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- 🇳🇿NZ · Investing#713K to 10K
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1.5K to 5K🎙 ~2x weekly·159 episodes·Last published yesterday - Monthly Reach
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3K to 10K🇳🇿100% - Active Followers
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1.2K to 4K
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On the show
From 11 epsHost
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Recent episodes
The Biggest IPOs in History Are Here - Should Optometrists Invest?
Jun 11, 2026
33m 37s
(Rewind) Should Optometrists Invest at All-Time Highs? What the Data Says
Jun 6, 2026
14m 24s
Big Student Loan Changes Are Final: What Optometrists Need to Decide Now
May 29, 2026
17m 34s
How to Maximize Your Optometry Practice Value Before You Sell with Erich Mattei
Apr 24, 2026
1h 00m 57s
How to Stop Scrambling at Tax Time: An Optometrist's Guide to Quarterly Tax Payments
Apr 16, 2026
20m 51s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/11/26 |  The Biggest IPOs in History Are Here - Should Optometrists Invest? | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary The largest IPO in history is here. SpaceX goes public this week with an expected total value of $1.77 trillion, and OpenAI and Anthropic have both announced plans to go public this year at valuations around $1 trillion each. In optometry forums and online communities everywhere, ODs are asking the same question: should I get in? In this episode, we look at 45 years of data... | 33m 37s | ||||||
| 6/6/26 |  (Rewind) Should Optometrists Invest at All-Time Highs? What the Data Says | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary With the stock market trading near all-time highs again, it's natural to wonder — should you be worried? Is a crash inevitable? Should you hold off on investing? In this rewind of one of our most popular 2024 episodes, we dig into what history actually tells us about all-time highs in the stock market — and why optometrists should stay the course with the long-term investme... | 14m 24s | ||||||
| 5/29/26 |  Big Student Loan Changes Are Final: What Optometrists Need to Decide Now✨ | student loansoptometry+3 | — | Department of Education | — | student loansoptometrists+3 | — | 17m 34s | |
| 4/24/26 |  How to Maximize Your Optometry Practice Value Before You Sell with Erich Mattei✨ | optometry practice valuepractice transitions+3 | Erich Mattei | Akrinos | — | optometrypractice value+3 | — | 1h 00m 57s | |
| 4/16/26 |  How to Stop Scrambling at Tax Time: An Optometrist's Guide to Quarterly Tax Payments✨ | tax planningquarterly tax payments+3 | — | IRSThe Optometry Money Podcast | tax day | tax paymentsoptometrist+3 | — | 20m 51s | |
| 4/1/26 |  (Rewind) An Optometrist's Guide to Business Entities✨ | business entitiesoptometry practice+4 | — | An Optometrist's Guide to Business Entities | — | optometrybusiness entities+4 | — | 35m 25s | |
| 3/5/26 |  The Location-Independent OD: Compensation, Licensing & the Future of Remote Care with Crystal Edison, OD✨ | remote optometrycompensation+3 | Crystal Edison, OD | The Optometry Money Podcast | — | remote careoptometry+4 | — | 45m 43s | |
| 2/27/26 |  Listener Q&A #2: S Corp Salary, How Much Practice Cash to Keep, Buying Practice Real Estate, and More✨ | S Corp salarypractice cash management+3 | — | The Optometry Money Podcast | United States | S Corp salarypractice cash+3 | — | 33m 00s | |
| 2/20/26 |  Are Your Retirement Accounts Protected from Lawsuits? A Guide for Optometrists✨ | retirement accountsliability protection+3 | — | The Optometry Money PodcastODs | — | retirement accountsliability exposure+3 | — | 16m 50s | |
| 2/14/26 |  Trump Accounts for Kids: What Optometrists Need to Know✨ | investment accountsoptometry+3 | — | Trump AccountsCongress | kids | Trump Accountsinvestment+3 | — | 19m 12s | |
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| 2/5/26 |  How to Invest Tax-Efficiently and Keep More of Your Returns (After-tax)✨ | tax-efficient investingafter-tax wealth+3 | — | The Optometry Money PodcastODs | — | tax-efficient investingafter-tax returns+3 | — | 26m 38s | |
| 1/31/26 |  Listener Q&A: Practice Ownership, Backdoor Roths, and Student Loans✨ | practice ownershipretirement accounts+4 | — | The Optometry Money Podcastbackdoor Roth IRA+1 | — | practice ownershipbackdoor Roth IRA+4 | — | 28m 58s | |
| 1/23/26 |  How Filing Taxes Separately Impacts Student Loan Outcomes for Optometrists✨ | tax filingstudent loan forgiveness+3 | — | The Optometry Money Podcast | Optometrists | taxesstudent loans+5 | — | 20m 55s | |
| 1/15/26 |  Four Tax Planning Levers You Can Still Pull for 2025 | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Even though we're already into 2026, tax planning for 2025 isn't over. While most tax planning happens before December 31st, there are still several impactful levers you can pull before filing your return. In this episode, Evon breaks down four specific tax planning opportunities still available to optometrists in early 2026, including strategies for individual ODs, practice owners, and re... | 18m 32s | ||||||
| 1/7/26 |  What’s Changing in 2026: Five Key Financial and Tax Updates for Optometrists | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 2026 brings several important financial and tax changes that can directly impact optometrists - especially practice owners and those with student loans. In this episode, Evon walks through five key updates to be aware of as you plan for the year ahead, including changes to retirement contributions, student loans, health insurance, and tax planning opportunities. To make this easier, we’ve ... | 20m 00s | ||||||
