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Roger Whitney Podcasts

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Welcome to the Agile Financial Planner, the podcast where seasoned retirement planner Roger Whitney discusses the latest trends, best practices, and strategies to help you improve your planning and practice management skills. In each episode, Roger explores a wide range of topics, including coaching the non-financial side of retirement (purpose, relationships, health, and mindset) as well as the technical side of things. He also shares real-life case studies, interviews with industry experts ...
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20/20 Money is the top podcast for optometrists, private practice owners, and ODs who want to master optometry practice management, financial planning, and long-term business strategy. Hosted by Adam Cmejla, CFP®, the show delivers practical guidance on everything that affects the profitability, growth, and value of your optometry practice. Episodes cover: • Optometry practice management & operations • Financial planning for optometrists • Practice growth strategies & profitability tips • Se ...
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Join us as we go out of the box and navigate our way through WW2 history day by day! Season 1- Warsaw Uprising with Alina Nowobilska, Clare Mulley and Roger Moorhouse Season 2- Auschwitz Liberation with Alina Nowobilska, Chris Sams, and Kate Vigurs Season 3- Coming in April 2025 with Alina Nowobilska, Chris Sams, and Zane Whitney Graphics- Steve Smith- [email protected] Audio checks- Zane Whitney Hosted on Acast. See acast.com/privacy for more information.
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That’s NOT Christian is a podcast by six urban believers who discuss current events and push the envelope on traditional religious subjects with a touch of humor. So turn the volume up and enjoy the ride! Check us out http://thatsnotchristian.com/
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Why failure can be your friend with Dr. Chris Wolfe, ODHow can failure be your friend, and why should you embrace failure? On this episode—which is actually me guest-hosting Dr. Chris Wolfe's podcast EyeCode Media—we discuss a journey Chris has been on for awhile, how he failed, and why he considers the failure a positive influence in his life. I s…
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Achieving greatness requires immense sacrifice. Nobody knows this better than perhaps professional athletes or, as author and journalist Brin-Jonathan Butler reveals, chess players. Butler joins host Chris Hedges to discuss his book, The Grandmaster: Magnus Carlsen and the Match That Made Chess Great Again and how the history of chess’ greatest pla…
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“How do we understand now if we don’t understand 1948 or 1917 or all the things that happened during the British Mandate?” This is a central question Micaela Sahhar, author and educator, asks while dissecting her book, Find Me at the Jaffa Gate. Sahhar reframes these monumental events in Palestinian history through an intimate, granular lens of her…
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ODs tend to be a pretty risk-averse group, which means failure and risk can be avoided or almost taboo topics. But risk is required for any type of return in life. So how should practice/business owners think about risk? If you're embarking on a new growth goals for your practice—like adding an associate doctor—how do you prepare for that investmen…
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So much of business ownership is about your mindset. So what happens when you take the cognizant approach to shift your mindset from a practice owner to a CEO? What are the necessary strategies you must incorporate into your life if you want accomplish more but yet do it in the same (or less time)? And how does this work when you try and build a te…
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Filmmaker, author and journalist Antony Loewenstein documents how Israel has used Gaza as a weapons showcase. Spyware, killer drones, robot dogs and other weapons are debuted in Gaza and field-tested on the civilian population, demonstrating their effectiveness to regimes around the world that await their chance to purchase them. Loewenstein joins …
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In this episode, Dr. Steve Vargo returns to talk about a topic many ODs quietly struggle with: the role of sales in patient care and practice performance. Inspired by a recent post he shared on LinkedIn, we explore why certain KPIs feel frustrating to improve and how a simple shift in perspective can change the way doctors think about influencing p…
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After two years of genocide, it is no longer possible to hide complicity in Israel’s crimes against the Palestinians. Entire countries and corporations are — according to multiple reports by UN Special Rapporteur on Palestine Francesca Albanese — either directly or indirectly involved in Israel’s economic proliferation. In her latest report, “Gaza …
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Why has the profession of optometry had such a complicated relationship with VCPs (vision care plans) over the years? Some practice owners love them. Others despise them. Some practices are on all the panels. Some have intentionally jettisoned themselves from every plan and gone out of network entirely. On this episode, which in a way serves as a f…
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The meddling and infiltration of governments in Latin America by the United States is a huge chapter of its 20th century history. One of the most egregious and blatant examples of intervention was in Chile, where the democratically elected socialist president Salvador Allende was overthrown by the CIA-backed military coup in 1973. The ensuing years…
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On this episode, we explore the unique intersection of financial planning and personal growth, discussing the importance of thinking on our thinking, the paradigm shift from accumulating to decumulating assets, and the role of community in achieving financial confidence. Roger shares insights from his Rock Retirement Club, emphasizing the value of …
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Despite the demoralization and destruction produced by Israel’s two-year-long genocidal campaign on the Palestinians, Israel potentially finds itself at its weakest point in its short history. In his new book, Israel on the Brink, renowned Israeli historian Ilan Pappé makes the case that Israel’s current path forward is unsustainable. With a combin…
