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.

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.

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