20/20 MONEY: The Business of Optometry

Failure and Risk (and why practice owners should embrace them) with Nathan Hayes
Dec 1, 2025 · 01:06:58

ODs tend to be a pretty risk-averse group, which means failure and risk can be avoided or almost taboo topics. But risk is required for any type of return in life. So how should practice/business owners think about risk…

The benefits of shifting your mindset from practice owner to CEO (and the 3 numbers to measure daily) with Dr. Brianna Rhue, OD
Nov 24, 2025 · 57:02

So much of business ownership is about your mindset. So what happens when you take the cognizant approach to shift your mindset from a practice owner to a CEO? What are the necessary strategies you must incorporate into…

If you think "sales" is a dirty word, this episode was made just for you.
Nov 17, 2025 · 34:45

In this episode, Dr. Steve Vargo returns to talk about a topic many ODs quietly struggle with: the role of sales in patient care and practice performance. Inspired by a recent post he shared on LinkedIn, we explore why …

From the Exam Room to the Executive Table: A Conversation with Dr. Pete Kehoe on How Managed Vision Care Can Enhance the Provider Experience
Nov 10, 2025 · 59:50

Why has the profession of optometry had such a complicated relationship with VCPs (vision care plans) over the years? Some practice owners love them. Others despise them. Some practices are on all the panels. Some have …

Solving for optionality and the importance of community up to and through retirement with Roger Whitney
Nov 3, 2025 · 57:17

On this episode, we explore the unique intersection of financial planning and personal growth, discussing the importance of thinking on our thinking, the paradigm shift from accumulating to decumulating assets, and the …

Educate & inform, don't sell: a patient experience conversation with Tim Merrigan from Acquios Advisors
Oct 27, 2025 · 52:09

There are few episodes where I tell you to rewind and listen again to something that a guest has says. This is one of those episodes. From the importance of using the patient's name to offering appointment options witho…

Where's my money?! with Sharon Carter
Oct 20, 2025 · 01:24:19

Ever wonder where all your money's going in your practice? Sharon's here to share the "usual suspects" of practice (mis)management that's costing practice owners tens (sometimes hundreds) of thousands of dollars. We als…

Finding the right buyer: a PE sale built on trust, not just numbers, with Dr. Adam Bryan
Oct 13, 2025 · 01:15:58

Dr. Adam Bryan shares his journey of transitioning his optometry practice through a private equity sale. He discusses the evolving landscape of optometry ownership, the challenges and opportunities presented by private …

Embracing vision plans to profitably grow your practice
Oct 6, 2025 · 50:39

Dr. Chris Smiley offers a contrarian—but experience-backed—perspective on one of the most divisive topics in optometry today: vision plans. While many private practice ODs are dropping them entirely, Dr. Smiley makes th…

The legal side of selling to PE: setting expectations the right way
Sep 29, 2025 · 01:01:32

Let's discuss the legal intricacies of exiting a practice, particularly in the context of private equity transactions. On this episode, David Cohen and I explore the importance of managing expectations for sellers, unde…

Selling with integrity: Dr. John Abbondaza's journey of ownership up to and through a sale to private equity
Sep 22, 2025 · 01:00:23

Selling to PE can be conflicting for some owners. On this episode, Dr. John Abbondanza discusses the decision-making process, the importance of understanding one's values, and the impact of the sale on his team and pati…

Hidden financial compression squeezing optometry practices in 2025 (guest appearance on Power Hour)
Sep 15, 2025 · 59:23

In this eye-opening episode of The Power Hour, host Eugene Shatsman welcomes back Adam Cmejla, Certified Financial Planner, Founder and Owner of Integrated Planning & Wealth Management, and Host of 20/20 Money Podcast …

Is an 8x multiple on a $1M EBIDTA a good deal? A transition convo with Nathan Hayes
Sep 8, 2025 · 01:05:47

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. In this episode, we discuss the complexities of business valuation and exit planning for optometry practices. We explore the importance o…

How OD practice owners should think about long term care insurance with Bryan Langdon, CLU
Sep 1, 2025 · 01:05:12

Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give…

Hidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP®
Aug 25, 2025 · 50:33

Welcome to this episode of 20/20 Money! My guest on today's show is Taylor Schulte, CFP®, host of the Stay Wealthy Retirement Show Podcast. In this episode, we discuss the often-overlooked aspects of retirement planni…

A simple strategy to make the pain of quarterly estimates less (emotionally) stressful for optometry practice owners
Aug 18, 2025 · 38:48

If you've ever wondered how to take some of the emotional sting out of estimated tax payments, this episode is for you. I share a simple yet impactful way to manage your cash flow, a simple formula to help you better es…

Lessons from the (former) President of TSO: cooperative strategies to counter PE disruption and empower private practice ownership with John Marvin
Aug 11, 2025 · 01:14:45

My guest today is John Marvin, former President of TSO (Texas State Optical). John joins me to talk about two intertwined issues reshaping private-practice optometry: the accelerating influence of private equity and the…

2024 Books & Benchmarks Report Discussion with Nathan Hayes
Aug 4, 2025 · 01:06:58

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. Nathan joins me on the show to do a deep dive into 2024's Books & Benchmark's annual report. He shares ranges of the numbers that practic…

Are Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP®
Jul 28, 2025 · 46:11

Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the risks required, or if …

Building my ideal "Frankenstein" practice discourse, 3 important practice metric numbers to focus on, and examples of AI use in practice with Dr. Dodge Perry, OD
Jul 21, 2025 · 01:03:15

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Dodge Perry, OD. Dodge joins me on the show to have an open discussion after listening to my "Frankenstein" episode, which was inspired by him aski…

20/20 MONEY: The Business of Optometry

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