ODs on Finance

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The optometrist's definitive guide to financial freedom and prosperity

ODs on Finance

  • Nov 9, 2020 LATEST EPISODE
  • monthly NEW EPISODES
  • 59m AVG DURATION
  • 18 EPISODES


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Latest episodes from ODs on Finance

Ep. 18 - Ask The CFPs, Pt 3 - Insurance & Asset Protection

Play Episode Listen Later Nov 9, 2020 73:50


In this session of our "Ask the CFPs" series, Dr. Neufeld talks with CFP-partners Adam Cmejla and Natalie Schmook about different types of insurance, asset protection and financial planning for your children.

Ep. 17 - Ask The CFPs, Pt 2 - Perspectives On Investing

Play Episode Listen Later Sep 16, 2020 64:01


In this session of our "Ask the CFPs" series, Dr. Neufeld talks with CFP-partners Adam Cmejla and Natalie Schmook about investing strategies and philosophies for retirement. Index funds, individual stocks, bonds and commodities are all discussed.

Ask The CFPs, Pt. 1 - Debt Management & Budgeting with Adam Cmejla And Natalie Schmook

Play Episode Listen Later Aug 28, 2020 65:12


Dr. Neufeld talks with ODs on Finance Certified Financial Planner (CFP) partners Adam Cmejla and Natalie Schmook about strategies for budgeting and managing loan debt.

Ep. 15 - Thoughts On The Current Economy with Peter Schiff

Play Episode Listen Later Aug 17, 2020 63:29


Famed economist, stock broker and TV/radio personality Peter Schiff talks with Dr. Neufeld about his views on the current economy, inflation, investing and the gold standard.

Ep. 14 - Make Your Practice More Profitable

Play Episode Listen Later Jul 9, 2020 90:26


On this episode, our guests Dr. Raymond Brill and Perry Brill of Eyetrepreneur discuss all things practice profitability - from the optical to the exam room.

Ep. 13 - How To Invest In Turnkey Properties

Play Episode Listen Later Jun 30, 2020 71:36


In this episode of the ODs on Finance video/podcast series, Dr. Julie Phan and Merv Plank talk about Turnkey properties, including general info and why you should consider adding a turnkey to your real estate portfolio.

Ep. 12 - CPA Tax Advice - PPP, EIDL And Everything In Between

Play Episode Listen Later Jun 18, 2020 72:24


On this episode of the ODs on Finance Live Video/Podcast series, our CPA partners Adam Roundy, Kade Hallows and Ladd Hallows walk us through the CARES Act, as well as general tax advice.

Residential Real Estate Investing

Play Episode Listen Later May 14, 2020 63:24


Dr. Julie Phan talks with her mortgage lender Aaron Chapman about the ins and outs of residential real estate investing including finding properties and financing.

Recovering And Re-Opening After COVID - 19

Play Episode Listen Later Apr 29, 2020 78:43


On this episode of the ODs on Finance Live Video/Podcast series, we discuss recovery/re-opening after the COVID-19 pandemic by specifically exploring operational, staffing, financial and marketing perspectives. Our All-Star OD panel includes: -Dr. Alan Glazier -Dr. Jennifer Tsai -Dr. Tom Arnold -Dr. Mick Kling

ODs on Finance Ep. 9 - The CARES Act - What It Means For Owners & Employed ODs w/ Adam Cmejla, CFP

Play Episode Listen Later Apr 1, 2020 76:27


In this episode/Live event, Adam Cmejla, CFP, answers questions regarding the CARES Act. Insight is given on the Paycheck Protection Program (PPP), Economic Injury Disaster Loan (EIDL), SBA Debt Relief and unemployment Visit our Website: odsonfinance.com Follow us on Instagram: @odsonfinance Join us on Facebook: ODs on Finance

ODs On Finance Ep. 8 - Creating A Myopia Management Practice + Tips For Owners With Dr. Gary Ger

Play Episode Listen Later Feb 5, 2020 62:40


Dr. Neufeld talks with Dr. Gary Gerber (Treehouse Eyes, The Power Hour/Power Practice) about creating a successful myopia management practice as well as tips on creating a more profitable private practice for our first episode of 2020.

ODs On Finance Ep. 7 - SEO, Digital Marketing And Web Design With Dr. Richard Zimbalist

Play Episode Listen Later Dec 17, 2019 40:39


Dr. Neufeld talks with the founder/owner of Ignite Medical, Dr. Richard Zimbalist, about SEO, digital marketing and web design. Insights on building a practice website and making it visible and attractive are explored along with marketing.

ODs On Finance Ep. 6 - Stocks, Funds And Market Perspectives With Collin McBirney, CFA, CAIA, FR

Play Episode Listen Later Nov 26, 2019 49:11


Dr. Neufeld talks with Collin McBirney about stocks, funds and his takes on the current market. Collin was a long/short equity analyst at PIMCO for 6 years managing over $500 million in funds before starting his own hedgefund which is currently valued at $35 million.

ODs On Finance Ep. 5 - Ask An Accountant With David Glenn, CPA

Play Episode Listen Later Nov 19, 2019 40:43


David Glenn, CPA and Dr. Aaron Neufeld discuss member submitted questions regarding taxation including deductions, S-corp development, retirement planning and 1099/W2 issues. David is a doctor-focused CPA that holds a masters in taxation. He is a sponsor of ODs on Finance.

ODs On Finance Ep. 4 - Real Estate Investing With Dr. Julie Phan

Play Episode Listen Later Oct 14, 2019 56:42


In this episode, Dr. Julie Phan, a private practice owner and new mom, gives us an overview of real estate investing and insight into her successful real estate investing career.

ODs On Finance Ep. 3 - Owner Occupied Real Estate With Dr. Adam Bryan

Play Episode Listen Later Sep 26, 2019 33:36


In this episode, Dr. Adam Bryan discusses his journey with owner occupied real estate and how it has benefited his practice. Dr. Neufeld also gives an overview of owner occupied real estate and his personal experience with it. Connect with us: Web: https://www.odsonfinance.com FB: https://www.facebook.com/groups/ODson... IG: https://www.instagram.com/odsonfinanc... Re-Fi with the Earnest Partnership: https://partner.earnest.com/referral/... Check out our Sponsor: https://www.theia-eye-care.com

Ep 2 - Private Equity And Entrepreneurship With Dr. Alan Glazier

Play Episode Listen Later Sep 18, 2019 25:18


In this episode, Dr. Alan Glazier (founder of ODs on Facebook/Bus. Dvlpmt. Exec. at Total ECP) gives insights on private equity and its evolution in optometry. He also discusses entrepreneurship and his views on the future of optometry. Connect with us: Web: https://www.odsonfinance.com FB: https://www.facebook.com/groups/ODson... IG: https://www.instagram.com/odsonfinanc... Re-Fi with the Earnest Partnership: https://partner.earnest.com/referral/... Check out our Sponsor: https://www.theia-eye-care.com

Ep 1 - 3 Ways To 300K Net With Dr Charles Tille

Play Episode Listen Later Sep 10, 2019 49:33


In our very first episode, Dr. Neufeld talks with Dr. Charles Tille about successfully netting over $300K in a sublease setting, including strategies for higher production.

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