Podcasts about learning center

Dave Myers discusses Acts 1:1-2—“The former account I made, O Theophilus, of all that Jesus began both to do and teach, until the day in which He was taken up, after He through the Holy Spirit had given commandments to the apostles whom He had chosen.”

David Johnson discusses 1 Thessalonians 5:21—“Test all things; hold fast what is good.”

Welcome to this episode of 20/20 Money! My guest on today's show is Taylor Schulte, CFP®, host of the Stay Wealthy Retirement Show Podcast.   In this episode, we discuss the often-overlooked aspects of retirement planning, focusing on the importance of understanding blind spots, the need for purpose in retirement, and the role of community. We explore cash management strategies, the limitations of the 4% rule, and the benefits of flexible withdrawal strategies to ensure a successful transition into retirement. Our conversation emphasizes the need for intentional planning and the significance of having a solid foundation for financial decisions in retirement.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com 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 set up a Triage conversation 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.   And with that introduction, I hope you enjoy my conversation with Taylor Schulte.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Of Dollars & Data Nick's book The Wealth Ladder Stay Wealthy Retirement Podcast Define Financial Retirement Podcast Network   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!   Takeaways   Retirement planning should focus on what you are retiring to, not just what you are retiring from. Purpose and fulfillment are crucial in retirement; many underestimate this transition. Community involvement can significantly enhance the retirement experience. Cash management is vital during the transition to retirement to avoid emotional roller coasters. The 4% rule is outdated and overly conservative for many retirees. Flexible withdrawal strategies can provide more confidence and adaptability in retirement spending. Mistakes in retirement planning can have severe consequences due to the lack of time to recover. Diversifying investments is essential to manage risks during retirement. Having a cash war chest can help weather financial storms during retirement. The best investment plan is one that aligns with your personal goals and allows for flexibility.

Jeremy Lallier discusses 2 Kings 5:11-12—“But Naaman became furious, and went away and said, ‘Indeed, I said to myself, “He will surely come out to me, and stand and call on the name of the LORD his God, and wave his hand over the place, and heal the leprosy.” Are not the Abanah and the Pharpar, the rivers of Damascus, better than all the waters of Israel? Could I not wash in them and be clean?' So he turned and went away in a rage.”

Cecil Maranville discusses John 14:16-17—“And I will pray the Father, and He will give you another Helper, that He may abide with you forever—the Spirit of truth, whom the world cannot receive, because it neither sees Him nor knows Him; but you know Him, for He dwells with you and will be in you.”

Caleb Froedge discusses Galatians 6:9—“And let us not grow weary while doing good, for in due season we shall reap if we do not lose heart.”

If you've ever wondered how to take some of the emotional sting out of estimated tax payments, this episode is for you. I share a simple yet impactful way to manage your cash flow, a simple formula to help you better estimate your estimated payments, and how to segregate your savings to give you a clearer picture of your cash-on-hand to make your quarterly estimated payments.     As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com 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 set up a Triage conversation 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.     Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form 20/20 Money Episode #180 – Understanding estimate tax payments to proactively manage cash flow     ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Erik Jones discusses Matthew 5:29-30—“If your right eye causes you to sin, pluck it out and cast it from you; for it is more profitable for you that one of your members perish, than for your whole body to be cast into hell. And if your right hand causes you to sin, cut it off and cast it from you; for it is more profitable for you that one of your members perish, than for your whole body to be cast into hell.”

In Part 2 of this special series, James continues his updated commentary on the 2018 webinar that's quietly lived behind the scenes in our Learning Center. As we continue bringing this content forward, each section gets a fresh look with updated insight and perspective.Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Follow us on Facebook:➳ https://www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

Doug Horchak discusses 2 Corinthians 4:3-4—“But even if our gospel is veiled, it is veiled to those who are perishing, whose minds the god of this age has blinded, who do not believe, lest the light of the gospel of the glory of Christ, who is the image of God, should shine on them.”

Jim Franks discusses Isaiah 8:20—“To the law and to the testimony! If they do not speak according to this word, it is because there is no light in them.”

