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On the show
From 10 epsHosts
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Recent episodes
Why some dry eye practices thrive--and others quietly fail with Dr. Chris Wolfe
Jun 22, 2026
Unknown duration
Implementing a profitable Medicaid practice into your local school district: a convo with Dr. Ryan Hansen
Jun 15, 2026
Unknown duration
A blueprint for scaling your practice (while having a life in the process): unpacking Eyecare B.O.S.S. with Eugene Shatsman
Jun 8, 2026
Unknown duration
Are you building wealth...or just feeding the machine?? A conversation with Nathan Hayes on investing capital in your practice
Jun 1, 2026
Unknown duration
Making These Merchandising Mistakes is Costing You Tens of Thousands of Dollars: An Optical Conversation with Kayla Ashlee
May 25, 2026
Unknown duration
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/22/26 | Why some dry eye practices thrive--and others quietly fail with Dr. Chris Wolfe | What if the biggest mistake practice owners make with dry eye isn't buying the wrong technology… but building their entire strategy around the technology itself? In this episode of 20/20 Money, I'm joined once again by Dr. Chris Wolfe for a fascinating conversation around dry eye, specialty services, patient communication, and the dangerous trap of becoming "device-centric" instead of patient-centric. Chris shares a candid behind-the-scenes perspective on what he's observed from practices across the country when it comes to implementing dry eye services and expensive treatment technologies. We discuss why so many practices buy devices that ultimately underperform, the seductive marketing around "specialty" care, and the critical distinction between having a widget versus building a system that actually supports patient outcomes and practice profitability. More importantly, we explore how the most successful clinicians aren't simply better at selling treatment — they're better at understanding the doctor-patient relationship, evidence-based medicine, and how to guide patients toward the right next step without overwhelming them. We also discuss: Why many dry eye devices end up becoming expensive dust collectors The hidden problem with building your identity around a piece of equipment How patient communication dramatically impacts treatment acceptance Why separating the dry eye conversation from the comprehensive exam changes outcomes The difference between being "widget-centric" and patient-centric How successful practices build systems around disease management instead of technology Why evidence-based medicine involves more than just clinical studies The role patient preference plays in treatment recommendations How practices can objectively evaluate whether a new device will actually support profitability As always, we close the conversation with practical NBSs (Next Best Steps) to help practice owners think more intentionally about specialty services, technology adoption, and patient care systems inside their practice. Have a podcast-related question? Contact our team here! Resources: Dr. Cecelia Koetting Dr. Selina McGee Dr. David Kading Dr. Kyle Klute Are you building wealth...or just feeding the machine (20/20 Money Episode with Nathan Hayes) Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! Check out Adam's other podcast! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM | — | ||||||
| 6/15/26 | Implementing a profitable Medicaid practice into your local school district: a convo with Dr. Ryan Hansen | What if serving Medicaid patients wasn't a drain on your practice… but one of the most efficient and fulfilling business models in optometry? In this episode of 20/20 Money, I'm joined by Dr. Ryan Hansen to discuss a truly unique model he's built inside a public school district that provides eye care exclusively to children on Medicaid — while still creating a financially viable and highly efficient practice structure. Ryan shares how he operates a school-based satellite clinic inside the Rockford public school system, why the traditional "either/or" mindset around Medicaid and profitability may be flawed, and how he's leveraged simplicity, delegation, and strategic partnerships to create a practice that serves an incredible need in his community. We also unpack the emotional realities of caring for underserved populations, the operational logistics of working within a school district, and the surprising economics behind a model many ODs assume can't work. We also discuss: How Ryan sees up to 16 pediatric Medicaid patients in just a few hours each morning Why low overhead dramatically changes the Medicaid profitability equation The logistics of scheduling, transportation, and dispensing glasses through the school system The role school nurses and principals play in making this model successful Why many children who "pass" school screenings still desperately need glasses The hidden challenges of working with Medicaid reimbursement and bureaucracy How this model creates remarkable work-life balance and flexibility What optometrists should consider if they want to explore a similar partnership in their own communities As always, we close the conversation with practical NBSs (Next Best Steps) for listeners who may want to explore opportunities like this in their own school districts and communities. Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! Check out Adam's other podcast! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM | — | ||||||
