RECOMMENDED BOOK & MEDIA

Knowledge is power. Sure it may be cliche, but it's true. This compiled list below will give you great exposure to a variety of financial topics from some of the world's best. We have personally read each book and listen to every single podcasts on this list and have found contents to be meaningful and enriching.

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Books/AudioBooks

Personal Finance
Index Investing
Individual Stock Investing
DayTrading
Practice Ownership/Management
Real Estate Investing
Personal/Practitioner Development
Miscellaneous Topics

PodCasts

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Personal Finance

The Optometrist's Guide to Financial Freedom

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.

This Book will cover topics such as:

The harsh reality of Optometry and finding the right optometric career for you
How to save money while in school and ways to attack student debt
How to save for retirement and build wealth for the future through investing and real estate
Practice ownership and creating a profitable practice
Insurance and tax strategies, and when to hire professional help
How to create your own side hustle

The White Coat Investor: A Doctor’s Guide to Personal Finance (James Dahl MD)

Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals.

I Will Teach You To Be Rich (Ramit Sethi)

At last, for a generation that's materially ambitious yet financially clueless comes I Will Teach You To Be Rich, Ramit Sethi's 6-week personal finance program for 20-to-35-year-olds. A completely practical approach delivered with a nonjudgmental style that makes readers want to do what Sethi says, it is based around the four pillars of personal finance- banking, saving, budgeting, and investing-and the wealth-building ideas of personal entrepreneurship.

Your Money or Your Life (Vicki Robin)

For more than twenty-five years, Your Money or Your Life has been considered the go-to book for taking back your life by changing your relationship with money. Hundreds of thousands of people have followed this nine-step program, learning to live more deliberately and meaningfully with Vicki Robin’s guidance.

Personal Finance for Dummies (Eric Tyson)

From budgeting, saving, and reducing debt, to making timely investment choices and planning for the future, Personal Finance For Dummies provides fiscally conscious readers with the tools they need to take charge of their financial life.

The Millionaire Next Door (Stanley and Danko)

The bestselling The Millionaire Next Door identifies seven common traits that show up again and again among those who have accumulated wealth. Most of the truly wealthy in this country don't live in Beverly Hills or on Park Avenue-they live next door. This new edition, the first since 1998, includes a new foreword for the twenty-first century by Dr. Thomas J. Stanley

The Compound Effect (Darren Hardy)

No gimmicks. No Hyperbole. No Magic Bullet. The Compound Effect is a distillation of the fundamental principles that have guided the most phenomenal achievements in business, relationships, and beyond. This easy-to-use, step-by-step operating system allows you to multiply your success, chart your progress, and achieve any desire. If you're serious about living an extraordinary life, use the power of The Compound Effect to create the success you want

Total Money Make-over (Dave Ramsey)

By now, you’ve heard all the nutty get-rich-quick schemes, the fiscal diet fads that leave you with a lot of kooky ideas but not a penny in your pocket. Hey, if you’re tired of the lies and sick of the false promises, take a look at this—it’s the simplest, most straightforward game plan for completely making over your money habits. And it’s based on results, not pie-in-the-sky fantasies.

Retire Before Mom and Dad (Rob Berger)

Personal finance and investing don’t have to be complicated, intimidating or boring. Imagine having a guide to walk you through everything you need to chart a path to financial freedom. Forbes Deputy Editor Rob Berger has written your guide. Find everything you need to get out of debt, control spending without painful budgets, manage multiple financial goals, and start investing for retirement. And yes, you’ll even learn how to retire early if FIRE (Financial Independence, Retire Early) is your goal.

Index Investing

The Bogleheads’ Guide to Investing (Jack Bogle)

The Boglehead's Guide to Investing is a DIY handbook that espouses the sage investment wisdom of John C. Bogle. This witty and wonderful book offers contrarian advice that provides the first step on the road to investment success, illustrating how relying on typical "common sense" promoted by Wall Street is destined to leave you poorer.

The Simple Path to Wealth (J L Collins)

Since money is the single most powerful tool we have for navigating this complex world we’ve created, understanding it is critical. Unfortunately, benign neglect of things financial leaves you open to the charlatans of the financial world. The people who make investing endlessly complex, because if it can be made complex it becomes more profitable for them, more expensive for us, and we are forced into their waiting arms. Here’s an important truth: Complex investments exist only to profit those who create and sell them. Not only are they more costly to the investor, they are less effective.

