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The Optometry Money Podcast
Evon Mendrin CFP®, CSLP®
148 episodes
1 month ago
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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Investing
Business
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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 ...
Show more...
Investing
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/40/52/46/405246e3-a832-7714-3721-7bcdf4184d7d/mza_6509617396491993335.jpg/600x600bb.jpg
Rewind: Financial Planning Considerations for Owners of Established Optometry Practices
The Optometry Money Podcast
26 minutes
5 months ago
Rewind: Financial Planning Considerations for Owners of Established Optometry Practices
Questions? Thoughts? Send a Text to The Optometry Money Podcast! Enjoy this rewind of a popular episode! In Part 3 of a 3 part series, Evon dives into the many financial planning considerations optometrists need to think about when you own a more established, mature private optometry practice - both inside the business and in the household. A few of the planning topics practice owners should think about are: Maintaining your vision for the ideal practice and ownership lifeBuilding guar...
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 ...