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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.
150 Episodes
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Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Even though we're already into 2026, tax planning for 2025 isn't over. While most tax planning happens before December 31st, there are still several impactful levers you can pull before filing your return. In this episode, Evon breaks down four specific tax planning opportunities still available to optometrists in early 2026, including strategies for individual ODs, practice owners, and re...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 2026 brings several important financial and tax changes that can directly impact optometrists - especially practice owners and those with student loans. In this episode, Evon walks through five key updates to be aware of as you plan for the year ahead, including changes to retirement contributions, student loans, health insurance, and tax planning opportunities. To make this easier, we’ve ...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 sharing, and how can you optimize it for both you and your employees? In this episode, Evon welcomes back Matt Ruttenberg of Life Inc. Retirement Services to bre...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 owners should focus on when working with their financial and tax professionals. By understanding these levers, you can reduce surprises at tax time and un...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode 146 – Four Common Investment Mistakes Optometrists Should Avoid As an optometrist and practice owner, you’ve got enough on your plate running a household, practice, and career - but what about your investments? In this episode of the Optometry Money Podcast, Evon Mendrin, CFP®, CSLP®, walks through the four most common investment mistakes he sees optometrists make when they come to...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 estate plan's effectiveness — especially for busy optometrists and practice owners. We’re diving into the implementation side of estate planning — those next steps after the docu...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary In 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 this means for optometrists managing student loans - especially those approaching forgiveness eligibility or considering refinancing. What You'll Learn Surprise Ann...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this packed episode, Evon Mendrin, CFP® and host of The Optometry Money Podcast, breaks down the biggest tax and student loan law changes optometrists need to know from the recently passed One Big Beautiful Bill Act (OBBBA). Evon discusses what’s changing—and what’s not—for individual and business tax rules, estate taxes, 529 plans, and the massive shift in student loan repayment plans....
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Are individual bonds better than bond funds? What’s the actual difference between the two—and why does it matter for your investment strategy? In this episode, Evon Mendrin, CFP®, CSLP®, dives into the key distinctions between individual bonds and bond funds, and what private practice optometrists need to consider when deciding between them. Whether you're aiming for stability, income, or ...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 ...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Dividend investing is one of the most passionately followed strategies online - yet much of the enthusiasm is driven by misunderstandings of how dividends work. In this episode, Evon Mendrin, CFP®, CSLP® of Optometry Wealth Advisors, dives deep into how dividends actually work, why they aren’t “free money,” and what ODs need to understand before chasing high-dividend stocks or funds ...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. As a private optometry practice owner, one of the most essential yet misunderstood financial decisions is figuring out how much to pay yourself. In this episode, Evon Mendrin dives into seven critical factors to consider when setting your own compensation from your optometry practice—especially if you're taxed as an S Corporation. Whether you're just getting started or running a thri...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this special Friday episode, Evon returns to break down the recently passed proposed House bill - the “Big Beautiful Bill Act” - and what it could mean for optometrists. While it's a long way from becoming actual law, it's helpful to know what exactly is one the table and what changes to expect related to tax planning and student loans. This episode explores key tax extensio...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this rewind of a popular episode, Andrew Berkin, PhD - head of research at Bridgeway Capital Mangement and author of The Incredible Shrinking Alpha - joins the podcast to discuss why active investment management fails, and why you're unlikely to get the outperformance you're looking for. Evon and Andrew dive into: Research behind why active management fails - both for individual ...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. In this episode of the Optometry Money Podcast, Evon Mendrin talks with Dr. Neda Gioia, the owner of Integrative Vision. Dr. Gioia shares her journey into optometry, what led her to cold-start her own practice, and how a personal health crisis inspired her to adopt an integrative healthcare approach within optometry. She discusses how she blends traditional eye care with holistic health pr...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 factors exist, explained throug...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 history of index funds, ...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 truly move the needl...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 unpacks the key consideration...
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. 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 choosing an IDR path tow...
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