The Little Book of Common Sense Investing (Jack Bogle)

The Little Book of Common Sense Investing is the classic guide to getting smart about the market. Legendary mutual fund pioneer John C. Bogle reveals his key to getting more out of investing: low-cost index funds. Bogle describes the simplest and most effective investment strategy for building wealth over the long term: buy and hold, at very low cost, a mutual fund that tracks a broad stock market Index such as the S&P 500.

A Random Walk Down Wall Street (Burton Malkiel)

Whether you’re considering your first 401k contribution, contemplating retirement, or anywhere in between, A Random Walk Down Wall Street is the best investment guide money can buy. In this new edition, Burton G. Malkiel shares authoritative insights spanning the full range of investment opportunities―including valuable new material on cryptocurrencies like bitcoin, and “tax-loss harvesting”―to help you chart a calm course through the turbulent waters of today’s financial markets.

Individual Stock Investing

The Motley Fool Investing Guide (Tom and David Gardner)

Today, anyone can be an informed investor, and once you learn to tune out the hype and focus on meaningful factors, you can beat the Street. The Motley Fool Investment Guide, completely revised and updated with clear and witty explanations, deciphers all the current information—from evaluating individual stocks to creating a diverse investment portfolio.

The Little Book of Value Investing(Christopher Browne)

There are many ways to make money in today’s market, but the one strategy that has truly proven itself over the years is value investing. Now, with The Little Book of Value Investing, Christopher Browne shows you how to use this wealth-building strategy to successfully buy bargain stocks around the world.

The Intelligent Investor (Benjamin Graham)

The greatest investment advisor of the twentieth century, Benjamin Graham, taught and inspired people worldwide. Graham's philosophy of "value investing" -- which shields investors from substantial error and teaches them to develop long-term strategies -- has made The Intelligent Investor the stock market bible ever since its original publication in 1949.

The Wall Street Journal Guide to Understanding Money and Investing (Kenneth Morris)

The Wall Street Journal Guide to Understanding Money & Investing initiates you into the mysteries of the financial pages -- buying stocks, bonds, mutual funds, futures and options, spotting trends and evaluating companies. For those who are curious but intimidated by everyday financial jargon, this guide offers a literate, forthright and lively alternative.

How to Make Money in Stocks (Williams O' Neil)

Through every type of market, William J. O’Neil’s national bestseller, How to Make Money in Stocks, has shown over 2 million investors the secrets to building wealth. O’Neil’s powerful CAN SLIM® Investing System―a proven 7-step process for minimizing risk and maximizing gains―has influenced generations of investors.Based on a major study of market winners from 1880 to 2009, this expanded edition gives you:Proven techniques for finding winning stocks before they make big price gains Tips on picking the best stocks, mutual funds, and ETFs to maximize your gains. 100 new charts to help you spot today’s most profitable trends.

The Little Book That Builds Wealth (Pat Dorsey)

In The Little Book That Builds Wealth, author Pat Dorsey―the Director of Equity Research for leading independent investment research provider Morningstar, Inc.―reveals why competitive advantages, or economic moats, are such strong indicators of great long-term investments and examines four of their most common sources: intangible assets, cost advantages, customer-switching costs, and network economics. Along the way, he skillfully outlines this proven approach and reveals how you can effectively apply it to your own investment endeavors.

The Little Book of Investing like the Pros (Joshua Pearl)

We believe the simplicity and accessibility of our stock picking framework is truly unique. Using real-world examples and actual Wall Street models used by the pros, we teach you how to pick stocks in a highly accessible, step-by-step manner. Our goal is straightforward―to impart the skills necessary for finding high-quality stocks while protecting your portfolio with risk management best practices. Our practical approach is designed to help demystify the investing process, which can be intimidating. This training will help set you apart from others who are largely flying blind.

The Little Book That Make You Rich (Louis Navellier)

This book offers a fundamental understanding of how to get rich using the best in growth investing strategies. Navellier has made a living by picking top, actively traded stocks and capturing unparalleled profits from them in the process. Now, with The Little Book That Makes You Rich, he shows you how to find stocks that are poised for rapid price increases, regardless of overall stock market direction. Navellier also offers the statistical and quantitative measures needed to measure risk and reward along the path to profitable growth stock investing. Filled with in-depth insights and practical advice, The Little Book That Makes You Rich gives individual investors specific tools for selecting stocks based on the factors that years of research have proven to lead to growth stock profits.

