Podcasts about practice owners

As we close out 2025, this first Best Of She Slays episode brings together some of the most powerful conversations of the year around personal growth and personal branding. Because growth isn't just about adding new strategies—it's about evolving who you are as a leader. This episode explores the internal work that shapes external success, from mindset and identity to visibility, resilience, and self-belief. If you've felt yourself outgrowing old goals, old roles, or old versions of success, this episode is designed to meet you right where you are.You'll hear curated segments on redefining financial success without tying it to self-worth, training resilience through Stoic principles, protecting your brand legally as your visibility grows, overcoming fear around showing up online, and expanding your identity beyond what feels safe or familiar. Together, these conversations reinforce one core idea: your brand isn't just what you post—it's how you think, how you lead, and how willing you are to become the person your next chapter requires.Want to listen to the full version of one of the featured episodes? Find them all below:Episode 294 — Manifesting Seven Figure Success: Scalable Strategies for Chiropractors in 2025Listen on Spotify | Apple | YouTubeEpisode 299 — The Stoic Mindset: Timeless Strategies for Entrepreneurs and Leaders (feat. Kirby)Listen on Spotify | Apple | YouTubeEpisode 311 — Protect Your Brand: Trademark and Copyright Must-Knows for Practice Owners (feat. Chandler J. Esq.)Listen on Spotify | Apple | YouTubeEpisode 312 — From Invisible to Influential: Personal Branding for Business Owners (feat. Amy Landino)Listen on Spotify | Apple | YouTubeEpisode 318 — Branding Begins with Belief: Helping Providers Become More (feat. Dr. Jessica Emery)Listen on Spotify | Apple | YouTubeResources:Join the waitlist for

Is it possible to grow a thriving therapy practice while taking insurance? If you've ever wondered whether insurance billing is worth the headache, or how to do it right, this episode is for you. Today's guest, Jeremy Zug, co-founder of Practice Solutions, breaks down what private practice owners need to know about billing in order to be successful.  With over a decade in the healthcare industry and a team that manages billing for thousands of providers, Jeremy brings clarity and strategy to a topic that overwhelms a lot of therapists.  Whether you're solo and private pay or growing a group practice, you'll walk away with fresh insights, helpful mindset shifts, and even a few small changes that could dramatically improve your revenue. This episode answers... 1. Do I need to take insurance to grow my therapy practice? Not necessarily — but if you do, it needs to be intentional. Jeremy shares that some of the most successful practices limit themselves to one commercial payer and one government payer (like Medicaid or Medicare). This approach reduces administrative overwhelm and allows you to stay aligned with your clinical mission.  Trying to accept every insurance plan in your area can actually slow your growth, especially as your practice scales. Instead, focus on which payers make the most sense based on your long-term goals, who you serve, and what the reimbursement rates look like in your region.  Insurance can absolutely support practice growth, especially when it's chosen strategically. 2. When should I outsource my billing — and when should I bring it back in-house? Outsourcing makes the most sense when your caseload is full. That's usually around 25 to 30 active clients. At that point, billing becomes a time-consuming task that pulls you away from clinical work or team leadership. Jeremy recommends outsourcing to save time and reduce stress, which ultimately helps you grow faster.  But once your practice reaches about $2.5 to $3 million in revenue, it may be time to bring billing back in-house with a full-time hire. At that stage, having someone on your team who's dedicated to billing can help you scale more efficiently.  It's not a one-time decision. It's about matching your billing approach to your practice's size and complexity. 3. How can I improve my billing process and increase revenue? Even small tweaks to your billing workflow can make a big difference. Jeremy explains how simply reordering certain steps, like reviewing payment posting before resubmitting claims, can dramatically reduce denials and speed up revenue.  Many practices waste time by resubmitting the same flawed claims without resolving the underlying issue. He also stresses the importance of reviewing your insurance aging report regularly, which shows you what claims are still unpaid and where you might be losing money. Billing isn't just about submitting claims; it's about building a system that supports healthy cash flow.  The more visibility and control you have over your billing process, the more financially stable your practice becomes.  In This Episode, You'll Also Learn: Why less is more when it comes to insurance plans How your geography and demographics should shape your billing strategy The six key steps of billing, and which one to do before submitting claims When to outsource billing (and when to take it back in-house) How to use insurance aging reports to track lost revenue Why clean billing processes can boost staff retention The right way to negotiate insurance rates using data Real examples of practices recovering thousands of dollars   Links mentioned in this episode: Practice Solutions Website Insurance Rate Increase Request   Watch The Video:   This Episode Is Brought To You By:   RevKey specializes in Google Ads management for therapists, expertly connecting you with your ideal clients. They focus on getting quality referrals that keep your team busy and your practice growing.   Visit RevKey.com/podcasts for a free Google Ads consultation       Alma is on a mission to simplify access to high-quality, affordable mental health care by giving providers the tools they need to build thriving in-network private practices. When providers join Alma, they gain access to insurance support, teletherapy software, client referrals, automated billing and scheduling tools, and a vibrant community of clinicians who come together for education, training, and events.   Learn more about building a thriving private practice with Alma at helloalma.com/elevation. About Jeremy Zug   Jeremy Zug has over a decade of experience in the healthcare industry. Jeremy is known for his expertise in insurance billing, and frequently writes and speaks on topics that support mental health professionals in achieving financial health and operational excellence. He co-founded Practice Solutions with his wife Kathryn in 2017, relying on their combined knowledge from private practices they had worked at while in college.    Practice Solutions is an expanded medical billing company offering billing services, professional services, and educational resources to thousands of mental and behavioral healthcare providers for optimal revenue cycle management.   About Daniel Fava Daniel Fava is the owner and founder of  Private Practice Elevation, a website design and SEO agency focused on helping private practice owners create websites that increase their online visibility and attract more clients. Private Practice Elevation offers web design services, SEO (search engine optimization), and WordPress support to help private practice owners grow their businesses through online marketing.    Daniel lives in Atlanta, GA with his wife Liz, and two energetic boys. When he's not working he enjoys hiking by the river, watching hockey, and enjoying a dram of bourbon.  

If you're a clinic owner making good money but wondering why there's never much left, this episode is for you. Rick sits down with CPA Shayan Rashid, founder of SRJ Chartered Accountants, to talk about how healthcare professionals can keep more of what they earn. His firm works with over 500 practice owners across Canada and the U.S., so he's seen exactly what works and what doesn't when it comes to profit, taxes, and building real wealth. They cover how much dentists, physios, and chiropractors actually take home, the most common financial mistakes owners make, and how to legally pay less tax without getting burned. You'll also hear how to get 100% clinic financing from the bank, how to use real estate to grow your net worth, and what you should review every month to avoid cash flow surprises. This episode is packed with practical advice you can turn into action right away. Whether you're building, scaling, or thinking about selling, this conversation will change how you look at money forever. >> Free training for clinic owners: clinicowner.com >> Follow me on IG at: @thericklau >> Join the community: clinicaccelerator.com >> Stop missing calls with CallHero's advanced phone system: mycallhero.com Chapters (01:00) Introduction and Event Planning (04:12) Understanding Healthcare Practices and Profitability (06:46) Financial Strategies for Healthcare Professionals (09:51) Tax Planning and Capital Gains Exemptions (12:47) Profit Margins in Chiropractic and Physiotherapy (16:05) Economic Resilience in Healthcare (18:48) Innovation and Value Addition in Practices (21:57) Common Financial Mistakes by Practice Owners (26:05) Managing Profits and Tax Responsibilities (29:17) The Importance of Regular Bookkeeping (32:44) Key Metrics for Financial Health (38:45) Understanding Business Deductions and Tax Strategies (48:50) Navigating Corporate Deductions (50:59) Understanding Audit Triggers (53:53) Funding Your Practice: Options and Strategies (60:54) Buying vs. Building a Practice (01:07:51) The Importance of Financial Records

A possible win for the General Practice Owners Association, as they take on the so-called healthcare duopoly and cost pressures. Their proposal for a breakaway Primary Health Organisation is gaining traction, with 116 GP practices, covering 833,000 enrolled patients, showing interest. If approved by Health New Zealand, it would become the country's largest PHO, representing around 16% of total enrolments. General Practice Owners Association Chair Dr Angus Chambers told Heather du Plessis-Allan that there's widespread dissatisfaction within the GP community. He says some of it's because PHOs have gone off their path and are doing things that aren't best for GPs, but they've also had years of underfunding and woeful workforce planning. LISTEN ABOVE See omnystudio.com/listener for privacy information.

