The Optometry Money Podcast

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Enjoy this rewind of a popular episode!  In Part 3 of a 3 part series, Evon dives into the many financial planning considerations optometrists need to think about when you own a more established, mature private optometry practice - both inside the business and in the household. A few of the...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Dividend investing is one of the most passionately followed strategies online - yet much of the enthusiasm is driven by misunderstandings of how dividends work.  In this episode, Evon Mendrin, CFP®, CSLP® of Optometry Wealth Advisors, dives deep into how dividends actually work, why they ar...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. As a private optometry practice owner, one of the most essential yet misunderstood financial decisions is figuring out how much to pay yourself. In this episode, Evon Mendrin dives into seven critical factors to consider when setting your own compensation from your optometry practice—especi...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this special Friday episode, Evon returns to break down the recently passed proposed House bill - the “Big Beautiful Bill Act” - and what it could mean for optometrists.  While it's a long way from becoming actual law, it's helpful to know what exactly is one the table and what...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this rewind of a popular episode, Andrew Berkin, PhD - head of research at Bridgeway Capital Mangement and author of The Incredible Shrinking Alpha - joins the podcast to discuss why active investment management fails, and why you're unlikely to get the outperformance you're lo...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode of the Optometry Money Podcast , Evon Mendrin talks with Dr. Neda Gioia, the owner of Integrative Vision. Dr. Gioia shares her journey into optometry, what led her to cold-start her own practice, and how a personal health crisis inspired her to adopt an integrative healthcar...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. How can optometrists improve their portfolios beyond basic index funds, without risky trading? Evon Mendrin provides an OD's guide to Factor-Based Investing . Evon discusses: What factors are and their role in investment returns. Five criteria to identify reliable investment factors. K...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. How should optometrists approach investing their hard-earned money? With thousands of mutual funds and countless investment strategies, deciding can feel overwhelming. In this episode, Evon dives deep into index investing—explaining clearly why passive investing through broad market index f...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Are you pulling the right levers in your tax planning? In this episode, Evon walks through key strategic levers you can (and should) be using to improve your tax outcomes as an optometrist—especially if you're a private practice owner.  aWhile most conversations focus on deductions, th...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode of The Optometry Money Podcast, host Evon Mendrin welcomes back Erich Mattei of Akrinos for a follow-up conversation focused on creating a pathway for associate doctors to become partners in your optometry practice. Whether you're an owner thinking about bringing on a p...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode, Evon Mendrin, CFP® dives into the latest twists in the federal student loan landscape—and what they mean for optometrists using income-driven repayment (IDR) plans. There’s big news on SAVE plan court rulings, loan consolidations, and IDR recertifications. But more than tha...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Welcome back to The Optometry Money Podcast! In this episode, host Evon Mendrin, CFP®, dives into the topic of stock market declines—a reality for every long-term investor. With headlines buzzing about economic concerns, tariffs, and policy changes, market volatility can feel unsettling. Bu...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. The student loan landscape is shifting again! In this episode, Evon breaks down the latest updates on the SAVE Plan , the recent court rulings , and what these changes mean for optometrists navigating their student loan repayment. With major legal challenges in play, borrowers on SAVE are c...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode of The Optometry Money Podcast, Evon Mendrin, CFP®, sits down with Dr. Jennifer Stewart and Dr. Aaron Neufeld to dive into one of the biggest career decisions optometrists face: Should you cold start a practice or buy an existing one? Dr. Stewart and Dr. Neufeld bring their...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode of The Optometry Money Podcast , Evon Mendrin sits down with Dr. Tony Turin and his wife, Kim Turin, to discuss how they intentionally built and scaled their optometry practice from a cold start to three thriving locations. As a husband-and-wife power team, they share the le...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode of The Optometry Money Podcast, host Evon Mendrin, CFP® sits down with Dr. Nick Lillie to discuss his journey of expanding his practice, hiring an associate OD, and restructuring his business to align with his lifestyle and personal values. Dr. Lillie shares his insights on...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode, Evon welcomes Dr. Chad Fleming back to The Optometry Money Podcast. Dr. Fleming shares his experiences with strategic planning and explains how setting aside time to work on the business through a strategic planning week has helped him scale his practice operations. They di...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode of The Optometry Money Podcast , Evon Mendrin, CFP®, hosts Erich Mattei of Akrinos to dive deep into a pivotal question for many private practice optometry owners: when, why, and how should you hire an associate optometrist? Together, Evon and Erich discuss: The key motivati...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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’...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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,...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 optometri...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 opp...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 professiona...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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...

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 di...