| 9/25/25 |  Profit Sharing Demystified: How Optometry Practice Owners Can Maximize Their 401(k) with Matt Ruttenberg | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 bre... | 40m 38s | ||||||
| 9/17/25 |  5 Key Tax Planning Levers Optometrists Need to Know | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Tax planning is more than just finding deductions—it’s about pulling the right financial levers at the right time. In this episode, Evon Mendrin, CFP®, walks through the five key areas of a tax return that optometrists and practice owners should focus on when working with their financial and tax professionals. By understanding these levers, you can reduce surprises at tax time and un... | 26m 33s | ||||||
| 8/20/25 |  Four Common Investment Mistakes Optometrists Should Avoid | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode 146 – Four Common Investment Mistakes Optometrists Should Avoid As an optometrist and practice owner, you’ve got enough on your plate running a household, practice, and career - but what about your investments? In this episode of the Optometry Money Podcast, Evon Mendrin, CFP®, CSLP®, walks through the four most common investment mistakes he sees optometrists make when they come to... | 23m 06s | ||||||
| 8/7/25 |  Four Gaps That Can Break Your Estate Plan (Even If It’s ‘Done’) | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary: You’ve done the hard work of creating your estate plan. But is it actually ready to work when you need it most? In this episode, Evon breaks down the four critical gaps that can make or break your estate plan's effectiveness — especially for busy optometrists and practice owners. We’re diving into the implementation side of estate planning — those next steps after the docu... | 24m 28s | ||||||
| 7/18/25 |  End of the Interest-Free SAVE Forbearance - What It Means for Optometrists | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary In this timely episode, Evon unpacks the Department of Education’s recent surprise announcement that interest will resume accruing on the SAVE plan’s current forbearance beginning August 1, 2025. We explore what this means for optometrists managing student loans - especially those approaching forgiveness eligibility or considering refinancing. What You'll Learn Surprise Ann... | 11m 53s | ||||||
| 7/9/25 |  How the Final One Big Beautiful Bill Act Impacts Optometrists - Taxes, Student Loans, and More! | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this packed episode, Evon Mendrin, CFP® and host of The Optometry Money Podcast, breaks down the biggest tax and student loan law changes optometrists need to know from the recently passed One Big Beautiful Bill Act (OBBBA). Evon discusses what’s changing—and what’s not—for individual and business tax rules, estate taxes, 529 plans, and the massive shift in student loan repayment plans.... | 45m 41s | ||||||
| 6/27/25 |  Are Individual Bonds Safer Than Bond Funds? What Optometrists Need to Know | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Are individual bonds better than bond funds? What’s the actual difference between the two—and why does it matter for your investment strategy? In this episode, Evon Mendrin, CFP®, CSLP®, dives into the key distinctions between individual bonds and bond funds, and what private practice optometrists need to consider when deciding between them. Whether you're aiming for stability, income, or ... | 28m 25s | ||||||
| 6/19/25 | Rewind: Financial Planning Considerations for Owners of Established Optometry Practices | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Enjoy this rewind of a popular episode! In Part 3 of a 3 part series, Evon dives into the many financial planning considerations optometrists need to think about when you own a more established, mature private optometry practice - both inside the business and in the household. A few of the planning topics practice owners should think about are: Maintaining your vision for the ideal ... | 26m 25s | ||||||
| 6/13/25 |  What Most Investors Get Wrong About Dividend Investing | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Dividend investing is one of the most passionately followed strategies online - yet much of the enthusiasm is driven by misunderstandings of how dividends work. In this episode, Evon Mendrin, CFP®, CSLP® of Optometry Wealth Advisors, dives deep into how dividends actually work, why they aren’t “free money,” and what ODs need to understand before chasing high-dividend stocks or funds ... | 32m 51s | ||||||
| 6/5/25 |  Optimize Your Pay: 7 Key Factors for Setting Practice Owners' Compensation | Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. As a private optometry practice owner, one of the most essential yet misunderstood financial decisions is figuring out how much to pay yourself. In this episode, Evon Mendrin dives into seven critical factors to consider when setting your own compensation from your optometry practice—especially if you're taxed as an S Corporation. Whether you're just getting started or running a thri... | 28m 36s | ||||||
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1 placement across 1 market.
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1 placement across 1 market.