Helping optometrists nationwide plan life, on purpose.
Our firm helps optometrists nationwide understand how to grow, protect, and preserve their wealth through proactive planning and collaboration. As the husband of a practicing optometrist, the founder of the firm knows the business of optometry unlike anyone and use that knowledge to help make informed and educated financial decisions. We also have a unique specialty in helping ODs that are conside
12/08/2023
ICYMI: Being intentional with cash flow around year-end planing with Jackson Pace, CPA
20/20 Money Episode #265 - Being intentional with cash flow around year-end planing with Jackson Pace, CPA - Integrated Planning & Wealth Management Listen in as I talk with Jaxon Pace, CPA about all things cash flow and how to be intentional with year end planning.
Thank you to Dr. John Rumpakis for giving us a ton of valuable information on the in’s and out’s of billing and coding! Be sure to check out the full episode wherever you get podcasts.
10/13/2023
ICYMI: When Succession Planning and Partnerships are Strained…What’s The Next Best Step?? (with Nathan Hayes of IDOC)
20/20 Money Episode #257 -When Succession Planning and Partnerships are Strained...What's The Next Best Step?? (with Nathan Hayes of IDOC) - Integrated Planning & Wealth Management Let's talk about partnerships can be formed and structured - thoughts ons to consider if there are disagreements, and more.
09/22/2023
ICYMI: Investing in Your Team, the Importance of Culture and Purpose, What ODs can Learn From Dentistry, and Focusing on the Long-Term with Dr. Andy Yaryan, OD
20/20 Money Episode #254 - Investing in Your Team, the Importance of Culture and Purpose, What ODs can Learn From Dentistry, and Focusing on the Long-Term with Dr. Andy Yaryan, OD - Integrated Planning & Wealth Management Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Andy Yaryan, OD. Andy and I have…
09/15/2023
ICYMI: Making the Right Decisions and Avoiding Mistakes With Commercial Real Estate With Mike Jorgenson of Carr Healthcare Realty
20/20 Money Episode #253 – Making the Right Decisions and Avoiding Mistakes With Commercial Real Estate With Mike Jorgenson of Carr Healthcare Realty - Integrated Planning & Wealth Management Learn how to avoid mistakes with commercial real estate With Mike Jorgenson. Tune in to this insightful episode of 20/20 Money podcast.
Thank you to Lauryn Williams from for chatting this week! Listen now for pertinent updates on all things student loan planning post-COVID. Be sure to rate and subscribe to 20/20 Money!
A big thank you to Dr. Matt Mitchell, OD, for chatting this week all about his views on debt and money after being a long time listener of 20/20 Money. Be sure to listen to the full episode wherever you get your podcasts.
07/28/2023
ICYMI: How utilizing a streamlined hiring service can help save time and money by ensuring the right people are on the bus with Dr. Mike Neal, OD
20/20 Money Episode #246 - How Utilizing a Streamlined Hiring Service Can Help Save Time and Money by Ensuring the Right People Are on the Bus with Dr. Mike Neal, OD - Integrated Planning & Wealth Management Discover hiring best practices for OD practice owners with Dr. Mike Neal, OD. Tune in to this insightful episode of 20/20 Money podcast.
Thank you Dr. Mike Neal, OD for chatting this week! Dr. Neal talks about how utilizing a streamlined hiring service can help save time and money by ensuring the right people are on the bus.
https://buff.ly/43IIofY
07/21/2023
ICYMI: The Importance of Tracking Frame Turn for Profitability in Your Optical with Kayla Ashlee
20/20 Money Episode #245 - The Importance of Tracking Frame Turn for Profitability in Your Optical with Kayla Ashlee - Integrated Planning & Wealth Management Discover the impact of tracking frame turnover in your optical. Join us as Kayla Ashlee shares insights on 20/20 Money podcast.
Thank you to Kayla Ashlee of Spexy for chatting this week! Kayla and I talk about the importance of tracking frame turnover data, and what it can mean for your practice’s numbers. Check out the full episode wherever you listen to podcasts.
07/14/2023
ICYMI: Seeing the Business of Optometry through a CFO Lens: a Conversation with Jackson Pace
20/20 Money Episode #244 - Seeing the Business of Optometry through a CFO Lens: a Conversation with Jackson Pace - Integrated Planning & Wealth Management Join the conversation with Jackson Pace as he shares insights on being a CFO in the optometry industry. Visit integratedpwm.com for more information and resources on practice management and financial planning.
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