HeyJared20/20 MONEY: The Business of Optometry
20/20 Money is the top podcast for optometrists, private practice owners, and ODs who want to master optometry practice management, financial planning, and long-term business strategy.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Building the perfect portfolio when you own a practice (opens the original)
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The investments you own may be perfectly reasonable—and still be completely wrong for you. In this episode of 20/20 Money: The Business of Optometry, I'm joined again by Peter Lazaroff, Chief Investment Officer at Plancorp and author of The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success , for a conversation about what actually makes an investment portfolio "perfect." We discuss why portfolio construction has to begin with the investor rather than the investments, why
When success quietly creates too much risk (opens the original)
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You may feel diversified while quietly becoming more dependent on the exact same sources of wealth. In this episode of 20/20 Money: The Business of Optometry, I explore concentration risk from two angles that practice owners often don't connect: what's happening inside an investment portfolio and what's happening on their personal balance sheet as their practice becomes more valuable. We start with the S&P 500. Because the index is market-cap weighted, the companies that perform best naturally b
Does your optometry practice even need a front desk anymore? (opens the original)
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What if one of the most familiar parts of your optometry practice is also one of the things most overdue for a rethink? This week's episode of 20/20 Money: The Business of Optometry is a little different. After a few updates on what's ahead for the podcast—including upcoming guests, a potential optometry-owner ski meetup at Copper Mountain before IDOC Connection 2027, and an opening in the OD Masterminds Founders Club—I'm sharing an episode from another project that some listeners may not yet ha
The 401(k) rules have changed. Has your retirement plan? (opens the original)
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If your practice has been using the same retirement plan for years simply because "it works," you may be leaving valuable planning opportunities on the table. On this episode of 20/20 Money: The Business of Optometry , I'm joined by Jared Porter, co-founder of 401GO, for a practical conversation about how much the qualified retirement plan landscape has changed—and why optometric practice owners should periodically reevaluate whether their current plan still fits their business. We discuss why S
Why your optometry marketing isn't working with Jeremy Bono from IDOC Marketing (opens the original)
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Your next patient may already be looking for an optometrist—and choosing someone else before you ever know they existed. On this episode of 20/20 Money: The Business of Optometry , I'm joined by Jeremy Bono, Director of Optometry Marketing Services at IDOC, for a wide-ranging conversation about what effective marketing actually looks like inside an optometry practice. We start with a bigger question: does the public really understand what an optometrist does—and, more importantly, why they shoul
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