If you've ever ended a workday wondering, "Where did all my time go?"—this episode is going to change the way you run your business. In today's conversation, I sit down with executive coach Samantha Perinello, a powerhouse in helping business owners reclaim their time, streamline their operations, and finally build the kind of practice that doesn't rely on them for every little task. Samantha has a remarkable track record—her clients regularly get back 10 to 14 hours every single week—and she's here to break down exactly how that happens. We dive into the real reasons so many private practice owners feel overwhelmed, why multitasking is quietly sabotaging your productivity, and how simple habits like time audits, brain dumps, and strategic delegation can completely shift the way you work. If you've been craving more freedom, more focus, and more room to actually grow your business (instead of just keeping it afloat), this is an episode you don't want to miss. Samantha's insights are practical, energizing, and genuinely transformative. Tune in and learn how to take back control of your time—and your practice. Resources Mentioned In This Episode  Read the show notes here Use the promo code "GORDON" to get 2 months of Therapy Notes free Consulting with Gordon The PsychCraft Network Profit First for Therapists Workbook Meet Samantha Parrinello Samantha Parrinello is recognized as a leading executive coach, specializing in helping top-performing executives and entrepreneurs reclaim their most valuable resource—time. With a proven track record of transforming leaders from overwhelmed to optimized, Samantha blends decades of senior leadership experience with cutting-edge performance frameworks. Her clients regularly regain 10–20 hours a week while scaling their businesses faster and living with more freedom. Known as the master of time management and optimization, Samantha has become the go-to coach for leaders who want to multiply their impact without sacrificing their lives outside of work. LinkedIn Website Wealth Unfiltered 5 Essential Strategies for Entrepreneurs to Achieve 10-Figure Success

This time of year can be incredibly hard for dentists and practice owners because there are so many decisions to make when it comes to showing appreciation for team members. Should I do cash, a gift card, or a bonus through payroll? How much should I pay my team members? Should I do an equal amount or vary the amounts based on longevity? If we do a Holiday party, should I pay the team for the hours? All of the questions and more are covered by Dr. Kuba and Bethany in this episode. The end of the year is an important time to show appreciation, but there is much to consider and weigh out. So, listen in! Previous Episodes Worth Revisiting:Creative Team Building IdeasThe Basics of Team Building 

Most practice owners think they're confident—but the brutal truth is, most only have conditional confidence. When things are going well, they're unstoppable. But the moment pressure hits—staff leave, leads slow, revenue dips—their confidence vanishes. In this episode, Tristan reveals the truth about confidence that most practice owners refuse to face—and how to build the kind that's unshakable, repeatable, and makes success inevitable. You'll discover: Why confidence isn't a feeling—it's a byproduct of action (and how waiting to "feel ready" keeps you stuck) How comparison kills confidence, and the simple mindset shift to compete only with who you were 90 days ago Why confidence without competence is just ego in disguise, and how to build real confidence through systems and skills The one uncomfortable action that will build your "confidence muscle" faster than anything else Real confidence isn't built by waiting. It's earned through action—especially when you don't feel ready. P.S. If you want to learn more about how to scale your healthcare practice, chat with one of our expert coaches at https://practiceacceleration.com/application and see how we can help you! Thanks so much for joining us this week. We hope you love it! Have some feedback you'd like to share? Leave us a review on iTunes!

Burnout prevention advice rarely works for practice owners because it ignores the structural realities of running a healthcare business. Generic wellness tips like "set better boundaries" or "take more vacations" fall flat when you're responsible for payroll, team development, and practice sustainability. In this episode, Tracy breaks down why traditional burnout prevention fails and shares three strategic pillars that actually address the root causes of depletion for independent practice owners.  Click here for full show notes  Is your practice growth-ready? See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Drawing from a powerful CME wellness workshop in Silicon Valley, Tracy explores the generational divide emerging around burnout—younger physicians drawing hard lines about sacrifice while seasoned physicians grapple with whether to perpetuate the moral injury they've experienced. The conversation reveals how we've normalized exhaustion as a badge of honor and built healthcare systems that require sacrifice. But it doesn't have to be this way.  Episode Highlights:  Why employed physicians may actually be at higher risk for burnout than practice owners—and what that reveals about autonomy and agency  The "frog in boiling water" reality: how for-profit insurance since the 1970s has gradually conditioned physicians to accept unsustainable conditions  Time Leadership vs. Time Management: why optimizing your calendar won't solve burnout if you're working on the wrong things  The $10 vs. $100 task framework: how to stop spending expert-level time on basic tasks  Three essential questions for sustainable growth decisions: "Only me? Today? Someone else?"  Why "slow down to speed up" isn't just a platitude—it's the foundation of strategic practice leadership  How clarity creates speed while haste creates chaos (and why American hustle culture gets this backwards)  The connection between business systems and wellbeing: why you can't separate practice sustainability from personal sustainability  Memorable Quotes:  "Time management is about getting more done. Time leadership is about getting the RIGHT things done."  "Real leadership is building systems that don't depend on your heroic effort."  "Growth without sustainability isn't growth—it's extraction."  "Clarity equals speed. Lack of clarity equals chaos and plate-spinning."  "Prevention isn't about bubble baths and boundaries. It's about strategic changes to how you lead your time, build your systems, and approach growth."  "You didn't create this system. You've been adapting to survive in it—one small compromise at a time, one policy change at a time, one administrative burden at a time."  "If 'all hands on deck' is happening weekly, it's time to re-examine some things."  This episode is essential listening for practice owners who recognize themselves in the exhaustion phase and want to make strategic changes before burnout progresses. Prevention is so much easier than recovery—and it starts with understanding that your wellbeing and your business success aren't separate challenges.  Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Tracy designs and delivers CME-accredited wellness retreats and workshops in partnership with medical associations, bringing burnout prevention and sustainable practice management to physicians nationwide. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

 It is that time of year – you have a list of things to do that is nearly a mile long. Your mind is scrambled, and you are trying to remember what you need to do for the practice and team to wrap up 2025 nicely. Dr. Kuba and Bethany are here to help! Together, they put together a list of their top year-end tips and reminders. Some of the items are easy to forget, like evaluating your fee schedule, while others are more challenging like evaluating your A/R trends. Nonetheless, this episode will help you maximize the last few weeks of this year to ensure that everything is checked off your list (and hopefully you don't have to check it twice!).  If you're a subscriber, don't miss the BLACK FRIDAY SALE on the Hub. For the next 3 days, all Hub resources are 50% off!! 

What if the real reason you feel behind on taxes and cash flow is because you're still 'flying blind' financially? In this episode, Duckett Ladd's, Jared Duckett and Caleb Gussner, reveal why every dental practice owner needs a true financial playbook to make smarter decisions and avoid costly surprises. They break down the dangers of managing from your bank balance, how year-end tax strategies really work, and why understanding your financial statements is the first step toward more clarity...more profit...and more control.  

