85 episodes

Welcome to the Optometry Money Podcast, hosted by Evon Mendrin CFP®, CSLP®. He helps optometrists in the first half of their careers 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.

The Optometry Money Podcast Evon Mendrin CFP®, CSLP®

    • Business
    • 5.0 • 8 Ratings

Welcome to the Optometry Money Podcast, hosted by Evon Mendrin CFP®, CSLP®. He helps optometrists in the first half of their careers 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.

    Year-End Financial Planning Checklist for Optometrists

    Year-End Financial Planning Checklist for Optometrists

    It's almost the end of the year, and Evon dives into a year-end checklist for financial planning actions that every optometrist needs to keep in mind.

    He talks about retirement plan contributions, important student loan deadlines, tax and business planning considerations to review before the year ends and into early next year.

    Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

    Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. 

    Resources mentioned on this episode:
    Retirement Plan Contribution Changes for 2024The Optometry Money Podcast Ep 63: Choosing A Retirement Plan for Your Optometry PracticeThe Optometry Money Podcast Ep 34: Five Levers to Control Capital Gains on Your Tax ReturnFederal Student Aid: One Time IDR Payment Count Adjustment What to Know About the Corporate Transparency Act?
    The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

    • 41 min
    (Holiday Rewind) Tax Planning For Charitable Giving

    (Holiday Rewind) Tax Planning For Charitable Giving

    In this Thanksgiving holiday rewind, we wanted to replay a popular 2022 episode on an important end-of-year topic: charitable giving.

    Evon dives into the tax benefits of charitable giving and tax planning strategies optometrists should consider to make the most of your charitable donations. He talks about how charitable deductions work, bunching your donations, donor advised funds, and more!

    Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

    Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps ODs nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices. 

    Resources mentioned in the show:
    The Optometry Money Podcast Ep. 34: Five Levers to Control Capital Gains on Your Tax ReturnIRS Tax Exempt Organization Search
    The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

    • 27 min
    (Rewind) 5 Levers to Control Capital Gains on Your Tax Return

    (Rewind) 5 Levers to Control Capital Gains on Your Tax Return

    As we get into the holiday seasons and end of the year, it's time for a rewind of a popular 2022 episode on managing taxes through capital gains!

    Evon continues the year-end tax planning theme and talks all about how investment income and capital gains impact your tax return.

    He dives into how your investment account creates income, how it's taxed, and 5 levers you can pull to control capital gains on your tax return. This episode is a great example of how all the different parts of your finances - investments, taxes, charitable donations, cash flow needs - are all intertwined. You should look at them together when making financial decisions.

    Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

    Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps ODs nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices. 

    Resources mentioned in the show:
    Get Started - Optometry Wealth AdvisorsSchwab: Watch Out for Wash SalesInvestopedia: Long-term vs. Short-term Capital GainsSchwab: How to Cut Your Tax Bill with Tax Loss Harvesting
    The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

    The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

    • 42 min
    How to Protect Your Assets From Liability with Levi Barlavi

    How to Protect Your Assets From Liability with Levi Barlavi

    To wrap up the series on risk management, Evon is joined by Levi Barlavi, attorney and owner of Pacific Health Law Group, to provide and introduction to asset protection for optometrist.

    Levi dives into what asset protection means, and the liability risks optometrists face in and out of practice. He talks about ways to protect yourself, from exempted assets and insurance to legal entities. He also dives into how optometrists can properly maintain the legal entities to make sure they provide the protection they're created to provide.

    Lastly - for optometry practice owners - he talks about how to protect the value of your practice as an asset against the big "what-ifs" that can happen to you as well as through a successful transition.

    Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

    Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. 

    Resources mentioned on this episode:
    Pacific Health Law Group, PCPhone: 310-776-5384The Optometry Money Podcast Ep 81: An Optometrist’s Guide to Estate Planning with Ali Oromchian, J.D., LL.M.The Optometry Money Podcast Ep 78: Separating Fact From Fiction of Indexed Universal Life Insurance with Andy Panko, CFP®, RICP®, EAThe Optometry Money Podcast Ep 77: Ins and Outs of Permanent Life Insurance with Broc BucklesThe Optometry Money Podcast Ep 76: An Optometrist’s Guide to Life Insurance
    The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

    • 51 min
    An Optometrist's Guide to Estate Planning with Ali Oromchian, J.D., LL.M.

    An Optometrist's Guide to Estate Planning with Ali Oromchian, J.D., LL.M.

    Ali Oromchian, J.D., LL.M. of Dental & Medical Counsel joins the podcast to provide an optometrist's guide to estate planning.

    Ali and Evon dive into the purpose and important - but often difficult - considerations of estate planning, when optometrists should consider creating and reviewing an estate plan, the tools and legal documents used in an estate plan, trusts vs. wills, how practice owners should incorporate their practice ownership, and so much more.

    This is such an important part of any optometrist's financial planning and managing the big risks in your life. Ali provides a wealth of knowledge so you know what to consider and what to expect when creating and reviewing your estate plan over time.

    Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

    Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. 

    Resources mentioned on this episode:
    Dental & Medical CounselPhone: 925-999-8200The Optometry Money Podcast Ep 28: Keeping Your Beneficiaries Up To Date
    The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

    • 59 min
    Intro to Optometry Practice Valuations with Erich Mattei

    Intro to Optometry Practice Valuations with Erich Mattei

    What's the value of your optometry practice? What goes into a practice valuation?

    Erich Mattei of Akrinos joins the podcast to provide an introduction to optometry practice valuations.

    Erich dives into his work with valuations, three general approaches to valuating businesses, and when practice owners should start considering their practice's value.

    Lastly, he discusses how valuations can be improved and ways current valuation methods and recent high valuations are creating roadblocks for the successful transition of independent practices from owner optometrist to the next generation.

    Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

    Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. 

    Resources mentioned on this episode:
    Akrinos LLCWomen in Optometry - The Great Retirement May Be Coming in OptometryThe Optometry Money Podcast Ep 41: Navigating Internal Practice Transitions with Dr. Mick Kling and Craig MoritzThe Optometry Money Podcast Ep 50: Guide to Due Diligence on Practice Purchases with Erich Mattei
    The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

    • 32 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

BrianYbrain ,

Five stars

I look forward to this podcast every week! I listen to several personal finance podcasts but this is my favorite. Evon is spot on in his education of financial topics especially for an optometrist. Most of us do not have a finance background but regardless we need to know how to handle money! Each of these episodes are jam packed with knowledge you can use and apply to your situation. I am admittedly a proud and hard to please person but I can’t critique Evon negatively. Thank you for reading and trust me you will get so much out of these episodes.

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