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There are few episodes where I tell you to rewind and listen again to something that a guest has says. This is one of those episodes. From the importance of using the patient's name to offering appointment options without directly asking if they want to schedule, this conversation with Tim is a great example of why words matter in all aspects of th…
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The descent into a new, mutated and technology-focused form of American fascism is already here. Those who have kept track of the rise of the Thielverse, which includes figures such as Peter Thiel, Elon Musk and JD Vance, have understood that an agenda to usher in a unique form of authoritarianism has been slowly introduced into the mainstream poli…
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Ever wonder where all your money's going in your practice? Sharon's here to share the "usual suspects" of practice (mis)management that's costing practice owners tens (sometimes hundreds) of thousands of dollars. We also highlight the importance of goal setting and creating a positive workplace culture to retain staff and drive practice growth. Las…
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For decades, clandestine foreign military and intelligence operations have been the deadly, destabilizing engine of American foreign policy. Today, as exposed by investigative journalist Seth Harp in his new book The Fort Bragg Cartel, 21st-century Special Forces operations have become their brutal, logical successor. Harp joins host Chris Hedges o…
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Dr. Adam Bryan shares his journey of transitioning his optometry practice through a private equity sale. He discusses the evolving landscape of optometry ownership, the challenges and opportunities presented by private equity, and the importance of maintaining practice culture during the transition. Dr. Bryan reflects on the decision-making process…
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Historian Rashid Khalidi, author of The Hundred Years’ War on Palestine, joins host Chris Hedges to detail the dwindling academic freedom in American universities and society at large as Donald Trump’s grip on free speech tightens. Khalidi notes that while the conflation of anti-Zionism with antisemitism is an old tactic to stifle academic scrutiny…
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Dr. Chris Smiley offers a contrarian—but experience-backed—perspective on one of the most divisive topics in optometry today: vision plans. While many private practice ODs are dropping them entirely, Dr. Smiley makes the case that with the right strategy, vision plans can actually be a powerful engine for growth, profitability, and sustainability. …
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"Are you a worker? Yes. Are you a consumer shopper? Yes. Are you a taxpayer? Yes. Voter? Well, sometimes. Are you a parent? Yes. Are you a veteran? Sometimes. Well, how can you say you're a nobody? You know things about those roles. You've experienced them. You've been frustrated. If you lie to yourself to be a nobody, you're going to be treated li…
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Let's discuss the legal intricacies of exiting a practice, particularly in the context of private equity transactions. On this episode, David Cohen and I explore the importance of managing expectations for sellers, understanding the valuation process, and the implications of debt and real estate ownership in practice sales. Our conversation emphasi…
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Medea Benjamin and CODEPINK, the organization she cofounded, are synonymous with accosting power in the United States. Their fearless confrontations with the nation’s most prominent and powerful politicians in the halls of Congress, often seen through viral videos, are a stark embodiment of the First Amendment. Despite over 20 years of activism and…
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Selling to PE can be conflicting for some owners. On this episode, Dr. John Abbondanza discusses the decision-making process, the importance of understanding one's values, and the impact of the sale on his team and patients. The conversation delves into the nuances of private equity in optometry, the significance of communication during transitions…
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In this eye-opening episode of The Power Hour, host Eugene Shatsman welcomes back Adam Cmejla, Certified Financial Planner, Founder and Owner of Integrated Planning & Wealth Management, and Host of 20/20 Money Podcast — to pull back the curtain on the relentless "compression" squeezing optometry practices right now. As a reminder, you can get all t…
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Raz Segal, an Israeli historian and an associate professor of Holocaust and Genocide Studies at Stockton University, analyzes how the weaponization and distortion of the Holocaust, in the midst of the genocide in Gaza, has been used to serve the narrative of Zionists and the Israeli government. He tells host Chris Hedges on this episode of The Chri…
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Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. In this episode, we discuss the complexities of business valuation and exit planning for optometry practices. We explore the importance of understanding cash flow, market multiples, and the necessity of being exit ready at all times. The conversation delves into the f…
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“I've witnessed a lot of war and in that there is nothing that compares to the level of destruction, the level of [dis]proportionality, the absolute disregard for Geneva Convention and international humanitarian law and considerations of the laws of armed conflict. [Nowhere] in my career… have I witnessed anything close to the absolute escalation o…
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Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give it a listen as the topic of LTC is generational. On today's episode, Bryan and I discuss the basics of what LTC is and what it's n…
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It is rare to find war correspondents who are willing to break the rules of access and safety imposed by dominant powers. Only by challenging these structures and facing the dangers of war can journalists begin a true effort to report the truth and, if they are lucky, materially alter the course of conflict. Journalist, author and documentary filmm…
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Welcome to this episode of 20/20 Money! My guest on today's show is Taylor Schulte, CFP®, host of the Stay Wealthy Retirement Show Podcast. In this episode, we discuss the often-overlooked aspects of retirement planning, focusing on the importance of understanding blind spots, the need for purpose in retirement, and the role of community. We explor…