ODs tend to be a pretty risk-averse group, which means failure and risk can be avoided or almost taboo topics. But risk is required for any type of return in life. So how should practice/business owners think about risk? If you're embarking on a new growth goals for your practice—like adding an associate doctor—how do you prepare for that investment into the practice and how long do you continue down that path if it's not working? How do you pivot and what are the financial decisions you can make to hedge the risk as best as possible?   Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Books & Benchmarks     ————————————————————————————— 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!

It is not often that Bethany's plans are usurped, but Dr. Jones pulls it off today. Bethany had teed up a completely different subject for today's episode, but Dr. Jones had a different plan and turned the tables! He took a trip down memory lane and focused on the story of Bethany's life, all of the nitty-gritty details that made Bethany squirm in her seat. As they reflect together, they marvel at how when we lean into our natural strengths, we can end up with a career that really does bring us joy. Grab your popcorn and listen to Bethany squirm on this one!  If you're a subscriber, don't miss the BLACK FRIDAY SALE on the Hub. For the next 10 days, all Hub resources are 50% off!! 

In this candid snack episode, Tracy sits in the interview seat as Miranda explores the practical reality of AI for private practices. Following Tracy's conversation with David Herman about AI in dental marketing, this episode addresses what practice owners are really asking about AI implementation, where these tools genuinely help, and the critical questions to ask before investing time and resources. Tracy shares insights from a recent burnout workshop with Silicon Valley physicians and offers a framework for thinking strategically about technology that supports—rather than replaces—human connection in healthcare.  Click here for full show notes  Episode Highlights  AI's real role in healthcare: Where these tools genuinely help (administrative tasks, scribing) versus where physicians have serious concerns (primary care AI models)  The "band-aid on a fixed system" reality: Why AI tools can reclaim time but don't address the systemic commodification of healthcare delivery  Implementation without drowning: Tracy's framework for introducing new technology when you're already stretched thin, including the time leadership quadrant approach  Real physician experiences: Stories from Tracy's primary care doctor and Miranda's daughter's cardiologist about AI scribing tools reclaiming 3-4 hours weekly  The marketing-systems connection: Why beautiful marketing campaigns fail when practices lack the infrastructure to handle increased inquiry volume  Questions to ask before implementing AI: What end result you want, how to ensure HIPAA compliance, where volume will come from, and whether your team is resourced for success  Memorable Quotes  "It's not about fear of being replaced, it's fear about causing harm."  "The system isn't broken—it's fixed. One quarter of a degree at a time, the temperature has been increased to the point where it became normalized."  "These people go to school for 8, 12 or more years to practice medicine and are now well paid but not well enough for the amount of hours they put in—business administrators, basically admin paper pushers."  "We want all of our providers to be well rested, to have bandwidth, to not have to be reactive all the time. We want that as patients."  "If we're not going to be human, then what's the point?"  "Our clients do not love slowing down, but it's the way that we can gain clarity."  Closing  AI represents both genuine opportunity and potential pitfall for independent practices. The key lies not in whether to adopt these tools, but in approaching implementation with clear strategic thinking about your desired outcomes, team capacity, and practice ecosystem. Before investing in any AI solution, take time to work on your business from that essential 30,000-foot view—because technology without strategy is just expensive noise.  Listen to David Herman: AI in Healthcare: How Technology Makes Patient Care More Human, Featuring David Herman, EP 207  Is your practice growth-ready? See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Miranda's Bio:  Miranda Dorta, B.F.A. (she/her/hers) is the Manager of Operations and PR at Tracy Cherpeski International. A graduate of Savannah College of Art and Design with expertise in writing and creative storytelling, Miranda brings her skills in operations, public relations, and communication strategies to the Thriving Practice community. Based in the City of Oaks, she joined the team in 2021 and has been instrumental in streamlining operations while managing the company's public presence since 2022.  Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

Healthcare attorney Sarah Covington joins Tracy to discuss why proactive legal engagement saves independent practice owners both time and money. Drawing from her experience in big law, health systems, and her own practice, Sarah reveals the compliance requirements most practice owners don't know about and shares practical strategies for managing the juggling act between patient care and business leadership. From financial modeling that takes the fear out of reimbursement cuts to simple tech solutions that improve both patient experience and team efficiency, this conversation offers a refreshing perspective on building sustainable, thriving practices.  Click here for full show notes  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Episode Highlights  Why practices that engage legal counsel regularly actually have lower overall legal spend than those who wait for emergencies  The ACA compliance requirement that affects practices accepting Medicare, Medicaid, or CHIP (and why you need quarterly compliance meetings)  How financial modeling transforms anxiety about reimbursement cuts into actionable business decisions  The power of time blocking to separate clinical work from business management—and why mixing these roles can cross ethical boundaries  Simple efficiency wins: How online patient scheduling reduces errors, improves cash flow, and creates better experiences for everyone  The "hat switching" challenge between clinician and entrepreneur mindsets  Why PCM (Principal Care Management) is often missed in specialist offices and how it can offset reimbursement cuts  Memorable Quotes  "The ones that I see really struggling—most of it is financial, and it's because there isn't that strong financial modeling in place."  "For a lot of practices that I work with, the ones that I see routinely engaging legal actually have lower overall legal spend than the ones that wait for issues."  "If you're feeling burned out, it's not you, it's the system."  "You want to continue providing that really great care for your patients, and you do that by having your doors open."  "Time block. Start time blocking and set aside: these are the hours where I work on business matters, these are the hours that I take care of patients."  Closing  Sarah Covington reminds us that independent practice owners are doing a fabulous job juggling way too many things in a system that creates unique constraints. The path forward isn't about working harder—it's about building the right support systems, making informed financial decisions, and protecting time for strategic thinking. Because when you take care of your business, you can continue taking care of your patients.  Guest Bio:  Sarah Covington's path to healthcare law began in an unexpected place—sitting in a children's hospital during her daughter's heart surgery. While halfway through her MBA, she observed the inefficiencies around her and decided to become part of the solution. After adding a healthcare management concentration to her degree (and ruling out medical school after realizing insides-on-the-outside weren't her thing), Sarah eventually pursued law school to build stronger skills for supporting founding teams.  Following a stint in Big Law that taught her lessons she uses daily, Sarah returned to her passion: healthcare innovation. Today, she works at the intersection of law and healthcare startups, helping founding teams navigate the complex regulatory landscape. Licensed in South Dakota and Arizona, Sarah is dedicated to figuring out the nooks and crannies of healthcare law to make the system a little better for the next generation.  Find Sarah:  Forward Slash/Health Website  LinkedIn  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

Most practice owners think they have a vision. A sentence written years ago. A vague idea. A gut feeling. But a real vision, one that energises your team and shapes culture, is something very different.In this episode, Oliver and I break down the most common mistakes owners make when creating their vision – why many end up with fluffy statements that change nothing, why some practices have no vision at all, and why the work isn't finished once the document is written and alive.We explore how to structure a vision that actually works, how purpose, mission, and values fit together, and the simple tests that tell you whether yours is fit for purpose. You'll learn why authenticity matters more than polish and how a living, breathing vision becomes rocket fuel for recruitment, retention, culture, and long term sustainability.The medicine gets you started. The vision takes you somewhere worth going. Remarkable practices are built by leaders who choose the path with purpose. Episode Outline:[00:00] – Why vision matters[01:07] – The danger of having no vision[02:14] – Vision as your X factor[06:49] – When structure goes wrong[07:51] – Why “vision, mission, values” fall short[09:46] – The purpose–mission–values model[11:54] – Vision is only useful if you use it[13:19] – The cost of abdication[15:32] – Why vets avoid vision work[18:00] – People, culture and sustainability[20:40] – The goosebumps and butterflies test[22:23] – Writing the unfiltered truth[23:52] – Turning vision into leadership fuelResources & Links MentionedNeed help with your vision? Book a chat with Oliver at the Veterinary Leadership Academy and we'll help you assess where you are and where you're going.Download the Leadership Actions Study – practical steps to help you lead with clarity today.Explore our leadership courses – build the skills to create a culture your team loves being part of.Follow Dr Dave Nicol for daily leadership insights and practical tools for running a thriving veterinary practice.Enjoyed this episode?Leave us a review on iTunes and share it with your colleagues in vet med. Great leadership, like great culture, grows when it's shared.

