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. Savings Rate: The Ultimate Indicator of Future Financial Success

    HACE 5 DÍAS

    Savings Rate: The Ultimate Indicator of Future Financial Success

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode, your host, Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, dives into the critical importance of your Savings Rate as a foundation for financial independence. We explore how incremental improvements—or marginal gains—can lead to exceptional results.What You’ll Learn in This Episode:The Story of Marginal Gains: How Sir Dave Brailsford’s focus on 1% improvements led the British cycling team to Olympi...

    20 min
  2. Key 2025 Financial and Tax Updates Every Optometrist Should Know

    8 ENE

    Key 2025 Financial and Tax Updates Every Optometrist Should Know

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode, your host, Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, dives into the critical financial and tax updates optometrists need to know as we head into 2025. Whether you're an associate OD, a private practice owner, or planning to start your own practice, these updates are vital to helping you make informed financial decisions.What You'll Learn in This Episode:Retirement Account Contribution Limits ...

    31 min
  3. Critical Year-End Financial Moves for Optometrists

    12/12/2024

    Critical Year-End Financial Moves for Optometrists

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!As the year draws to a close, it’s the perfect time to review your finances and ensure you’re ending the year on a strong note. In this episode of The Optometry Money Podcast, Evon Mendrin, CFP®, walks through a comprehensive year-end financial checklist tailored specifically for optometrists. Whether you’re an associate OD or a private practice owner, you’ll find actionable tips to optimize your finances, make tax-smart decision...

    40 min
  4. An Optometrist's Guide to 529 Plans and Saving For College

    05/12/2024

    An Optometrist's Guide to 529 Plans and Saving For College

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!Evon provides optometrists a deep dive into 529 plans and other methods of saving and paying for your kids' college costs.He dives into the rules of how 529 plans work, the federal and state tax benefits of using 529 accounts, how to use the funds in the account, creative planning opportunities for 529 plans, the use of taxable investment accounts in preparing for your kids' college. Have questions on anything discussed or want t...

    43 min

  5. 27/11/2024

    (Rewind) Tax Planning Targets to Aim For Mid-Year

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this rewind of a popular episode, 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 ...

    24 min
  6. Adding Private Label to Improve Margins Without Compromising Quality with Dr. Chad Fleming

    21/11/2024

    Adding Private Label to Improve Margins Without Compromising Quality with Dr. Chad Fleming

    Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode of The Optometry Money Podcast, host Evon Mendrin welcomes back Dr. Chad Fleming to dive into a strategy for private practice optometrists: private label products.Dr. Fleming shares his insights into how practice owners can introduce private label lenses, frames, and other products to their offerings. They discuss the financial and operational benefits, including improved margins, reduced costs, and increased flex...

    36 min

  7. 30/10/2024

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

    09/10/2024

    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
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Acerca de

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.

Información

  • Creador
    Evon Mendrin CFP®, CSLP®
  • Años de actividad
    2022 - 2025
  • Episodios
    123
  • Clasificación
    Apto
  • Copyright
    © 2025 The Optometry Money Podcast
  • Mostrar sitio web
    The Optometry Money Podcast

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