ODs on Finance Book Series
Fueled by the popular and rapidly growing ODsonFinance Facebook community of Optometrists and companion website, Co-founders Drs. Dat Bui and Aaron Neufeld created this comprehensive blueprint on techniques to overcome financial obstacles facing optometry students, residents, practicing doctors and other high-earning professionals.
This book strives to teach both young and experienced optometrists financial topics that were never taught in school, ranging from strategies on how to use a high-income salary to attack massive student debt, budgeting and saving for retirement, avoiding predatory advice from financial advisers, using tax strategies to save money, creating passive income, stepping into private practice ownership and how to build wealth through long-term investing in an ever-changing optometric world.
Clinical anecdotes and straightforward advice will keep students and new graduates entertained page after page while teaching important financial lessons to avoid potential pitfalls.
The #1 Financial Resource For Optometry Students
Navigating your financial journey through optometry school! This comprehensive guide will navigate you through essential knowledge to not only become a successful optometry student but also a financially savvy and independent one.
The #1 Financial Resource For Optometrists
Written by optometrists for optometrists, The OD's Guide To Financial Freedom will help you get on the path towards building wealth and achieving financial freedom!
What's in the books?
Organized into practical sections to help you achieve financial success.
PRACTICE PREVENTATIVE FINANCIAL MEDICINE
Learn the harsh reality of optometry, how money works & common financial pitfalls to avoid and how to make better financial decisions
INVEST & PLAN FOR RETIREMENT
Learn how to invest your money, take advantage of tax-favored retirement plans, and whether you need expert help.
STUDENT LOAN MANAGEMENT
Learn how to accelerate your debt payoff, options for repaying your student loans, and whether Federal Forgiveness Program is right for you.
PROTECT & MAXIMIZE YOUR INCOME
Learn how to protect your income with proper insurance and an emergency fund. Also, gain insight about how to maximize your income by earning more money and minimizing your income tax.
PRACTICE OWNERSHIP & ECONOMICS OF RESIDENCY + OTHER MODALITIES
Ownership has the potential to create a lot a more income but requires careful planning. If this path is not right for you, consider the economic breakdown of other practice modalities.
ADHERE TO THE HABITS OF THE WEALTHY
Discover the habits of the wealthy, the philosophy of ODs on Finance, and how to implement them in your life to achieve million net worth within a few years.
What Other Optometrists Are Saying
Great approach to how to tackle finances for a beginner! Broken down in relatable and understandable ways for the reader. I think it is especially great for any student thinking of going into Optometry or any student in Optometry school to help form a plan on how to tackle student loan debt. Easy and fast read and I most definitely recommend.
Morgan Ruiz OD
Many new grads find they are clinically solid but woefully uneducated in business and money management. This is a great resource for Optometry students and new grads. I bought a copy for our student lodging (My clinic is a Primary Care/ Ocular Disease clinical site). Reading this book early in your career could save you making several costly mistakes many new ODs have made.
Bruce Lidkea OD
The book offers essential financial knowledge covering topics such as loans, investing, retirement, insurance, real estate, and side hustles that are often overlooked in optometry school education. With practical examples tailored to specific situations, the reader found it invaluable in navigating financial decisions like choosing between retirement accounts. It has empowered the reviewer to feel more financially literate, especially post-residency. While the book is comprehensive and may take some time to read, its casual mentor-like tone makes the information easily digestible. Despite a few typos in the first edition, its overall value is evident. The book's advice is not only beneficial for optometrists but also other health professionals. For the price, the potential long-term financial savings make it a worthwhile investment.
Andreas Zacharopoulos, OD
I wish I read this book upon graduation of optometry school 5 years ago but sadly this book was not published yet. I have already recommended this book to numerous colleagues and student interns because of its important concepts that every optometrist should know. It is a wake up call to take control of your finances as an OD and become wealthy by being hyper-focused on paying off student loans (they advocate for paying off student loans 5 years upon graduation!) and investing with compound interest on your side as a young individual. ANY optometrist would benefit from this book, older or young, but especially current optometry students or new grads who have a mountain of debt and don't know how to handle it. The authors do a great job walking you through the thought process for finding a job, paying off debt, planning for retirement, buying a practice, and which advisors you should and should not pay for to help you along the way... all the while giving you reality checks that although it's great you accomplished a doctorate in 4 years, you are STILL IN DEBT and should not reward yourself with a new BMW that causes oh-so-many optometrists to live paycheck to paycheck. I believe all optometry schools should make this book a requirement!
Sandy Tran, OD
About the Authors
Dr. Dat Bui, O.D
Co-Founder & CEO, ODs on Finance
Dr. Dat Bui graduated from the Southern California College of Optometry (SCCO/MBKU) in Fullerton, CA. He practices optometry on the Apple Campus in the heart of Silicon Valley. With a keen interest in ocular disease and healthcare technology, he began his career with over $230,000 in student loan debt. Through strategic budgeting, personal finance, and investing, he cleared this debt in just four and a half years.
Dr. Bui is a staunch advocate for passive index funding, with a portion of his portfolio dedicated to technology stocks. He also manages a large residential five-plex in the Bay Area, CA. As a co-founder of ODs on Finance, optometry’s premier personal finance platform, he co-authored the Amazon best-seller, The Optometrist’s Guide to Financial Freedom. Alongside this, he consults for technology companies, aiming to guide new doctors and high-earning professionals toward wealth and financial independence.
Dr. Aaron Neufeld, O.D
Co-Founder & COO, ODs on Finance
Dr. Aaron Neufeld graduated from the Southern College of Optometry in Memphis, TN. He now lives in the Bay Area, CA, where he owns two full-scope private practices, with an emphasis in specialty contact lenses and myopia management. He began his career with $160,000 in student loan debt and eliminated it (along with investing) in two years. He has a passion for both index funds and commercial real estate investing.
Beyond his clinical work, Dr. Neufeld co-founded ODs on Finance, the leading finance and investing platform for optometrists and optometry students. He has penned over thirty articles for optometry publications and co-authored the Amazon best-seller, The Optometrist’s Guide to Financial Freedom. Additionally, he’s an esteemed speaker and consultant on industry topics, having delivered multiple COPE-approved CE lectures on myopia management, practice management, and marketing.
Dr. Chris Lopez, O.D
Career Director, ODs on Finance
Dr. Christopher Lopez graduated summa cum laude from the University of Houston College of Optometry. Originally from Southern California, he now calls Wisconsin home, living there with his family. Chris is on the path to practice ownership. His clinical focus lies in ocular disease and specialty contact lenses. Beyond his clinical responsibilities, Dr. Lopez contributes to various optometry journals and travels nationwide to deliver COPE-approved CE lectures. He’s deeply committed to assisting optometry students and young ODs in their job search journey. Chris serves as the Director of Career Services for ODs on Finance.