My guest today is John Marvin, former President of TSO (Texas State Optical). John joins me to talk about two intertwined issues reshaping private-practice optometry: the accelerating influence of private equity and the growing challenge of recruiting—and retaining—enough ODs to meet patient demand. We explore the cultural and financial trade-offs of PE consolidation, the shifting career aspirations of new graduates, and practical ways independent practices can protect their culture, stay competitive, and thrive.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com 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 set up a Triage conversation 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.   And with that introduction, I hope you enjoy my conversation with John Marvin.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form 20/20 Money Episode #297 – Thoughts and opinions on the state & future of private practice optometry from the president of a $110 million optometry organization: a conversation with John Marvin, President of Texas State Optical 20/20 Money #336 – My “Frankenstein:” how I would assemble the perfect optometry practice     ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

David Johnson discusses 2 Corinthians 11:3-4—“But I fear, lest somehow, as the serpent deceived Eve by his craftiness, so your minds may be corrupted from the simplicity that is in Christ. For if he who comes preaches another Jesus whom we have not preached, or if you receive a different spirit which you have not received, or a different gospel which you have not accepted—you may well put up with it!”

Kendrick Diaz discusses John 4:34—“Jesus said to them, ‘My food is to do the will of Him who sent Me, and to finish His work.'”

Today and tomorrow we're broadcasting from the beautiful Crystal Mountain Resort & Spa in Thompsonville. Throughout the show, we were joined by some of the great folks from Crystal Mountain so they could tell us about everything they have to offer you. We were also joined by some of our other guests to talk about the Detroit Tigers, Detroit Lions, and more. Throughout the entire show, we were joined by Mitch Lyons from Mitch Lyons Wealth. During that time, he and Huge discussed the Detroit Tigers and how poorly they've been playing, gave their thought's on the Detroit Lions after that Hall of Fame game, Mitch told us how he can help you with your retirement, and much more. In our second hour, we were joined by Dan Hasty who is the voice of the West Michigan Whitecaps. He and Huge talked about the slump that the Tigers have been in, gave their thoughts on if they can still win the AL Central, talked about possible Minor Leaguers being called up, and more. We were then joined by Mark Fenech who is the Director of Golf at Crystal Mountain. He filled us in on Crystal Mountain's Learning Center, talked about how he can help you with your Golf game, and more. See omnystudio.com/listener for privacy information.

We were joined by Mark Fenech who is the Director of Golf at Crystal Mountain. He filled us in on Crystal Mountain's Learning Center, talked about how he can help you with your Golf game, and more. See omnystudio.com/listener for privacy information.

Today and tomorrow we're broadcasting from the beautiful Crystal Mountain Resort & Spa in Thompsonville. Throughout the show, we were joined by some of the great folks from Crystal Mountain so they could tell us about everything they have to offer you. We were also joined by some of our other guests to talk about the Detroit Tigers, Detroit Lions, and more. Throughout the entire show, we were joined by Mitch Lyons from Mitch Lyons Wealth. During that time, he and Huge discussed the Detroit Tigers and how poorly they've been playing, gave their thought's on the Detroit Lions after that Hall of Fame game, Mitch told us how he can help you with your retirement, and much more. In our first hour, we were joined by Ben Bosscher from 100.9 the Mitt in the Great Lakes Bay Region. He gave us his thought's on what the Tigers need to do to fix things, talked about what Scott Harris should've done at the trade deadline, and more. We wrapped up the hour talking with Brittany Primeau, who is their Director of Marketing at Crystal Mountain. She filled us in on some of the cool events they'll be hosting this Summer, including the Scholarship Invitational, told us about some of the things they offer outside of Golf, and more. In our second hour, we were joined by Dan Hasty who is the voice of the West Michigan Whitecaps. He and Huge talked about the slump that the Tigers have been in, gave their thoughts on if they can still win the AL Central, talked about possible Minor Leaguers being called up, and more. We were then joined by Mark Fenech who is the Director of Golf at Crystal Mountain. He filled us in on Crystal Mountain's Learning Center, talked about how he can help you with your Golf game, and more. In our final hour, we were joined by Nate Wangler who is another one of the voices of the West Michigan Whitecaps. He and Huge talked about what the Tigers really need to do to get back on track, and more. We wrapped up the show talking with Chris and Kim Pickell who are the Founders of the Crystal Scholarship Foundation. They filled us in on why they got this started, talked about how the scholarships help their employees and children, and more.See omnystudio.com/listener for privacy information.

Jeremy Lallier discusses Ecclesiastes 9:11—“I returned and saw under the sun that—the race is not to the swift, nor the battle to the strong, nor bread to the wise, nor riches to men of understanding, nor favor to men of skill; but time and chance happen to them all.”

