In financial planning, no one knows everything. But specialized advisors provide a focus for your specific situation.
In this episode, Michael Labos is joined by Evon Mendrin, founder of Optometry Wealth Advisors and host of The Optometry Money Podcast. Together, they unpack the role of specialized financial advisors within the financial services industry as well as their value to you!
Evon discusses:
- The importance of preparation in financial and tax planning
- Why specialized financial advisors exist
- The power of niche advisors
- The importance of researching financial advisors before committing
- And more!
Resources:
Connect with Michael Labos:
Connect with Evon Mendrin:
About Our Guest:
Evon Mendrin is the founder and lead advisor at Optometry Wealth Advisors LLC. Evon helps optometrists build wealth, master their money, and plan purposefully with their finances. Evon is fascinated by their profession and businesses and is here to help optometrists better understand the financial health of their practices and how it impacts the financial health of their household.
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