SummaryDr. Nikki shares her inspiring journey from being a dental associate to owning multiple practices. She discusses the challenges and rewards of launching a mobile dental clinic, expanding her practice to Texas, and the importance of understanding business operations in dentistry. Nikki also addresses the unique challenges women face in leadership roles, the significance of mentorship, and the role of office managers in creating efficient practices. She emphasizes the need for financial literacy and offers actionable strategies for dental practice owners to grow their businesses. Additionally, Nikki highlights the benefits of using ZenOne for supply management, allowing for streamlined operations and more free time for practice owners.3 Main takeaways:Dive deep into your numbers (Account Recevables, Codes, EOB)Understand what's working and why it's working. Learn to delegateStep 1 and 2 should give you confidence to tackle harder things or decisions.TakeawaysNikki emphasizes the importance of being a doer rather than just an advisor in the dental industry.She shares her journey from working in various practices to owning multiple dental clinics.The mobile dental clinic she launched provided essential services to underserved communities.Nikki discusses the challenges and rewards of expanding her practice to Texas.She highlights the importance of understanding business operations in running a successful dental practice.Nikki addresses the unique challenges women face in leadership roles within dentistry.She shares insights on the importance of mentorship and coaching for new dentists.Nikki discusses the role of office managers and the need for clear systems in dental practices.She explains how having multiple practices can actually reduce stress and improve efficiency.Nikki emphasizes the importance of financial literacy and understanding insurance processes for practice owners.Chapters(00:00) Introduction to Nikki's Journey(02:46) The Birth of a Mobile Dental Clinic(06:01) Transitioning to Texas: A New Opportunity(09:04) Challenges of Managing Multiple Practices(11:56) Navigating Gender Dynamics in Dentistry(14:59) Building Successful Dental Practices(18:01) The Importance of Business Operations(21:13) Confidence in Expanding Practices(24:02) Financial Strategies for Growth(26:57) The Success Formula for Multiple Offices(32:41) Optimizing Dental Practice Roles(35:12) The Journey of Associate Dentists(37:41) Overcoming Business Challenges in Dentistry(40:29) The Importance of Financial Awareness(43:02) Training and Empowering Office Managers(46:11) Balancing Clinical and Business Skills(49:08) Actionable Steps for Practice Owners(01:00:17) Streamlining Supply Management with Zen One

They have gone mad!! In a season of gratitude, Dr. Kuba and Bethany want to gift all listeners with a full bonus episode. So here it is!! Today's episode is the very first bonus episode, which aired in November 2024. They discuss an incredibly important topic – vision. As 2025 comes to a close, it is critical to take a step back and truly evaluate the practice vision and the potential hurdles that are preventing that vision from coming to fruition. Use today's episode as a tool for evaluating your vision, the roadblocks to your vision, and the steps you can take to unlock your vision. For additional resources on this subject, visit The Hub:Yearly Reflection and Planning Team Feedback Bundle Practice Vision Bundle 

In this candid snack episode, Miranda interviews Tracy about the research behind their white paper, "Unlocking Potential: A Business Blueprint for Practice Owners." Tracy reveals a startling discovery: the largest burnout studies—including the AMA's 18,000-respondent survey—systematically exclude private practice owners, focusing exclusively on employed physicians in large systems. This two-year-old research remains urgently relevant as healthcare continues evolving post-COVID. Tracy shares surprising insights from provider interviews, explains why the distinction between working in versus on your practice matters, and offers realistic expectations for reclaiming your time through strategic business planning.  Click here for full show notes  Download the White Paper: “Unlocking Potential: A Business Blueprint for Practice Owners”  Episode Highlights  The Missing Data: Why major burnout studies exclude independent practice owners and what this means for healthcare policy  Lower Burnout Rates: Evidence that practice owners experience slightly lower burnout rates due to greater autonomy—but remain at significant risk  COVID's Impact: How the pandemic intensified an already urgent workplace crisis that the WHO identified as early as 2019  Refreshing Candor: The surprisingly honest conversations practice owners had about their biggest frustrations (insurance companies top the list)  Working In vs. On: The critical difference between clinical tasks and strategic leadership—and why the 10,000-foot view matters  The Long Game: Why meaningful time recapture takes 3-6 months of consistent effort and why it's worth the investment  Healthcare Is Different: Why business principles apply to medical practices with crucial distinctions that generic business advice misses  Memorable Quotes  "I don't believe to this day, even two years on, that the data is actually very clear about practice owners."  "The burnout rates are lower because practice owners have more autonomy, comma, and they're still at risk at pretty much the same rates."  "Practice owners are the redheaded stepchild of burnout research."  "What surprised me was how candid they were as soon as we could get them to talk."  "Business is business, comma, and it's just different in healthcare. And we get that because we work in it with you."  "Everything you're doing now, if it's going to be an adjustment, it's going to take time to come back, but it's so worth the investment of time and energy."  Closing  This conversation underscores why advocacy for independent practice ownership remains central to our mission. When research systematically overlooks a segment of healthcare providers, policies get shaped without their reality in view—and that's exactly when practice owners need the most support. Download the white paper to validate your experience and discover practical strategies for sustainable growth.  Download the White Paper: “Unlocking Potential: A Business Blueprint for Practice Owners”  Is your practice growth-ready? See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Miranda's Bio:  Miranda Dorta, B.F.A. (she/her/hers) is the Manager of Operations and PR at Tracy Cherpeski International. A graduate of Savannah College of Art and Design with expertise in writing and creative storytelling, Miranda brings her skills in operations, public relations, and communication strategies to the Thriving Practice community. Based in the City of Oaks, she joined the team in 2021 and has been instrumental in streamlining operations while managing the company's public presence since 2022.   Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

Independent healthcare practices are at a critical crossroads. Based on original research from Tracy Cherpeski International's white paper "Unlocking Potential: A Business Blueprint for Practice Owners," this episode reveals the time crisis threatening independent practice ownership—and the surprising wave of change on the horizon. Tracy shares data showing that practice owners spend up to 35% of their time on administrative tasks, while 80% dream of a future with more strategic freedom. But there's hope: with proven time leadership strategies, practice owners are reclaiming 5-10 hours weekly and building sustainable practices that support both exceptional patient care and quality of life.  Click here for full show notes  Is your practice growth-ready? See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Episode Highlights  The shocking data on how much time practice owners lose to administrative work weekly  Why physician practice ownership dropped 13 percentage points from 2012-2022  The emerging wave of young and mid-career physicians choosing independent practice ownership  Dr. Noah's story: From drowning in admin work to reclaiming his practice and his life  The "garden sunlight" framework for understanding strategic time allocation  What's at stake if we don't support the next generation of practice owners  Proven strategies that help owners reclaim 5-10 hours per week  Memorable Quotes  "The biggest threat to independent healthcare practices isn't private equity buyouts or declining reimbursements—it's how practice owners are spending their time every single week."  "Medical school teaches you how to diagnose and treat patients. It doesn't teach you how to build systems, delegate effectively, or think like a CEO."  "Your time as a practice owner is like sunlight in a garden. If you spread it too thin across every single plant, nothing grows particularly strong."  "We're at an inflection point. And the question is: will these courageous physician entrepreneurs have the support, resources, and business knowledge they need to succeed?"  "Independent healthcare practice ownership doesn't have to be a path to burnout. With the right approach, it can be exactly what you envisioned."  Resources  Download the full white paper: "Unlocking Potential: A Business Blueprint for Practice Owners"   Register for the November 18th Time Leadership Masterclass (Open to everyone!)   Learn more about Thriving Practice Community membership.  Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

