Best ODs On Finance Podcasts (2024)

1
An optometry marketing conversation with Eugene Shatsman: the importance of the Google "snack pack" for your practice, why online scheduling is table stakes, why linking to your Google Biz Profile is a ... 1:02:42

1h ago1:02:42

1:02:42

Welcome to this episode of 20/20 Money! My guest on today’s show is Eugene Shatsman, Managing Partner of National Strategic Group and new host of The Power Hour Podcast. In this wide-reaching marketing conversation, Eugene shares a variety of “low hanging marketing fruit” mistakes and misconceptions that practice owners nationwide have about how ma…

1
Easy and conspicuous ways to avoid tax mistakes and penalties, how proactive conversations can smooth out your annual tax payment plan, and the intersection of tax and estate planning with Amber Morgan ... 57:12

3d ago57:12

57:12

Welcome to this episode of 20/20 Money! My guest on today’s show is Amber Morgan, CPA with Mohr CPAs. In the wake of tax season, Amber and I run through some of the easy and conspicuous action items that you can take proactively over the year that not only will have a positive impact on your overall tax planning, but also make for a happy and produ…

1
Aligning staff and leadership expectations during the hiring process and building out your HR infrastructure with Amanda Bennett, founder of EyeHR 56:01

10d ago56:01

56:01

Welcome to this episode of 20/20 Money! My guest on today’s show is Amanda Bennett. Amanda joins me on the show to talk about a topic that we’ve discussed directly and indirectly on this show—human capital. Specifically, Amanda talks about a gap that she saw in the hiring process over the years and how she developed a platform to help automate part…

1
10. Claudia Sheinbaum Decimates The Opposition 14:17

16d ago14:17

14:17

Mexico's first female president smashes the election 2024 Check out: www.crashutmedia.com Support the Show.By Ioan Grillo

1
Implementing equipment purchases and expanding scope of care with intentionality in your optometry practice with Dr. Ryan Gustus 49:48

17d ago49:48

49:48

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ryan Gustus, OD. Ryan joins me on the show live from Vision Expo East to discuss something that is very timely given the recording location: how practice owners can think about the implementation of various pieces of equipment in your practice to ensure that it's done with inte…

1
Phasing out: the four exit options for the seller of an optometry practice 47:09

24d ago47:09

47:09

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan life on purpose. You can also set up a Triage con…

1
Evaluating VCPs in your practice to determine which ones to cut with Dr. Adam Ramsey, OD 56:59

1M ago56:59

56:59

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Adam Ramsey, OD. Adam joins me back on the show to continue the conversation that we teased at the end of our first conversation which was how Adam evaluated the decision to go out of network with a variety of VCPs that he was taking in his practice. He shares how he came to th…

1
How to use (and NOT use) benchmarks with Nathan Hayes 1:02:18

1M ago1:02:18

1:02:18

Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with IDOC. Nathan joins me back on the show and we put a quantitative spin on our conversation today. We talk all things benchmarks and margins in an optometry practice. We discuss how to use benchmarks to make smart practice decisions and ways in which benchmarks can …

1
9. Why Did They Kill The Surfers in Baja? 12:53

1M ago12:53

12:53

In another tragic case, three surfers - two Australian and one American - took a trip to Baja California and didn’t make it back; their bodies were found in a well with bullet wounds. Baja California authorities were quick to find them and arrest suspects. But questions remain. How did they get to the alleged perpetrators? If it was a robbery why w…

1
I’m giving you an episode “break” (but I think it’s still worth a listen). 28:16

2M ago28:16

28:16

In the spirit of managing information overload, I wanted to take a week to pause on new information and rather share a process or organizing and prioritizing your thoughts, goals, and actions that can often stem from listening to shows like 20/20 Money and the consumption of other content. Resources: 20/20 Money Community Information reMarkable 2 T…

1
PROČ JDE AKCIOVÝ INDEX S&P 500 STÁLE NAHORU? 26:40

2M ago26:40

26:40

⚠️⚠️Obchodujte se mnou živě v uzavřené skupině: ⁠⁠https://www.tradesmart.cz/zive/⁠⁠ ⚠️⚠️ Vysílám živě každý týden. ✅ Získáte přístup k mým portfoliím, kde obchoduji živě s více jak 23 mil. Kč, přístup k mému soukromému watchlistu, analýzám a notifikacím na nové obchody. ✅✅✅ Odkazy na kurzy ✅✅🚀Naučte si investovat do akcií a vybudovat si robustní ak…

