Do you have balance in your balance sheet? Do you have the right mix of assets?

Evon talks about finding balance in your balance sheet, and having a healthy mix between liquid, retirement, real estate, and business assets. The right mix helps to have healthy finances today and to be better prepared for financial independence.

As mentioned in the episode, if you’d like to take a look at your own financial health scorecard and have a conversation around that, let Evon know!

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 ODs 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, build their net worth, and plan purposefully around their money and their practices.

Resources mentioned in the show:

• The Optometry Money Podcast Ep. 22: How to Track Progress Toward Financial Independence
• Download: Balance Sheet Spreadsheet