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 ...
The Case for Index Funds: Why Optometrists Should Embrace Passive Investing
The Optometry Money Podcast
40 minutes
7 months ago
The Case for Index Funds: Why Optometrists Should Embrace Passive Investing
Questions? Thoughts? Send a Text to The Optometry Money Podcast! How should optometrists approach investing their hard-earned money? With thousands of mutual funds and countless investment strategies, deciding can feel overwhelming. In this episode, Evon dives deep into index investing—explaining clearly why passive investing through broad market index funds consistently outperforms active management. He explores the fascinating history of index funds, the robust academic research behind them...
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 ...