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Showing episodes and shows of
Isaiah Douglass
Shows
The Bitcoin Business Podcast
Why Smart Businesses Are Buying Bitcoin with Isaiah Douglass
Bitcoin isn’t just sound money—it’s becoming the foundation of smart business strategy. In this episode, I’m joined by Isaiah Douglass, Director at Swan Bitcoin, where he helps businesses and individuals navigate Bitcoin adoption through education, allocation, and strategic planning.We dive deep into:Why holding cash is a losing game for businessesHow Bitcoin gives small businesses a long-term edgeStrategic treasury management and the value of patient capitalIsaiah shares real-world examples from veterinary clinics to wine shops, and breaks down how Bitcoin isn’t just a hedge—it’s...
2025-04-30
49 min
The Veterinarian Success Podcast
#245 - Final Episode: Thanks & Farewell
Over five years ago this podcast launched - as we close 2024 it made sense to write the last chapter on the podcast. I am blessed beyond belief and wanted to share my last thoughts for those who've come along for the journey. I share ten things on my mind and heart. I hope you enjoy it!I appreciate anyone that has listened, commented, or shared an episode. A major thanks to my sponsors over the year - and a special shoutout to GuardianVets for believing in me for years. Email me...
2024-12-22
28 min
The Veterinary Marketing Podcast
VMP 284: How To Find Your Dream Clients With Isaiah Douglass
In this episode, I had the pleasure of chatting with Isaiah Douglass, the host of the Vet Success Podcast, about how data can revolutionize veterinary marketing. We dove deep into the ways practices can use data to not just attract but also engage and retain clients. It's packed with insights that are especially valuable for veterinary practices eager to leverage data effectively. We kicked things off by discussing the importance of demographic data in shaping marketing strategies. I emphasized how crucial it is to understand the local population's values and preferences rather than relying on assumptions about an ideal...
2024-12-13
33 min
Healthy, Wealthy, & Wise Retirement Podcast
Bitcoin- Part Two w/ Isaiah Douglass (Ep. 78)
Welcome in as we wrap up our conversation with Isaiah Douglass of Swan Bitcoin. Be sure to check out Part One if you missed it, as we lay the groundwork by discussing what Bitcoin is, how it's different than the broad term "cryptocurrency," whether or not it's too late to invest, and much more! For today's episode, we tackle some of the below questions: -How does the current political landscape impact Bitcoin? -How much should investors allocate to Bitcoin? -Where could Bitcoin realistically get to in the next 10 years? ...
2024-12-10
37 min
Healthy, Wealthy, & Wise Retirement Podcast
Bitcoin- Part One w/ Isaiah Douglass (Ep. 77)
Welcome in as Isaiah Douglass of Swan Bitcoin joins the show, and we begin our two-part conversation on one of our most frequently requested topics- Bitcoin. Questions we cover: -What is Bitcoin and why has it gained in popularity? -How is Bitcoin different from the broad term "cryptocurrency?" -What problems does Bitcoin solve? -What are the characteristics of an "ideal" currency? -Does Bitcoin have more of a track record than we might think? -How much of a portfolio should be allocated to Bitcoin?
2024-11-27
43 min
The Perfect RIA
The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]
Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitcoin, moderated by Model FA's David DeCelle. Together, they unpack the complex and often controversial topic of Bitcoin and its potential impact on financial advisors. The conversation heats up as Matt's skepticism collides with Isaiah's enthusiasm for Bitcoin's possibilities. Is it a revolutionary financial tool or an overhyped digital asset? They explore Bitcoin's various roles - from a store of value to a medium of exchange - and its potential to shake up the financial sector...
2024-10-28
51 min
PAWSitive Leadership Podcast
Bitcoin and Veterinary Medicine with Isaiah Douglass
Andrea and David are joined by special guest Isaiah Douglass, a financial advisor and expert in bitcoin, to discuss the intersection of cryptocurrency and veterinary practices. As bitcoin and other digital currencies continue to gain popularity, veterinary practices are exploring how they can integrate these technologies into their business models. Isaiah shares valuable insights and practical tips for veterinary practice owners looking to navigate the world of cryptocurrency, offering a fresh perspective on financial management in the veterinary industry. Tune in to learn how bitcoin could impact the future of veterinary practices and how you can stay...
