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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
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The Big Beautiful Bill Act: Tax & Student Loan Reforms Optometrists Need to Watch
The Optometry Money Podcast
26 minutes
5 months ago
The Big Beautiful Bill Act: Tax & Student Loan Reforms Optometrists Need to Watch
Questions? Thoughts? Send a Text to The Optometry Money Podcast! In this special Friday episode, Evon returns to break down the recently passed proposed House bill - the “Big Beautiful Bill Act” - and what it could mean for optometrists. While it's a long way from becoming actual law, it's helpful to know what exactly is one the table and what changes to expect related to tax planning and student loans. This episode explores key tax extensions, how they impact private practice own...
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 ...