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The Optometry Money Podcast: Daily Summaries Delivered
by Evon Mendrin CFP, CSLP
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Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 weeks ago1h 0m
How to Maximize Your Optometry Practice Value Before You Sell with Erich Mattei
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Whether you're five to ten years from exiting your optometry practice or just starting to think about it, the decisions you make right now have a major impact on what your practice is ultimately worth. In this episode, Evon is joined by Erich Mattei of Akrinos — a returning guest who specializes in practice transitions and valuations — to break down the key levers practice owners sho...
- Apr 16, 202620 min
How to Stop Scrambling at Tax Time: An Optometrist's Guide to Quarterly Tax Payments
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. It's tax day — and whether you're celebrating a finished return or still working through an extension, tax payments are on your mind. In this episode, we walk through a practical framework for planning your quarterly estimated tax payments so you're not scrambling, stressed, or surprised come tax time. We cover the two ways ODs pay taxes through the year, IRS safe harbor targets to a...
- Apr 1, 202635 min
(Rewind) An Optometrist's Guide to Business Entities
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this replay of a popular 2023 episode, Evon revisits an important topic for optometry practice owners and independent contractors - the differences between different business entities! How do the different business entities work? How are they taxed? How are they different? In this episode, Evon provides optometrists a basic guide to the differences between: Sole ProprietorshipsPartner...
- Mar 5, 202645 min
The Location-Independent OD: Compensation, Licensing & the Future of Remote Care with Crystal Edison, OD
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Remote optometry is growing fast - and there's quite a range of opinions on what that means for optometry. In this episode, I sit down with Dr. Crystal Edison, a remote optometrist practicing across nine states from her home office, to break down the ins and outs of providing comprehensive remote care. We cover contracts and compensation of remote ODs, how to navigate multi-state lic...
- Feb 27, 202633 min
Listener Q&A #2: S Corp Salary, How Much Practice Cash to Keep, Buying Practice Real Estate, and More
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. We're back with our second listener Q&A episode, tackling real questions from ODs around the country. From S Corp salary decisions and how much cash to keep in your practice, to buying your commercial real estate, preparing your practice for sale, and whether you're overfunding your kids' 529 plans — we cover a lot of ground in this one. Have a question you'd like answered on a future ...
- Feb 20, 202616 min
Are Your Retirement Accounts Protected from Lawsuits? A Guide for Optometrists
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. As an optometrist—especially a practice owner—you face real liability exposure from both your professional work and your business. So how well are your retirement accounts and investments actually protected if something goes wrong? In this episode, we walk through the different layers of liability protection available to ODs and dive into exactly which retirement and investment accou...
- Feb 14, 202619 min
Trump Accounts for Kids: What Optometrists Need to Know
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Congress created a brand new investment account for kids called Trump Accounts, and the questions from optometrists have been flowing in. In this episode, we break down exactly what these accounts are, how they work, who can contribute, and - most importantly - whether they actually add anything new to the lineup of options you already have for investing on behalf of your kids. What You'll...
- Feb 5, 202626 min
How to Invest Tax-Efficiently and Keep More of Your Returns (After-tax)
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode, we break down tax-efficient investing for ODs, showing you how to pair the right investments with the right accounts to maximize your after-tax wealth over your career. What You'll Learn Taxes can be the difference between two optometrists with identical investment returns ending up with vastly different retirement wealth. This episode breaks down how to invest tax-efficie...
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About The Optometry Money Podcast
Welcome to the Optometry Money Podcast, hosted by Evon Mendrin CFP®, CSLP®, where he helps optometrists make better decisions around their money, careers, and practices. He explores cold-starts, practice buy-ins, career decisions, tax planning, student loans, and other money issues ODs are navigating. Evon cold-started Optometry Wealth Advisors LLC, a financial planning firm dedicated to help optometrists nationwide master their money, build wealth, and plan purposefully with their finances. Learn more about the show, and Evon, at www.optometrywealth.com.
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Frequently Asked Questions
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It's a free AI-powered email that summarizes new episodes of The Optometry Money Podcast as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
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When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
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How often does The Optometry Money Podcast release new episodes?
The Optometry Money Podcast publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does The Optometry Money Podcast cover?
The Optometry Money Podcast covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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