Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Your questions answered: Practice ownership, backdoor Roths, and student loans We just wrapped our first listener Q&A episode, and honestly? These are questions I hear all the time from ODs across the country. Seven questions covering everything from building wealth as a young practice owner to navigating the backdoor Roth IRA maze to making the call between paying down student loans or...
about 1 month ago • 1 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time How Filing Taxes Separately Can Save You Thousands on Student Loans Tax filing season is here, and if you're married with federal student loans and planning toward forgiveness, how you file taxes matters more than you might think. For IDR - Income Is the Biggest Lever When using income-driven repayment (IDR) plans toward forgiveness, your IDR payments are calculated based on income and family...
about 1 month ago • 3 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Four Tax Planning Moves You Can Still Make for 2025 Taxes It's January. The new year confetti has been swept up. Your 2025 taxes? Those feel pretty locked in by now. Except they're not. Most tax planning does happen before December 31st. But "most" doesn't mean "all." There are still a handful of meaningful moves you can make between now and when you file 2025 taxes - and some of them have...
about 2 months ago • 5 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Your 2026 Financial Planning Updates + Free Guide! Happy New Year! I hope you had a great holiday season. As we kick off 2026, there are some important financial changes you'll want to know about - especially if you own a practice, are working on paying down student loans, or are planning for retirement. Rather than overwhelm you with every single tax code update, I've pulled together the...
about 2 months ago • 4 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Year-End Tax Moves for 2025 We’re down to the wire on 2025. Ten days left. Clock's running down. You need a hail mary. If you’re thinking it’s too late to do anything meaningful for your taxes this year, think again. Whether you’re crushing the growth in your practice, or just getting a cold-start up and running, here are five moves that can still make a real difference before December 31st....
3 months ago • 6 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Don’t Let Your Estate Plan Become Expensive Paperwork For You’ve done the hard work – met with an attorney, drafted documents, signed everything, and got it all notarized. Your estate plan is complete, right? Not quite. Having estate planning documents is just the beginning. Without proper implementation, even the most well-crafted estate plan can become nothing more than expensive paperwork...
5 months ago • 3 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Four Common Investment Mistakes That Can Quietly Cost As an optometrist, you’ve got plenty to manage - patients, staff, your practice, and family. But what about your investments? When new clients come to my firm, I often find the same issues in their portfolios. They’re not dramatic blowups - but they quietly drag down results over time. Here are four of the most common mistakes I see...
7 months ago • 4 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time A Framework For Making Smart Buying Decisions for New Equipment "Just because you'll get a deduction, doesn't mean you should buy it." That's the conversation I had with two practice owner clients this week. A super common question I help clients think through is when should you buy new equipment? That new OCT you've been dreaming about? The visual field machine or automated exam lane calling...
7 months ago • 4 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time The Party's Over: Interest Returns to SAVE Forbearance August 1st Just when we thought we had a handle on the student loan landscape, the Department of Education threw us another curveball. The Dept. of Ed announced that starting August 1st, 2025, interest will begin accruing again on SAVE plan forbearance – ending what has been essentially a free ride for borrowers stuck in this limbo. If...
8 months ago • 4 min read