Have you ever caught yourself living in constant hustle mode — pushing for the next milestone in your therapy practice but rarely pausing to breathe, to celebrate, or to simply be? I sit down with Jenny Jonker, a therapist, practice owner, and graduate of both my Money Skills for Therapists and Money Skills for Practice Owners programs. Jenny's story is powerful — she shares how her immigrant background, her family's experience fleeing war, and the survival mindset that shaped her early years carried into her life as a business owner. Together, we explore what it looks like to shift from fear and scarcity into calm, trust, and true presence. I coach Jenny through the process of breaking free from the “always-doing” cycle and learning to actually enjoy the success she's built. We talk about how trauma, culture, and early money stories shape the way we work — and why slowing down, resting, and allowing ourselves to feel safe in abundance is part of the deeper healing work for therapists. Jenny's reflections are moving and relatable: honoring her parents' legacy while learning that she doesn't have to hustle to prove her worth. She reminds us that the path to financial stability in private practice isn't only about spreadsheets and systems — it's about healing what's underneath. The Cost of Constant Hustle and How Therapists Can Embrace Rest (00:03:11) Finding Purpose Beyond Hustle (00:09:01) Breaking Cycles, Reclaiming Your Space (00:10:39) Feeling Empowered Through Your Backstory (00:18:51) Reflecting on Presence and Growth (00:21:07) Hustling to Prove Yourself (00:23:01) New Patterns Take Time (00:26:10) Prioritizing Rest and Growth (00:30:29) Balancing Hustle with Presence Redefining “Enough”: Healing the Immigrant Hustle Mindset in Private Practice (00:10:05) “Being an immigrant and having my own history and the way that I grew up, I think has really informed my practice and how I show up with clients and how I want to create this space with intention and be able to share my story and my experiences of hardship and poverty with clients in a way that helps them have hope." - Jenny Jonker Jenny beautifully describes what she calls her foreboding joy — that anxious feeling when things are finally good, but a part of you is waiting for something to go wrong. She's practicing new tools to retrain her nervous system, learning to let in safety, joy, and gratitude. One of her grounding techniques: closing her eyes, counting to three, and saying, “I am really here. I deserve this.” If you've ever felt driven by scarcity, fear, or the pressure to prove yourself, Jenny's story offers a gentle reminder: your worth doesn't come from your productivity. It's okay to slow down, to rest, and to take in how far you've come. Action Steps to Help You Shift Your Money Narrative: Explore your family's money story. Reflect on the messages you absorbed about money, work, and success growing up. Which beliefs are truly yours, and which are ready to be released? Notice when “hustle” shows up. When you feel the pull to overwork, ask: “What am I afraid will happen if I slow down?” Practice mindful presence and positive affect tolerance. Try the same exercise I walked Jenny through: sit still, close your eyes, count to three, and open them with the words, “I deserve this. This is my life. I built this.” Connect with your younger self. When fear arises, connect with that child part of you and gently remind them, “We're safe now. I've made good choices for us.” Celebrate your accomplishments – Visibly. Create...

How do you know if the person you recently hired is the right one? In this episode, Dr. Kuba and  Bethany discuss three recent examples where practice owners are evaluating this very question. At the 60 day point, one practice owner is already beginning to doubt her clinical assistant's skillset. Another practice owner is trying to decide if it's worth continuing to invest in his newest assistant who continues to buck the cultural norms of his practice. And yet, another practice owner likes her newest assistant (of 18 months) but the team can't stand her. Dr. Kuba gives her advice in each of these three scenarios in hopes that listeners have tools to use when they are trying to decide whether to hire or fire.  Previous Episodes Worth Revisiting: When to Call it Quits on an EmployeeHow to Effectively Welcome a New Employee 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

In this episode, Ash sits down with Nick Hinshaw from WinStar Insurance Group to discuss how insurance can play a critical role in reducing stress for dental practice owners and their teams. The conversation covers essential insurance policies beyond the mandatory requirements, like disability insurance and group benefit plans, which can offer peace of mind to both owners and staff. Nick explains how regularly reviewing disability policies ensures coverage matches the evolving needs of practice owners, helping prevent unwanted surprises if a disability occurs.They highlight the importance of offering group benefit plans—such as health, dental, vision, and disability insurance—to retain employees and build a supportive practice culture. With turnover rates high in dentistry, especially in urban environments, providing comprehensive benefits can make a practice competitive and foster loyalty among team members. Ash and Nick also touch on insurance requirements for equipment purchases and warn against forced-place insurance imposed by lenders, which is often expensive and limited. To find out more and connect with Nick, visit:https://www.winstarins.com/breweries.htmlOr you can email him at nhinshaw {at} winstarins.comKey Topics Discussed:Insurance as a tool for stress relief in dental practicesBenefits of non-mandatory insurance, especially disability coverageRegularly updating insurance policies to match current needsImportance of group benefit plans for retention and practice competitivenessHow supporting employees with benefits impacts practice culture and outputChallenges with lender-imposed (forced-place) insurance on equipmentThe need for proactive, communicative insurance agentsAsking staff about the benefits they value mostRisk management and reducing pressure for practice owners

As 2025 winds down, Aaron sits down with Refractional CFO's Jackson Pace and Kevin Dang to break down the major tax changes from the “One Big Beautiful Bill.” They unpack what practice owners need to know about bonus depreciation, Section 179, QBI updates, ERC audits, and new deductions and credits—from child tax to senior benefits. Whether you love talking numbers or dread tax season, this episode helps you plan smarter, avoid surprises, and end the year financially prepared. For more info you can reach Jackson and Kevin here: https://www.refractionalcfo.com/ Jackson Pace direct email Schedule a call https://calendly.com/refractionalcfo/discovery-call   ----------------------- Go to MacuHealth.com and use the coupon code PODCAST2024 at checkout for special discounts Let's Connect! Follow and join the conversation! Instagram: @aaron_werner_vision

