by Adam Cmejla
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
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Publishing Since
10/7/2018
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April 28, 2025
<p data-pm-slice="1 1 []">Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with <a href= "https://bit.ly/4bemiGC">Books & Benchmarks and IDOC.</a> On this show, Nathan and I RAGE!! That's right, we Rant Against Growth Excuses. We talk about the common headwinds, obstacles, and challenges that we both hear when talking with practice owners...and how to think about solving those issues by thinking differently about the challenges.</p> <p> </p> <p>As a reminder, you can get all the information discussed in today’s conversation by visiting our website at <a class= "ProsemirrorEditor-link" href= "http://www.integratedpwm.com/">integratedpwm.com</a> and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also <a class="ProsemirrorEditor-link" href= "https://integratedpwm.as.me/?appointmentType=1713824">set up a Triage conversation</a> to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.</p> <p> </p> <p>And with that introduction, I hope you enjoy my conversation with Nathan Hayes.</p> <p> </p> <p>Resources:</p> <p><a href="https://bit.ly/4bemiGC">IDOC Books & Benchmarks Link</a></p> <p><a href="https://integratedpwm.com/324">How to increase the multiplier in your practice value with Nathan Hayes</a></p> <p><a href="https://integratedpwm.com/288">How to use (and NOT use) benchmarks with Nathan Hayes</a></p> <p><a href="https://integratedpwm.com/328">Edging in-house vs outsourcing: the economics, trade-offs, and data an optometric practice needs to measure with Drs. Jennifer Stewart, OD & Sam Hornberger, OD</a></p> <p><a href="https://integratedpwm.com/165">Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan</a></p> <p><a href= "https://www.amazon.com/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X"> 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less</a></p> <p><a href= "https://www.amazon.com/Extreme-Ownership-U-S-Navy-SEALs/dp/1250067057"> Extreme Ownership: How U.S. Navy SEALs Lead and Win</a></p> <p><a class="ProsemirrorEditor-link" href= "https://www.2020membership.com/">20/20 Money Ultimate Financial Success Masterclass</a></p> <p><a class="ProsemirrorEditor-link" href= "https://www.jotform.com/form/250467795073062">OD Mastermind Interest Form</a></p> <p><strong>—————————————————————————————</strong><br /> Please rate and subscribe to 20/20 Money on these platforms</p> <p><a href= "https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2"> Apple Podcasts</a></p> <p><a href= "https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA"> Spotify</a><br /> <strong>—————————————————————————————</strong></p> <p>For past episodes of 20/20 Money with full companion show notes, please check out our <a href= "https://integratedpwm.com/learningcenter/?cat=podcast">episode archive here!</a></p>
April 21, 2025
<p data-pm-slice="1 1 []">Welcome to this episode of 20/20 Money! This week's episode is the recording of my presentation at NSUOCO, titled "Top 10 Tips for (Financial) Success for Optometrists."</p> <p> </p> <p>Over the course of the year, I'm privileged to present in front of a variety of optometry schools' private practice clubs and classes. The purpose of the presentation is to help ODs understand the ABCs and 123s of personal finance and how to better understand the business of optometry so that, upon graduation, they are able to make educated and informed decisions about their money. Given that the content and lessons are pretty evergreen, I thought this would be a good "refresher" episode for listeners of the show—young and "seasoned" alike. Even though you won't have the Powerpoint deck to follow along, I tried to present the content in a way that would transfer well to the podcast. Special shout out to my producer Kyle for working his magic with the audio as well as Corbin Lill, a student at NSUOCO, for having me. If you are either in school or connected to a school and would like me to do a similar presentation, please email me at <a class= "ProsemirrorEditor-link" href= "mailto:[email protected]">[email protected]</a>.</p> <p> </p> <p>As a reminder, you can get all the information discussed in today’s conversation by visiting our website at <a class= "ProsemirrorEditor-link" href= "http://www.integratedpwm.com/">integratedpwm.com</a> and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also <a class="ProsemirrorEditor-link" href= "https://integratedpwm.as.me/?appointmentType=1713824">set up a Triage conversation</a> to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.