Bob Steinmetz's guest appearances

Bob Steinmetz

20/20 MONEY

Dave Ramsey

Travis Hornsby

Phil Huber

Peter Lazaroff

Chris Wolfe

Justin Manning

Dave Goetsch

Kent Godfrey

Greg Crabtree

Matt Mitchell

Steve Alexander

Ashby Daniels

Jennifer Stewart

Matt Howard

Justin Castelli

OwlTail

Eric Baas

On this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders of iCare Advisors. If you missed last week’s interview or this is your first time checking out 20/20 Money, please go back and check out last week’s interview. You don’t need to listen to that one first to gain value from the rest of our conversation, but you’ll definitely want to go back and give that a listen as there was a lot of great information. As I mentioned in the intro last week, we continue the conversation today by discussing the runway to profitability and how they think about the return on investment in equipment in a cold start, how you grow into the next “chapter” of the practice’s life cycle, why a 2nd location might be better than expansion of your existing location, staffing and scheduling best practices, their outlook on cold starts and private equity’s influence on the success of cold starts, and we wrap it up with their insightful answers to the one question I ask every first-time guest of 20/20 Money. As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars. And with that introduction, I hope you enjoy the rest of my conversation with Eric Baas and Bob Steinmetz.  ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms  Apple Podcasts  Spotify Google Podcasts Stitcher   ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

On this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders of <a href="https://icareadvisors.com/" rel="nofollow" target="_blank">iCare Advisors</a>. If you missed last week’s interview or this is your first time checking out 20/20 Money, please go back and check out last week’s interview. You don’t need to listen to that one first to gain value from the rest of our conversation, but you’ll definitely want to go back and give that a listen as there was a lot of great information. As I mentioned in the intro last week, we continue the conversation today by discussing the runway to profitability and how they think about the return on investment in equipment in a cold start, how you grow into the next “chapter” of the practice’s life cycle, why a 2nd location might be better than expansion of your existing location, staffing and scheduling best practices, their outlook on cold starts and private equity’s influence on the success of cold starts, and we wrap it up with their insightful answers to the one question I ask every first-time guest of 20/20 Money. As a reminder, you can get all the information discussed in today’s conversation by visiting our website at <a href="http://www.integratedpwm.com/" rel="nofollow" target="_blank">integratedpwm.com</a> and clicking on the Learning Center. While there, you can also <a href="https://integratedpwm.as.me/?appointmentType=1713824" rel="nofollow" target="_blank">set up a 20-30min Triage conversation</a> to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars. And with that introduction, I hope you enjoy the rest of my conversation with Eric Baas and Bob Steinmetz. ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms <a href="https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2" rel="nofollow" target="_blank"> Apple Podcasts</a> <a href="https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA" rel="nofollow" target="_blank"> Spotify</a> <a href="https://bit.ly/32qkOHJ" rel="nofollow" target="_blank">Google Podcasts</a> <a href="https://www.stitcher.com/s?fid=245757&amp;refid=stpr" rel="nofollow" target="_blank">Stitcher </a> ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our <a href="https://integratedpwm.com/learningcenter/?cat=podcast" rel="nofollow" target="_blank">episode archive here!</a>

Warming up to cold starts (Part 2) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors

On this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders of iCare Advisors. iCare Advisors consults with ODs all around the country and their specific area of expertise is helping ODs navigate the decision making matrix and analysis behind opening a cold start practice. This wide ranging conversation was so deep and so long that I actually wanted to break it up into two episodes. In part 1, Eric and Bob talk about how important it is to “start with why” when considering a cold start and the importance of having a mission and vision statement guide the process of opening your practice. We talk about the importance of having goals, taking the time to grow into your practice, and the importance of involving your spouse in the decision making process as well. We spend the rest of the time talking about one of the most important factors that plays into any cold start: location and occupancy cost. In part two (next week), we continue the discussion by discussing the runway to profitability and how they think about the return on investment in equipment in a cold start, how you grow into the next “chapter” of the practice’s life cycle, why a 2nd location might be better than expansion of your existing location, staffing and scheduling best practices, their outlook on cold starts and private equity’s influence on the success of cold starts, and we wrap it up with their insightful answers to the one question I ask every first-time guest of 20/20 Money. As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars. And with that introduction, I hope you enjoy my conversation with Eric Baas and Bob Steinmetz.  ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms  Apple Podcasts  Spotify Google Podcasts Stitcher   ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

On this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders of <a href="https://icareadvisors.com/" rel="nofollow" target="_blank">iCare Advisors</a>. iCare Advisors consults with ODs all around the country and their specific area of expertise is helping ODs navigate the decision making matrix and analysis behind opening a cold start practice. This wide ranging conversation was so deep and so long that I actually wanted to break it up into two episodes. In part 1, Eric and Bob talk about how important it is to “start with why” when considering a cold start and the importance of having a mission and vision statement guide the process of opening your practice. We talk about the importance of having goals, taking the time to grow into your practice, and the importance of involving your spouse in the decision making process as well. We spend the rest of the time talking about one of the most important factors that plays into any cold start: location and occupancy cost. In part two (next week), we continue the discussion by discussing the runway to profitability and how they think about the return on investment in equipment in a cold start, how you grow into the next “chapter” of the practice’s life cycle, why a 2nd location might be better than expansion of your existing location, staffing and scheduling best practices, their outlook on cold starts and private equity’s influence on the success of cold starts, and we wrap it up with their insightful answers to the one question I ask every first-time guest of 20/20 Money. As a reminder, you can get all the information discussed in today’s conversation by visiting our website at <a href="http://www.integratedpwm.com/" rel="nofollow" target="_blank">integratedpwm.com</a> and clicking on the Learning Center. While there, you can also <a href="https://integratedpwm.as.me/?appointmentType=1713824" rel="nofollow" target="_blank">set up a 20-30min Triage conversation</a> to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars. And with that introduction, I hope you enjoy my conversation with Eric Baas and Bob Steinmetz. ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms <a href="https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2" rel="nofollow" target="_blank"> Apple Podcasts</a> <a href="https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA" rel="nofollow" target="_blank"> Spotify</a> <a href="https://bit.ly/32qkOHJ" rel="nofollow" target="_blank">Google Podcasts</a> <a href="https://www.stitcher.com/s?fid=245757&amp;refid=stpr" rel="nofollow" target="_blank">Stitcher </a> ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our <a href="https://integratedpwm.com/learningcenter/?cat=podcast" rel="nofollow" target="_blank">episode archive here!</a>

Warming up to cold starts (Part 1) with Drs. Eric Baas and Bob Steinmetz of iCare Advisors