Day Trading

How to Day Trade for a Living (Andrew Aziz)

In the book, I describe the fundamentals of day trading, explain how day trading is different from other styles of trading and investment, and elaborate on important trading strategies that many traders use every day. I've kept the book short so you can actually finish reading it and not get bored by the middle. Day trading is not gambling or a hobby. You must approach trading very, very seriously. As such, I wake up early, go for a run, take a shower, get dressed, eat breakfast, and fire up my trading station before the markets open in New York. I am awake. I am alert. I am motivated when I sit down and start working on the list of stocks I will watch that day. This morning routine has tremendously helped my mental preparation for coming into the market. Whatever your routine is, starting the morning in a similar fashion will pay invaluable dividends.

How to Swing Trade (Brian Pezim)

Swing trading is a type of trading in which you hold positions in stocks or other investments over a period of time that can range from one day to a few weeks or more. If you are a beginner trader, this book will equip you with an understanding of where to start, how to start, what to expect from swing trading, and how you can develop your own strategy based on your personal goals. If you are a trader with some existing experience, this book will give you some insights on the author’s approach to swing trading, rules that I follow and some strategies that I have used over the years to make profitable trades.

Practice Ownership/Management

The E-Myth Revisited/The E-Myth Optometrist (Michael E. Gerber, Riley F. Uglum OD)

A successful optometry practice is a juggling act. You need to know your field of optometry, as well as how to run a small business. Your education has prepared you for the technical ins and outs of optometry practice. But what has prepared you to run a business? The E-Myth Optometrist fills this knowledge gap, giving you a complete toolkit for starting a successful practice from scratch or maximizing an existing practice's performance.

Profit First: Transform Your Business (Mike Michalowicz)

Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows.

The Pumpkin Plan (Mike Michalowicz)

Each year Americans start one million new businesses, nearly 80 percent of which fail within the first five years. Under such pressure to stay alive—let alone grow—it’s easy for entrepreneurs to get caught up in a never-ending cycle of “sell it—do it, sell it—do it” that leaves them exhausted, frustrated, and unable to get ahead no matter how hard they try.

Toilet Paper Entrepreneur (Mike Michalowicz)

"Never started a company before? Struggling with little or no cash? Have no experience, no baseline to judge your progress against? Thank God! You've got a shot at making this work." So says Mike Michalowicz, author of The Toilet Paper Entrepreneur, a business book that is so uniquely useful, so raw and entertaining, it reads like the brainchild of Steve Jobs and Chris Rock.The founder of three multimillion-dollar companies, including Obsidian Launch, a company that partners with first-time entrepreneurs to grow their concepts into industry leaders, Mike Michalowicz knows what it really takes to spin your great idea into pure gold.

How to Measure/Improve Staff Productivity in Private Practice Optometry (Jerry Hayes, O.D.)

This book is designed to help optometrists in any size practice, big or small, do an even better job of increasing staff productivity while improving the level of patient care provided by their team.

Practice Management in Optometry (Neil Gailmard, O.D.)

Written for eye care professionals and for optometry students, Practice Management in Optometry provides a comprehensive overview of the business aspects of optometric practice. This book is packed with innovative and practical ideas to increase productivity and profitability in eye care.

The Thank You Economy (Gary Vaynerchuk)

The Thank You Economy is about something big, something greater than any single revolutionary platform. It isn't some abstract concept or wacky business strategy—it's real, and every one of us is doing business in it every day, whether we choose to recognize it or not. It's the way we communicate, the way we buy and sell, the way businesses and consumers interact online and offline

The 10 Day MBA (Steven Silbiger)

Revised and updated to answer the challenges of a rapidly changing business world, the 4th edition of The Ten-Day MBA includes the latest topics taught at America's top business schools,

The Disney Way (Bill Capodagli)

Find out why Walt Disney’s Dream, Believe, Dare, Do principles continue to redefine the nature of business and revolutionize the art of management, while learning how to implement them in your own organization.

Why We Buy: The Science of Shopping (Paco Underhill)

Revolutionary retail guru Paco Underhill is back with a completely revised edition of his classic, witty bestselling book on our ever-evolving consumer culture—full of fresh observations and important lessons from the cutting edge of retail such as Internet behemoths Amazon and iTunes as well as the globalization of retail in the world’s emerging markets.

