Welcome to this episode of 20/20 Money, and if you’re listening to this on July 12th, happy National Heterochromia day! Today’s episode is my guest appearance on the podcast Try Not 2 Blink, a really enjoyable optometry podcast hosted by two great ODs Drs. James Deom and Roya Habibi. I’ve put links to the podcast in the show notes or just search Try Not to Blink on your favorite podcast player. I was really excited to be back on the show to talk about transitioning from “survive to thrive” mode and how ODs should think about their planning strategies as they move from stage to stage in their personal and professional lives. I hope you enjoy listening as much as I enjoyed talking with James and Roya and please remember to give their show a listen.

 

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

One other note, the podcast episode of 20/20 Money that I mention early in this episode was actually released on July 5th (last week) so if this is your first time listening to our show, go back and check out that episode for the full context around that topic.

 

And with that introduction, I hope you enjoy this episode of 20/20 Money!

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