Welcome to this episode of 20/20 Money! My guests on today’s show are two of my favorite people in the optometry space: Drs. Jeremy Ciano and Jennifer Stewart.

Although, this is a bit of a different episode in that they’re not only guests on the show…they’re guest hosting the show! I decided to try something different and essentially just turn the show over to them. No agenda. No topics. No script. Not even really a time limit. Just the two of them and a couple of microphones.

My introductions usually give you a bit of an insight into the topics that’ll be discussed on this show. Not this one. I’m listening to it for the first time right alongside you.

I’m excited to hear what they talked about and will be curious to hear your feedback (if you’re so inclined). If you do have feedback for the show (on this episode or any other episodes), you can always email the show at podcast@integratedpwm.com.

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 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 help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the upcoming launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you! We are on pace for a January 2024 launch, so if you’ve been thinking that next year is THE year to get organized financially but you don’t quite feel ready to commit to a 1:1 relationship with an advisor, then I think you’ll really like what we have in store for the Membership. We’ll be announcing some launch webinars shortly where we’ll go into more detail and give a bit more of a behind the scenes look at the membership, so if you’re interested in learning more, please click on the link in the show notes to receive updates on the Membership.

And with that introduction, I hope you this unique and exciting episode of 20/20 Money.

Resources:

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