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.
Podcasting since 2022 • 148 episodes
The Optometry Money Podcast
Latest Episodes
Profit Sharing Demystified: How Optometry Practice Owners Can Maximize Their 401(k) with Matt Ruttenberg
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 sha...
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Episode 148
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40:38
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5 Key Tax Planning Levers Optometrists Need to Know
Tax planning is more than just finding deductions—it’s about pulling the right financial levers at the right time. In this episode, Evon Mendrin, CFP®, walks through the five key areas of a tax return that optometrists and practice own...
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Episode 147
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26:33
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Four Common Investment Mistakes Optometrists Should Avoid
Episode 146 – Four Common Investment Mistakes Optometrists Should AvoidAs an optometrist and practice owner, you’ve got enough on your plate running a household, practice, and career - but what about your investments?In thi...
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Episode 146
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23:06
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Four Gaps That Can Break Your Estate Plan (Even If It’s ‘Done’)
Episode Summary:You’ve done the hard work of creating your estate plan. But is it actually ready to work when you need it most? In this episode, Evon breaks down the four critical gaps that can make or break your...
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Episode 145
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24:28
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End of the Interest-Free SAVE Forbearance - What It Means for Optometrists
Episode SummaryIn this timely episode, Evon unpacks the Department of Education’s recent surprise announcement that interest will resume accruing on the SAVE plan’s current forbearance beginning August 1, 2025. We explore what thi...
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Episode 144
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11:53
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