Episode #137

20/20 Money Episode #137 – A chat with one of the founders of “ODs on Finance” Facebook, Dr. Aaron Neufeld, OD (Part 2)

June 21, 2021

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

As mentioned in the first episode, 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.

In Part 2, we really dive into the topic of investing. We talk about the difference between trading and investing, the gamification of investing and trading and the perils to be aware of with these platforms, a slight digression down the cryptocurrency path, Aaron’s approach to asset allocation and diversification, and we discuss how the role of owning a practice can influence how you diversify and allocate your other “traditional” investments of stocks and bonds.

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 subscribe to our newsletter or 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

20/20 Money Episode #275 – An optometry practice “cold start” update with Drs. Bob Steinmetz & Eric Baas, OD from iCare Advisors

Welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders…

20/20 Money Episode #274 – Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank

Welcome to this episode of 20/20 Money! My guest on today’s show is Kevin Wills. Kevin is Sr. Vice President,…

20/20 Money Episode #273 – I’VE BEEN HACKED (AGAIN!!) – Another 20/20 Money Takover with Drs. Chris Wolfe & Kyle Klute, OD

Welcome to this episode of 20/20 Money! My guests on today’s show are two more of my favorite people in…

20/20 Money Episode #272 – Weathering life’s storms: The importance of Resiliency with Dr. Ted McElroy, OD (Part 2)

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part two…

20/20 Money Episode #271 – The importance of vulnerability in leadership with Dr. Ted McElroy, OD (Part 1)

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part one…