2024-03-13
53 min
OffZero from LearnBitcoin.io
OffZero with Isaiah Douglass | Episode 9
Today, Professor ₿ had the pleasure of interviewing Isaiah Douglass. Once a CFP, Isaiah is now an Account Executive at Swan Bitcoin and is helping to educate their private clients on the benefits of allocating to Bitcoin. Throughout the episode, they discuss the differences between buying spot Bitcoin versus Bitcoin ETFs, Swan's products like self-custody vaults and retirement accounts, reasons why advisors hesitate to allocate to Bitcoin, volatility changes from the ETFs, Bitcoin reaching gold's market cap, and how advisors can start integrating Bitcoin into client portfolios.If you enjoy this episode, support the show by subscribing....
2024-03-04
33 min
The Veterinarian Success Podcast
#220 Bitcoin ETFs are HERE - WHY it matters & MORE
In this show, I'll review and provide a quick update on all things bitcoin, especially after this past week's launch of the Bitcoin ETFs. I cover the following:The 11 ETFs that were launched - and pricing.Isaiah's Favorite tickerThe difference between owning bitcoin directly & the ETF.Does an ETF ever make more sense to own?A trading nuance that warrants a review.The amount of $ flowing into the space. Vanguard and Merrill making big mistakesDonations to open-source developers from ETF providers.LinksWelcome to Bitcoin Buy Bitcoin @ Swan Bitcoin - Get $10 freeEmail me: isaiah@swanbitcoin...
2024-01-14
25 min
The Veterinarian Success Podcast
#219 Radio Show - Listener Help Wanted: Practice Ownership
In this episode - I share some insights into what I've been thinking about and working on. I do, however, WANT & NEED your help - I'm looking for feedback and want to have conversations around what you & your peers would want. The goal is to provide the best support structure for folks looking to start their private practice journey, whether that is a start-up or a practice purchase. Tune in to hear more and please fee free to reach out via the following methods:LinkedIn DMInstagram DMPodcast Email - isaiah@veterinariansuccesspodcast.com...
2024-01-07
19 min
The Veterinarian Success Podcast
#204 Tannetje Crocker, DVM - Creating the Veterinary Experience that Fits
Alright on today I’m joined by Dr. Tannetje Crocker. Dr. Crocker is an ER veterinarian with VEG, a practice owner, she’s a speaker and content creator in veterinary medicine. She hosts the Questions with Crocker Podcasts. She’s a wife and mom. We had a great conversation at VMX, which feels like a lifetime ago, but what a fun and interesting episode. How she balances the witty & funny content w/serious topics within veterinary medicine.How producing content works for her & how she manages time. Being respected over being liked - yet human nature craves for likabi...
2023-09-24
1h 02
Gentleman Speculator
The Freedom to Have an Opinion | Isaiah Douglass
I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss:Building onlineJoining Swan Private ClientAndy hates soccer/Isaiah likes soccerCOVID breaking our brainsHow FAs simp for inflationBitcoin and the american dreamEpisode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglassSubscribe to emails at https://www.gentlemanspeculator.com/ Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational...
2023-09-21
58 min
The Veterinarian Success Podcast
#194 Radio Show - Big Announcement & Update
Hey all - big updates and news from Isaiah and career and life changes. Tune in for the latest scoop. For reach outs email below 👇isaiah@veterinariansuccesspodcast.com Subscribe on YouTube for the showOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off)
2023-07-10
16 min
Swan Signal Live - A Bitcoin Show
Morgen Rochard & Isaiah Douglass | Bitcoin Financial Advisors | E102
Financial advisors Isaiah Douglass @IDFinancial and Morgen Rochard, CFA, CFP @MorgenRochard discuss orange-pilling clients, Bitcoin adoption, and investment portfolio management strategies that make sense in today’s fast-changing economy. Connect with Guests: Sam Callahan: https://twitter.com/samcallah Morgen Rochard: https://twitter.com/MorgenRochard Isaiah Douglass: https://twitter.com/IDFinancial Timestamps: 00:00:00 “Swan Signal” Intro 00:02:04 Introducing Morgen and Isaiah 00:03:26 Being a Financial Advisor in Tough Market Conditions 00:06:19 Why Bitcoin is the Best Form of Savings 00:09:49 Getting Off Zero 00:13:28 How Does Age Play a Role in Investing Strategies? 00:17:37 “Bit...