If you've ever felt like marketing your therapy practice is confusing, intimidating, or just not your zone of genius, you're not alone. In this episode, I want to help you breathe a little easier about it. Marketing doesn't have to be reactive or overwhelming. It can be intentional, sustainable, and rooted in long-term success for your business and your peace of mind. Whether you're just opening your solo practice, looking to welcome more clients, or scaling into a group practice, my guest Kristie Plantinga and I talk honestly about what actually works when it comes to digital marketing for therapists. You'll hear how to keep your practice visible online, how to think about your return on investment, and which tools can help you track whether your efforts are truly bringing new clients your way. (00:14:21) “It's about, did I get a return on the investment that I put into this? It's the most important thing really, when you're working with a marketing company.” — Kristie Plantinga Kristie is the founder of Place Digital (formerly TherapieSEO) and a passionate advocate for helping therapists understand how online marketing really works. Together, we unpack what private practice owners need to know about SEO, Google Ads, and digital marketing strategy — all from a grounded, therapist-friendly perspective. Smart Marketing Strategies for Private Practice Therapists Marketing is one of the biggest investments you'll make in your practice — and it can feel risky when you don't know where to start. In this conversation, we explore how to make wise, informed choices about where to spend your time and money so you can build stability for years to come. (00:05:43) AI Tools Integrated with Google (00:07:44) Flawed Marketing and Hiring Strategy (00:12:52) Sustainable Growth Through SEO (00:13:57) Long-Term Perspective in Marketing (00:19:33) Tools to Demystify Marketing (00:22:44) Rethinking Marketing for Practice Owners (00:24:48) Big Investments, Big Returns (00:28:32) Google Ads vs. SEO Costs (00:33:17) Proactive Marketing for Therapists (00:34:32) Sustained Growth for Practices Google Ads vs. SEO: Choosing the Right Path for Your Therapy Practice As Kristie reminds us, Google is the gateway to the internet. Whether we love it or not, if potential clients can't find you there, your practice is essentially invisible. But there's a catch — Google isn't always a reliable partner for small businesses. Policies change overnight, and as therapists, we're rarely their priority. That's why we talk about investing in your marketing before you need it, rather than reacting when your caseload dips. Sustainable marketing is about planting seeds now for the clients you'll be serving six months from today. Kristie shares her honest take on Google Ads — calling Google “a selfish and unreliable partner” — and explains why SEO is a more sustainable, long-term investment. While ads can create short bursts of visibility, SEO helps you build an online foundation that continually attracts your ideal clients. How Much Should You Really Spend on Marketing? In this episode, Kristie and I walk through what a healthy marketing cycle looks like for different stages of private practice. We talk about setting a budget that feels aligned, tracking what's really working, and investing in strategies that will continue to pay off over time. Marketing decisions made from fear rarely lead to growth that lasts. Instead, we can learn to make calm, confident, and informed choices about where to invest our energy and resources. Ready to feel confident with your money?Are you a Solo Private Practice Owner? I made this course just for you: Money Skills...

Changes in a practice are necessary. At times, changes are thrust upon a team, forcing them to pivot. Other times, the practice owner is watching the horizon for economic, technological, or financial impacts that may also force change. Regardless, change is necessary at times and also desirable at times. So, it can be extremely disheartening to have a team that refuses to follow their leader into new changes. In this episode, Dr. Kuba and Bethany discuss the difficultly of change and yet the importance of it. They also discuss how to view and manage team members that may be resisting the revisions. They end with an important message for all practice owners and team members – don't be a dingbat!  Previous Episodes Worth Revisiting: How to Help Your Team Bear FruitDental Practice Owners are Leaders 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy welcomes Dr. Nick Schmidt, a practicing physical therapist and founder of PT Assist and the Physical Therapy Project. Dr. Schmidt shares his journey from a pre-pharmacy student to a passionate advocate for innovative revenue streams in physical therapy. The conversation delves into the importance of cash-based services, the potential of retail sales in clinics, and the creation of a supportive community for physical therapists. Dr. Schmidt emphasizes the need for sustainable business practices and the role of physical therapists as musculoskeletal experts. Takeaways The transition from traditional to cash-based models can enhance revenue. Retail sales in clinics offer a viable revenue stream with the right products. Building a community among physical therapists fosters growth and innovation. Understanding the market and patient needs is crucial for success. Integrating new technologies requires careful consideration and planning. Consistency and passion are key to professional growth. Collaboration with other practice owners can provide valuable insights. The importance of aligning new revenue streams with clinic capabilities. The role of physical therapists as primary musculoskeletal care providers. The value of connecting with like-minded professionals in the field. Chapters [00:00] Introduction and Welcome · [02:15] Dr. Nick Schmidt's Background and Journey · [05:30] Exploring Cash-Based Services · [10:45] The Role of Retail Sales in Clinics · [15:20] Building the Physical Therapy Project Community · [20:00] Innovative Technologies and Their Implementation · [25:30] Challenges and Opportunities in Revenue Streams · [30:15] Advice for Practice Owners · [35:00] Closing Thoughts and Contact Information More About Dr. Schmidt: Nick Schmit is a practicing physical therapist and the founder of The PT Assist and The Physical Therapy Project community on Skool. Throughout his career, Nick has developed a deep passion for helping practice owners build sustainable businesses while reinforcing the role of physical therapists as the musculoskeletal experts. This passion led him to create The PT Assist, a platform that helps clinic owners successfully integrate retail sales into their practices. His newest venture, The Physical Therapy Project, is both a community and a resource hub for physical therapists exploring cash-based services and modalities such as dry needling, saunas, shockwave therapy, laser, retail offerings, wellness services, and more. The community provides guidance on what services are available, how they work, which might be the best fit for a clinic, and practical strategies to implement them smoothly and effectively. Nick grew up in central Minnesota, earned his bachelor's degree in Zoology from North Dakota State University, and went on to complete his Doctor of Physical Therapy at the University of Nebraska Medical Center in Omaha. He now lives in North Dakota with his wife and their growing family. Grounded by his faith and family, Nick is grateful for the many blessings in his life. His mission is to add as much value to the profession as possible and to connect with others who are boldly pursuing their dreams and passions. Resources from this Episode: Nick's email: nick@theptassist.com The Physical Therapy Project Website Nick on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of Teeth Matter, host Ellie Halabian interviews Alan Withall (@newyorkdentalconsultant), a senior sales consultant at Henry Schein (@henryschein), who shares his expertise on helping dentists start and manage successful dental practices. Alan discusses his role in the industry, the importance of building strong relationships, and the common challenges dentists face when starting their own practices. He also highlights the significance of marketing and offers insights into the misconceptions about practice ownership.Keywords: Dental Practice Startup, Practice Management, Marketing, Dental Industry Challenges, Practice Ownership, Entrepreneurship_______Don't miss out on these deals: Prioritize your wellness—shop my daily essentials here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://teethmatterpod.com/store⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠COCOFLOSS - Use code TM20 to get 20% off ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cocofloss.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIGS - Use referral code to get 20% off ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fbuy.io/figs/elliehalabian⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you want to join the conversation about the realities of dentistry, follow: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@_teethmatter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ellie Halabian⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠__________________________If you enjoy the podcast, subscribe and rate ⭐️. If you think a friend will enjoy it, please share it with them.

Every once in a while, hopefully rarely, you get smacked with terribly sickening mistakes. There is a long list of “small mistakes” that practices make that feel less consequential – like incorrectly spelling a patient's name, communicating the wrong appointment date/time to a patient, or collecting an incorrect amount for treatment rendered. However, this episode focuses on some haunting mistakes that were brought to Dr. Kuba and Bethany's attention.  In these situations, mistakes were made by team members and associates, leaving the practice owners terribly exposed and at risk. Take your blood pressure medicine, and listen in! Previous Episodes Worth Revisiting: Details Matter – The Importance of Clinical DocumentationS1: Episode 29 – Thirty Positive Thoughts in Less Than Thirty Minutes 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

Thank goodness that Dr. Jones is back in town! After 47 years in dentistry, Dr. Kuba and Bethany have burning questions for him, so Bethany traps him in the studio to record. In this episode, he answers questions like, “With four kids and twelve grandkids, would you recommend dentistry to any of your kids/grandkids?, “For new owners, what do you think is the wisest investment?,” and “Are you a member of organized dentistry, why or why not?”. He tackles these questions and more. Listen closely to forty-seven years of wisdom! Previous Episodes Worth Revisiting: Quality Referral Processes for Premium Patient CareDr. Jones Discusses Building the Practice You Envision 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

Dr. Kuba is back in the studio today and is putting Bethany on the spot. While she appreciated the advice from the previous episode, she felt like the examples were missing. What rumor mill? And was the advice actually implementable? She and Bethany discuss specific instances where team members bring the drama. They also discuss if the advice is actionable.  2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

