Integrated Planning & Wealth Management

12/08/2023

ICYMI: Being intentional with cash flow around year-end planing with Jackson Pace, CPA

Listen in as I talk with Jaxon Pace, CPA about all things cash flow and how to be intentional with year end planning.

10/19/2023

Thank you to Dr. John Rumpakis for giving us a ton of valuable information on the in’s and out’s of billing and coding! Be sure to check out the full episode wherever you get podcasts.

10/13/2023

ICYMI: When Succession Planning and Partnerships are Strained…What’s The Next Best Step?? (with Nathan Hayes of IDOC)

Let's talk about partnerships can be formed and structured - thoughts ons to consider if there are disagreements, and more.

09/22/2023

ICYMI: Investing in Your Team, the Importance of Culture and Purpose, What ODs can Learn From Dentistry, and Focusing on the Long-Term with Dr. Andy Yaryan, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Andy Yaryan, OD. Andy and I have…

09/15/2023

ICYMI: Making the Right Decisions and Avoiding Mistakes With Commercial Real Estate With Mike Jorgenson of Carr Healthcare Realty

Learn how to avoid mistakes with commercial real estate With Mike Jorgenson. Tune in to this insightful episode of 20/20 Money podcast.

08/17/2023

Thank you to Lauryn Williams from for chatting this week! Listen now for pertinent updates on all things student loan planning post-COVID. Be sure to rate and subscribe to 20/20 Money!

08/09/2023

A big thank you to Dr. Matt Mitchell, OD, for chatting this week all about his views on debt and money after being a long time listener of 20/20 Money. Be sure to listen to the full episode wherever you get your podcasts.

07/28/2023

ICYMI: How utilizing a streamlined hiring service can help save time and money by ensuring the right people are on the bus with Dr. Mike Neal, OD

Discover hiring best practices for OD practice owners with Dr. Mike Neal, OD. Tune in to this insightful episode of 20/20 Money podcast.

07/27/2023

Thank you Dr. Mike Neal, OD for chatting this week! Dr. Neal talks about how utilizing a streamlined hiring service can help save time and money by ensuring the right people are on the bus.

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07/21/2023

ICYMI: The Importance of Tracking Frame Turn for Profitability in Your Optical with Kayla Ashlee

Discover the impact of tracking frame turnover in your optical. Join us as Kayla Ashlee shares insights on 20/20 Money podcast.

07/19/2023

Thank you to Kayla Ashlee of Spexy for chatting this week! Kayla and I talk about the importance of tracking frame turnover data, and what it can mean for your practice’s numbers. Check out the full episode wherever you listen to podcasts.

07/14/2023

ICYMI: Seeing the Business of Optometry through a CFO Lens: a Conversation with Jackson Pace

Join the conversation with Jackson Pace as he shares insights on being a CFO in the optometry industry. Visit integratedpwm.com for more information and resources on practice management and financial planning.