In this article, Vittorio Mena O.D.,M.S. and Bill Potter O.D. will exchange interview questions on basic personal finance topics for the OD.
Question: Vitto, you’ve taken an interesting approach in your second career. How did you get started in the...
With April 18th quickly approaching (yes, the government changed the date due to a weekend/holiday) it is time to file our taxes, which will lead to some either miserable or happy campers. Three states (California, Georgia and Alabama) are...
How do you know if you’re on track for financial independence?
This is often a question on the minds of families I serve. Regardless of the initial issues and decisions they need to tackle, eventually the conversation gets to a...
You work, you earn it, you spend it, you save it, you invest it for the future, and you keep it under the mattress. How do you know it’s going to the right places and helping you build wealth...
Optometrists are fortunate for many reasons. One of those is that after we spend years in school learning our profession, we have the opportunity to enjoy the fruits of our hard work by making a good living.
Hopefully, we live...
Happy New Year! As another year passes by, we have yet another law passed by Congress to keep an eye on - The SECURE ACT 2.0!
Congress passed a behemoth 4,000+ page omnibus spending bill in December including the long-awaited...
Some of your friends might be rich, but are they wealthy? What's the difference between rich and wealthy – or are they the same thing? Do you want to be wealthy, or would you rather be rich?
Simply put, rich...
Time flies, and it’s almost the end of the year!
As the holiday season comes and goes, it leads to perhaps the most joyous season of all...
…Tax Season!
Okay, that might be a slight exaggeration. With less than a full month...
It’s the end of the year and our favorite holidays are upon us. We all know this is the season for spending, but we also have to think about planning for the end of the year so that we...
https://www.youtube.com/watch?v=1ypWHlzxwIA&t=2s
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...