Latest Announcement/Upcoming Events

Virtual Event Information

ODs on Finance is thrilled to announce the inaugural Practice VIRTUAL Ownership/Management CE Summit!

In this first-of-its-kind event, the Summit will offer 6 hours of COPE-approved CE directly focused on developing skills for practice owners/managers that will boost revenue and build practices. Additionally, the Summit will feature 5 industry leaders giving Quick Talk tips on different aspects of practice ownership/management.

The Practice Ownership/Management CE Summit is completely free to any optometrist, optometry student, office manager or office staff. Additionally, we will be raffling off over $500 in prizes!

Platinum Sponsor

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Practice Consulting

We are absolutely stoked to have Dr. Mick Kling join our team as a consultant for current and future practice owners.  By booking a 1 hour session, you have full access to a conversation with Dr. Kling regarding the following topics:

  • Building business acumen and financial intelligence
  • Budgeting
  • Understanding financial statements
  • Managing and improving cash flow
  • Setting up and implementing Profit First cash flow management strategy
  • Understanding how practices are valued
  • Practice acquisition and expansion guidance

Special Refi Promo for ODs on Finance Members

Aaron and Dat are excited to announce that we have successful negotiate the 3 great offers!  Two are highest $1000 Cash Back Bonus for our ODs on Finance Member from both Splash and Credible + Third is 0% APR first 6 months with CommonBond!  Thank you for their support in our little OD Community! 

Special ODsonFinance Offer:  $400 Bonus + Get 0% APR for the first 6 months when you refinance

  • This offer can help you take advantage of historically low interest rates without losing out on 0% APR
  • Your APR will be set to 0% for the first 6 months, meaning all your on-time payments will go to principal in that time
  • After the introductory APR period, you will begin paying interest
  • You qualify for this offer when you refinance at least one federal student loan


  • All States eligible

*Disclaimer: Minimum loan is $5,000, with a max limit of $500,000, Subject to state law restriction. When you check your rates, CommonBond conducts a soft credit pull that will not affect your credit score. However, if you continue your application, CommonBond will request your permission to obtain your full credit report from one or more consumer reporting agencies. This is a hard credit pull and may affect your credit score.   Offered terms are subject to change and state law restriction. This is not a loan offer. Loans are offered through CommonBond Lending, LLC (NMLS #1175900). 



  • Free, fast and able to compare prequalified rates from multiple lenders under 2 minutes, without affecting your credit score. Get a final offer as little as 1 business day!

  • Credible’s partner lenders do not charge prepayment penalties, loan application fees, or origination fees.

  • Forbearance and discharge on death/disability is dependent on individual lenders

  • Special Promo: Get up to $1000 bonus for loans over $100K, $500 Bonus if less than $100K loan 


  • All States eligible

*Disclaimer: To receive $1,000 welcome bonus, ODs on Finance readers must refinance a balance equal to or greater than $100K. If refinancing a balance below $100K, readers are eligible for a $500 welcome bonus.


  • Fast and easy rate check without affecting your credit score

  • No application or origination fees, with no prepayment penalties

  • Able to refinance as low as $5000 loan with no maximum limit

  • Forbearance and discharge on death/disability is dependent on individual lenders

  • *Splash will pay $500 bonus for loans over $100K and ODsonFinance will pay an extra $500 for over $150K.  Please email Dat at if any issues arise


  • All States eligible

Join the Conversation on Optometry's Largest Finance Focused Forum:

 Subscribe to Our Newsletter

Don’t worry! Dat and Aaron hate spam too! Our goal is to provide you with latest Optometry financial updates to be successful

Please enter your name.
Please enter a valid email address.
Something went wrong. Please check your entries and try again.


Annual Report 2019

Annual Report: 2019

We are excited to write our First Official Annual Report! As many of you know, Aaron and I started this small community of personal finance “enthusiasts” back in January 2018, over a couple of beers after a long day of clinic. We were frustrated with the lack of financial education in the optometric community and…

Dollar Cost Average

Dollar Cost Averaging

Wealth building is a process that comes in many forms. Many agree that there are three major steps to wealth building: Eliminating Debt Saving Money & Acquiring Assets Allowing Assets to Grow If we were to equate wealth building to painting a picture, Step 1 would be our blank slate, Step 2 our paint brush…

Helping my Friend with his First BRRRR_ Part 2

Helping my Friend with his First BRRRR: Part 2 Rehab Underway!

  Rehab Underway! It has been about four weeks since my friend John closed on his first out-of-state investment property. As a reminder, his strategy is the good ol’ BRRRR method (Buy, Rehab, Rent, Refinance and Repeat). So for our method to work, our all-in investment (cash) must be less than 75% of the ARV…

10 End of the year Tax-Savings Tip for Optometrists

10 End-of-the-Year Tax-Saving Tips for Optometrists

Remember, tax planning occurs before 12/31, not during tax season Read below for some very important tax savings tips that my accountant recommends exclusively for Optometrists/health care professionals. (1) Delay billing for work done late in the year so that payment will be received in the following year (as long as you do not jeopardize…


Video/Podcast – 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: Related Articles Notice: JavaScript is required for this content.

Life Insurance Blog (3)

Three Tips for Marketing Your Practice During the Holidays

With the Holiday season fully upon us, gift purchasing and self-indulgence traditionally reaches an all time high.  In fact, with Black Friday happening just a day before writing this article, I decided to analyze some shopping tendencies of myself and society as a whole and see what parallels I could draw to patient spending trends…

Disability Blog (1)

Helping my Friend with his First BRRRR: Part 1 The Analysis

For the past 2 months, I have been helping a good friend search for his first investment property. John currently resides in sunny Southern California and works a full time job. He initially became intrigued in investing in rental properties out of state for the advantage of passive income and wealth building. He reached out…

Disability Blog

The Optometrist’s Guide to Disability Insurance

Optometrists with an average salary of $120,000 will make approximately $10 million dollars over their working career when factoring in raises and inflation. It took you 8-10 years of schooling to get to where your career is, in addition you probably took over $200,000 worth of student loans to invest in your future. Therefore, with…


A BRRRR is Worth all the Stress

I want to dedicate this blog to detail my recent BRRRR project (which was pretty stressful and heart pumping). My goal is to show how fast moving real estate investing can be, and how much time and effort is utilized to execute a deal. If you are new to real estate investing or have not…

For questions, please reach out to Aaron and Dat at