It’s almost the end of the year, and Evon dives into a year-end checklist for financial planning actions that every optometrist needs to keep in mind.

He talks about retirement plan contributions, important student loan deadlines, tax and business planning considerations to review before the year ends and into early next year.

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:

• Retirement Plan Contribution Changes for 2024
• The Optometry Money Podcast Ep 63: Choosing A Retirement Plan for Your Optometry Practice
• The Optometry Money Podcast Ep 34: Five Levers to Control Capital Gains on Your Tax Return
• Federal Student Aid: One Time IDR Payment Count Adjustment 
• What to Know About the Corporate Transparency Act?

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.