Questions? Thoughts? Send a Text to The Optometry Money Podcast! 2026 brings several important financial and tax changes that can directly impact optometrists - especially practice owners and those with student loans. In this episode, Evon walks through five key updates to be aware of as you plan for the year ahead, including changes to retirement contributions, student loans, health insurance, and tax planning opportunities. To make this easier, we’ve also created a free, 2-page 2026 Financi...
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Questions? Thoughts? Send a Text to The Optometry Money Podcast! 2026 brings several important financial and tax changes that can directly impact optometrists - especially practice owners and those with student loans. In this episode, Evon walks through five key updates to be aware of as you plan for the year ahead, including changes to retirement contributions, student loans, health insurance, and tax planning opportunities. To make this easier, we’ve also created a free, 2-page 2026 Financi...
Four Gaps That Can Break Your Estate Plan (Even If It’s ‘Done’)
The Optometry Money Podcast
24 minutes
5 months ago
Four Gaps That Can Break Your Estate Plan (Even If It’s ‘Done’)
Questions? Thoughts? Send a Text to The Optometry Money Podcast! Episode Summary: You’ve done the hard work of creating your estate plan. But is it actually ready to work when you need it most? In this episode, Evon breaks down the four critical gaps that can make or break your estate plan's effectiveness — especially for busy optometrists and practice owners. We’re diving into the implementation side of estate planning — those next steps after the documents are signed that so many overlook. ...
The Optometry Money Podcast
Questions? Thoughts? Send a Text to The Optometry Money Podcast! 2026 brings several important financial and tax changes that can directly impact optometrists - especially practice owners and those with student loans. In this episode, Evon walks through five key updates to be aware of as you plan for the year ahead, including changes to retirement contributions, student loans, health insurance, and tax planning opportunities. To make this easier, we’ve also created a free, 2-page 2026 Financi...
