Episode #136

20/20 Money Episode #136 – A chat with one of the founders of “ODs on Finance” Facebook, Dr. Aaron Neufeld, OD (Part 1)

June 14, 2021

Welcome to 20/20 Money! My guest on today’s show is Dr. Aaron Neufeld, OD and this is Part 1 of a 2-part conversation.

Aaron wears many hats in the optometry space. He’s the owner of Los Altos Optometric Group, co-founder of ODs on Finance, the author of many optometry articles, co-author of The Optometrist’s Guide to Financial Freedom, and speaks at optometry events around the country.

I wanted to have Aaron on the show to both share the information and community that he’s created in the optometry community as well as get his perspective on investing and private practice ownership.

Start Planning Today

Don’t miss out on exclusive access to financial tips, strategies, and expert-led webinars. Subscribe to the “Planning Life, On Purpose” newsletter today and stay ahead of the planning curve!

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Dr. Aaron Neufeld, OD.

Episode Transcript

Enjoy our content? Subscribe for regular updates!

Related Podcasts

  • Practice Management
Before you write the check, prove the problem first

The most expensive mistake in your practice might be solving a problem you never proved existed. Dr. Jen Stewart joins…

  • Financial Planning
Building the perfect portfolio when you own a practice

The investments you own may be perfectly reasonable—and still be completely wrong for you. In this episode of 20/20 Money:…

When success quietly creates too much risk

You may feel diversified while quietly becoming more dependent on the exact same sources of wealth. In this episode of…

Does your optometry practice even need a front desk anymore?

What if one of the most familiar parts of your optometry practice is also one of the things most overdue…

  • Financial Planning
The 401(k) rules have changed. Has your retirement plan?

If your practice has been using the same retirement plan for years simply because “it works,” you may be leaving…

  • Practice Management
Why your optometry marketing isn’t working with Jeremy Bono from IDOC Marketing

Your next patient may already be looking for an optometrist—and choosing someone else before you ever know they existed. On…