Real Estate Investing

Bigger Pockets: Rental Property Investing (Brandon Turner)

If you’re considering using rental properties to build wealth or obtain financial freedom, this book is a must-read. With nearly 400 pages of in-depth advice for building wealth through rental properties, The Book on Rental Property Investing imparts the practical and exciting strategies that investors across the world are using to build significant cash flow through real estate investing.

The Book on Managing Rental Properties (Brandon Turner)

No matter how great you are at finding good rental property deals, you could lose everything if you don’t manage your properties correctly. However, being a landlord doesn’t have to mean middle-of-the-night phone calls, costly evictions, or daily frustrations with ungrateful tenants. Being a landlord can be fun―but only if you do it right.

Long-Distance Real Estate Investing (David Greene)

Are you interested in real estate, but you live in a hot market that is not suited for buy and hold investing? Do you want to take advantage of wealth-building opportunities, but that seems impossible until the next market crash? In this book, real estate investor and police officer David Greene shows you exactly how he's built a multi-million dollar portfolio through buying, managing, and flipping out-of-state properties, often without ever even seeing the properties in person

How to Invest in Real Estate: The Ultimate Beginner's Guide (Joshua Dorkin)

Everyone knows real estate investing can be a powerful way to build wealth and achieve true financial freedom. But, because each person’s journey is different, knowing the first steps to take can be challenging.

Buy, Rehab, Rent, Refinance, Repeat: The BRRRR Rental Property Investment Strategy (David M Greene)

Buy, Rehab, Rent, Refinance, Repeat is the first book about the incredible strategy that's sweeping the nation. BRRRR real estate investing has long been a hidden secret of those with decades of experience, but this book will tear down the barriers, reveal the truth, and make financial freedom more attainable than ever. Author and investor David Greene shares the exact systems and processes used to scale his business from buying two houses per year to buying two houses per month using BRRRR.

The Book on Estimating Rehab Costs (J Scott)

Determine how to accurately estimate all the costs you are likely to face during renovation―and get all of your rehab questions answered in a single place! In The Book on Estimating Rehab Costs, expert real estate investor and fix-and-flipper J Scott reveals the tried-and-tested steps of his professional framework and his methodology for precisely evaluating renovation costs from hundreds of his own successful rehab projects

What Every Real Estate Investor Needs to Know About Cash Flow (Frank Gallinelli)

Real estate is once again a great investment, and this bestselling guide provides everything you need to know to get in now and make your fortune. What Every Real Estate Investor Needs to Know About Cash Flow removes the guesswork from investing in real estate by teaching you how to crunch numbers like a pro, so you can confidently judge a property’s value and ensure it provides long-term returns. Real estate expert, Frank Gallinelli has added new, detailed investment case studies, while maintaining the essentials that have made his book a staple among serious investors. Learn how to measure critical aspects of real estate investments, including:

The Book on Managing Rental Properties (Brandon Turner)

No matter how great you are at finding good rental property deals, you could lose everything if you don't manage your properties correctly! But being a landlord doesn't have to mean middle-of-the-night phone calls, costly evictions, or daily frustrations with ungrateful tenants. Being a landlord can actually be fun - if you do it right. That's why Brandon and Heather Turner put together this comprehensive book that will change the way you think of being a landlord forever. Written with both new and experienced landlords in mind, The Book on Managing Rental Properties takes you on an insider tour of the Turners' management business, so you can discover exactly how they've been able to maximize their profit, minimize their stress, and have a blast doing it!

The Book on Tax Strategies for the Savvy Real Estate Investor (Amanda Han)

Dreading doing your taxes? Unsure of how to maximize deductions for your real estate business? The Book on Tax Strategies for the Savvy Real Estate Investor will give you practical information you can use to not just do your taxes but also prepare a strategy to use throughout the year and make tax season that much easier.

Loopholes of Real Estate: Secrets of Successful Real Estate Investing (Garret Sutton)

Loopholes of Real Estate is for the first time as well as seasoned investors. It reveals the legal and tax strategies used by the rich for generations to acquire and benefit from real estate investments. The audiobook clearly identifies how these loopholes can be used together to maximize your income and protect your investments. Written in easy to understand language, this audiobook demystifies the legal and tax aspect of investing with easy-to-follow, real-life examples.

