"Must Read" Comprehensive Guides

Every successful investor need to have a solid foundation on important financial topics. This is why we create this sort of "Learning center" where we will create full comprehensive guides for high earning professional that we will update each year to keep with current legislations or IRS tax laws


This will cover the basics of each vital financial areas that the typical optometrist might encounter in his or her career.


 

Related Articles

_June 2023 Market Update for Optometrists Latest Economic & Financial Trends

June 2023 Market Update for Optometrists: Latest Economic & Financial Trends

Welcome to the June 2023 market update, where Aaron and myself will provide you with an overview of the latest economic trends and developments, including what we as optometrists should watch out for and how we should adjust our investing plans.

Good vs. Bad Optometry Debt - 4 Ways to Use Good Debt to Your Advantage

Good vs. Bad Optometry Debt – 4 Ways to Use Good Debt to Your Advantage

That being said, debt can be a useful tool for achieving financial goals, but not all debt is created equal. Some debt can be beneficial, while others can be detrimental to your financial well-being. Let’s explore the difference between good debt and bad debt and how you can use debt to your advantage.

_Q12023 Market Update for Optometrists Latest Economic Trends And How To Adjust Your Financial Plan

Q1/2023 Market Update for Optometrists: Latest Economic Trends And How To Adjust Your Financial Plan

Welcome to the Q1/2023 market update, where Aaron and myself will provide you with an overview of the latest economic trends and developments, including what we as optometrists should watch out for and how we should adjust our investing plans… So we hope to provide a comprehensive overview of the latest economic trends and developments, highlighting the challenges and opportunities in today’s market for optometrists.

9 Financial Tips For Optometry Students

9 Financial Tips For Optometry Students

As an optometry student preparing to enter the field, it’s important to understand the financial implications that come with this profession. From budgeting for school supplies to managing debt and investing in your future—all these responsibilities add up quickly! With these 9 financial tips, you’ll equip yourself with the knowledge needed to navigate a successful career as an optometrist.

Annual Report 2022

State of ODs on Finance: 2022 in Review, and a Look at 2023!

It’s hard to believe, but the year 2022 has vanished in the blink of an eye. This past year, we’ve had the pleasure of seeing ODs on Finance continue to grow and help ODs on their financial journey, whether they be new grads or seasoned veterans. We are thankful for your attention, your questions and your contributions. Two tenets that hold paramount value to us at ODs on Finance are transparency and productive growth. In this letter, we will highlight how our community has grown, the various methods we provide value to our community, exciting new projects/acquisitions for 2023, and a look at our commercial interests/disclosures – trust us, you’ll want to read this! Here is a quick recap of 2022!

Action Plan What To Do with My Optometry Student Loans Before 2023

Action Plan: What To Do with My Optometry Student Loans Before 2023?

Our inbox has been getting slammed with ODs asking for advice on what to do with their federal student loans as we get closer to the 0% forbearance expiration date of 12/31/22. Politics aside, based on the most recent federal news which removes a lot of uncertainty that we had last month, we are going to break it down with some actionable plans that optometrist can take:

The Optometrist’s Guide to Short Term Investing (1)

The Optometrist’s Guide to Short Term Investing

With the recent volatile market and pending economic recession, many investors are looking to hold their cash in a relatively safe place, especially as our economy faces surging inflation. In this article, we will talk about short term investments and where we can place these funds, aside from just storing cash. What is a short-term investment?

3 Take-Aways That Optometrists Should Know About Biden’s Student Loan Debt Relief

3 Take-Aways That Optometrists Should Know About Biden’s Student Loan Debt Relief

On Wednesday, Aug 24, 2022, President Biden, along with the US Department of Education announced a three-part plan to help student borrowers with federal loans transition back to regular payments. In addition, we do want to let our members know that it took us a little while to gather our thoughts after the dust settled to address our community.. So let’s begin with the facts first and any questions that optometrists might have. PART 1: Final extension of the student loan repayment + 0% Interest pause forbearance until 12/31/2022

$182K in 2.5 years Balancing Residency, Future Goals and Aggressive Loan Payoff with Dr. Andreas Zacharopoulos O.D

$182K in 2.75 years | Balancing Residency, Future Goals and Aggressive Loan Payoff with Dr. Andreas Zacharopoulos O.D

When we think about paying off student loans, it is hard to couple the ideas of finishing a residency and also knocking out student loan debt quickly. Simply put, a residency provides great experience but comes at a cost – a year of well-below average wages. Despite this hurdle, our Student Loan Success Story and active ODs on Finance member Dr. Andreas Zacharopoulos was able to knock out his debt and start setting himself up for financial success. In this article, Andreas gives us a detailed account of how he paid off his student loans and some helpful strategies for overcoming some common struggles in the quest for financial freedom.