In this first episode of our three-part Time Leadership series, Tracy Cherpeski tackles why traditional productivity systems fail healthcare practice owners. If you've tried every time management technique only to feel more overwhelmed, this episode reveals the real problem: you've been applying employee productivity frameworks to a practice owner's reality. Tracy introduces the concept of time leadership—a strategic approach designed specifically for healthcare professionals balancing clinical excellence with business sustainability.  Click here for full show notes  Click here to download the Time Leadership Delegation Workbook  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Episode Highlights  The Time Management Trap: Why productivity systems designed for corporate employees don't work for practice owners juggling patient care and business leadership Dr. Sarah's Story: How a successful family medicine physician discovered she was efficiently managing the wrong work—and what changed when she shifted her focus  Time Management vs. Time Leadership: The critical distinction between doing things efficiently and doing the right things strategically  The Orchestra Metaphor: Why you need to conduct your practice rather than play every instrument yourself  Delegation Beyond Admin: Understanding what truly requires your clinical expertise versus what you're doing out of habit  Memorable Quotes  "You don't have a time management problem. You have a time leadership opportunity."  "Time management is about efficiency—doing things right. Time leadership is about effectiveness—doing the right things."  "Sarah wasn't managing her time poorly. She was managing the wrong work."  "Real acceptance is powerful—making peace with what you genuinely cannot change while focusing your energy on what you can. Resignation is giving up."  "The question isn't 'how do I manage all these tasks more efficiently?' The question is 'what am I conducting versus what am I trying to play myself?'"  This episode sets the foundation for a complete mindset shift around how healthcare practice owners approach their time. Tracy challenges listeners to stop blaming themselves for failed productivity systems and instead recognize that they need a framework built for their unique reality. Download the Time Leadership Delegation workbook and complete the foundation work before episode two, where we'll explore the Open Time Audit and identify exactly where your strategic thinking time is being hijacked.  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.   Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

Would you ever build your dental practice on 75-year-old technology? In this episode, host Jordin McEntire talks with Richard Del Monte, Partner Advisor at Allworth Financial, about why most financial strategies haven't kept up with today's economy. Richard shares how outdated investing models leave money on the table and what high-earning dental practice owners can do differently. From understanding the limits of traditional portfolios to exploring smarter ways to reduce taxes and build real wealth, this conversation reveals what it means to create lasting financial freedom beyond the 60/40 mindset.

Some practices are plagued with rumor mill problems while other practices are lucky enough to only have to deal with gossip girls on occasion. Either way, an active rumor mill can wreak havoc on a time. It can be a major determining factor in employee retention. It can diminish the efficiency of team members, thus impacting the productivity of the office. It can also lead to explosive meetings or events. Addressing gossip problems on your team take swift action. Listen to Bethany give key tips for addressing rumor mill problems. 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

In this powerful episode, David Harris, founder and CEO of Prosperident, pulls back the curtain on the hidden epidemic of dental embezzlement. With over three decades of investigative experience, David shares the red flags every dentist must watch for, the systems that prevent theft before it starts, and the hard truths about why our trusting nature makes us vulnerable. Whether you're hiring your first team member or running a multimillion-dollar practice, this conversation is your wake-up call to put protective checks and balances in place—before it's too late. If you like this episode, here are more episodes we think you'll enjoy: Ep #555 – From Burnout to Balance – Building a Freedom-Based Dental Practice – Dr. Paul Etchison Ep #512 - Protecting Your Wealth – Fiat Currency, Tangible Assets, and Commodities – Andrew McDannels Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Dr. Kuba and Bethany discuss a gut wrenching issue today – when to fire patients, how to fire patients, and everything else related to this topic. They reflect back on a recent episode where Dr. Jones described an unruly patient. Together, they discuss the pros and cons of firing a patient as well as the underlying question of “How do you know when it is the right time to fire a patient?” It is a difficult subject that plagues practice owners from time to time, so tune in to hear tips and points to consider before you decide to fire a patient from your practice. Previous Episodes Worth Revisiting: Dr. Jones Divulges His Worst Moments as a Practice OwnerHow to Respond to Angry and Unhappy Patients 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

Christine Staten, DVM, MBA has been a veterinary practice owner for over 20 years, and in that time, has made lots of great decisions (and some she wouldn't make again!) while growing her practice and her team. Dr. Christine joins Meredith to share her story and why she's so passionate about helping other vets build veterinary practices that succeed so they can keep doing the work they love.Key Topics:Christine shares how she started on the path to becoming a vet practice ownerChristine gives practical advice for how to manage a team and utilize data and strategic team retreats to accelerate business growthThe value of community for practice owners to combat isolation and being overburdened by your responsibilitiesHow going back to school to get an MBA in her 50s further improved her veterinary practiceWhy work life balance is impossible, and what you should aim for insteadChristine's personal framework for managing stress, burnout, and day-to-day worriesLinks and resources:Connect with Christine on Instagram @veterinary_mba Find Christine Staten and her community of veterinary practice owners at veterinary-mba.com as well! Interested in vet-specific financial planning? Schedule a free intro call or email meredith@allvetfinancial.com Like the show? There are several ways you can help!Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

Questions? Thoughts? Send a Text to The Optometry Money Podcast!Episode Summary: As your practice grows and profits increase, one of the most powerful tax and retirement planning tools available to optometry practice owners is profit sharing within your 401(k) plan. But what exactly is profit sharing, and how can you optimize it for both you and your employees?In this episode, Evon welcomes back Matt Ruttenberg of Life Inc. Retirement Services to break down everything optometrists need to know about profit sharing contributions. They discuss how profit sharing works, the different methods of calculating contributions, and how practice owners can use this strategy to maximize retirement savings while managing taxes.Whether you're new to 401(k) plans or you're ready to level up your retirement savings strategy, this conversation will give you clarity on how to align your plan design with your goals.What You'll Learn in This Episode:What profit sharing in a 401(k) plan actually is and why it matters for practice ownersThe “three-tier wedding cake” framework of retirement plan contributionsDifferent methods of profit sharing:Pro Rata (the simple but costly method)New Comparability (targeted, strategic contributions that benefit owners most)How factors like employee demographics, age, and owner wages impact profit sharing efficiencyWhy your Safe Harbor match choice (match vs. non-elective) matters when layering on profit sharingHow profit sharing integrates with cash balance plans to supercharge retirement savingsKey deadlines practice owners need to keep in mind before year-endResources & Links:Learn more about Matt Ruttenberg and his team: 401k.expertThe Optometry Money Podcast Ep 111: 2024 Mid-Year Retirement Plan Updates and Deadlines Practice Owners Need to Know with Matt RuttenbergThe Optometry Money Podcast Ep 64: How to Invest Six Digits A Year Into Your Practice Retirement Plans with Matt RuttenbergThe Optometry Money Podcast Ep 63: Choosing A Retirement Plan for Your Optometry Practice with Matt RuttenbergWork With Us: Thinking about working with a financial planning firm that specializes in optometry? At Optometry Wealth Advisors, we help ODs nationwide align their practice and personal finances for growth, tax efficiency, and long-term wealth.

