How to Invest Tax-Efficiently and Keep More of Your Returns (After-tax)

About this episode

This episode discusses tax-efficient investing strategies for optometrists to maximize their after-tax wealth.

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode, we break down tax-efficient investing for ODs, showing you how to pair the right investments with the right accounts to maximize your after-tax wealth over your career. What You'll Learn Taxes can be the difference between two optometrists with identical investment returns ending up with vastly different retirement wealth. This episode breaks down how to invest tax-efficie...

People in this episode

Host: Evon Mendrin CFP®, CSLP®

Topics covered

• tax-efficient investing
• after-tax wealth
• retirement planning
• investment strategies
• optometry finance

Keywords

• tax-efficient investing
• after-tax returns
• optometry
• investment accounts
• retirement wealth

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