1
Harnessing the power and momentum from optometry meetings with your operations manager: a conversation with Dr. Todd Cohan & Sadie Blair 47:12

2M ago47:12

47:12

Welcome to this episode of 20/20 Money! My guests on today’s show are Dr. Todd Cohan and Sadie Blair. Todd & Sadie join me on the show today to talk about the successful dynamic that exists between both of them as owner and practice operations manager. Todd shares how impactful it’s been to have a great team member and integrator like Sadie in the …

1
PRODAT AKCIE A KOUPIT ZLATO? 28:47

2M ago28:47

28:47

⚠️⚠️Obchodujte se mnou živě v uzavřené skupině: ⁠⁠https://www.tradesmart.cz/zive/⁠⁠ ⚠️⚠️ Vysílám živě každý týden. ✅ Získáte přístup k mým portfoliím, kde obchoduji živě s více jak 23 mil. Kč, přístup k mému soukromému watchlistu, analýzám a notifikacím na nové obchody. ✅✅✅ Odkazy na kurzy ✅✅🚀Naučte si investovat do akcií a vybudovat si robustní ak…

1
Hiring, empowering, and leading your practice manager in a win-win relationship with Dr. Bethany Fishbein, OD 53:35

2M ago53:35

53:35

Welcome to this episode of 20/20 Money! My guest on today’s show is Bethany Fishbein, OD. Bethany joins me on the show live from Vision Expo East to talk about one of the most important relationships in an optometric practice: the relationship between the practice manager and the owner/OD. In this conversation, she talks about the evolution of the …

1
Nejhorší den na akciích ve 2024. Co dál? 20:25

2M ago20:25

20:25

⚠️⚠️Obchodujte se mnou živě v uzavřené skupině: ⁠https://www.tradesmart.cz/zive/⁠ ⚠️⚠️ Vysílám živě každý týden. ✅ Získáte přístup k mým portfoliím, kde obchoduji živě s více jak 23 mil. Kč, přístup k mému soukromému watchlistu, analýzám a notifikacím na nové obchody. ✅✅✅ Odkazy na kurzy ✅✅🚀Naučte si investovat do akcií a vybudovat si robustní akci…

1
Dr. Jennifer Stewart's "tepid" start optometry practice: the power of vision & intentionality, the importance of an ideal patient avatar, and reconciling business risk with a conservative personality 1:02:04

2M ago1:02:04

1:02:04

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Jennifer Stewart, OD. Jen joins me on the show today to talk through her journey launching her tepid start practice, Look New Canaan. I’ve had Jen on the show multiple times in the past, and this was admittedly one of my more enjoyable conversations with a podcast guest. Maybe …

1
Increasing optical revenue by rethinking--from buying to selling--your frame management with Kayla Ashlee of Spexy 49:57

2M ago49:57

49:57

Welcome to this episode of 20/20 Money! My guest on today’s show is Kayla Ashlee from Spexy. Kayla joins me live on location at IDOC Connection 2024 to talk all things optical. Optical is admittedly an area of practice management that has always been intriguing because of the retail component—I feel like there are a lot of “retail 101” lessons that…

1
Using Medical Virtual Assistants in your practice to increase efficiency (and profitability) with Dr. Adam Ramsey, OD 54:11

3M ago54:11

54:11

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Adam Ramsey, OD, representing VA Healthcare. In this episode, we talk about the role that a virtual medical assistant can play in your practice’s patient flow and how to think about the changes that you’d have to make in your practice for this to be a viable option. Adam provid…

1
Hiring an associate full time vs easing into it: the discussion, numbers, and mindset for optometry practice owners with Nathan Hayes 51:52

3M ago51:52

51:52

Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes from IDOC. Nathan joins me back on the show to discuss and dialogue about the two basic ways practice owners can think about the way in which they hire associates for their practice: easing into it by bringing them into the practice gradually or proactively planning ah…

1
8. Tyree "Colion" Moorehead 43:37

3M ago43:37

43:37

In Baltimore, Maryland, I interviewed teenage killer turned anti violence activist Tyree "Colion" Moorehead. In 2022, Colion was himself shot dead by a police officer while assaulting a woman and having a knife drawn. For more of my work, check out: www.crashoutmedia.com Support the Show.By Ioan Grillo