</p> <p> </p> <p>And with that introduction, I hope you enjoy my live presentation from NSUOCO.</p> <p> </p> <p>Resources:</p> <p><a class="ProsemirrorEditor-link" href= "https://www.2020membership.com/">20/20 Money Membership Information</a></p> <p><a class="ProsemirrorEditor-link" href= "https://www.jotform.com/form/250467795073062">OD Mastermind Interest Form</a></p> <p> </p> <p><strong>—————————————————————————————</strong><br /> Please rate and subscribe to 20/20 Money on these platforms</p> <p><a href= "https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2"> Apple Podcasts</a></p> <p><a href= "https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA"> Spotify</a><br /> <strong>—————————————————————————————</strong></p> <p>For past episodes of 20/20 Money with full companion show notes, please check out our <a href= "https://integratedpwm.com/learningcenter/?cat=podcast">episode archive here!</a></p>
April 14, 2025
<p data-pm-slice="1 1 []">Welcome to this episode of 20/20 Money!</p> <p>What would I do if I were starting an optometric practice from the ground up? A listener posed the question—and I went deep. In this episode, I walk through everything from choosing the right location (hint: geography is everything) to building the skills that matter most when you’re just getting started.</p> <p>We cover:</p> <p> </p> <ol class="ProsemirrorEditor-list"> <li class="ProsemirrorEditor-listItem" data-list-indent="1" data-list-type="bulleted"> <p>Why defining your Ideal Patient Avatar (IPA) is mission-critical</p> </li> <li class="ProsemirrorEditor-listItem" data-list-indent="1" data-list-type="bulleted"> <p>The underrated value of sales coaching and communication training</p> </li> <li class="ProsemirrorEditor-listItem" data-list-indent="1" data-list-type="bulleted"> <p>Why I’d buy a small-town practice instead of cold-starting in suburbia</p> </li> <li class="ProsemirrorEditor-listItem" data-list-indent="1" data-list-type="bulleted"> <p>The non-negotiables when assembling your professional advisory team</p> </li> </ol> <p> </p> <p>Whether you’re dreaming about opening your own practice or wondering how you’d do it differently if you had a do-over, this episode is full of real-world insight and practical advice.</p> <p>As a reminder, you can get all the information discussed in today’s conversation by visiting our website at <a class= "ProsemirrorEditor-link" href= "http://www.integratedpwm.com/">integratedpwm.com</a> and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also <a class="ProsemirrorEditor-link" href= "https://integratedpwm.as.me/?appointmentType=1713824">set up a Triage conversation</a> to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. Lastly, if you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” please check out the link in the show notes of this episode to learn more.</p> <p> </p> <p>Resources:</p> <p><a class="ProsemirrorEditor-link" href= "https://www.2020membership.com/">20/20 Money Membership Information</a></p> <p><a class="ProsemirrorEditor-link" href= "https://form.jotform.com/250467795073062">OD Masterminds Request Form</a></p> <p><a href="https://www.youtube.com/watch?v=5J6jAC6XxAI">Tim Ferriss Fear Setting</a></p> <p><a href= "https://integratedpwm.com/20-20-money-episode-live-at-idoc-connection-retaining-empowering-staff-and-using-metrics-to-guide-your-human-capital-with-dr-jen-stewart/"> Jen Stewart from IDOC 2024</a></p> <p> </p> <p><strong>—————————————————————————————</strong><br /> Please rate and subscribe to 20/20 Money on these platforms</p> <p><a href= "https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2"> Apple Podcasts</a></p> <p><a href= "https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA"> Spotify</a><br /> <strong>—————————————————————————————</strong></p> <p>For past episodes of 20/20 Money with full companion show notes, please check out our <a href= "https://integratedpwm.com/learningcenter/?cat=podcast">episode archive here!</a></p>
IDOC
The Power Practice
Evon Mendrin CFP®, CSLP®
Christopher Wolfe, OD, FAAO, Dipl. ABO
Dr. April Jasper
Chris Hutchins
Brian Preston and Bo Hanson
Travis Hornsby
ChooseFI
Dr. Dave Kading & Dr. Mile Brujic
Dr. Jim Dahle of the White Coat Investor
Taylor Schulte, CFP®
Defocus Media Podcast Network
Roya Habibi OD & Sheila Morrison OD
Hal Elrod
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