The Optometry Money Podcast

(Rewind) How to Track Progress Toward Financial Independence


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Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

In honor of the 4th of July holiday and the Declaration of Independence, this episode is a rewind of a popular 2022 episode on financial independence.

How do you track progress toward financial independence? How do you know if you're on track, or how much you'll need to make work optional?

On this episode, Evon talks about how to measure and track financial health, and specifically, one metric optometrists can use to track their progress toward financial independence.

As mentioned in the episode, if you'd like to take a look at your own financial health scorecard and have a conversation around that, sign up for a free financial health assessment using the link below. Evon will assess your scores and send you a video with an assessment. 

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected].

Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps ODs nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices. 

Resources mentioned in the show:

  • Get your FREE financial health assessment
  • Our Approach - Optometrywealth.com
  • Blog: Tracking Financial Progress Through Your Personal Balance Sheet 


The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide. 

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The Optometry Money PodcastBy Evon Mendrin CFP®, CSLP®

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