1
A pay structure that works for optometry partnerships with Kurt Steele, OD 55:54

3M ago55:54

55:54

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Kurt Steele, OD. Kurt joins me back on the show to talk in further detail how he and his partners have structured their compensation structure in a way that works for everyone in the practice while also ensuring that there is parity in comp based on the amount of revenue that e…

1
How a hyper-effective, right-fit team can increase your profitability: a follow up convo with Dr. Mike Neal, OD 1:07:32

3M ago1:07:32

1:07:32

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mike Neal, OD. Mike is the founder of a number of different businesses, include a primary care practice in PA called Lakeside Vision and Build My Team, an effective outsourced hiring system for eyecare that does not use resumes. Mike joins me back on the show to provide additio…

1
JE AI BUBLINA NEBO JEN ZAČÁTEK? 20:52

4M ago20:52

20:52

⚠️⚠️Obchodujte se mnou živě v uzavřené skupině: https://www.tradesmart.cz/zive/ ⚠️⚠️ Vysílám živě každý týden. ✅ Získáte přístup k mým portfoliím, kde obchoduji živě s více jak 23 mil. Kč, přístup k mému soukromému watchlistu, analýzám a notifikacím na nové obchody. ✅✅✅ Odkazy na kurzy ✅✅🚀Naučte si investovat do akcií a vybudovat si robustní akciov…

1
Reconciling a successful succession plan with a growing practice with Dr. Kurt Steele, OD 1:02:15

4M ago1:02:15

1:02:15

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Kurt Steele, OD. Kurt is one of the owners of Precision Eyecare, a member of the Vision Source Network, in Newport, TN and also the founder of Legit Vision, a consulting firm to help ODs unlock the potential in their practice. Kurt joins me on the show today to talk through the…

1
Using a cash balance plan strategies when you sell your practice with Charlie Steingas of Cash Balance Actuaries, Inc. 1:08:35

4M ago1:08:35

1:08:35

Welcome to this episode of 20/20 Money! My guest on today’s show is Charlie Steingas, founder and chief actuary at Cash Balance Actuaries, a firm that specializes in the design, implementation, and ongoing monitoring of cash balance plans. In this episode, we define what a cash balance plan is and how it’s different from a defined benefit plan (hin…

1
Top 4 akcie k nákupu 18:11

4M ago18:11

18:11

⚠️⚠️Obchodujte se mnou živě v uzavřené skupině: https://www.tradesmart.cz/zive/ ⚠️⚠️ Vysílám živě každý týden. ✅ Získáte přístup k mým portfoliím, kde obchoduji živě s více jak 23 mil. Kč, přístup k mému soukromému watchlistu, analýzám a notifikacím na nové obchody. ✅✅✅ Odkazy na kurzy ✅✅🚀Naučte si investovat do akcií a vybudovat si robustní akciov…

1
7. The Chicago Cocaine Twin 46:00

4M ago46:00

46:00

I talk to Margarito Flores, who along with his brother trafficked more than 60 tons of cocaine for the Sinaloa Cartel. They then became cooperators and gathered evidence that was used to indict more than 50 traffickers, including El Chapo. He is now working giving classes to law enforcement on the workings of cartels and trying to make a difference…

1
"Flights and Insights" with Dr. Michael Neal: Implementing finance charges, profit sharing with team members, associate comp structures, and new reads 26:04

4M ago26:04

26:04

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Michael Neal, OD and this is another episode in which I experimented a bit with the format of 20/20 Money: we recorded this episode at 8,000 feet, flying from Indianapolis to Chicago! As you’ll hear in the beginning of the episode, Mike was in town meeting up with other success…

1
An optometry practice "cold start" update with Drs. Bob Steinmetz & Eric Baas, OD from iCare Advisors 1:07:31

4M ago1:07:31

1:07:31

Welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders of iCare advisors, a consulting firm dedicated to the success of cold start practices nationwide. With close to 350 successful cold starts nationwide and 11 practice starts between them, I was really excited to have them back on the s…