2023-03-30
1h 14
Veterinary Financial Podcast
A Financial Planner's Insights on Vet Med - Isaiah Douglass
We asked Isaiah Douglass, a Certified Financial Planner and Partner at Vincere Wealth Management, about his thoughts on the financial landscape for 2023, investing, working with remote teams, emergency funds, and Bitcoin.- What are Isaiah’s thoughts on the financial landscape for 2023?- Is veterinary medicine recession-proof?- What are the best questions to ask a financial advisor?- What is the all-weather investment strategy?- What are Isaiah’s thoughts on practice ownership?- What insights does Isaiah have for working with remote teams?- Wh...
2023-03-07
52 min
The Veterinarian Success Podcast
#165 Stuart Sutphin - Personal Finance: Circumstances, Opportunities, and Pursuing
I’m joined by Stuart (Stu) Sutphin of Open Doors Financial Planning in this episode. Stu is a member of the Veterinarian Financial Advisor Network or VFAN. Stu is a CERTIFIED FINANCIAL PLANNER and has some specialization in behavioral finance, transition planning, and career/family planning. We talk about personal finance, the role of a community, and behavioral finance. Stu's background and why veterinary medicine?How he would explain what is behavioral finance?Why it matters?Best resources to learn more.How community has been and is essential to him and the need for all of us to fi...
2022-12-25
36 min
The Veterinarian Success Podcast
#162 Intentional Business Leaders Society - Veterinary Cohort Announcement
A special announcement for 2023 - a veterinary cohort of the Intentional Business Leaders Society. Tune in for more details and also visit www.intentionalleaderssociety.comCALENDLY LINK to schedule a call to learn moreTo connect on this, as mentioned above, click the Calendlylink or email me at isaiah@veterinariansuccesspodcast.com or jim@intentionalleaderssociety.com. We can discuss the ideas and more in-depth on the group's structure. I look forward to this and hope you’ll join me for a transformational 2023!Our Sponsors GuardianVets (be sure if...
2022-12-04
09 min
The Veterinary Project Podcast
Money Matters: Recession Edition with Isaiah Douglass
**DISCLAIMER** The views and opinions expressed in this podcast do not constitute financial advice and are intended for educational and entertainment purposes only. What you do with your money is your responsibility and you agree any strategies undertaken are done so at your own risk. ----------------------------------------------------------- Signs are pointing in the direction of a recession, so we thought it prudent to bring back a previous guest, Isaiah Douglass, to provide some insights on what veterinary professionals should consider doing in today's economy! ...
2022-11-23
57 min
The Veterinary Project Podcast
State of the Economic Union with Isaiah Douglass
**Disclaimer** The views and opinions expressed in this podcast do not constitute financial advice and are intended for educational and entertainment purposes only. What you do with your money is your responsibility and you agree any strategies undertaken are done so at your own risk. With all the drama, headlines, and uncertain going on in the economy right now, we called on previous guest of the show and Certified Financial Planner™, Certified Exit Planner, and Fee-Only advisor at Vincere Wealth Management, Isaiah Douglass to provide some much needed perspective with a state of...
2022-06-29
45 min
The Veterinarian Success Podcast
#125 Radio Show - Shockwaves: The Impacts of Russia & Ukraine on YOU
In this episode, Isaiah shares insights and research from his learnings the past week plus into the impacts of the Russia and Ukraine situation. Why does it matter and what are actionable steps to take from here. Links mentioned/Sourced BTC067: RUSSIA UKRAINE WAR & GLOBAL MACRO IMPACTS W/ LUKE GROMENA MACRO TAKE ON RUSSIA’S GAMBIT, OIL, GOLD, BITCOIN AND MORE WITH LUKE GROMENEnergy, Food, and War in Eastern EuropeThe Beef Initiative Eat Wild Swan BitcoinBitcoin Wallets: How, Why an...