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. Nathan joins me on the show to do a deep dive into 2024's Books & Benchmark's annual report. He shares ranges of the numbers that practice owners should really care about and should be tracking: COGS, non-OD staff expense, Associate OD comp ranges, occupancy costs, and G&A (general & administrative). We also talk about some of the lessons that practice owners can learn from these numbers and walk through a number of examples that both he and I have seen in our work with owners.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com 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 set up a Triage conversation 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.   And with that introduction, I hope you enjoy my conversation with Nathan Hayes.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Download the 2024 Books & Benchmarks Report Learn more about Books & Benchmarks Embezzlement in optometry practices: how it happens, who's likely to do it, and ways in which you can prevent it from happening w/ Dr. Bethany Fishbein, OD   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Cecil Maranville discusses John 7:2, 10—“Now the Jews' Feast of Tabernacles was at hand . . . but when His brothers had gone up, then He also went up to the feast, not openly, but as it were in secret.”

Dave Myers discusses Luke 1:79—“To give light to those who sit in darkness and the shadow of death, to guide our feet into the way of peace.”

In this special video, James revisits a webinar originally recorded in 2018, one that's quietly lived behind the scenes in our Learning Center. As we continue improving the resources available to the public, we took another look and realized this content deserves to be out front and accessible to all.The Learning Center is available at: ➫ bankingwithlife.com/learning-center/As always, we hope you enjoy the episode and thank you for watching.Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

Tom Clark discusses Acts 14:22—“We must through many tribulations enter the kingdom of God.”

Christina "Pip" Pipkin is the founder of FAYE Learning Center, a microschool in Texas. Pip is a Texas native and dedicated DEI expert in K-12 education, passionately advocating for equitable and inclusive learning environments. With over 15 years of experience as a teacher and implementation specialist, Pip combines deep knowledge of diversity, equity and inclusion with educational technology to craft culturally responsive classrooms.Pip and I talked about the pros and cons of running a microschool, and what makes them successful. She also gets into her story, describing the risks she took to start her school. If you are considering opening a microschool, tune in.For all links and resources mentioned in this episode, head to the show notes: https://www.educatorforever.com/episode146.

Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the risks required, or if investors are letting the “tax tail” wag the investment dog. We cover how OZs work, what the new One BBB Act means for the program's future, and practical ways optometric practice owners can decide whether rolling a large capital gain into an OZ—or into something else—really serves their overall financial plan.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com 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 set up a Triage conversation 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.   And with that introduction, I hope you enjoy my conversation with Peter Lazaroff.   Resources: 20/20 Money Membership Information OD Masterminds Interest Get Peter's Book   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Caleb Froedge discusses Proverbs 6:10-11—“A little sleep, a little slumber, a little folding of the hands to sleep—so shall your poverty come on you like a prowler, and your need like an armed man.”

David Johnson discusses Proverbs 18:13—“He who answers a matter before he hears it, it is folly and shame to him.”

Jim Franks discusses Acts 2:38—“Then Peter said to them, ‘Repent, and let every one of you be baptized in the name of Jesus Christ for the remission of sins; and you shall receive the gift of the Holy Spirit.'”

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Dodge Perry, OD. Dodge joins me on the show to have an open discussion after listening to my "Frankenstein" episode, which was inspired by him asking me the question "If I could create an ideal private practice, what would go into that decision making process?" We discuss the intricacies of setting up an optometry practice, emphasizing the importance of location, financial planning, and the role of AI in practice management. We explore how personal and professional lives intersect in decision-making, the significance of understanding financial metrics, and the evolving landscape of patient experience in the context of technological advancements.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com 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 set up a Triage conversation 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.   And with that introduction, I hope you enjoy my conversation with Dr. Dodge Perry, OD.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form My "Frankenstein" Practice Episode   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Kendrick Diaz discusses Jeremiah 17:9—“The heart is deceitful above all things, and desperately wicked; who can know it?”

