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 ...
All content for The Optometry Money Podcast is the property of Evon Mendrin CFP®, CSLP® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
End of the Interest-Free SAVE Forbearance - What It Means for Optometrists
The Optometry Money Podcast
11 minutes
4 months ago
End of the Interest-Free SAVE Forbearance - What It Means for Optometrists
Questions? Thoughts? Send a Text to The Optometry Money Podcast! Episode Summary In this timely episode, Evon unpacks the Department of Education’s recent surprise announcement that interest will resume accruing on the SAVE plan’s current forbearance beginning August 1, 2025. We explore what this means for optometrists managing student loans - especially those approaching forgiveness eligibility or considering refinancing. What You'll Learn Surprise Announcement: Why SAVE’s interest-free forb...
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 ...