2022-03-07
28 min
The Veterinary Project Podcast
Bitcoin, Cryptocurrencies, and the Future of Money with Certified Financial Planner Isaiah Douglass
Isaiah Douglass is a Certified Financial Planner™, Certified Exit Planner, and Fee-Only advisor at Vincere Wealth Management. After working at a large national firm for a number of years, Isaiah left and founded a solo financial planning firm in 2018, pursuing a planning approach that was dedicated to identifying ways to grow the net worth of veterinarians. In the summer of 2020, he merged with another financial advisor and became a partner in Vincere Wealth Management. Isaiah hosts the weekly Veterinarian Success Podcast which interviews and discusses topics related to the clinical, business, financial, and personal lives of...
2022-02-23
1h 09
The Veterinarian Success Podcast
#111 Radio Show - Fire Fast and Hire Slow
In this episode, we walk through the challenges of dealing with your team and why the adage of "hire slow and fire fast" makes sense with a recent personal example on Isaiah's team. Forbes Article: Hire Slow And Fire Fast: Why Leaders Should Heed This AdviceHarvard Business Review: Hire Slow, Fire Fast
2021-11-01
08 min
The Veterinarian Success Podcast
#106 - [Radio Show] Inflation: The What, Why, and How You Should React
In this Radio Show, I dive into inflation. I answer three key questions.What is inflation? Why does it matter to you? How can you prepare yourself against inflation? The tweet mentioned and read in the showSwan Bitcoin - get $10 of BTC free
2021-09-27
19 min
The Veterinarian Success Podcast
#105 [Replay] Bitcoin is for ALL
In this radio episode, I rife on why Bitcoin matters and why veterinarians should educate themselves on the topic and strongly consider a deeper dive. I do believe Bitcoin adoption is the story of the next decade. At the time of recording Bitcoin's price was $50,137. I discuss: What is Bitcoin?What is Money?How the US dollar system works.What Bitcoin fixes?The five characteristics of Bitcoin.The Fear Uncertainty and Doubt (FUD) around Bitcoin.How it impacts veterinarians of all ages. Bitcoin Webinar from Vincere Wealth Management Best ResourcesBest Podcast
2021-09-19
41 min
The Veterinarian Success Podcast
#104 Dr. Andrea Hernadez & Dr. Willie Bidot - Passions in Veterinary Medicine
In this episode, I'm joined by Dr. Willie Bidot and Dr. Andrea Hernández. Dr. Willie and Dr. Andrea are married – Willie is an Attending Veterinarian at Western University of Health Sciences and a Director of Animal Resources and one of the most knowledgeable DVM finance nerds I know. Dr. Andrea is a veterinary dermatologist resident and puts Willie and me to shame on Instagram with her fire posts, stories, and content. We bounce around on a variety of content that impacts veterinarians both personally and professionally. Andrea's story on her journey in veterinary medicine and why she has...
2021-09-12
51 min
The Veterinarian Success Podcast
#103 Rhys Giannarelli - Core Values Drive Growth
In this episode, I’m joined by Rhys Giannarelli who is the owner of Point Grey Veterinary Hospital in British Columbia. Rhys and his wife Dr. Carmen Chan have three veterinary hospitals in a very competitive market but have thrived as a private business. Rhys had some strong, detailed opinions in the Facebook chat that I loved and I was able to twist his arm to come on and chat. We discuss:His back story and how hospitality is at the heart of their service model.Why corporate medicine is not a threat and should not be seen th...
2021-09-07
52 min
The Veterinarian Success Podcast
#102 GetMotiVETed - Authenticity leads to opportunity
In this episode, I'm joined by Dr. Quincy Hawley and Renee Machel of GetMotiVETed. Dr. Hawley is a graduate of NC State’s College of Veterinary Medicine and worked in a corporate veterinary setting for five years as an associate and in 2018 resigned from his position to pursue his life mission of providing wellness solutions to his peers in the veterinary community. Renee worked in a veterinary clinical setting for 15 years as a hospital leader. She co-founded GetMotiVETed with Dr. Hawley in 2017. We talk about:The origin story of GetMotiVETed.How Renee and Dr. Hawley work together & business pa...
