s episode, we use one of our clients as a case study that kicked off the process of hiring an associate in your practice—and hiring an associate t…
 
Hey everyone, before we get into today’s show, I wanted to let you know about an in-depth write-up I did on our website about the recently passed COVID-19 stimulus package and how it impacts optometrists. While at the time of this recording the Act has yet to be signed into law by President Trump and there seems to be a bit of volleying back and fo…
 
On this episode of 20/20 Money, my guest is Dennis Moseley Williams. Dennis is one of a few certified experience economy experts and his sincere passion and mission is to help business owners understand the importance of the customer experience and why it’s increasingly influencing where consumers spend their dollars. In this far-reaching conversat…
 
Show Sponsor: CooperVision Dr. Russo is an Associate Professor of Optometry in the Department of Primary Care at New England College of Optometry (NECO) where she is Instructor of Record for the following courses: Introduction to Public Health, Public Health and Clinical Practice, Patient Care II a & b, and Patient Care III a, b, & c. Dr. Russo is …
 
On this episode of 20/20 Money! My guest on today’s show is me! This is our AMA episode where my wife Andrea interviewed me on a variety of personal and professional questions that listeners of the show emailed us. We had originally planned on doing this as a way to celebrate the 100th episode of 20/20 Money but given where the timing of the episod…
 
Show Sponsor: CooperVision One of the questions I stole from someone once was, “What would you do if you were brave?” With Laurie Sorrenson, you will hear that well before I got the chance to ask the question in this podcast. Laurie is one of the most productive, vigilant and fearless people I have met. She is continually poking the box to experime…
 
On this episode of 20/20 Money, my guest is Nathan Hayes. Listeners of the show will recall that Nathan was just on the show a couple of weeks ago, but this was a topic that we both believe is really important for optometrists to get clarity on at all points of their career: what’s your number? We’re defining “your number” as the amount of money th…
 
On this episode of 20/20 Money, my guest is Kim Hockaday. Kim is an experienced mortgage loan officer with Ruoff Mortgage. In the historically low interest rate environment that we’re in these days, I wanted to bring Kim on the show to talk about mortgages and how optometrists should think about all aspects of home financing. We talk about three th…
 
Show Sponsor: CooperVision A Nashville resident of 13 years, Blake Stratton is a Sales Associate. Blake first developed his love for sales and marketing while working in the music industry as a musician and songwriter. Before joining Michael Hyatt & Co., he was consulting with small businesses as a marketing writer and strategist. He’s driven by hi…
 
My guest on today’s episode of 20/20 Money is Nathan Hayes of IDOC. Nathan has been on the show in the past and I was excited to have him come on the show and talk about a topic that I find myself discussion with ODs regularly: how much cash to keep in your practice. In today’s discussion, we talk about how we define expenses and how many months of…
 
Show Sponsor: CooperVision Protect against and audits and learn the 2021 Updates with EyeCode Premier Billing and Coding Bundle at https://www.eyecodeeducation.com/bundles/eyecode-billing-and-coding-premiere-bundle-billing-coding-with-complete-case-management Check out Dr. Bullimore: https://bullers2020.com/…
 
While having a conversation with a friend recently, we got talking about Dave Ramsey’s personal finance philosophy and how great it is for the vast majority of people that follow his principles. But it got me thinking about how those principles apply to optometrists. Given the financial circumstances that ODs find themselves in right out of graduat…
 
Today’s episode will discuss a couple of updates around PPP forgiveness and how to think about the taxation of PPP funds along with an additional perspective on the EIDL loans that so many optometric practice owners have taken out as a backup cash reserve. I’ll also share some thoughts on why it’s important to understand the role that our entire go…
 
Show Sponsor: CooperVision Protect against and audits and learn the 2021 Updates with EyeCode Premier Billing and Coding Bundle at https://www.eyecodeeducation.com/bundles/eyecode-billing-and-coding-premiere-bundle-billing-coding-with-complete-case-management Check out Dr. Walline: https://optometry.osu.edu/directory/faculty/jeffrey-walline…
 
It’s the week after Halloween, and while we’re all coming down from the sugar high we earned by stealing our kids’ candy (no judgement here, I do it at a felony-level rate) I thought I’d cover 5 scary financial decisions that optometrists make that can prevent them from becoming wealthy or keep them broke. In this episode I highlight 5 areas where …
 
Protect against and audits and learn the 2021 Updates with EyeCode Premier Billing and Coding Bundle at https://www.eyecodeeducation.com/bundles/eyecode-billing-and-coding-premiere-bundle-billing-coding-with-complete-case-management Vishing scam article visit: https://www.checkpointmarketing.net/n.cfm/page/e105/key/413789342G3973J9378385N9N582411P0…
 
The concept of talking to kids about money can be both a taboo and ambiguous process. For optometrists that own their own practice, there’s an added variable of owning your own practice and using it as a vehicle to not only be in a position of paying your kids but also the generational wealth that can be created by you. In this episode I’ll share a…
 
As an optometrist, saving for college for your child or children can be a sensitive subject. Depending on how or if you had to pay for your own education can influence your mindset and how high on the priority list college savings is for you and your family. If you decide that you want to save funds for higher education, there are a number of vehic…
 
We’ve had a number of tax planning strategies for optometrists to consider in the past, but we’ve never really covered the basics of our tax system. In this episode, I’ll share with you how our income tax system works. I’ll also cover the difference between deductions and credits, explain which one’s better, and some common tax fallacies that we’ve…
 
Understanding whether optometrists qualify for the R&D tax credit is not a simple answer. There are many questions that need to be asked and parameters that must be met. Unfortunately, not all of those parameters are met with clear, black-and-white definitions from the IRS but are rather subjective in nature. This can open the door for misunderstan…
 
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