This episode is sponsored by Taylor & Francis, and the views, opinions, and content expressed during this sponsored episode are those of the participants, and do not necessarily reflect the views of the podcast or the Charleston Hub. Sponsorship does not imply endorsement of any products, services, or statements made during the episode. Thank you to Taylor & Francis for supporting ATG the Podcast and its mission to connect librarians, publishers, and vendors.  Today's episode features Emily McElroy, Vice President, Academic Relations, Taylor & Francis, who talks with Matt Carson, Head of the Data Management and Technology Department, Galter Health Sciences Library and Learning Center at Northwestern University; Wind Cowles, Associate Dean for Data Research and Teaching at Princeton University Library; and Dr. Rebecca Taylor-Grant, Director of Open Science Strategy & Innovation, Taylor & Francis.   In this conversation, Matt and Wind, whom have both built strong data services programs and contributed to national efforts to improve them, describe the data services that their libraries provide for their campuses, how they help fill in the gaps for research support, meet researchers where they are, and their work to spread awareness of what their libraries can offer for researchers. Rebecca, who offers the perspective of a humanities and social sciences publisher who works to facilitate data sharing policies, talks about what is valuable for libraries in supporting their institutions and supporting better data sharing practices.  https://www.linkedin.com/in/emily-mcelroy-677a377/ https://www.linkedin.com/in/mbcarson/ https://www.linkedin.com/in/wind-cowles-8040614/ https://www.linkedin.com/in/dr-rebecca-taylor-grant-45931931/  Keywords: #Taylor&Francis #LibraryScience #DataCuration #DataSharing #DataResources #OpenData #SocialSciences #ResearcherSupport #ResearchData #OpenResearch #DataServices #HigherEducation #InstitutionalSupport #StudentSuccess #LibraryCollections #LibraryInnovation #career #partnerships #collaboration #scholcomm #FacultySupport #ScholarlyCommunication #libraries #librarianship #LibraryNeeds #LibraryLove #LibrarySpaces #UniversityLibrary #AcademicLibrary #ScholarlyPublishing #AcademicPublishing #publishing #LibrariesAndPublishers #podcasts

David Johnson discusses 1 Corinthians 13:11—“When I was a child, I spoke as a child, I understood as a child, I thought as a child; but when I became a man, I put away childish things.”

Caleb Froedge discusses Psalm 37:3—“Trust in the LORD, and do good; dwell in the land, and feed on His faithfulness.” 

In this episode of 20/20 Money, I break down some of the most impactful tax and planning changes introduced in the recently passed Big Beautiful Bill Act—Congress's sweeping update to the tax code that makes many TCJA provisions permanent while adding new wrinkles that matter to private practice owners.   Whether you're thinking about how to reduce your taxable income, maximize deductions, or just stay ahead of legislative changes that affect your financial life, this episode is designed to help you take stock and plan strategically.  

Doug Horchak discusses Romans 1:26-27—“For this reason God gave them up to vile passions. For even their women exchanged the natural use for what is against nature. Likewise also the men, leaving the natural use of the woman, burned in their lust for one another, men with men committing what is shameful, and receiving in themselves the penalty of their error which was due.”

Mark Winner discusses 1 Thessalonians 5:22—“Abstain from every form of evil.”

Doug Horchak discusses Hebrews 11:13—“These all died in faith, not having received the promises, but having seen them afar off were assured of them, embraced them and confessed that they were strangers and pilgrims on the earth.”

In this episode of Hands in the Soil, we speak with Claire Groebner, Associate Director at Olivewood Gardens and Learning Center, about the intersection of food justice, environmental realities, and grassroots solutions. Based in National City, California, Claire brings over a decade of experience in food systems work, resource organizing, and community-led advocacy.Claire shares her journey from volunteer to organizational leadership and how Olivewood Gardens has become a hub for health education, environmental stewardship, and systemic change. The conversation explores food apartheid and the structural forces that shape access to nourishment, the impact of environmental and policy decisions on food equity, and how gardens can act as catalysts for empowerment.We also dive into the transformative model of Community-Centric Fundraising, which reframes charity into justice and reimagines what sustainable, relational, and values-aligned fundraising can look like.Tune in to learn more about:The difference between food justice and food charityClaire's personal journey into food systems and advocacyThe history and ongoing impact of food apartheidHow Olivewood Gardens integrates education, policy, and collective actionCommunity-Centric Fundraising as a tool for equity and accountabilityThe role of community voice and leadership in program designWhy systemic change begins with collective care… And so much more!Guest Resources & Links: Visit Olivewood Gardens: olivewoodgardens.orgLearn about Community-Centric Fundraising: communitycentricfundraising.orgFollow Claire & Olivewood: @olivewoodgardensConnect with Hannah: Instagram: @hannahkeitel

Welcome to this episode of 20/20 Money. In the spirit of Independence Day, today's episode explores a different kind of freedom—financial independence—and the common decisions that often stand in the way of achieving it. I walk through five recurring mistakes I see optometric practice owners make that limit their long-term financial freedom, both personally and professionally. From overleveraging and ignoring balance sheets to misjudging the impact of time and delaying planning altogether, these decisions can quietly undermine your goals.   My hope is that this episode prompts you to evaluate which of these areas might be holding you back—and take steps now to build a more intentional path toward true independence.   Topics covered include: – The hidden cost of overleveraging in life and business – How time and money intersect in your practice profitability – Why your balance sheet matters more than your income – The danger of relying solely on your practice sale for retirement – The importance of creating an integrated personal and professional plan   Next Best Step: Take 10 minutes this week to identify which of these five decisions may be showing up in your life—and commit to course-correcting just one of them before year-end.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com 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 set up a Triage conversation 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.   Resources: 3 financial lessons learned from my grandpa and grandma that can shape your relationship with money 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!  