2021-08-29
58 min
The Veterinarian Success Podcast
#101 Debbie Boone - Veterinary Medicine is a people business
In this episode, I'm joined by industry veteran and fountain of knowledge Debbie Boone. Debbie is the owner of 2 Manage Vets which she started in 2008. She has been a hospital manager for 19 years. A COO for an 11 doctor hospital as well. Debbie's depth and length of knowledge of vet med is unmatched. She joined the podcasts and talked about a couple of topics - but we really dove into questions from the Facebook group. You will get a lot out of this episode with Debbie Boone! 2 Manage Vets - Veterinary Consulting
2021-08-23
36 min
The Veterinarian Success Podcast
#100 Radio Show - Questions for Financial Advisors
In this episode, we celebrated a milestone! I'm joined by Ashely Foster and Dan Routh as we address two questions. What investment accounts should you fill first? Or which ones to have secondary if extra money comes by (I.e. bonus/tax return)I want to hear what non-consensus view do they hold that most financial advisors don't?Resources:Episode #52Episode #84Priced in Bitcoin Vincere Wealth March Webinar
2021-08-15
1h 02
Dentistry Uncut
Grace Rizza - Dental Marketing: Focusing on Data-Driven Results
In this episode, Grace Rizza CEO of Identity Dental Marketing joins us to talk about strategic and ethical marketing for dental practices. Grace started as a marketing manager for a multi-location dental practice and has grown into a marketing guru within dentistry working with over 1,000 practices. She's been featured on many dental panels, shows, and within the ADA. We discuss where, how, what, and why in regards to marketing and the impact it can have on a dental practice. Identity Dental Marketing Website Grace's LinkedIn
2021-08-11
48 min
The Veterinarian Success Podcast
#99 Jamie O'Kane, CPA CTC - Employer Retention Credits (ERC)
In this episode, Jamie O'Kane is back to address ERC's and your questions. Jamie is the owner and founder of Abundant Beans Tax & Accounting. We discuss The importance and potential impact of Employer Retention Credits (ERC).How to check to see if you are qualified (see below link for a free tool). How to think about withholding taxes when switching from W2 to 1099.When to establish a business entity when doing relief work.Any plenty of other tax-related riffs. Jamie's LinkedInAbundant Beans Tax & AccountingERC Download
2021-08-08
34 min
The Veterinarian Success Podcast
#98 Molly Cooper - Making P&C Insurance Understandable and Approachable
In this episode, I'm joined by Molly Cooper of Cooper Insurance. Molly is a Risk Manager and works with individuals and business owners helping them understand and protect themselves from risks that property and casualty insurance covers. While not always the most interesting topic, I've known Molly for years and I do my best to have her explain the 101 on the insurances you need as an individual to stay covered and protected - all while hopefully saving you some $. We discuss-Auto insurance. -Home insurance.-How to lower premiums....
2021-08-01
27 min
The Veterinarian Success Podcast
#97 Philip Richmond, DVM - Gratitude can change your life
In this episode, I'm joined by Dr. Philip Richmond who is the Medical Director at Country Oaks Animal Hospital, a well-known veterinary speaker, veterinary & workplace wellbeing advocate, positive psychology consultant at Flourishing Phoenix, and Chair at the FVMA Professional Wellness & Wellbeing Committee. He is a member of the national Workplace Suicide Prevention & Postvention Committee. He is a Key Opinion Leader in Veterinary Wellbeing for Boehringer Ingelheim Animal Health and has also served on the board of directors of the Florida Medical Professionals Group, an organization that supports medical professionals in recovery in the state. Last but not least – recently ju...
2021-07-26
38 min
The Veterinarian Success Podcast
#96 Brandon Boyd - The Marketing Process
In this episode, I'm joined by Brandon Boyd who is the founder of Vet and Pet SEO. Brandon helps veterinarians and vetrepreneurs implement and manage high return on investment marketing campaigns and strategies by using data analytics and creative content catered to pet owners. We discuss the following:His path from chemical engineering to marketing.The service offering and expertise of Vet and Pet SEO.Email Campaigns and why they are a hidden gem of marketing.How to write marketing emails.The average spending on veterinary marketing vs. the typical small business. Why should you market if you...