| 6/8/26 | A blueprint for scaling your practice (while having a life in the process): unpacking Eyecare B.O.S.S. with Eugene Shatsman | Why do so many optometric practices hit a ceiling in their practice? We know it's not because the owner isn't working hard enough, so what is it? It's because the business was never designed to scale in the first place. Eugene Shatsman joins me back on the show to talk about the ceiling practice owners inevitably hit in their practice—and a system he's created to help owners break through it. In our conversation, we discuss the systems and frameworks behind building a more intentional, scalable practice, including the five operational pillars Eugene believes every successful practice must manage well. We also talk about the hidden KPIs that quietly hurt profitability, how to create stronger accountability within your team, and why elevating the patient experience from transactional to consultative can dramatically improve both growth and practice value. Resources: Eyecare BOSS (Pre-order Eugene's book, The EyeCare Boss on their website!) Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! Check out Adam's other podcast! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM | — | ||||||
| 6/1/26 | Are you building wealth...or just feeding the machine?? A conversation with Nathan Hayes on investing capital in your practice | What if one of the biggest financial mistakes practice owners make is confusing "spending money in the practice" with actually investing in it? In this episode, I'm joined once again by Nathan Hayes for a thoughtful and nuanced conversation around reinvesting in your practice, opportunity cost, and the hidden tradeoffs owners often overlook when deciding what to do with excess cash flow. We explore the mindset many owners have that every dollar spent on equipment, technology, or expansion automatically creates enterprise value — and why that assumption can quietly create long-term financial consequences if it's never challenged. Nathan and I unpack the difference between true investment versus simply adding expense, how owners should think about ROI inside the practice compared to investing outside the practice, and why many of the highest-value drivers in a business have nothing to do with buying another piece of equipment. We also discuss: Why more equipment does not automatically mean a more valuable practice The hidden opportunity cost of continually reinvesting back into the business How enterprise value is actually created in an optometry practice The difference between spending, investing, and simply staying operational Why patient flow and schedule utilization matter more than most owners realize The role marketing can play in growing enterprise value versus buying more technology How practice owners should think about free cash flow after taxes, debt service, and reserves The dangerous feedback loop created by depreciation-driven purchasing decisions Why many owners underestimate the value of investing outside the practice As always, we close the conversation with practical NBSs (Next Best Steps) to help owners think more intentionally about capital allocation decisions both inside and outside their practice. Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice Four Levers in Retirement IDOC Simple Numbers, Straight Talk, Big Profits! Simple Numbers, Straight Talk, Big Profits with Greg Crabtree ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! Check out Adam's other podcast! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM | — | ||||||
| 5/25/26 | Making These Merchandising Mistakes is Costing You Tens of Thousands of Dollars: An Optical Conversation with Kayla Ashlee | Most optometric practice owners have no idea how much money they're quietly losing in their optical simply because of merchandising, layout, and the conversations happening—or not happening—between staff and patients. Welcome to this episode of 20/20 Money: The Business of Optometry. My guest on today's show is Kayla Ashlee. Kayla joins me on the show to talk about the subtle but incredibly powerful levers that influence buying behavior inside the dispensary and why the difference between a thriving optical and an average one often has less to do with pricing and more to do with psychology, presentation, and process. In our conversation, we discuss the difference between optician-led versus patient-led frame selections, why many owners underestimate the power of suggestion in the optical, and how practices may be unintentionally leaving revenue on the table simply through the way eyeware is presented.. We also talk about practical merchandising strategies that can materially influence capture rate and optical performance without adding more patients to the schedule. Resources: MassGeneral cafeteria experiment "You will read this first" image Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice Checkout all the benefits of becoming a Spexy Member at www.spexy.co Use code 2020money to get your first month of Spexy+ Premium for $1 at checkout. ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! Check out Adam's other podcast! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM | — | ||||||
