The Optometry Money Podcast

168 Episodes

Reverse

How to Actually Enjoy the Profit Your Practice Creates with Eric Levenhagen, CPA

2026-09-0343:39

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary Most practice owners can read a P&L, but very few actually know how much cash they have to work with — or what to do with it once they find out. In this episode, Evon sits down with Eric Levenhagen, CPA and owner of ProWise Financial Consulting, a firm that works almost exclusively with independent optometry practice owners. Eric walks through his "Financial Harmony" fr...

(Rewind) Implementing a Strategic Planning Week To Level Up Your Optometry Practice with Dr. Chad Fleming

2026-07-1642:51

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, 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 incre...

Mid-Year Tax Check-In: 4 Questions Every Optometrist Should Be Asking

2026-07-1028:54

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary It's July — half the year is gone, but you still have half a year to make an impact on your tax result. That makes right now the ideal time to sit back and ask: where do things actually stand? In this episode, Evon walks through four questions every optometrist should be asking as a mid-year tax check-in. This is the same work Evon's team is doing this time of year for prac...

Finding the Bottlenecks Limiting Your Practice's Capacity with Kerry Reeves, OD

2026-06-2454:39

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary Most optometrists believe the path to a better bottom line runs through growth — more patients, more marketing, more demand. But what if that's the wrong problem to solve? In this episode, Evon sits down with Dr. Kerry Reeves, owner of Advanced Eye Care in North and South Carolina, to unpack a different way of thinking about practice performance. Drawing on 27 years in opto...

Planning Your Practice Exit: The Retirement Math That Sets the Floor

2026-06-1920:22

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary Most practice owners spend close to two decades building their business — and too often only a few months planning how they exit it. That imbalance shows up in the outcomes. This episode kicks off a new series on planning for the sale of your practice, built around five questions worth answering long before a sale shows up on your calendar. We start with the first and most ...

#box-pro-ellipsis-179079979586868{-webkit-line-clamp:2;}The Optometry Money Podcast