2021-07-18
35 min
The Veterinarian Success Podcast
#95 Radio Show - How to attract and retain talent
On this radio show, I take a Facebook question and share my thoughts and examples from my business and how we've navigated being a small fish in a world of massive corporate entities. DISC Profile Assessment
2021-07-11
27 min
The Veterinarian Success Podcast
#94 Alyssa Mages BS, CVT - Empowering Teams for Success & Longevity
Today I’m joined by Alyssa Mages who is a credentialed Veterinary Technician and current co-founder and Chief Visionary Officer of Empowering Veterinary Teams, LLC or EVT. Alyssa is passionate about empowering teams, providing training and encouragement, and leadership within veterinary medicine. She is a 17-year veteran of veterinary medicine and brings a different perspective to the current landscape of the profession. Being incorrigibly optimistic and where that comes from. Inspire, Instruct, and Impact - Together the mission of EVT.Teams and how the industry as a whole can improve the cohesion of the team.Recruiting and retention...
2021-07-05
52 min
The Veterinarian Success Podcast
#93 [Replay] Jason Coppens - The Process Blueprint for Practice Growth
In this episode, I'm joined by Jason Coppens of Coppens Business Strategies. You might want to have a pen and paper handy or just come back and re-listen. The content moves fast, but has a lot of value. We talk about the following:How he learned how to scale and build processes for growth.How helping to triple the rate of revenue growth of his wife’s practice was the beginning of the veterinary medicine niche.The 20/20/20/20 Rule and how it can help align your Profit and Loss Statement to ensure your profitability stays in check.The Key Pe...
2021-06-27
56 min
The Veterinarian Success Podcast
#92 Adam Greenbaum - Marketing: Make it BIG and BEAUTIFUL
In this episode, I'm joined by Adam Greenbaum CEO of WhiskerCloud. Adam’s passion for marketing and veterinary medicine will shine through in our discussion I’m sure. WhiskerCloud was launched in 2016 after Adam spent years watching the veterinary industry slowly move backward regarding technology and he wanted to do something about that. We discuss: Branding, Processes, Strategy, and making Beautiful Things!How he would explain marketing to someone on New York Skyscraper elevator ride. Why branding is more than a pretty website. What all does WhiskerCloud offer to their customers? Everyone talks about being on social media - wh...
2021-06-20
49 min
The Veterinarian Success Podcast
#91 Chris Meehan - The Guide to Financing
In this episode I'm joined by Chris Meehan who is a Vice President for The Bancorp. The Bancorp is a business financing services company specializing in working with dental, veterinary and other medical professions. Chris has worked in the healthcare financing space for over ten years and brings a lot of personal experience and perspective to what you all need as a veterinarian when it comes to financing and preparing to look at lending options. We discuss how banks look at veterinarians, how to best prepare to be a good borrower, and more feedback on practice ownership. How...
2021-06-13
36 min
The Veterinarian Success Podcast
#90 Lillie Davis, DVM, DACVIM - Empathy & Change
In this episode, Dr. Lillie Davis, a Veterinary Oncologist, is focused on treating animal cancer and improving her patients' quality of life with a healthy balance of evidence-based medicine and compassion. Dr. Davis is also a first-generation college graduate who grew up in The Bronx, NY - she’s open about the path to where she is today was not easy and how financially and emotionally difficult it’s been.Why empathy is part of her professional and personal meaning. The three key areas of change needed in veterinary medicine. Her upbringing and foundation of finances.Financial literacy for...
