ODs on Finance: Recent Episodes
ODs on Finance
The ODs on Finance podcast focuses on all aspects of both personal and practice finance in order to promote financial education and success.
In this session of our "Ask the CFPs" series, Dr. Neufeld talks with CFP-partners Adam Cmejla and Natalie Schmook about different types of insurance, asset protection and financial planning for your children.
In this session of our "Ask the CFPs" series, Dr. Neufeld talks with CFP-partners Adam Cmejla and Natalie Schmook about investing strategies and philosophies for retirement. Index funds, individual stocks, bonds and commodities are all discussed.
Dr. Neufeld talks with ODs on Finance Certified Financial Planner (CFP) partners Adam Cmejla and Natalie Schmook about strategies for budgeting and managing loan debt.
Famed economist, stock broker and TV/radio personality Peter Schiff talks with Dr. Neufeld about his views on the current economy, inflation, investing and the gold standard.
On this episode, our guests Dr. Raymond Brill and Perry Brill of Eyetrepreneur discuss all things practice profitability - from the optical to the exam room.
In this episode of the ODs on Finance video/podcast series, Dr. Julie Phan and Merv Plank talk about Turnkey properties, including general info and why you should consider adding a turnkey to your real estate portfolio.
On this episode of the ODs on Finance Live Video/Podcast series, our CPA partners Adam Roundy, Kade Hallows and Ladd Hallows walk us through the CARES Act, as well as general tax advice.
Dr. Julie Phan talks with her mortgage lender Aaron Chapman about the ins and outs of residential real estate investing including finding properties and financing.
On this episode of the ODs on Finance Live Video/Podcast series, we discuss recovery/re-opening after the COVID-19 pandemic by specifically exploring operational, staffing, financial and marketing perspectives. Our All-Star OD panel includes:
-Dr. Alan Glazier -Dr. Jennifer Tsai -Dr. Tom Arnold -Dr. Mick Kling
In this episode/Live event, Adam Cmejla, CFP, answers questions regarding the CARES Act. Insight is given on the Paycheck Protection Program (PPP), Economic Injury Disaster Loan (EIDL), SBA Debt Relief and unemployment
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Dr. Neufeld talks with Dr. Gary Gerber (Treehouse Eyes, The Power Hour/Power Practice) about creating a successful myopia management practice as well as tips on creating a more profitable private practice for our first episode of 2020.
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.
Dr. Neufeld talks with Collin McBirney about stocks, funds and his takes on the current market. Collin was a long/short equity analyst at PIMCO for 6 years managing over $500 million in funds before starting his own hedgefund which is currently valued at $35 million.
David Glenn, CPA and Dr. Aaron Neufeld discuss member submitted questions regarding taxation including deductions, S-corp development, retirement planning and 1099/W2 issues. David is a doctor-focused CPA that holds a masters in taxation. He is a sponsor of ODs on Finance.
In this episode, Dr. Julie Phan, a private practice owner and new mom, gives us an overview of real estate investing and insight into her successful real estate investing career.
In this episode, Dr. Adam Bryan discusses his journey with owner occupied real estate and how it has benefited his practice. Dr. Neufeld also gives an overview of owner occupied real estate and his personal experience with it.
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In this episode, Dr. Alan Glazier (founder of ODs on Facebook/Bus. Dvlpmt. Exec. at Total ECP) gives insights on private equity and its evolution in optometry. He also discusses entrepreneurship and his views on the future of optometry.
Connect with us: Web: https://www.odsonfinance.com FB: https://www.facebook.com/groups/ODson... IG: https://www.instagram.com/odsonfinanc...
Re-Fi with the Earnest Partnership: https://partner.earnest.com/referral/...
Check out our Sponsor: https://www.theia-eye-care.com
In our very first episode, Dr. Neufeld talks with Dr. Charles Tille about successfully netting over $300K in a sublease setting, including strategies for higher production.