Today is a shorter, solo episode and I talk all things cash. This may seem like a boring topic because cash as an asset class really hasn’t mattered much over the past 11 years. We’ve all been accustomed to seeing the 0.05% (.0005) interest rate in your checking account, so it was basically a lost cause to think about putting your cash to work and actually getting a return on your balance. However, as the Federal Reserve has raised interest rates, one of the benefits of this monetary policy chan...
Feb 25, 2019•26 min•Ep. 16
Welcome to this Episode of The Dose podcast. My guest on today’s show is Kevin Wittmeyer, Manager at Slattery & Holman, P.C. here in Carmel, Indiana. For today’s podcast, Kevin stops by to discuss how to effectively utilize Cash Balance Plans and the benefits they can have for the right person in the right business. A Cash Balance Plan is a unique and powerful planning tool for your practice, so Kevin and I aim to give you the ABCs and 123s on when you might consider one for your business. —...
Feb 18, 2019•28 min•Ep. 15
Welcome to another episode of The Dose. In this episode, I’m joined again by Dr. Jeremy Ciano, an optometrist located in Carmel, IN (where my office is located) and the owner of two practices: RevolutionEyes and Little Eyes, a pediatric practice. Jeremy and I talk again to get “generally specific” about all things related to making financial decisions for optometrists both in their practice as well as in their personal lives. Our conversation definitely blurred the lines around managing your fin...
Feb 11, 2019•1 hr 10 min•Ep. 14
Welcome to this Episode of The Dose podcast. My guest on today’s show is Kevin Wittmeyer, Manager at Slattery & Holman, P.C. here in Carmel, Indiana. Kevin stops by to discuss the advantages of Donor Advised Funds and charitable donation strategies to consider with legislative changes to the Tax Cuts and Jobs Act. We also touch on maximizing the efficiency of your charitable donations while still keeping true to charitable giving. —————————————————————————————————— Please rate and subscribe ...
Feb 04, 2019•25 min•Ep. 13
Welcome to another episode of The Dose. In this episode, I’m joined by Dr. Jeremy Ciano, an optometrist located in Carmel, IN (where my office is located). What’s unique about Jeremy is that he has one of the best business minds and ways of thinking about an optometry business that I’ve ever met, and we leave no stone unturned during this episode. We talk about his journey in optometry and the state of his practice, how he started building his patient base, why he closes his office down for an e...
Jan 21, 2019•1 hr 36 min
A special mini-episode with segments from the Energeyes National Meeting in St. Louis. The Energeyes National Meeting is the annual National meeting for Energeyes, an association exclusively focused on supporting and empowering optometrists that practice in a corporate-affiliated practice model. With nearly 700 members, Energeyes is dedicated to providing mode specific CE and career growth for corporate affiliated optometrists who operate their practices within stores like Target, Walmart and ot...
Jan 14, 2019•7 min
Welcome to this episode of The Dose podcast and Happy 2019! I hope you all had a wonderful and happy New Year celebration, and in keeping with the common themes we’re seeing on social media, we are talking about goal setting for 2019 in this episode. I didn’t want to talk about just the boring financial goals, but also how to measure your overall progress in life and how to get off to best start possible with your New Year’s goals. I also share more about my unfortunate ice-skating incident that...
Jan 07, 2019•31 min
Welcome to this Episode of The Dose podcast. My guest on today’s show is Michael Pote. Michael and I met a little over 4 years ago through a national optometry association and have followed each other’s businesses ever since. Michael’s exposure in optometry has been primarily as a marketer, but today he is the leader of the Growth Cooperative, a unique organization that helps optometrists around the country with many issues that practitioners face today, such as the role of insurance in the indu...
Dec 17, 2018•43 min•Ep. 8
Welcome to this episode of The Dose podcast. My guest on today’s show is Josh Kegley. Josh works exclusively in the retirement planning space and provides multiple services to business owners and their team members. What’s unique about Josh is that he’s been doing this for the last 15 years and has spent pretty much his entire career in the retirement planning landscape. During our conversation, Josh and I discuss: Basic plans like SEP and simple IRAs Full Profit sharing and 401k plans Defined b...
Dec 03, 2018•56 min•Ep. 7
Welcome to this episode of The Dose podcast. My guest on today’s show is Matt McNairy and we will be talking any and all things marketing and branding. Matt has had a number of different stops in marketing throughout his career but ever since 2006 has run his own marketing and website design and development firm. What I like about Matt and his perspective is his ability to connect the integrity of a brand to its online presence through a variety of mediums. Whether with video content or blogs, M...
Nov 19, 2018•41 min•Ep. 6
In this episode of The Dose Adam talks with Dan Zone from Wells Fargo about the many aspects of financing that medical professionals will experience throughout their career. What’s truly unique about Dan is that he almost entirely focused on these white coat professionals. Dan’s experience has allowed him to see many different financing arrangements and the unique lending circumstances that can exist in this world that do not necessarily exist for other professions. During our conversation we co...
Nov 05, 2018•41 min•Ep. 5
On this episode, I have a great conversation with Brad Cohen. Brad is an estate and business planning attorney with Cohen, Garelick, and Glazier law firm in Indianapolis. What’s unique about Brad, though, is his practice is very focused and dedicated on serving the personal and business planning needs of white coat professionals. As we unpack and discuss the specific legal challenges as well as planning considerations and strategies for white coat professionals, Brad’s extensive experience and w...
Oct 29, 2018•1 hr 3 min•Ep. 4
On this first interview-format episode of The Dose, I have a great conversation with Drs. Antonio Chirumbolo and Matt Gellar of NewGradOptometrey and Covalent Careers . Antonio and Matt are both optometrists by training, but both of them have fully embraced business opportunities and ideas that have stemmed from their clinical and career experience as practicing optometrists. In fact, I learned in this episode that Dr. Geller has completely stopped seeing patients in a clinical setting and rathe...
Oct 19, 2018•49 min•Ep. 3
Welcome to the first full episode of The Dose! For the first episode, the timing of when this was recorded coincided to an article that came out in the New York Times about a situation where a financial service “professional” had taken advantage of unsuspecting clients. Another article by Yahoo! Finance talked about how a couple of former Wells Fargo Advisors had “lifted the veil” on compensation practices in play at the firm and how it created a significant conflict of interest for the advisors...
Oct 15, 2018•37 min
Welcome to the first episode of The Dose! With this being the first episode, you’ll find that this one is pretty concise. My intention with this show is to share with you the following: topics we’ll cover format of the show why we’ll be going “an inch wide and a mile deep” on how we cover the topics brief background on myself and my intention and motivation behind doing the show I have a number of other episodes already “queued up” so be sure to subscribe to get the latest show when it releases!...
Oct 07, 2018•16 min