Send us a textSocial media can feel overwhelming for aesthetic practice owners: what to post, when to post, and who should be on camera. Without a clear plan, time and money are wasted on efforts that don't build trust or attract patients.In this episode of Shorr Solutions: The Podcast, Director of Client Development Ana Suarez and Marketing & Advertising Manager Paige Hamilton share how to create an authentic, efficient social media strategy. From content calendars and analytics to using AI and choosing between in-house, agency, or intern support, you'll gain practical steps to simplify your approach and see real results. Schedule your free consult with our expert, Jay Shorr, here. To sign up for our Conversion Cascade 2.0 online course, click here. Don't forget to enter code PODCAST at checkout for 20% OFF! Connect with us:Website: https://shorrsolutions.com/Instagram: https://www.instagram.com/shorrsolutionsFacebook: https://www.facebook.com/shorrsolutionsLinkedIn: https://www.linkedin.com/company/shorrsolutionsYouTube: https://www.youtube.com/user/TheBestMBS1/featured

Dr. Kuba and Bethany revisit culture but in a slightly different way today. They look at the personalities that impact the culture the most. In other words, they discuss the most influential personalities on the team (sanguine and cholerics). If your culture seems slightly “off,” or recently went through a dramatic turn of events, it is worth your time to consider the impact of the most dynamic people on your team. They have the ability to very easily sway your team in one direction or the other. So, it is prudent to consider their impact on your team! Previous Episodes Worth Revisiting: Personalities on ParadePatient Personalities on Parade ⭐2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

Dr. Kuba and Bethany dig in to an all-important topic – patient communication. In this episode, Dr. Kuba shares a recent restaurant experience and how the communication was off throughout the entire meal. Ultimately, she felt like she was treated like she was an idiot. She began to wonder how often patients feel like idiots in our office. She and Bethany discuss the value of good listening to ensure that smooth and respectful communication can occur. 

Is insurance really helping your practice grow—or holding it back? In this solo episode, Dr. Lauryn gets real about the hidden costs of staying in-network and why so many practice owners eventually face the hard choice of whether to go out of network. She shares personal lessons from running a clinic for 15 years, including a decade fully out of network, and reveals the freedoms and challenges that come with that shift.From the fear of audits to the problem of razor-thin margins, Lauryn dives into why leaving insurance isn't always about profitability at first—but why it often becomes essential for long-term sustainability. Whether you're considering dropping one payer or going fully cash-based, this episode will give you clarity, encouragement, and the real numbers to weigh before making the leap.Key TakeawaysGoing out of network can protect clinics from the constant threat of audits and unexpected clawbacks while giving owners more freedom to run care their way.Profitability depends on clear margins, not just patient volume—many providers unknowingly operate at a loss with certain insurance contracts.Transitioning out of insurance doesn't have to be all or nothing; dropping one or two problematic payers can be a smart first step.Cash-based practices attract more engaged patients, but require strong scripts and systems to handle objections and sustain growth.Resources:The ONE thing every provider needs to launch online! Join the FREE Brand Catalyst Webinar on Friday September 19th at 1pm cst, register now!Join The Uncharted CEO: An 8-week immersive experience for clinic owners designed to increase revenue, maximize profits, and build cash flow systems that create freedom NOW, not at 65. Not sure if The Uncharted CEO is right for you? Take the quiz and find out!Join The Uncharted Collective: A Membership for Healthcare Professionals to Build a Profitable Personal Brand in Just 2 Hours a WeekFollow She Slays on YouTube to watch video versions of the show and get additional content!Sign up for the Weekly Slay newsletter!Follow She Slays and Dr. Lauryn: Instagram | X | LinkedIn | FacebookMentioned in this episode:To learn more about CLA and the INSiGHT scanner go to the link below and enter code SHESLAYS when prompted.CLALearn more about Sunlighten Saunas and get your She Slays discount by clicking the link below!She Slays Associates Job BoardHolistic Marketing Hub

In this final episode of the mindful leadership series, Tracy Cherpeski explores how internal work creates expanding ripples of success. Following up with Dr. Sarah and Dr. Marcus years after their initial work, we see how their practices have become magnetic centers that naturally attract resources, talent, and opportunities. This episode reveals the five ripple zones that create sustainable competitive advantage and shows how mindful leadership becomes a powerful business strategy.  Key Highlights  How Dr. Sarah now takes three-week unplugged vacations while her team runs seamlessly  Marcus's referral systems that are "crushing it" while he focuses on strategic growth  The five ripple zones that create magnetic pull in healthcare practices  Why pushing for success creates resistance while magnetic leadership creates flow  How internal work compounds into external competitive advantages over time  Memorable Quotes  "The most profitable practices aren't just well-run businesses – they're energy centers that attract everything they need to thrive."  "When you're pushing, you're working against resistance. When you're magnetic, resources flow toward you effortlessly."  "Your mindful leadership isn't just personal development; it's business strategy."  "The question isn't whether you're capable of this level of success – the question is whether you're ready to begin."  This episode demonstrates that sustainable practice success flows from the inside out, showing how two different practitioners used the same framework to create practices that continue thriving and expanding their influence years later.  Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page  

September can be slow in the dental field. In fact, many practice owners refer to it as “Suck-tember.” In this episode, Dr. Kuba and Bethany discuss the September slowdown in her practice. Should a practice owner send employees home? Dr. Kuba and Bethany discuss how and when she decides to send employees home. As practice owners, it is important to have a slow-time game plan to ensure that the practice bounces back quickly. Previous Episodes Worth Revisiting: Sucktember Task List – Making a Sucky Month ProfitableLow Cost Marketing Strategies

Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give it a listen as the topic of LTC is generational. On today's episode, Bryan and I discuss the basics of what LTC is and what it's not, the difference between LTC planning and LTC insurance, at what age a practice owner should consider evaluating options, and a tax-deductible way that practice owners can pay for the premium.   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 Bryan Langdon.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Masterminds Request Form Ash Brokerage Bryan's Email   ————————————————————————————— 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!

 Welcome to SEASON FIVE!!! We kick this season off right with Dr. Jones! Dr. Kuba challenged him to think of some of his worst moments as a practice owner and some of the worst decisions he's made. So, as he always does – he delivers! He discusses a medical emergency situation, his worst employee, as well as major financial decisions he made completely solo. As he relives each of these “worst” scenarios, he finds silver lining in each of them. While all of the events discussed are negative, he encourages listeners to fight for the positive in all things. Previous Episodes Worth Revisiting: The “Surface Pressure” is Killing Me, Now What? An Interview with Bethany's Dad – Dr. Jones 

Send us a textIn this episode of the Smarter Vet Financial Podcast, Tom Seeko interviews Dr. Michelle Drake—veterinarian, author, and long-time practice owner. Dr. Drake shares how she built a mission-driven veterinary practice, the importance of planning and leadership, and why working on your business matters. She also discusses the challenges of staying independent and her transition into speaking and writing to mentor others. Tune in for expert advice on veterinary practice management, leadership, and sustainable growth.Learn more about Genius Vets and the work they do here and consider purchasing Dr. Drake's book, Veterinary Leadership: A Practical Guide for Practice Owners and Managers here!Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances. 5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/Find out what you could be overlooking within your practice by taking our brief assessment Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice. Schedule a time-https://flveterinaryadvisors.com/contact-usCheck out our social media channels Facebook-https://facebook.com/flvetadvisors LinkedIn-https://linkedin.com/company/flvetadvisors YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ 

On today's episode, we bring you part two of Dr. Mark Costes' live presentation from Nashville at a Shine event, where he uncovers the immense pressures dentists face in practice ownership. From the isolation of clinical work to skyrocketing student debt and decision fatigue, Mark explains why fewer dentists are choosing ownership and how this impacts the future of the profession.   He breaks down the pros and cons of startups versus acquisitions, explores the growing influence of DSOs and private equity, and shares why building scalable practices is critical for long-term success. Mark also offers practical guidance for vendors and consultants to become invaluable partners to doctors navigating this complex landscape. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, we share part one of Dr. Mark Costes' live presentation from Nashville at a Shine event. Mark sets the stage with a behind-the-scenes look at the realities of dental practice ownership—massive student debt, declining ownership rates, and staggering burnout statistics.  He also shares financial benchmarks for dentists compared to physicians, insights into gender and generational trends in practice ownership, and why isolation is such a pervasive issue in the profession. Mark explains the challenges young dentists face as they start their careers and how vendors and partners can build meaningful, long-term relationships by truly understanding these pressures. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

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.

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!