1
Akcie na maximech! ČEKÁ NÁS PÁD? 19:28

5M ago19:28

19:28

⚠️⚠️Obchodujte se mnou živě v uzavřené skupině: https://www.tradesmart.cz/zive/ ⚠️⚠️ Vysílám živě každý týden. ✅ Získáte přístup k mým portfoliím, kde obchoduji živě s více jak 23 mil. Kč, přístup k mému soukromému watchlistu, analýzám a notifikacím na nové obchody. ✅✅✅ Odkazy na kurzy ✅✅🚀Naučte si investovat do akcií a vybudovat si robustní akciov…

1
Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank 50:36

5M ago50:36

50:36

Welcome to this episode of 20/20 Money! My guest on today’s show is Kevin Wills. Kevin is Sr. Vice President, Healthcare Business Banking with PNC Bank and I wanted to have Kevin on the show to discuss the state of lending, specifically in the healthcare space, from a nationwide perspective. In this episode, Kevin and talk about steps borrowers can…

1
6. Did La Barbie Finance AMLO? 17:32

5M ago17:32

17:32

I look into the crazy new allegations dropping Mexico. To look into the issues further and support my work please go to: www.crashoutmedia.com Support the Show.By Ioan Grillo

1
I'VE BEEN HACKED (AGAIN!!) - Another 20/20 Money Takover with Drs. Chris Wolfe & Kyle Klute, OD 46:56

5M ago46:56

46:56

Welcome to this episode of 20/20 Money! My guests on today’s show are two more of my favorite people in the optometry space: Drs. Chris Wolfe and Kyle Klute. Although, this is a bit of a different episode in that they’re not only guests on the show…they’re guest hosting the show! This is another 20/20 Money Takeover and basically a response to the …

1
5 PRAVIDEL, které vám při tradigu pomohou vydělat více peněz 17:32

5M ago17:32

17:32

⚠️⚠️Obchodujte se mnou živě v uzavřené skupině: https://www.tradesmart.cz/zive/ ⚠️⚠️ Vysílám živě každý týden. ✅ Získáte přístup k mým portfoliím, kde obchoduji živě s více jak 23 mil. Kč, přístup k mému soukromému watchlistu, analýzám a notifikacím na nové obchody. ✅✅✅ Odkazy na kurzy ✅✅🚀Naučte si investovat do akcií a vybudovat si robustní akciov…

1
5. Fentanyl Inc: From Chinese Labs to St Louis OD's 36:59

5M ago36:59

36:59

I talk to journalist Ben Westhoff about his work covering the overdose crisis and gun violence. To support this podcast and my work, you can go to: https://www.buymeacoffee.com/ioangrillo or www.crashoutmedia.com Support the Show.By Ioan Grillo

1
Weathering life's storms: the importance of resiliency with Dr. Ted McElroy, OD (Part 2) 59:48

5M ago59:48

59:48

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part two of our conversation that we teased on last week’s episode, and today Ted and I talk about the importance of resilience as a trait and quality that we should all embrace. He shares what resilience has meant to him in his life and how it was demonstr…

1
Takto jsem vydělal na akciích přes 10 milionů 10:53

5M ago10:53

10:53

V této epizodě jsem rozebral, jaké strategie a postupy používám při investování do akcií a tradingu. Díky těmto postupům jsem loni vydělal na akciích přes 10 mil. Kč. Investujte se mnou živě v uzavřené skupině. Získejte náhled do mého portfolia, upozornění na nové investice, analýzy a podporu. Přidejte se zde: ⁠https://www.tradesmart.cz/zive⁠ Doufá…

1
4. American Sicario - El Mano Negra 34:10

5M ago34:10

34:10

I talk to Christian Cipollini about California’s Homegrown Sicario: El Mano Negra. You can read the story on the years of interviews with El Mano Negra at: www.crashoutmedia.com You can also support my work at: https://www.buymeacoffee.com/ioangrillo Support the Show.By Ioan Grillo

1
The importance of vulnerability in leadership with Dr. Ted McElroy, OD (Part 1) 58:33

5M ago58:33

58:33

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part one of our conversation where we talk about the importance of vulnerability as a leader, and why the two traits (vulnerability from today’s episode and resilience from next’s week’s episode) are intertwined. That is to say you can’t have one without th…

1
Proč NEinvestuji do dividendových akcií? (Toto je lepší) 26:26

5M ago26:26

26:26

V této epizodě jsem rozebral, proč neinvestuji do dividendových akcií. Do jakých investuji raději? Investujte se mnou živě v uzavřené skupině. Získejte náhled do mého portfolia, upozornění na nové investice, analýzy a podporu. Přidejte se zde: https://www.tradesmart.cz/zive Doufám, že to pomohlo! Dominik…

