Questions? Thoughts? Send a Text to The Optometry Money Podcast! Episode Summary: As your practice grows and profits increase, one of the most powerful tax and retirement planning tools available to optometry practice owners is profit sharing within your 401(k) plan. But what exactly is profit sharing, and how can you optimize it for both you and your employees? In this episode, Evon welcomes back Matt Ruttenberg of Life Inc. Retirement Services to break down everything optometrists need to ...
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Questions? Thoughts? Send a Text to The Optometry Money Podcast! Episode Summary: As your practice grows and profits increase, one of the most powerful tax and retirement planning tools available to optometry practice owners is profit sharing within your 401(k) plan. But what exactly is profit sharing, and how can you optimize it for both you and your employees? In this episode, Evon welcomes back Matt Ruttenberg of Life Inc. Retirement Services to break down everything optometrists need to ...
Beyond Indexing: An Optometrist's Guide to Factor-Based Investing
The Optometry Money Podcast
42 minutes
6 months ago
Beyond Indexing: An Optometrist's Guide to Factor-Based Investing
Questions? Thoughts? Send a Text to The Optometry Money Podcast! How can optometrists improve their portfolios beyond basic index funds, without risky trading? Evon Mendrin provides an OD's guide to Factor-Based Investing. Evon discusses: What factors are and their role in investment returns.Five criteria to identify reliable investment factors.Key factors: Market, Small, Value, Profitability, Investment, and Momentum.Why factors exist, explained through risk and behavioral finance.Common mis...
The Optometry Money Podcast
Questions? Thoughts? Send a Text to The Optometry Money Podcast! Episode Summary: As your practice grows and profits increase, one of the most powerful tax and retirement planning tools available to optometry practice owners is profit sharing within your 401(k) plan. But what exactly is profit sharing, and how can you optimize it for both you and your employees? In this episode, Evon welcomes back Matt Ruttenberg of Life Inc. Retirement Services to break down everything optometrists need to ...
