The Optometry Money Podcast
Welcome to the Optometry Money Podcast, hosted by Evon Mendrin CFP®, CSLP®, where he helps optometrists make better decisions around their money, careers, and practices. He explores cold-starts, practice buy-ins, career decisions, tax planning, student loans, and other money issues ODs are navigating.
Evon cold-started Optometry Wealth Advisors LLC, a financial planning firm dedicated to help optometrists nationwide master their money, build wealth, and plan purposefully with their finances. Learn more about the show, and Evon, at www.optometrywealth.com.
Podcasting since 2022 • 114 episodes
The Optometry Money Podcast
Latest Episodes
Tax Planning Targets to Aim For Mid-Year
Evon dives into mid-year tax planning targets optometrists and practice owners should keep an eye on as we work through the rest of the year. He talks through specific points of planning he thinks about as he works with clients and...
September 04, 2024
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Episode 114
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23:31
(Rewind) An Optometrist's Guide to How Income Taxes Work
In this episode, we rewind back to a popular 2023 episode. How do income taxes work? How do tax rates work? How are your taxes calculated?As tax filing deadlines approach, Evon dives into a basic guide for optometrists to how US federal...
August 14, 2024
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Episode 113
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43:54
Actions to Take During (Routine) Market Declines
What should we do during stock market declines? Even though the ups and downs are a normal (and expected) part of investing, what beneficial actions can you take?Evon dives into rebalancing, tax-loss harvesting, and other actions optome...
August 09, 2024
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Episode 112
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22:23
2024 Mid-Year Retirement Plan Updates and Deadlines Practice Owners Need to Know with Matt Ruttenberg
Matt Ruttenberg of Life Inc., Retirement Services joins the podcast for a mid-year review of 2024 updates for 401(k) plans and late-year deadlines optometry practice owners need to know. They dive into soon-to-be required auto-enrollmen...
July 31, 2024
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Episode 111
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26:22
Student Loan Updates: Can't Access PAYE Plan, SAVE Court Cases, and more!
Now that July 1st has come and gone, Evon dives into the recent student loan updates optometrists need to know. He discusses how the Pay As You Earn payment plan is no longer accessible, the consolidation deadline passing for the One Ti...
July 10, 2024
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Episode 110
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23:14