The Optometry Money Podcast

Evon Mendrin CFP®, CSLP®
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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.

  1. 30 OCT

    (Rewind) Investing in Election Years: What History Tells Us About the Stock Market and Elections

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!What do presidential elections mean for your investments? What actions should you take during an election year?In this rewind of a popular episode, Evon provides context for this common question by diving into the historical behavior of US stocks related to US presidential elections. He dives both into the short-term results - looking at the months and years around the elections, as well as a longer-term perspective. Ultima...

    17 min
  2. Can You Buy a Car in Your Optometry Practice as a Business Expense with Jackson Pace and Kevin Dang, CPAs

    9 OCT

    Can You Buy a Car in Your Optometry Practice as a Business Expense with Jackson Pace and Kevin Dang, CPAs

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!Jackson Pace, CPA, and Kevin Dang, CPA of Refractional CFO join Evon on the podcast again to dive into a common question - can you (or should you) buy a vehicle under your optometry practice for the tax deduction?They dive into:What's required to deduct the cost of a vehicle in the practiceBasics of how depreciation worksWhat happens when you sell or transfer the car out of the practiceBusiness use vs. personal use of the vehicle...

    51 min

  3. 19 SEPT

    Cash Flow Clarity: Navigating Important Differences Between Profit and Cash Flow in Your Optometry Practice

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!Cash flow is the lifeblood of your optometry practice. In this episode, Evon dives into important differences between the profit you see on the Profit & Loss and the actual net cash flow of your business, and also explores the Statement of Cash Flows and stories optometrists can pull from it. Lastly, he talks about a simple framework to use when trying to decide what to do with extra cash flow in your practice.Have questions ...

    22 min
  4. Tax Planning Targets to Aim For Mid-Year

    4 SEPT

    Tax Planning Targets to Aim For Mid-Year

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!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 their tax professionals, including:Trajectory and sources of incomeAre we on track for tax payments and withholdings?Adjusted gross income (AGI) and phaseouts for deductions and creditsOpportuniti...

    24 min

  5. 14 AUG

    (Rewind) An Optometrist's Guide to How Income Taxes Work

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!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 income taxes work.He dives into how marginal tax rates work, how taxes are calculated, withholdings and estimated tax payments, filing deadlines, and different tax planning concepts to keep in min...

    44 min
  6. Actions to Take During (Routine) Market Declines

    10 AUG

    Actions to Take During (Routine) Market Declines

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!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 optometrists should consider during market declines. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check...

    22 min
  7. 2024 Mid-Year Retirement Plan Updates and Deadlines Practice Owners Need to Know with Matt Ruttenberg

    31 JUL

    2024 Mid-Year Retirement Plan Updates and Deadlines Practice Owners Need to Know with Matt Ruttenberg

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!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-enrollment, deadlines to open a safe harbor 401(k) plan for 2024, profit sharing deadlines, submitting 5500 for solo 401(k) plans, and more!Have questions on anything discussed or want to have topics or que...

    26 min
  8. Student Loan Updates: Can't Access PAYE Plan, SAVE Court Cases, and more!

    10 JUL

    Student Loan Updates: Can't Access PAYE Plan, SAVE Court Cases, and more!

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!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 Time IDR Account Adjustment, PSLF no longer administered by Mohela, and changes and court cases impacting the SAVE payment plan. Have questions on anything discussed or want to have topics or questio...

    23 min
See All (117)

About

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.

Information

  • Creator
    Evon Mendrin CFP®, CSLP®
  • Years Active
    2022 - 2024
  • Episodes
    117
  • Rating
    Clean
  • Copyright
    © 2024 The Optometry Money Podcast
  • Show Website
    The Optometry Money Podcast

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