20/20 MONEY

Dec 09 2024 315 ep. 51 mins 16
20/20 MONEY Podcast artwork

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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Why I feel ODs and Dave Ramsey don’t mix...

Dec 09 2024 47 mins  
Today's episode talks about how I think about Dave Ramsey's baby steps towards financial independence as it pertains to optometrists. I share where I think the baby steps are great to follow and I also share some iterations on the baby steps that I believe are more relevant and applicable to ODs, specifically with regards to the journey as a practice owner. As a reminder, you can

The emotional & decision making journey of selling one's practice with Ashby Daniels, CFP®

Dec 02 2024 53 mins  
Welcome to this episode of 20/20 Money! My guest on today’s show is my friend Ashby Daniels, CFP® and we have what I think is a very engaging and revealing conversation about the emotional and mental journey a business owner goes through when considering a sale of their business. We talk about getting over the fear of selling, how to think about regrets, the alternatives to sell

Truly embracing "comprehensive care" with your patients: Part 2 conversation with Dr. Chris Wolfe, OD

Nov 25 2024 31 mins  
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Wolfe, host of The Chris Wolfe Podcast, founder of the online billing & coding LMS EyeCode Education, and a partner in Exclusively Eye Care, a private practice in Omaha, NE. This is part 2 of my conversation with Chris and I’d really encourage you to check out Part 1 of our conversation over on Chri

Another 20/20 Money Takeover - "Cold Start & Satellite Expansion Edition w/ Drs. Jeremy Ciano & Jennifer Stewart

Nov 18 2024 65 mins  
Welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Jeremy Ciano & Jennifer Stewart. This is another 20/20 Money takeover, so while I usually will spend the introduction giving you a glimpse into what we talk about on the show, your guess is as good as mine about what this episode is about…since I just gave them the platform to talk about whatever was to

Embezzlement in optometry practices: how it happens, who's likely to do it, and ways in which you can prevent it from happening w/ Dr. Bethany Fishbein, OD

Nov 11 2024 63 mins  
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, OD, consultant and executive coach with Leaders of Vision. Bethany has been on the show many times in the past and today she joins us to talk about a topic that is admittedly harder and more distressing to talk about: embezzlement in optometry practices. In Bethany’s experience as a consul

Rethinking your mindset around your team & delegation with Dr. Mike Neal, OD

Nov 04 2024 58 mins  
Welcome to this episode of 20/20 Money! My guest on today’s show is Mike Neal, OD. Mike joins me on the show to talk about something that we’ve indirectly talked about on various episodes in the past: delegation. Specifically, we talk about the mindset shift that happened for Mike when he started looking at his team as an investment in the business and the opportunity cost of h

Five ways optometry practice owners could be myopic in their ownership journey with Erich Mattei from Akrinos

Oct 28 2024 59 mins  
Welcome to this episode of 20/20 Money! My guest on today’s show is Erich Mattei, founder of Akrinos. In this conversation, Erich and I discuss five specific concepts and ways that optometrists can make prudent business decisions in their practice and reduce the chances of making a strategic wrong decision. As a reminder, you can get all the information discussed in today’s c

"Things that make you go 'What?!?" as a practice consultant w/ Jennifer Stewart

Oct 21 2024 65 mins  
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Jennifer Stewart, founder of the private practice Look New Canaan and OD Perspectives. In this episode, we talk about two major themes that she’s observed over the years as she has consulted with both friends and colleagues. Whether it be an OD launching a cold start or trying to make decisions inside of

Creating a StoryBrand framework for an optometry practice with Daniel Palmer

Oct 14 2024 58 mins  
Welcome to this episode of 20/20 Money! My guest on today’s show is Daniel Palmer, founder of Morether Creative, a Fractional CMO for optometrists nationwide. In this conversation, we talk through and explain the Story Brand process and the SB7 framework. We talk about the common marketing mistakes that biz owners (not just ODs) make when it comes to marketing their brand, how

How leadership impacts practice success (and ways to improve your leadership skills) with Bethany Fishbein

Oct 07 2024 69 mins  
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, OD, Consultant & Executive Coach with Leaders of Vision. Bethany and I talk about a topic that an OD might not think about directly correlating to the financials of a practice: leadership skills. However, I believe that we quickly illustrate in our conversation how the things that negatively