2021-06-06
47 min
The Veterinarian Success Podcast
#89 Radio Show - The Life You Want: The Definition of Financial Planning
In this episode, I'm joined by Veterinarian Financial Advisor Network (VFAN) member Ashely Foster, CFP of Nxt: Gen Financial Planning to discuss a listener question. The question I want to understand what financial planning looks like. Hear our take -
2021-05-30
40 min
The Abundant Beans Podcast
You Deserve a BETTER Group of Advisors | Isaiah Douglass
Focusing on your business is the best use of your time.Isaiah Douglass is a CERTIFIED FINANCIAL PLANNER ™ and fee only advisor. Isaiah left a large national firm to start a solo financial in 2018 to pursue a planning approach that is dedicated to identifying ways to grow the net worth of veterinarians and dentists. In 2020, he merged with a partner and is now co-owner and partner at Vincere Wealth, a financial planning firm. Today we talk about the challenges that veterinarians and dentists face when they want to own their own practice, planning and building wealth for th...
2021-05-25
1h 03
The Veterinarian Success Podcast
#88 Tiffany White - Merging Strategy & Technology to Improve Practice Management
In this episode, I'm joined by Tiffany White of Tip The Scales Consulting, LLC and SnoutID. Tiffany has hands-on experience with brand strategy, business development, and operations within veterinary medicine. She has vast exposure in all facets of strategy to steer a company, product, or business line. We discuss the ability to leverage technology in various ways to improve practice management, efficiency, and wellness. Where is the gap in clinical operations where technology can improve things?How technology enhances the user experience - both from a practice and client perspective.How to implement new technology - by leveraging...
2021-05-23
40 min
The Veterinarian Success Podcast
#87 Leni Kaplan, DVM - Practical & Pragmatic
In this episode, I’m joined by Dr. Leni Kaplan who is a veterinarian that has worked in private practice and emergency medicine for over 20 years. She is currently a faculty professor at Cornell University College of Veterinary Medicine. In 2017 she earned her Professional Life Coach designation. Her tagline is practical and pragmatic which I love. We talk about an array of topics applicable to young and experienced veterinarians. Her journey and career path and what she's learned. The idea of “You changed, work did not.” The three key steps for veterinarians to communicate better. What soft skills does s...
2021-05-16
39 min
The Veterinarian Success Podcast
[Replay] #86 Dr. Sarah Fallow - The Science of Building Wealth
In this episode I'm resharing an early episode that was recorded with Dr. Sarah Fallow, Ph.D. discussing the research behind The Millionaire Next Door and The Next Millionaire Next Door. The episode is timeless and if you are a regular listener I want to ensure you hear the message. We discuss her interest in psychometrics and that’s what helped her look at wealth-building as an area of interest. The challenge of veterinarians and doctors in general in building wealth. The self-limiting beliefs we often put on ourselves unjustifiably. The lack of financial literacy many people receive th...
2021-05-09
47 min
Stay Wealthy Retirement Podcast
The Bullish Case for Bitcoin With Isaiah Douglass
Today I’m joined by Isaiah Douglass, MBA, CFP®. Isaiah is wildly knowledgeable (and passionate!) about Bitcoin. He’s also very optimistic about its future. I have more questions than answers, so I brought him on the show to share his perspective + challenge my thinking. I asked him questions such as: Why should we trust that 10-years of Bitcoin data is sufficient? Is Bitcoin a speculative investment? What are the best-case and worst-case scenarios for Bitcoin? ...and more! If you’re wondering if Bitcoin will "pop" like the dot-com bubble o...
2021-05-04
51 min
The Veterinarian Success Podcast
#85 Michael Bugg, DVM - Building Financial Freedom with Real Estate
In this episode, I'm joined by Dr. Michael Bugg who is a real estate investor, veterinarian, and entrepreneur. He is the co-founder of The Veterinary Project podcast which is fantastic for those that aren’t checking out his work. Dr. Bugg resides in Saskatoon, Saskatchewan, and has built a very successful real estate business to free himself from clinical practice. The early days of his life as a DVM and how that shaped his desire to find another way to build wealth. When and how he was able to create the real estate business to be passive. The va...
2021-05-02
40 min
The Veterinarian Success Podcast
#84 Radio Show- Bitcoin: Why it Matters for EVERYONE in Veterinary Medicine
In this radio episode, I rife on why Bitcoin matters and why veterinarians should educate themselves on the topic and strongly consider a deeper dive. I do believe Bitcoin adoption is the story of the next decade. At the time of recording Bitcoin's price was $50,137. I discuss: What is Bitcoin?What is Money?How the US dollar system works.What Bitcoin fixes?The five characteristics of Bitcoin.The Fear Uncertainty and Doubt (FUD) around Bitcoin.How it impacts veterinarians of all ages. Bitcoin Webinar from Vincere Wealth Management Episode 52 - Tyrone Ross ...