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If you've ever wondered how to take some of the emotional sting out of estimated tax payments, this episode is for you. I share a simple yet impactful way to manage your cash flow, a simple formula to help you better estimate your estimated payments, and how to segregate your savings to give you a clearer picture of your cash-on-hand to make your q…
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One of the most stark examples of the expanding tide of authoritarianism worldwide was the 2017 murder of Gauri Lankesh, an Indian journalist and activist, allegedly assassinated by a far-right religious group in India for her fearless journalism. Joining host Chris Hedges on this episode of The Chris Hedges Report is Rollo Romig, a journalist whos…
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My guest today is John Marvin, former President of TSO (Texas State Optical). John joins me to talk about two intertwined issues reshaping private-practice optometry: the accelerating influence of private equity and the growing challenge of recruiting—and retaining—enough ODs to meet patient demand. We explore the cultural and financial trade-offs …
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Known as the “Silent Holocaust,” the genocide in Guatemala is seldom mentioned in modern history. The United States, with support from Israel, backed yet another violent crusade against an indigenous population as well as against communism. The Guatemalan genocide — preceded by a CIA-instigated coup d’état of the Guatemalen government in 1954 and t…
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Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. Nathan joins me on the show to do a deep dive into 2024's Books & Benchmark's annual report. He shares ranges of the numbers that practice owners should really care about and should be tracking: COGS, non-OD staff expense, Associate OD comp ranges, occupancy costs, an…
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Fame and fortune are often corrupting forces, ones that beget power and comfort. To stand with the afflicted requires sacrificing this privilege and few embody that sacrifice more profoundly than the legendary musician of Pink Floyd Roger Waters. For years, through his music and political action, Waters has amplified the voices of the oppressed. He…
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Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the risks required, or if investors are letting the "tax tail" wag the investment dog. We cover how OZs work, what the new One BBB Act means for the program'…
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The gutting of public funding for higher education in the United States has led to the takeover of universities by private donors, many of whom are Zionist entities and billionaires. As a result, universities have become, as guest Dr. Maura Finkelstein calls them, “banks and real estate development companies that offer classes.” As demonstrated by …
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Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Dodge Perry, OD. Dodge joins me on the show to have an open discussion after listening to my "Frankenstein" episode, which was inspired by him asking me the question "If I could create an ideal private practice, what would go into that decision making process?" We discuss the i…
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Perhaps the biggest elephant in the room of American politics is the existence of a pedophilic blackmail network that involves some of the most powerful people in the country and the world. Despite efforts to get to the bottom of the Jeffrey Epstein case, which saw the trafficking and sexual exploitation of thousands of children, justice continues …
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In this episode of 20/20 Money, I break down some of the most impactful tax and planning changes introduced in the recently passed Big Beautiful Bill Act—Congress's sweeping update to the tax code that makes many TCJA provisions permanent while adding new wrinkles that matter to private practice owners. Whether you're thinking about how to reduce y…
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Following attacks on Iran by Israel and the United States, the world held its breath as the prospect of World War III loomed on the horizon. After 12 days of conflict, a ceasefire has brought about new uncertainty for the future. Former British diplomat Alastair Crooke joins host Chris Hedges on this episode of The Chris Hedges Report to make sense…
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Welcome to this episode of 20/20 Money. In the spirit of Independence Day, today's episode explores a different kind of freedom—financial independence—and the common decisions that often stand in the way of achieving it. I walk through five recurring mistakes I see optometric practice owners make that limit their long-term financial freedom, both p…
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Zohran Mamdani’s emphatic victory in the New York City Democratic mayoral primary has shaken the core of American politics. A self-described democratic socialist, Mamdani ran a campaign centered around affordability as well as relentless denunciation of the genocide in Gaza. Mamdani drew the ire of Zionists, right-wingers and the billionaire class …
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Welcome to this episode of 20/20 Money! My guests on today's show are my two good friends—and successful practice owners—Drs. Jeremy Ciano and Jennifer Stewart, OD. This is another takeover episode, so I'm honestly not sure where they'll take the conversation. The only direction I gave them was the title of the episode, so I'm just as curious as yo…
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There is not much more that can be said about the unfathomable levels of devastation the genocide in Gaza has reached. Francesca Albanese, the United Nations Special Rapporteur on the Occupied Palestinian Territories, has been chronicling the genocide and joins host Chris Hedges on this episode of The Chris Hedges Report to shed light on the curren…
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Welcome to this episode of 20/20 Money. My guest on today's show is Dr. Michael Neal, OD. Mike joins me on the show to talk about the evolution of delegation as a practice owner—specifically, the journey of learning to trust your team with everything outside of your core revenue-producing activities. We share our own experiences with delegation, wh…
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