| 5/18/26 | Practice financing decoded: what owners need to know now about how banks think about deals | Thinking about buying or expanding a practice, but nervous about debt, banks, or making an expensive mistake? In today's episode, I'm joined by Mike Smith of Bank of America to demystify the lending process for optometrists. We break down what banks actually look for in a borrower, how student loans and cash reserves really factor in, why tax returns matter more than stories, and the common traps buyers and sellers fall into when financing a deal. If utilizing OPM, other peoples' money like a bank's, is on your radar (now or in the future), this conversation can save you time, money, and unnecessary stress. Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! Check out Adam's other podcast! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM | — | ||||||
| 5/11/26 | How great practice owners build teams that stay and perform | What if the biggest threat to your practice isn't reimbursement, competition, or overhead—but the way you hire, lead, and retain people? In today's episode, I'm joined by Mike Dixon, president of Hoops, for a conversation every practice owner needs to hear. We unpack why staffing issues feel so hard, why most owners were never trained to lead, and how the right systems can turn your team from your biggest headache into your greatest competitive advantage. If you've ever said, "I just can't find good people," this episode may challenge the way you think about the real problem—and the real opportunity. Resources: FEAR Setting Exercise from Tim Ferriss HoopsHr.com Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! Check out Adam's other podcast! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM | — | ||||||
| 5/4/26 | Don't make these financial and business mistakes! (the talk I give at every optometry school's private practice club) | The financial decisions you make early in your career can shape the next several decades—and most people don't realize it until much later. On this episode, I'm sharing a presentation I recently gave to students at the Indiana University School of Optometry on the timeless financial and business lessons every optometrist should understand. I discuss the power of compounding, how to think about saving priorities, student loans, disability and life insurance, and why your income is your greatest wealth-building tool. I also cover important concepts on the business side of optometry, including ownership, practice valuation, buying in, cold starts, and why some of the best opportunities in the profession are often overlooked because of geography. Whether you're a student, recent grad, or experienced provider, this episode is about making intentional decisions with your money so you can create more confidence, options, and freedom over time. Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! Check out Adam's other podcast! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM | — | ||||||
| 4/27/26 | Using EOS to Create Clarity and Traction in Your Practice with Tom Restivo✨ | operational clarityoptometry practice management+5 | Tom Restivo | EOS WorldwideTraction: Get a Grip on Your Business | — | EOSoptometry+8 | — | 54m 45s | |
| 4/20/26 | How a Limiting Mindset Can Cost Practice Owners More Than They Realize with Dr. Steve Vargo✨ | mindsetoptometry+3 | Dr. Steve Vargo | LinkedInHow to Buy an Optometry Practice | — | limiting mindsetoptometry+5 | — | 53m 15s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 4/13/26 | Independence vs Isolation in Private Practice with John Marvin✨ | private practiceindependence+4 | John Marvin | LinkedIn | — | private practiceoptometry+5 | — | 53m 43s | |
| 4/6/26 | The Blueprint for Growing a Multi-Million-Dollar Optometry Practice with Dr. Kurt Steele✨ | optometry practice growthleadership philosophy+5 | Dr. Kurt Steele | — | — | optometrypractice growth+5 | — | 46m 44s | |
| 3/30/26 | Sponsoring a health insurance plan in your practice may not be as expensive as you think✨ | health insuranceoptometry+4 | Matt Allen | Iconic InsuranceAffordable Care Act | — | health insuranceoptometry+5 | — | 55m 49s | |
| 3/23/26 | Tax Strategies to Embrace and Avoid & A Case Study on Where to Look for Errors on Your Tax Return: My Guest Appearance on Eye Own A Business Podcast✨ | tax strategiesoptometry+4 | Dr. Steve Vargo | Practice Owner's Financial Toolkit20/20 Money Ultimate Financial Success Masterclass+2 | — | tax strategiesoptometrists+6 | — | 36m 03s | |
