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Latest Announcement | Events
Sunday, March 2, 2025 | 8am PST/11:00am EST (4hrs FREE CEs)
Learn how to navigate the complexities of insurance claims, maximize reimbursements, and minimize denials through expert-led sessions on proper coding techniques and efficient billing processes.
✅ Mastering Billing & Coding for Anterior Segment Disease (95366-PM) Andreas Zacharopoulos, OD, FAAO | CE Hour 1
✅ Billing and Coding: E/M and Posterior Segment (95533-PM) Chris Lopez, OD | CE Hour 2
👥 Expert Discussion Panel: Part 1 ($200 Cash Raffle) | Andreas Zacharopoulos, OD, FAAO & Chris Lopez, OD
✅ Billing and Coding: E/M and Posterior Segment (95533-PM) Chris Lopez, OD | CE Hour 3
👥 Expert Discussion Panel: Part 2 ($400 Cash Raffle) | Chris Lopez, OD & Katie Connolly, OD
✅ Coding and Billing Tips for General and Advanced Practice (96007-PM) Katie Connolly, OD | CE Hour 4
👉 ODs on Finance Member Rate: FREE | 🎥 Recording AVAL TO REGISTERS ONLY x 4 weeks
Sunday, March 30, 2025 | 8am PST/11:00am EST (4hrs FREE CEs)
Learn how to leverage your optometry career to create lasting financial security, balance personal and business finances, and chart a clear course toward long-term prosperity and financial independence.
✅ Optometry Financial Basics & Strategies for Hiring and Contract Review (Pending) Aaron Neufeld O.D & Chris Lopez, OD | CE Hour 1
✅ Optometry Financial Basics & Strategies for Hiring and Contract Review (Pending) Aaron Neufeld O.D & Chris Lopez, OD | CE Hour 2
👥 Expert Discussion Panel: Part 1 ($200 Cash Raffle) | Aaron Neufeld O.D & Chris Lopez, OD
✅ Strategies for Optometry Student Loan Management (Pending) Patrick Logue CFP, CSLP | CE Hour 3
👥 Expert Discussion Panel: Part 2 ($400 Cash Raffle) | Patrick Logue CFP, CSLP & Jackson Pace CPA
✅ Essential Tax Strategies for Optometrists (Pending) Jackson Pace CPA | CE Hour 4
👉 ODs on Finance Member Rate: FREE | 🎥 Recording AVAL TO REGISTERS ONLY x 4 weeks
Join the Conversation on Optometry's Largest Finance Focused Forum:
LATEST ARTICLES

5 Reasons Why You Might Want to Refinance Your Mortgage
Editor’s Note: This is a guest post written by one of our sponsorship partners. Aaron and Dat are extremely strict about guest requirements in that they must be educational and informative to our readers. Every guest post is vetted, read and upheld to the highest standards of ODsonFinance. Your trust is the most valuable factor to…

We are likely going to head into a Recession; here is how you can Prepare
Hey ODsonFinance Community, Look like today is going to be another unpleasant day in the stock market with the recent announcement by the President to restrict air travel to Europe. As of this writing on Thursday March 12, 2020, the market have drop more than 20% from its recent highs in February and officially we…

The Staff Productivity Primer, Pt. 1 – Leading Through Intrinsic Discipline
Every weekend my good friend Jon and I run the Baylands Nature Preserve Loop in Palo Alto, CA. Some weekends are tough – we push hard through exhaustion and nausea just to finish; while other weekends are easy and we joyfully relish in breaking a PR. Some weekends require one of us to push the…

Helping my Friend with his First BRRRR: Part 3 Rehab Complete!
A rental property can be a great way to generate income, but when a property is outdated with green carpets and yellow walls, the chances of attracting higher rents or a quality tenant pool is much smaller. This brings us to the importance of the second phase of our BRRRR – The Completion of Rehab!…

5 Easy Ways to Cut Down Expenses and Increase Monthly Cash Flow
The year is 2020 and you’ve decided this is it. This is the year where I finally become debt-free and get on track towards financial prosperity! Then you look at your loan balance. How am I going to pay this down? Sure, that recent pay raise was nice, but surely there must be other ways…

How to Use a HELOC to Invest in Real Estate
Many investors choose to tap into the equity of their primary home to help finance some or all of their investment purchases. A HELOC (Home Equity Line Of Credit) is secured by the equity on your home. Many lenders will offer a HELOC of up to 90% of your home’s equity. Since a HELOC is…

5 Mistakes People Make with Insurance Planning
Editor’s Note: This is a guest post written by one of our sponsorship partners. Aaron and Dat are extremely strict about guest requirements in that they must be educational and informative to our readers. Every guest post is vetted, read and upheld to the highest standards of ODsonFinance. Your trust is the most valuable factor…

Success Profile: Starting a Frame Line Business with Dr. Kaleb Abbott OD
When we hear the word “entrepreneur” in the field of optometry, many equate this to owning a private practice, starting a practice cold, creating some sort of web-based business or dabbling in real estate. Sometimes, we come across other optometrists that start a side hustle in addition to practice ownership. But every once in a…

How to Start Investing in Real Estate using Private Lending, with little or no money down?
Ever wonder how you can start investing with little or no money down? Here is how! We will discuss how you can invest in real estate using very little of your own money. Keep in mind that there is no such thing as “free” in real estate. Even though you may not be putting in…

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 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 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-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. No Fields Found.

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…