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In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
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show series
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete discuss the proper way to give support to your aging parents. Click the PLAY button below for the rest of the show! The post Ep. 490: How to help your parents with their finances appeared first o…
 
The Federal Reserve is expected to raise interest rates again next week as it continues to try to cool inflation. The silver lining is that when lending rates rise, savings rates also rise. It’s not unusual now to see certificates of deposits with 4% or 5% annual yields locked in over 12 to 24 months. Money market accounts are now paying healthy re…
 
Welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Zac & Joelle Holland, OD. Zac and Joelle join me back on the show to celebrate something that I know many younger ODs aspire to achieve and a number of seasoned ODs have already achieved: the paying off of their student loans. What makes their story so unique, inspiring, and…
 
The owners of Homefield, a maker of T-shirts, sweatshirts, and other apparel for college sports fans, haven’t necessarily been upset with all of the upsets during March Madness this year. The firm was founded by recent Indiana University graduate Connor Hitchcock and his wife, Christa, built off of a side project called Hoosier Proud. It seems like…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete discuss whether or not the bank meltdown will directly impact most people. Click the PLAY button below for the rest of the show! The post Ep. 489: Is the banking system really melting down? appea…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Pete Kehoe, OD. Pete joins me back on the show to talk through his journey as an investor when overlayed on top of his professional journey as a practice owner. He shares examples of successful and not-so-successful investments that he’s made, resources and platforms that have …
 
After the immediate fallout of the Great Recession, apartment development in downtown Indianapolis surged. Just in the last decade, the number of downtown apartment units has more than doubled to the current total of about 15,000 units. Indianapolis and other major cities across the nation are trying to encourage apartment development, especially a…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete discuss whether or not the 529 rollover rule is helpful or not. Click the PLAY button below for the rest of the show! The post Ep. 488: Is the new 529 rollover rule helpful? appeared first on Pet…
 
In this episode, we'll be discussing the concept of basis and its impact on taxes for S-corp optometric practices. Basis is a crucial concept that can affect the way S-corp optometric practices are taxed, and it's important to have a clear understanding of it. We'll break down the basics of basis, how it applies to S-corp optometric practices, and …
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete discuss each major threat to financial stability, for ever generation. Yes, it gets cranky. Click the PLAY button below for the rest of the show! The post Ep. 487: What’s the biggest th…
 
On today’s episode, we’ll discuss the different ways a business can be formed and the way that each of those entity selection types is taxed to the shareholder/owner. We’ll also talk about different criteria to consider when selecting your entity type, why it may change over the course of your practicing career, and the importance of understanding …
 
The Indiana General Assembly just reached the midpoint of its 2023 legislative session and passed some deadlines for advancing bills, which has pushed at least two-thirds of them back to the curb—at least for this session. So this is a great time to take stock of the bills that made the cut and those that tanked. As usual, education funding has bee…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete discuss whether or not you should bail on your company’s 401k if they don’t match. Click the PLAY button below for the rest of the show! The post Ep. 486: What if my employer doesn’t ma…
 
Welcome to this episode of 20/20 Money! This was my guest appearance conversation with Dr. Bethany Fishbein, OD, CEO of Power Practice and host of the Power Hour Optometry podcast. On Bethany’s show, we dove a little deeper into some concepts and ideas that she shared in an episode of Power Hour towards the end of 2022, which was all around using t…
 
One of the most persistent questions about downtown Indianapolis since its 1980s resurgence has been, “Is downtown safe?” In the Feb. 17 issue of IBJ, reporters Mickey Shuey and Taylor Wooten presented statistics for violent and nonviolent crime indicating that downtown remains one of the city’s safest areas, in particular in terms of crimes per ca…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete discuss what financial regulations they change, if they were somehow mystically able to make financial laws. Click the PLAY button below for the rest of the show! The post Ep. 485: The …
 
Welcome to this episode of 20/20 Money! This week’s episode is my guest appearance on IDOC’s “Eye Own a Business” podcast hosted by Dr. Steve Vargo. Steve had me on the show to talk about the relationship between business and personal goal planning and how related they are to one another. We talk about the importance of asking “why” before asking “…
 
Wheeler Mission has been an integral part of downtown for more than 100 years and is intrinsically linked to quality of life issues and downtown’s image. It’s now in the middle of its first leadership transition in 33 years. When Rick Alvis became president and CEO in 1990, Wheeler Mission had 17 employees and an annual budget of about $700,000. To…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Smiley, OD. Chris joins me on the podcast today to talk about his journey as a multi-location owner and his evaluation as both an OD and business owner. He shares what prompted him to go into private practice and the catalyst that inspired him to start buying multiple loc…
 