1
3. Cartel Queenpins 37:54

6M ago37:54

37:54

Luis Chaparro and I talk to Deborah Bonello about her investigation into the cartel queenpins and her book Narcas. You can support this podcast on: https://www.buymeacoffee.com/ioangrillo Or subscribing to: www.crashoutmedia.com Also check out Deborah's Substack at: https://dbonello.substack.com/ and her book at: https://www.amazon.com/Narcas-Secre…

1
Savings numbers to know for the new year, defined benefit plan changes, and an ERC PSA. 39:03

6M ago39:03

39:03

Welcome to this episode of 20/20 Money! This “housekeeping” episode is all about knowing the timely and relevant numbers that impact your various savings strategies as we enter into the new year. I also spend some time talking about an awesome new feature for defined benefit plans (thanks to SECURE Act 2.0) and a PSA to all of you that received the…

1
Čeká nás pád na akciích ve 2024? Toto dělám. 20:57

6M ago20:57

20:57

Akciové trhy jsou po velkém vzestupu. Čeká nás v roce 2024 pád nebo pokračující růst?⚠️⚠️Obchodujte se mnou a dalšími stovky investorů živě celý rok v uzavřené skupině: https://invest.tradesmart.cz/investicni-trading-room-na-1-rok/ ⚠️⚠️ 💂‍♀️Dominik Kovařík je profesionální investor a trader, který obchoduje již od roku 2008 a předává jeho zkušenost…

1
3 successive questions to ask as you plan next year 28:22

6M ago28:22

28:22

Welcome to this episode of 20/20 Money! Kicking off the new year, I wanted to share with you three important questions I ask myself that I’ve found to be very valuable and impactful when considering new projects, initiatives, or “asks” that occur throughout the year. These questions, when asked successively and answered together, can help bring a l…

1
20/20 Rewind: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan 1:21:24

6M ago1:21:24

1:21:24

Welcome to this episode rewind of 20/20 Money! I think I’m starting a bit of a tradition, because I felt compelled to bring back this episode again, just like I did last year, for the last episode of the 2023!! Given that this is the last episode of the year, this is usually when we are thinking about goal setting, and everyone’s schedule is anythi…

1
Year end planning with Bethany Fishbein, OD 52:14

6M ago52:14

52:14

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, CEO of The Power Practice and host of the Power Hour podcast. On today’s episode we continue our dialogue that we started on my last appearance on the Power Hour podcast, which was around year-end planning. However, this conversation starts with the non-financ…

1
Selling or buying an optometry practice? An update on practice transitions nationwide with Erik Ferjentsik, MBA 1:01:49

7M ago1:01:49

1:01:49

Welcome to this episode of 20/20 Money! My guest on today’s show is Erik Ferjentsik, MBA, founder of Visionary Practice Group. Erik and I have good, spirited discussion about transitions and what he’s seeing in the marketplace right now. We spend some time giving an update on the state of private equity, some common mistakes that he sees being made…

1
Being intentional with cash flow around year-end planing with Jackson Pace, CPA 48:58

7M ago48:58

48:58

Welcome to this episode of 20/20 Money! My guest on today’s show is Jackson Pace, founder of the Refractional CFO. Jackson and I talk through some of the year-end planning considerations that are likely on OD practice owners’ minds and how to think through that decision matrix. We talk about the importance of essentially beginning with the end in m…

1
2. El Plaga 38:06

7M ago38:06

38:06

Journalist Luis Chaparro got an exclusive interview with the narco known as El Plaga. The thing is El Plaga was meant to be in Mexican prison but he says he is on the streets. You can read the story on El Plaga here - https://www.crashoutmedia.com/p/narco-el-plaga-gives-me-an-interview Support the Show.…

1
Year-end planning considerations (guest appearance on Power Hour podcast with Dr. Bethany Fishbein, OD) 43:03

7M ago43:03

43:03

Welcome to this episode of 20/20 Money! This is my guest appearance on The Power Hour podcast hosted by Dr. Bethany Fishbein, OD, CEO of The Power Practice. I really enjoyed this conversation with Bethany and was grateful that she had me back on her show. We talked about year-end planning considerations (both financial and otherwise) and how practi…

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