The Book on Flipping House (J Scott)

Are you inspired to leave your nine-to-five job and start flipping houses? Authored by expert real estate fix-and-flipper J Scott, this revised edition of the best-selling book details a step-by-step plan to succeed in your first - or next - house flip. Find a great investment, learn how to fix it up, and walk away with a profit. In this completely revised and updated edition, you’ll find new explanations on the ins and outs of flipping real estate in any part of the economic cycle, more options on how to finance your flips, and a focus on larger renovation projects not previously discussed!

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money (Robert T. Kiyosaki)

Rich Dad Poor Dad is Robert's story of growing up with two dads — his real father and the father of his best friend, his rich dad — and the ways in which both men shaped his thoughts about money and investing. The book explodes the myth that you need to earn a high income to be rich and explains the difference between working for money and having your money work for you

Personal/Practitioner Development

Never Split the Difference (Chris Voss)

Life is a series of negotiations you should be prepared for: buying a car, negotiating a salary, buying a home, renegotiating rent, deliberating with your partner. Taking emotional intelligence and intuition to the next level, Never Split the Difference gives you the competitive edge in any discussion.

The Seven Habits of Highly Effective People (Stephen Covey)

One of the most inspiring and impactful books ever written, The 7 Habits of Highly Effective People has captivated readers for 25 years. It has transformed the lives of presidents and CEOs, educators and parents—in short, millions of people of all ages and occupations across the world. This twenty-fifth anniversary edition of Stephen Covey’s cherished classic commemorates his timeless wisdom, and encourages us to live a life of great and enduring purpose.

Principles (Ray Dalio)

Ray Dalio, one of the world’s most successful investors and entrepreneurs, shares the unconventional principles that he’s developed, refined, and used over the past forty years to create unique results in both life and business—and which any person or organization can adopt to help achieve their goals.

Mindset: The New Psychology of Success (Carol Dweck)

In this brilliant book, she shows how success in school, work, sports, the arts, and almost every area of human endeavor can be dramatically influenced by how we think about our talents and abilities. Mindset reveals how great parents, teachers, managers, and athletes can put this idea to use to foster outstanding accomplishment.

Black Box Thinking (Matthew Syed)

Nobody wants to fail. But in highly complex organizations, success can happen only when we confront our mistakes, learn from our own version of a black box, and create a climate where it’s safe to fail.

Secrets of Closing the Sale (Zig Ziglar)

Whether presenting a product or principle, service or idea, we all engage in sales. Zig Ziglar presents winning techniques for getting a positive response and establishing dynamic relationship.

Miscellaneous Topics

Why Physician Home Loans Fail (Josh Mettle)

Within these pages, seasoned physician mortgage professional and fourth-generation Utah real estate investor, Josh Mettle, exposes the land mines and provides unique solutions to seamlessly overcome the pitfalls nearly all physicians face. Home loans are a “niche” loan practice, which is why you won’t. Find the information contained in this book anywhere else. When it comes to securing a physician home loan you don’t need a general practitioner, you need a super specialist.

Podcasts

ODs on Finance (Aaron Neufeld OD)

Hosted by our very own Cofounder, Dr. Aaron Neufeld! We strive to educate both young and experienced optometrists along with other high earning professionals on financial topics that were never taught in school!

In addition, Aaron interviews various guests who are experts in their field such as CPA, Real estate investors, financial advisors and other optometric influencers. Truly an amazing audio experience for your wealth building!

The White Coat Investor (Jim Dahl MD)

Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles

20/20 MONEY (Adam Cmejla)

20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to brings clarity to financial concepts and strategies that impact optometrists.

The Dough Roller Money Podcast (Rob Berger)

The Dough Roller Money Podcast helps people make the most of their money. Through interviews, news, tips and resources, the show helps you take your finances to the next level. Whether you are just starting out, under a mountain of debt, or nearing retirement, the Dough Roller Podcast can help you achieve your financial goals. And remember, the best thing money can buy is financial freedom.

The Dave Ramsey Show (Dave Ramsey)

Take control of your money once and for all. The Dave Ramsey Show offers up straight talk on life and money. Millions listen in as callers from all walks of life learn how to get out of debt and start building for the future.

BiggerPockets Real Estate

Co-hosted by Brandon Turner and David Greene, this podcast provides actionable advice from investors and other real estate professionals every week. The show won’t tell you how to “get rich quick” or sell you a course, boot camp, or guru system; instead, the BiggerPockets Podcast will give you real strategies that work for real people.

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Side Hustle School (Chris Guillebeau)

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