Are Your Retirement Accounts Protected from Lawsuits? A Guide for Optometrists

About this episode

This episode discusses the protection of retirement accounts and investments for optometrists against lawsuits and liability exposure.

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. As an optometrist—especially a practice owner—you face real liability exposure from both your professional work and your business. So how well are your retirement accounts and investments actually protected if something goes wrong? In this episode, we walk through the different layers of liability protection available to ODs and dive into exactly which retirement and investment accou...

People in this episode

Host: Evon Mendrin CFP®, CSLP®

Topics covered

• retirement accounts
• liability protection
• optometry
• investments
• business ownership

Keywords

• retirement accounts
• liability exposure
• optometrists
• investments
• business protection

Mentioned in this episode

Organizations: The Optometry Money Podcast, ODs

More episodes of The Optometry Money Podcast

• The Biggest IPOs in History Are Here - Should Optometrists Invest? · June 11, 2026 · 34 min
• (Rewind) Should Optometrists Invest at All-Time Highs? What the Data Says · June 6, 2026 · 14 min
• Big Student Loan Changes Are Final: What Optometrists Need to Decide Now · May 29, 2026 · 18 min
• How to Maximize Your Optometry Practice Value Before You Sell with Erich Mattei · April 24, 2026 · 1h 1m
• How to Stop Scrambling at Tax Time: An Optometrist's Guide to Quarterly Tax Payments · April 16, 2026 · 21 min
• (Rewind) An Optometrist's Guide to Business Entities · April 1, 2026 · 35 min