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Enjoy this rewind of a popular episode!

In Part 3 of a 3 part series, Evon dives into the many financial planning considerations optometrists need to think about when you own a more established, mature private optometry practice - both inside the business and in the household.

A few of the planning topics practice owners should think about are:

Maintaining your vision for the ideal practice and ownership life
Building guardrails around your practice based on your ideal lifestyle
Create a separation between your practice and personal finances
Create a framework for deciding how to best use the cash flow your practice creates
Getting the most from your practice retirement plans
Planning for financial independence and retirement
Balancing the growth of different parts of your net worth over time
Risk management, contingency planning in the practice, and estate planning
Keep an eye on the other financial goals in your life outside the practice
Keeping in close contact with your professionals.

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices.

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The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP

The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Rewind: Financial Planning Considerations for Owners of Established Optometry Practices

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