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ODs on Finance
ODs on Finance
The ODs on Finance podcast focuses on all aspects of both personal and practice finance in order to promote financial education and success.
Nov 8, 2020
Ep. 18 - Ask The CFPs, Pt 3 - Insurance & Asset Protection
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.
1 hr 14 min
Sep 16, 2020
Ep. 17 - Ask The CFPs, Pt 2 - Perspectives On Investing
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.
1 hr 4 min
Aug 28, 2020
Ask The CFPs, Pt. 1 - Debt Management & Budgeting with Adam Cmejla And Natalie Schmook
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.
1 hr 5 min
Aug 17, 2020
Ep. 15 - Thoughts On The Current Economy with Peter Schiff
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.
1 hr 3 min
Jul 8, 2020
Ep. 14 - Make Your Practice More Profitable
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.
1 hr 30 min
Jun 30, 2020
Ep. 13 - How To Invest In Turnkey Properties
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.
1 hr 12 min
Jun 17, 2020
Ep. 12 - CPA Tax Advice - PPP, EIDL And Everything In Between
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.
1 hr 12 min
May 14, 2020
Ep. 11 - Residential Real Estate Investing
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.
1 hr 3 min
Apr 29, 2020
Ep. 10 - Recovering And Re-Opening After COVID - 19
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
1 hr 19 min
Apr 1, 2020
ODs on Finance Ep. 9 - The CARES Act - What It Means For Owners & Employed ODs w/ Adam Cmejla, CFP
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
1 hr 16 min
Feb 5, 2020
ODs On Finance Ep. 8 - Creating A Myopia Management Practice + Tips For Owners With Dr. Gary Ger
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.
1 hr 3 min
Dec 17, 2019
ODs On Finance Ep. 7 - SEO, Digital Marketing And Web Design With Dr. Richard Zimbalist
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.
Nov 26, 2019
ODs On Finance Ep. 6 - Stocks, Funds And Market Perspectives With Collin McBirney, CFA, CAIA, FR
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.
Nov 19, 2019
ODs On Finance Ep. 5 - Ask An Accountant With David Glenn, CPA
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.
Oct 14, 2019
ODs On Finance Ep. 4 - Real Estate Investing With Dr. Julie Phan
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.
Sep 26, 2019
ODs On Finance Ep. 3 - Owner Occupied Real Estate With Dr. Adam Bryan
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
Sep 18, 2019
Ep 2 - Private Equity And Entrepreneurship With Dr. Alan Glazier
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
Sep 10, 2019
Ep 1 - 3 Ways To 300K Net With Dr Charles Tille
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.