Podcast Index

Podcasts

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The Optometry Money Podcast

Business

The Optometry Money Podcast

Evon Mendrin CFP®, CSLP®

Mid-Year Tax Check-In: 4 Questions Every Optometrist Should Be Asking

July 10, 2026 2:00pm 28 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryIt's July — half the year is gone, but you still have half a year to make an impact on your tax resul...

Finding the Bottlenecks Limiting Your Practice's Capacity with Kerry Reeves, OD

June 24, 2026 5:00pm 54 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryMost optometrists believe the path to a better bottom line runs through growth — more patients, more ...

Planning Your Practice Exit: The Retirement Math That Sets the Floor

June 19, 2026 2:00pm 20 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryMost practice owners spend close to two decades building their business — and too often only a few mo...

The Biggest IPOs in History Are Here - Should Optometrists Invest?

June 11, 2026 5:00pm 33 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryThe largest IPO in history is here. SpaceX goes public this week with an expected total value of $1.7...

(Rewind) Should Optometrists Invest at All-Time Highs? What the Data Says

June 05, 2026 7:00pm 14 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryWith the stock market trading near all-time highs again, it's natural to wonder — should you be worri...

Big Student Loan Changes Are Final: What Optometrists Need to Decide Now

May 28, 2026 7:00pm 17 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.The Department of Education just released its final rule implementing the federal student loan changes we’ve been tr...

How to Maximize Your Optometry Practice Value Before You Sell with Erich Mattei

April 24, 2026 11:00am 1:00

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Whether you're five to ten years from exiting your optometry practice or just starting to think about it, the decisi...

How to Stop Scrambling at Tax Time: An Optometrist's Guide to Quarterly Tax Payments

April 15, 2026 7:00pm 20 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.It's tax day — and whether you're celebrating a finished return or still working through an extension, tax payments ...

(Rewind) An Optometrist's Guide to Business Entities

April 01, 2026 5:00pm 35 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.In this replay of a popular 2023 episode, Evon revisits an important topic for optometry practice owners and indepen...

The Location-Independent OD: Compensation, Licensing & the Future of Remote Care with Crystal Edison, OD

March 05, 2026 7:00am 45 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Remote optometry is growing fast - and there's quite a range of opinions on what that means for optometry. In this e...

Listener Q&A #2: S Corp Salary, How Much Practice Cash to Keep, Buying Practice Real Estate, and More

February 27, 2026 1:00pm 33 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.We're back with our second listener Q&A episode, tackling real questions from ODs around the country. From S Corp sa...

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

February 19, 2026 10:00pm 16 min

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 ...

Trump Accounts for Kids: What Optometrists Need to Know

February 14, 2026 1:00pm 19 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Congress created a brand new investment account for kids called Trump Accounts, and the questions from optometrists ...

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

February 04, 2026 9:00pm 26 min

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 t...

Listener Q&A: Practice Ownership, Backdoor Roths, and Student Loans

January 30, 2026 6:00pm 28 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.In this first-ever OD listener Q&A episode, we tackle seven questions covering practice ownership, retirement accoun...

How Filing Taxes Separately Impacts Student Loan Outcomes for Optometrists

January 23, 2026 5:00pm 20 min

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Tax filing season is here, and for married optometrists planning toward student loan forgiveness, how you file your ...

Four Tax Planning Levers You Can Still Pull for 2025

January 15, 2026 12:00pm 18 min

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 Decemb...

What’s Changing in 2026: Five Key Financial and Tax Updates for Optometrists

January 07, 2026 6:00am 20 min

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 ...

Profit Sharing Demystified: How Optometry Practice Owners Can Maximize Their 401(k) with Matt Ruttenberg

September 25, 2025 11:00am 40 min

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 t...

5 Key Tax Planning Levers Optometrists Need to Know

September 17, 2025 7:00am 26 min

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. I...

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