Kendrick Diaz discusses Proverbs 4:23—“Keep your heart with all diligence, for out of it spring the issues of life.”

Erik Jones discusses Isaiah 59:2—“But your iniquities have separated you from your God; and your sins have hidden His face from you, so that He will not hear.”

Caleb Froedge discusses Zechariah 4:10—“For who has despised the day of small things? For these seven rejoice to see the plumb line in the hand of Zerubbabel. They are the eyes of the LORD, which scan to and fro throughout the whole earth.”

Welcome to this episode of 20/20 Money! My guests on today's show are my two good friends—and successful practice owners—Drs. Jeremy Ciano and Jennifer Stewart, OD. This is another takeover episode, so I'm honestly not sure where they'll take the conversation. The only direction I gave them was the title of the episode, so I'm just as curious as you are as to where the conversation will lead!   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com 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 set up a Triage conversation 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.   And with that introduction, I hope you enjoy this take over episode with Drs. Jennifer Stewart, OD and Jeremy Ciano, OD.     Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Kendrick Diaz discusses Jeremiah 29:5-7—“Build houses and dwell in them; plant gardens and eat their fruit. Take wives and beget sons and daughters; and take wives for your sons and give your daughters to husbands, so that they may bear sons and daughters—that you may be increased there, and not diminished. And seek the peace of the city where I have caused you to be carried away captive, and pray to the LORD for it; for in its peace you will have peace.”

Britton Taylor discusses Daniel 12:3—“Those who are wise shall shine like the brightness of the firmament, and those who turn many to righteousness like the stars forever and ever.”

Tom Clark discusses 1 Corinthians 10:32—“Give no offense, either to the Jews or to the Greeks or to the church of God.”

Welcome to this episode of 20/20 Money. My guest on today's show is Dr. Michael Neal, OD.   Mike joins me on the show to talk about the evolution of delegation as a practice owner—specifically, the journey of learning to trust your team with everything outside of your core revenue-producing activities. We share our own experiences with delegation, what it looked like early on, how our thinking evolved, and the impact it's had on our ability to focus on our Unique Abilities™ and lead more effectively.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com 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 set up a Triage conversation 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.   And with that introduction, I hope you enjoy my conversation with Dr. Mike Neal, OD.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Trapped Value Episode with Mike Neal Build My Team   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Jim Franks discusses Malachi 4:5-6—“Behold, I will send you Elijah the prophet before the coming of the great and dreadful day of the LORD. And he will turn the hearts of the fathers to the children, and the hearts of the children to their fathers, lest I come and strike the earth with a curse.”

Mark Winner discusses Hebrews 13:8—“Jesus Christ is the same yesterday, today, and forever.”

In this episode of the Jake and Gino Podcast, we dive deep into the world of retail real estate with Andy Weiner, Founder and President of Rockstep Capital. Andy shares how he transitioned from running a family clothing empire to revitalizing struggling malls in secondary and tertiary markets. Discover how his “Rock Steps” culture drives high performance, why retail isn't dead, and how positive leverage and local community partnerships are the secret to sustainable success. You'll learn:- Why the future of malls lies in mixed-use redevelopment- How Andy secures non-recourse community bank loans- The benefits of buying at a 15-cap and de-malling to an 8-cap- The biggest mistakes new retail investors make- The unique power of local investors and positive leverage Whether you're a seasoned multifamily investor or curious about diversifying into retail, this is a masterclass in spotting hidden value in overlooked markets. Learn more: https://rockstep.comVisit Rockstep's Learning Center: https://rockstep.com/learning-center/Chapters:00:00:00 - Introduction  00:04:08 - Family Business Struggles and Strategic Lesson  00:06:00 - Leadership at 32: Earning Respect and Setting Vision  00:07:53 - First Real Estate Deal: Assembling Land for Lowe's  00:09:40 - Identifying Opportunity in Retail Real Estate  00:15:24 - The Vicksburg Model and Rockstep's Track Record  00:23:51 - Top Investor Mistakes in Shopping Centers  00:25:20 - Has E-Commerce Killed Retail?  00:29:22 - “Rock Steps” Culture and Company-Wide Accountability  00:34:12 - Brick-and-Mortar + App + Distribution: The Retail Trifecta  00:46:28 - Tractor Supply Love & Market Size Criteria  00:48:04 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)