The Optometry Money Podcast Ep 82: How to Protect Your Assets From Liability with Levi Barlavi

To wrap up the series on risk management, Evon is joined by Levi Barlavi, attorney and owner of Pacific Health Law Group, to provide and introduction to asset protection for optometrist.

Levi dives into what asset protection means, and the liability risks optometrists face in and out of practice. He talks about ways to protect yourself, from exempted assets and insurance to legal entities. He also dives into how optometrists can properly maintain the legal entities to make sure they provide the protection they’re created to provide.

Lastly – for optometry practice owners – he talks about how to protect the value of your practice as an asset against the big “what-ifs” that can happen to you as well as through a successful transition.

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.

Resources mentioned on this episode:

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.

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