| 3/16/26 | How VOSH International is changing global eye care—and how you can be part of it w/ Dr. Vicki Weiss, President of VOSH International✨ | global eye careoptometry+4 | Dr. Vicki Weiss | Practice Owner's Financial Toolkit20/20 Money Ultimate Financial Success Masterclass+3 | — | optometryVOSH International+5 | — | 46m 25s | |
| 3/9/26 | Chemistry in the practice: why alignment beats authority with Dr. Todd Cohan, Polly Stearns, & Sadie Blair✨ | private practice growthleadership dynamics+3 | Dr. Todd CohanSadie Blair+1 | Forsight VisionMidwest Dry Eye Center | — | optometryleadership+5 | — | 37m 47s | |
| 3/4/26 |  SNEAK PEEK: How to give patients choices when in the exam lane - The Optometry Success Podcast✨ | patient choicesexam lane communication+3 | — | The Optometry Success Podcast | — | patient experiencecommunication+3 | — | 22m 03s | |
| 3/2/26 | Why you can't ignore AI as a practice owner (and a beginner's path to using it) with Eugene Shatsman✨ | artificial intelligenceoptometry+3 | Eugene Shatsman | National Strategic Group | — | AIoptometry+5 | — | 59m 08s | |
| 2/25/26 |  SNEAK PEEK: What is "schedule health" and why should practice owners be measuring it - The Optometry Success Podcasts | In this episode, we dive into the critical concept of schedule health and how it drives strategic growth, especially when adding associates. We explore how data-driven insights help us make confident, informed decisions that support sustainable scaling for our practices. Hosted By Adam Cmejla, CFP and Chad Fleming, OD, FAAO Have a question? Submit it here Subscribe on Apple Podcasts: https://shorturl.at/Fq1Ro Subscribe on Spotify: https://shorturl.at/jCtsk The Optometry Success Podcast, hosted by Adam Cmejla, CFP and Chad Fleming, OD, FAAO helps private-practice optometrists build profitable, sustainable businesses with clarity and confidence. Hosted by Adam Cmejla, CFP—a financial planner and CFO to ODs nationwide—and Dr. Chad Fleming, OD—a multi-location practice owner with decades of hands-on experience—each 20-minute episode delivers practical strategies and actionable insights you can apply right away. From leadership and financials to team culture, operations, and growth, this is your weekly dose of real-world advice for real-world practice owners. New episodes every Wednesday. Please be sure to subscribe to The Optometry Success Podcast on Apple Podcasts and Spotify now to check out the next two episodes right now! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! | — | ||||||
| 2/23/26 | Getting unstuck from the messy middle of business operations with Mandy Brown | Ever feel like you're stuck in the "messy middle" and on the operations "hamster wheel" in your practice? If so, this one's for you. Mandy Brown joins me to talk about operational efficiency and what it really takes to run a well-functioning optometry practice. We discuss the challenges practice owners face with delegation, the importance of hiring the right people, and developing an operational mindset that supports long-term success. Mandy also shares how virtual assistants can play a meaningful role in freeing up time, improving focus, and helping owners work more intentionally on their business rather than getting stuck in the day-to-day. We wrap up the episode with Mandy providing a very insightful NBS for listeners to consider. Resources: Connect with Mandy on LinkedIn How one owner left his practice for 30 days—and why more owners should consider it Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM | — | ||||||
| 2/18/26 |  SNEAK PEEK: This is why you're losing money with vision plans - The Optometry Success Podcast | In this episode, we explore how we can shift from traditional scopes of practice to a more intentional, patient-centric approach. We dive into embracing managed vision care plans, redefining our billing practices, and using strategic communication to better serve our patients. Along the way, we share actionable insights to improve practice efficiency and patient outcomes as optometry continues to evolve. Hosted By Adam Cmejla, CFP and Chad Fleming, OD, FAAO Have a question? Submit it here Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM The Optometry Success Podcast, hosted by Adam Cmejla, CFP and Chad Fleming, OD, FAAO helps private-practice optometrists build profitable, sustainable businesses with clarity and confidence. Hosted by Adam Cmejla, CFP—a financial planner and CFO to ODs nationwide—and Dr. Chad Fleming, OD—a multi-location practice owner with decades of hands-on experience—each 20-minute episode delivers practical strategies and actionable insights you can apply right away. From leadership and financials to team culture, operations, and growth, this is your weekly dose of real-world advice for real-world practice owners. New episodes every Wednesday. Please be sure to subscribe to The Optometry Success Podcast on Apple Podcasts and Spotify now to check out the next two episodes right now! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! | — | ||||||