In his mid-20s, Christian Resiak decided to learn how to hand-stitch leather handbags. He went to thrift stores, bought all of the leather jackets he could find and set up a workspace in his basement. He sold his first bag on Etsy within a month. He called his fledgling company Howl + Hide, partly in reference to his talkative Siberian Husky. Eight…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete discuss what they do with their emergency funds. Then later in the show, they explore the heady concept of financial confidence. Click the PLAY button below for the rest of the show! Th…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Denise Logan. Denise joins me on the show to talk about what I feel is an area of business ownership that is often overlooked and that is the subtle but very real and powerful emotional connection we have to our businesses. This is amplified when a practice owner is contemplating s…
 
Amy Brown is the founder and CEO of Indianapolis-based Authenticx Inc., one of the hottest technology firms the state. Despite the national slowdown in venture capital funding in 2022, Authenticx raised $20 million just before the end of the year. That’s almost $30 million total since Brown founded the firm in 2018, which speaks to investor confide…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete discuss whether or not you should hire a friend to run your finances. Click the PLAY button below for the rest of the show! The post Ep. 483: Should you hire a friend as your financial …
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Ankit Patel. Ankit and I chat about how he and his wife have taken delegation and outsourcing in their practice to a whole new level by building part of their team overseas in the Philippines. We talk about their path through practice ownership and how they keep a pulse around thei…
 
Celebrated jazz guitarist Wes Montgomery was born 100 years ago in Indianapolis and spent much of his career here, recording and performing on Indiana Avenue, sometimes with his brothers and often with some of the greatest jazz, soul and even pop musicians of his generation. Montgomery died in 1968 at just 45 years old. But during his relatively sh…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete each reveal the personal finance hills they’re willing to die on. Everything was going just fine, and then Pete got serious. #Awkward Click the PLAY button below for the rest of the sho…
 
Understanding the relationship between business risk and the multiples that are paid on practices is important for anyone that's buying or selling a practice to understand. In this episode, I'll discuss how multiples are calculated, the different ways we can think about risk when it comes to investing, and why it's important to make sure that you'r…
 
David Becker is considered one of the godfathers of the Indiana technology ecosystem, having started and sold several tech firms over the past four decades. But he’s probably best known for his current effort, which broke new ground in an entire tech sector. In 1999, he launched First Internet Bank of Indiana, an online-only bank that offered typic…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete read the world’s longest email, and answer whether or not a guy should sell this half million dollar mutual fund to buy a house with cash. Click the PLAY button below for the rest of th…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo, OD with IDOC. Steve joins me back on the show to talk about the idea of employee productivity and how that translates into the overall success of the practice. We bifurcate this topic by first talking about associate vs owner productivity and steps that an owner ca…
 
Tom Wood Automotive Group is one of the best-known family businesses in central Indiana, with more than a dozen car dealerships and 1,000 employees. But relatively few people have heard of Jeff Wood, who took over the company after Tom Wood, his father, died from lung cancer in 2010. Jeff Wood grew up in central Indiana and worked in the family bus…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete make their 2023 stock picks. ****This is not investment advice. Picks are for entertainment purposes only. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your p…
 
On this episode, I wanted to share a bit of a personal story about 3 lessons that I learned from my grandparents that have in large part shaped the money story and lessons that have guided my financial journey and how I view and use money money in my life. I hope this conversations gives you a benchmark and different viewpoint to compare your own m…
 
On Wednesday, global tech giant Salesforce revealed in a sparse regulatory filing that it planned to lay off about 10% of its employees companywide. The reason, in a nutshell: Salesforce hired too many people during a recent period of massive growth, and customers now are cutting back on spending in the uncertain economic environment. And speaking …
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete put a bow on 2022 and look forward to 2023. Special appearance by Ted Dunn. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your personal finances a facelift. Ex…
 
IBJ reporter Dave Lindquist, in this week for Mason King, talks with Emmis Corp. founder Jeff Smulyan about his 2022 memoir “Never Ride a Roller Coaster Upside Down: The Ups, Downs and Reinvention of an Entrepreneur” The book—which he wrote at his daughter’s urging—caps a year of tremendous transition for Smulyan, whose roster of former employees i…
 
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