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

Requirements: 

  • 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). nmlsconsumeraccess.org 

 

Benefits: 

  • 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 

Requirements: 

  • 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.

Benefits: 

  • 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 admin@Odsonfinance.com if any issues arise


Requirements: 

  • 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.

LATEST ARTICLES

My Rental Property Caught of Fire_ A Four Part Series

My Rental Property Caught of Fire: A Four-Part Case Study

On September 10th, 2020, I received one of the most devastating phone calls a landlord can receive. It was followed by a much more distressing email with pictures of the event. My property management never calls me, so when I saw their phone number come across my caller ID, I had a gut feeling that something was wrong.

Virtual Masterclass - Cmejla Final Social (2)

Virtual Masterclass: A Healthy Financial Mindset in Practice Ownership (Adam Cmejla, CFP) 1 hr COPE CE

Running a practice takes a significant investment of time, money, and energy. It can be extremely rewarding, but it can also be a catalyst for ODs living a life filled with stress, anxiety, and pressure. Learn proven, math-based approaches to solving pain points in the strategic manner in which you manage your practice.

Virtual Masterclass - Haynes Final (1)

Virtual Masterclass: Diagnostic Imaging in Macular Degeneration (1hr COPE CE)

We are ecstatic to host our next live CE event with the brilliant Dr. Jessica Haynes. We hope this CE event will help you better understand AMD technologies and gives some ideas on what technologies will be the best for your patient base and your practice.

This lecture will review diagnostic imaging strategies useful in the evaluation of macular degeneration including fluorescein angiography, optical coherence tomography, fundus autofluorescence, and optical coherence tomography angiography.

What is Tax Loss Harvesting and How Can It Help Me_

What is Tax Loss Harvesting and How Can It Help Me?

What is Tax Loss Harvesting? With tax loss harvesting (TLH) the concept is simple – sell your investments at a loss to reduce your tax liability.  In the realm of tax loss harvesting you can “harvest” your losses and utilize them to: How Does Tax Loss Harvesting Work? What is the Wash-Sale Rule? In an…

Student Loans Debt COVER

10 Practical Tips on How to Pay Off $221K+ Optometry Student Loans in 5 years

Like many optometrists, I graduated from Southern California College of Optometry (SCCO) with over $221,245 in student loans back in June 2015. It was a combination of both federal loans ($198,303) and high interest private loans ($22,942) that I took out for other living expenses during my 4th year rotations. In early October 2020, during the COVID-19 pandemic, I made my final and last student loan payment, roughly 5 years later.

Comparison Retirement & IRS Limits

2020-2021 Comparison Retirement & IRS Limits

KEY POINTS: (1) Overall, 401K/Roth IRA/SIMPLE/SEP contribution limits are the same in 2021 (2) Trad IRA: For single taxpayers covered by a workplace retirement plan, the new phase-out range is $66,000 to $76,000. For married couples filing jointly, where the spouse making the IRA contribution is covered by a workplace retirement plan, the new phase-out…

Insurance &Asset Protection (2)

Ask the CFPs-Part 3 – Insurance & Asset Protection (FB Live)

When it comes to interesting and engaging financial topics, insurance and asset protection often rank near the bottom.  Despite their relative banality, insurance and asset protection are vital in ensuring financial success by providing a security blanket for uncertainty.  In this edition of Ask the CFPs, we will learn the ins and outs of various…

Optometry Job Compensation_ Are You Underpaid_

Optometry Job Compensation: Are You Underpaid?

If you follow the ODs on Finance Facebook page, among the great content you may find some disputable topics. Perhaps one of the more controversial issues that plenty of optometrists deal with regularly is compensation. Specifically, many ODs wonder where their financial package falls on the scale of monetary standards, from “You’re Getting Ripped Off” to “I’ll Have My Student Loans Paid Off and Own a Lamborghini In No Time.”

7 Things You Need to Know about the FHFA Adverse Market Refinance Fee

6 Things You Need to Know about the FHFA Adverse Market Refinance Fee

Historically low interest rates for home mortgages amid the COVID-19 pandemic has created an upsurge of applications for refinances. When refinancing your property, one of the most critical aspects is identifying how to get the most out of your financing options. Staying up to date on changes to regulations is critical. One upcoming change is the creation of a new Adverse Market Refinance Fee, which is something that will soon affect those seeking to refinance. How will this affect you? Get the answers to all your questions here.

For questions, please reach out to Aaron and Dat at Admin@ODsonFinance.com