| 2/16/26 | Design tips to maximize the patient experience (and thus your profitability) with Bill Gerber | You know optical design is important, but you also know it's complicated. Where do you begin? How much should you spend? What should you focus on? On this episode, my guest on today's show is Bill Gerber, founder and CEO of the Optical Marketing Group. Bill joins me to talk about the role practice design plays in patient experience and overall financial performance. We discuss how thoughtful design can influence capture rates, why understanding your ideal patient avatar matters, and how to recognize when your space needs a refresh. Bill also shares common design pitfalls, how technology fits into modern practice design, and why proper planning is critical to a successful remodel. Resources: Optify Aloha Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM | — | ||||||
| 2/11/26 |  PREVIEW: The Optometry Success Podcast - Reducing business risk when adding associate ODs in an established practice | The Optometry Success Podcast, hosted by Adam Cmejla, CFP and Chad Fleming, OD, FAAO helps private-practice optometrists build profitable, sustainable businesses with clarity and confidence. Hosted by Adam Cmejla, CFP—a financial planner and CFO to ODs nationwide—and Chad Fleming, OD, FAAO—a multi-location practice owner with decades of hands-on experience—each 20-minute episode delivers practical strategies and actionable insights you can apply right away. From leadership and financials to team culture, operations, and growth, this is your weekly dose of real-world advice for real-world practice owners. New episodes every Wednesday. Please be sure to subscribe to The Optometry Success Podcast on Apple Podcasts and Spotify now to check out the next two episodes right now! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM Reducing business risk when adding associate ODs in an established practice Adding associate ODs in an established practice feels risky. Let's go from risky to empowering! In this episode, we explore the mindset shifts, financial considerations, and key performance indicators necessary for successful expansion. We'll discuss how to proactively determine when your practice is ready for an associate and how to break down the investment of hiring an associate into your practice. Have a question? Submit it here Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! | — | ||||||
| 2/9/26 | Why value creation matters more than timing your exit: a conversation with Tom Turmell | If you wait until you're ready to sell to start planning, you're already late. My guest on today's show is Tom Turmell, founder of TMT Capital. Tom joins me to talk about practice ownership, succession planning, and what optometrists need to understand long before they ever think about selling their practice. We discuss why creating value ahead of a transition matters, the importance of having the right advisory team in place, and how personal goals should drive exit decisions—not the other way around. Tom also shares why checking out during the sale process can be costly and why starting the planning conversation years in advance is one of the best moves a practice owner can make. Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form TMT Capital Current State & Business Plan Handout ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! | — | ||||||
| 2/2/26 | How one owner left his practice for 30 days—and why more owners should consider it | If you've ever felt chained to your practice and the thought of stepping away for an extended period of time felt impossible, I PROMISE you do not want to miss this inspiring and yet very pragmatic conversation. Dr. Jeremy Ciano joins me back on the show to share his journey of taking a recent sabbatical and what it taught him about business and life. We talk about the challenges of stepping away from a practice, the importance of intentional planning, and building a team that can operate without the owner being involved day to day. Jeremy also reflects on the personal growth that came from taking time off and why being intentional with both your business and your life matters more than most practice owners realize. Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Tim Ferriss's Fear Setting Die With Zero (book by Bill Perkins) I'VE BEEN HACKED!!! A 20/20 Money TAKEOVER by Drs. Jennifer Stewart and Jeremy Ciano Cold Start & Satellite Expansion Edition w/ Drs. Jeremy Ciano & Jennifer Stewart ANOTHER 20/20 Takeover: Your favorite KPIs (and why?!) w/ Drs. Jennifer Stewart, OD & Jeremy Ciano, OD How to Think About Vision Plans and Profitability in Your Practice with Drs. Jennifer Stewart & Jeremy Ciano The How and Why of Having an Accountability Partner as an Optometrist with Drs. Jennifer Stewart and Jeremy Ciano The "how" behind what made 2020 the best year ever for one high-producing practice owner with Dr. Jeremy Ciano The Dose Episode 11 – Inside the Mindset and Methods of a Multi-Million dollar, single OD practice w/ Dr. Jeremy Ciano The Dose Episode 14 – Financial Decision-Making for Optometrists with Dr. Jeremy Ciano ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! | — | ||||||
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