2024 is fast approaching! That means that it’s time to consider making big purchases to improve your practice and avoid paying heavy tax bills — but what if there’s a better way to use your money?
In this episode, Bethany is joined by Adam Cmejla, founder of Integrated Planning and Wealth Management, a firm that does financial and retirement planning for optometric practice owners. Together they have an enlightening discussion on the best strategies to make your money work for you at the end of the year and clarify common misconceptions about taxes and managing practice finances.
While it may seem prudent to invest profits back into your business, Adam challenges the idea of reinvesting profits solely for tax benefits, advocating for a balanced approach that includes enjoying personal rewards.
Tune in to learn practical expert advice on evaluating financials, understanding cash flow, and making smart, strategic decisions about savings and investments. Your practice is your most important asset - learn how to make sure that it’s working to benefit you both personally and professionally.
Banned Non-Competes & Other Legal News - Now What?
The Disney Blueprint: Redefining Optometric Customer Service
Eye on AI: The Future of Optometry
The Surprising Truth About Emerging Subspecialties - The Migraine & BVD Panel
Unlocking Fortune 500 Efficiency: Conquering Backlog, Optimizing Workflow, and Overcoming Multitasking
‘Secret Sauce’ Revealed: Inside the Mind of The Power Practice Consultant
The Optical Oracle: Marc Ferrara’s Predictions for Modern Eyecare
Jay Abraham and Eugene Shatsman: The $50B Man’s Growth Advice for ECPs
What do 60 Million Insights, Vision Expo & Smart Eyewear Have In Common?
Dr Gary Gerber and Eugene Shatsman on the Future of Optometry
Redefining Entrepreneurial Success: The Return on Life Experience
Navigating the Cold Start Journey: Bethany's Expert Insights
Rethinking Your MBA: Expert Advice On How to Advance Your Career
Is Dropping a Vision Plan One of Your Resolutions for 2024?
Bonuses, Gifts and Holiday Parties, Oh My!
Lease Smarter: Strategies to Optimize Your Lease Renewal Process
From Mindset to Mastery: Overcoming Internal Barriers in Your Professional Journey
Turning Negative People into Positive Leaders: How Your Team’s Mood Impacts Your ROI
From Confusion to Conviction: Crafting Your Business Vision
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Right About Now with Ryan Alford
The Marketing Secrets Show
The Agile Brand™ with Greg Kihlstrom
B2B Agility™ with Greg Kihlström
The Goal Digger Podcast