Welcome to this episode of 20/20 Money! This episode is my guest appearance on the Power Hour Optometry Podcast hosted by Dr. Bethany Fishbein, CEO of Power Hour. Bethany wanted to have me on the show to talk about the various different areas of a practice owner’s life that they should be planning for in case of a disaster or emergency, and I enjoyed this conversation and tried to make it as fun as possible for an otherwise scary and not urgent topic. Our conversation starts on the personal side of planning and then we quickly shift over into the various areas of practice ownership that should be planned for, addressing the continuity of a practice in both a partner-owned and solo owned practice model.

 

Two “housekeeping announcements” about this show: first, the show notes for this episode of 20/20 Money contains the link to the Disaster Recovery Checklist we mention in our conversation; you don’t have to click into the Power Hour show to get it, though we highly suggest you subscribe to the Power Hour Optometry podcast. Second, we had a bit of a connectivity and streaming issue in the beginning of the show, so there are a few points in the beginning of the episode that have a slight break in the audio. We fixed the issue mid-episode and the remaining part of the conversation sounds better. My apologies!

 

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.

 

And with that introduction, I hope you enjoy my conversation with Dr. Bethany Fishbein on Power Hour Optometry.

 

Disaster Recovery Checklist

Follow us on Instagram: https://www.instagram.com/2020moneypod/ 

————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher  —————————————————————————————

For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!