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.
Episodes
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How can optometrists improve their portfolios beyond basic index funds, without risky trading? Evon Mendrin provides an OD's guide to Factor-Based Investing.
Evon discusses:
- What factors are and their role in investment returns.
- Five criteria to identify reliable investment factors.
- Key factors: Market, Small, Value, Profitability, Investment, and Momentum.
- Why fac...
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How should optometrists approach investing their hard-earned money? With thousands of mutual funds and countless investment strategies, deciding can feel overwhelming. In this episode, Evon dives deep into index investing—explaining clearly why passive investing through broad market index funds consistently outperforms active management.
He explores the fascinating hist...
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Are you pulling the right levers in your tax planning?
In this episode, Evon walks through key strategic levers you can (and should) be using to improve your tax outcomes as an optometrist—especially if you're a private practice owner.
aWhile most conversations focus on deductions, this episode takes a step back to look at the full tax picture and the levers that t...
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In this episode of The Optometry Money Podcast, host Evon Mendrin welcomes back Erich Mattei of Akrinos for a follow-up conversation focused on creating a pathway for associate doctors to become partners in your optometry practice.
Whether you're an owner thinking about bringing on a partner or an associate doctor aiming to own part of a practice, this episode unpa...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
In this episode, Evon Mendrin, CFP® dives into the latest twists in the federal student loan landscape—and what they mean for optometrists using income-driven repayment (IDR) plans. There’s big news on SAVE plan court rulings, loan consolidations, and IDR recertifications. But more than that, Evon explores the deeper question: What are the tradeoffs you accept when cho...
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Welcome back to The Optometry Money Podcast! In this episode, host Evon Mendrin, CFP®, dives into the topic of stock market declines—a reality for every long-term investor. With headlines buzzing about economic concerns, tariffs, and policy changes, market volatility can feel unsettling. But how common are market declines really? And what should optometrists do when th...
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The student loan landscape is shifting again! In this episode, Evon breaks down the latest updates on the SAVE Plan, the recent court rulings, and what these changes mean for optometrists navigating their student loan repayment.
With major legal challenges in play, borrowers on SAVE are currently in interest-free forbearance, but the future of the program remains uncert...
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In this episode of The Optometry Money Podcast, Evon Mendrin, CFP®, sits down with Dr. Jennifer Stewart and Dr. Aaron Neufeld to dive into one of the biggest career decisions optometrists face: Should you cold start a practice or buy an existing one?
Dr. Stewart and Dr. Neufeld bring their expertise as practice owners and consultants to break down the most common miscon...
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In this episode of The Optometry Money Podcast, Evon Mendrin sits down with Dr. Tony Turin and his wife, Kim Turin, to discuss how they intentionally built and scaled their optometry practice from a cold start to three thriving locations. As a husband-and-wife power team, they share the lessons they've learned along the way—balancing business and family, maintaini...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
In this episode of The Optometry Money Podcast, host Evon Mendrin, CFP® sits down with Dr. Nick Lillie to discuss his journey of expanding his practice, hiring an associate OD, and restructuring his business to align with his lifestyle and personal values.
Dr. Lillie shares his insights on practice expansion, the importance of focusing on core services, and how financia...
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In this episode, Evon welcomes Dr. Chad Fleming back to The Optometry Money Podcast. Dr. Fleming shares his experiences with strategic planning and explains how setting aside time to work on the business through a strategic planning week has helped him scale his practice operations. They discuss how private practice owners can improve leadership, reduce chaos, and incr...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
In this episode of The Optometry Money Podcast, Evon Mendrin, CFP®, hosts Erich Mattei of Akrinos to dive deep into a pivotal question for many private practice optometry owners: when, why, and how should you hire an associate optometrist?
Together, Evon and Erich discuss:
- The key motivations behind hiring an associate doctor – from scaling your practice for growth t...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
In this episode, your host, Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, dives into the critical importance of your Savings Rate as a foundation for financial independence. We explore how incremental improvements—or marginal gains—can lead to exceptional results.
What You’ll Learn in This Episode:
- The Story of Marginal Gains: How Sir Dave Brailsford...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
In this episode, your host, Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, dives into the critical financial and tax updates optometrists need to know as we head into 2025. Whether you're an associate OD, a private practice owner, or planning to start your own practice, these updates are vital to helping you make informed financial decisions.
What Y...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
As the year draws to a close, it’s the perfect time to review your finances and ensure you’re ending the year on a strong note. In this episode of The Optometry Money Podcast, Evon Mendrin, CFP®, walks through a comprehensive year-end financial checklist tailored specifically for optometrists. Whether you’re an associate OD or a private practice owner, you’ll find acti...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
Evon provides optometrists a deep dive into 529 plans and other methods of saving and paying for your kids' college costs.
He dives into the rules of how 529 plans work, the federal and state tax benefits of using 529 accounts, how to use the funds in the account, creative planning opportunities for 529 plans, the use of taxable investment accounts in pre...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
In this rewind of a popular episode, Evon dives into mid-year tax planning targets optometrists and practice owners should keep an eye on as we work through the rest of the year.
He talks through specific points of planning he thinks about as he works with clients and their tax professionals, including:
- Trajectory and sources of income
- Are we on track for t...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
In this episode of The Optometry Money Podcast, host Evon Mendrin welcomes back Dr. Chad Fleming to dive into a strategy for private practice optometrists: private label products.
Dr. Fleming shares his insights into how practice owners can introduce private label lenses, frames, and other products to their offerings. They discuss the financial and operational benefits,...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
What do presidential elections mean for your investments? What actions should you take during an election year?
In this rewind of a popular episode, Evon provides context for this common question by diving into the historical behavior of US stocks related to US presidential elections. He dives both into the short-term results - looking at the months and years ...
Questions? Thoughts? Send a Text to The Optometry Money Podcast!
Jackson Pace, CPA, and Kevin Dang, CPA of Refractional CFO join Evon on the podcast again to dive into a common question - can you (or should you) buy a vehicle under your optometry practice for the tax deduction?
They dive into:
- What's required to deduct the cost of a vehicle in the practice
- Basics of how depreciation works
- What happens when you sell or...
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