The Optometry Money Podcast
af Evon Mendrin CFP®, CSLP®
Seneste episode
How to Actually Enjoy the Profit Your Practice Creates with Eric…
How to Actually Enjoy the Profit Your Practice Creates with Eric…
Om denne podcast
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.
Episoder
De nyeste 20 af 168 episoder
- How to Actually Enjoy the Profit Your Practice Creates with Eric Levenhagen, CPA · 44 min. · Episode 168Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary Most practice owners can read a P&L, but very few…
- (Rewind) Implementing a Strategic Planning Week To Level Up Your Optometry Practice with Dr. Chad Fleming · 43 min. · Episode 167Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this rewind of a popular episode, Evon welcomes Dr. Chad Fleming back…
- Mid-Year Tax Check-In: 4 Questions Every Optometrist Should Be Asking · 29 min. · Episode 166Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary It's July — half the year is gone, but you still have…
- Finding the Bottlenecks Limiting Your Practice's Capacity with Kerry Reeves, OD · 55 min. · Episode 165Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary Most optometrists believe the path to a better bottom…
- Planning Your Practice Exit: The Retirement Math That Sets the Floor · 20 min. · Episode 164Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary Most practice owners spend close to two decades building…
- The Biggest IPOs in History Are Here - Should Optometrists Invest? · 34 min. · Episode 163Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary The largest IPO in history is here. SpaceX goes public…
- (Rewind) Should Optometrists Invest at All-Time Highs? What the Data Says · 14 min. · Episode 162Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary With the stock market trading near all-time highs again…
- Big Student Loan Changes Are Final: What Optometrists Need to Decide Now · 18 min. · Episode 161Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. The Department of Education just released its final rule implementing the…
- How to Maximize Your Optometry Practice Value Before You Sell with Erich Mattei · 1 t. 0 min. · Episode 160Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Whether you're five to ten years from exiting your optometry practice or…
- How to Stop Scrambling at Tax Time: An Optometrist's Guide to Quarterly Tax Payments · 21 min. · Episode 159Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. It's tax day — and whether you're celebrating a finished return or still…
- (Rewind) An Optometrist's Guide to Business Entities · 35 min. · Episode 158Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this replay of a popular 2023 episode, Evon revisits an important…
- The Location-Independent OD: Compensation, Licensing & the Future of Remote Care with Crystal Edison, OD · 46 min. · Episode 157Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Remote optometry is growing fast - and there's quite a range of opinions…
- Listener Q&A #2: S Corp Salary, How Much Practice Cash to Keep, Buying Practice Real Estate, and More · 33 min. · Episode 156Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. We're back with our second listener Q&A episode, tackling real questions…
- Are Your Retirement Accounts Protected from Lawsuits? A Guide for Optometrists · 17 min. · Episode 155Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. As an optometrist—especially a practice owner—you face real liability…
- Trump Accounts for Kids: What Optometrists Need to Know · 19 min. · Episode 154Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Congress created a brand new investment account for kids called Trump…
- How to Invest Tax-Efficiently and Keep More of Your Returns (After-tax) · 27 min. · Episode 153Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode, we break down tax-efficient investing for ODs, showing…
- Listener Q&A: Practice Ownership, Backdoor Roths, and Student Loans · 29 min. · Episode 152Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this first-ever OD listener Q&A episode, we tackle seven questions…
- How Filing Taxes Separately Impacts Student Loan Outcomes for Optometrists · 21 min. · Episode 151Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Tax filing season is here, and for married optometrists planning toward…
- Four Tax Planning Levers You Can Still Pull for 2025 · 19 min. · Episode 150Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Even though we're already into 2026, tax planning for 2025 isn't over…
- What’s Changing in 2026: Five Key Financial and Tax Updates for Optometrists · 20 min. · Episode 149Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 2026 brings several important financial and tax changes that can directly…