2021-04-25
41 min
Dentistry Uncut
Drinks & Discussion - Bitcoin & Dentistry
In the first inaugural Drinks & Discussion show, Nate and Isaiah talk about Bitcoin. Nate does not own any Bitcoin (as of the recording) but has questions. They discuss the what, why, and how on Bitcoin. Join them as Nate ask the Bitcoin questions you likely have!Resources:Tweet Thread of Best Bitcoin Resources Blog Post - Bitcoin & The Founding FathersVincere Wealth Bitcoin Webinar
2021-04-21
46 min
The Veterinarian Success Podcast
#83 Melanie Bowden, DVM - What the F**k Is This Vet Med?
Today I’m joined by Dr. Melanie Bowden, who is a veterinarian, speaker, author, and mentor living in Maine. She is passionate about many things as we’ll get into, but accessibility to care and quality medicine, relationship-centered care for patients, owners, and staff, and improving the profession through innovation, mentorship, and having a growth mindset. She is likely best known for her TedX talk “What being a Veterinarian Really Takes,” which is unbelievable; the link is below. The story behind the cover photo for her new book, What the F**k Is This Vet Med?The solutions she’d li...
2021-04-18
36 min
Rekindling: Compassion Fatigue Solutions for Animal Workers
Ep# 112 Let's Talk About Money with Isaiah Douglass
This episode is my conversation with Isaiah Douglass, MBA, CFP. Isaiah is s financial planner who works with veterinarians to help them sort out as he says "anything that has a $ sign". We chat about: -His view on repaying student loans -Investing in ourselves -How different genders are socialized about money -Why we have a hard time talking about the cost of services in vet med -and much more! The Veterinarian Success Podcast Isaiah's LinkedIn
2021-04-15
39 min
The Veterinarian Success Podcast
#82 Jacqui Horner, DVM - Resilience & Reflection: Building a better future
In this episode, I'm joined by Dr. Jacqui Horner she received her Doctorate of Veterinary Medicine in 2015 from the University of Georgia. She currently practices small animal relief work part-time while building the mission and vision of Resilience Rising. She is extraordinarily passionate about mental health, well-being, mindfulness, leadership, and personal development. Her Instagram post, "I Quit" hit me and I had to get her on to talk about her experiences and lessons learned. We discuss:Best BBQ spot. Her "I Quit" series of posts and being vulnerable. Her passion for giving back to the profession and pets...
2021-04-11
55 min
FBC Gresham
The Gospel According To Isaiah
This Easter we examined the gospel message from Isaiah 53. We saw: The savior we rejected, The death we deserve, and The resurrection we hope in.
2021-04-08
39 min
Veterinary Financial Podcast
Burning Questions for a Financial Planner - Isaiah Douglass
We asked Isaiah Douglass, a Certified Financial Planner, to weigh in with his expert advice on burning financial questions we’ve received from colleagues. Isaiah is a partner in Vincere Wealth Management and the host of the Veterinarian Success Podcast. - How do financial planners get paid? - When to know if you need a financial planner / advisor- What are the purposes and benefits of seeking financial advice?- How to save for the “tax bomb” at the end of income-driven student loan repayment- What is the differen...
2021-04-06
38 min
The Veterinarian Success Podcast
#81 Paul Messino - Using Your Voice for Efficiency
In this episode, Paul Messino who is the president of Talkingvet which is a business division of Business Technology Insight LLC joins me. Talkingvet is a speech dictation and recognition tool to increase patient care while increasing productivity (who doesn’t love that). We touch on the nuts and bolts of how best to use technology to gain efficiency. The demand spike for efficiency in a post-COVID world.Data on speech versus the written word.How workflows and templates can supercharge efficiency.What's an ROI on speak tools for notes?Why shouldn't I just use my phone?The te...
2021-04-04
30 min
Dentistry Uncut
Erick Rupprecht, DDS - Curiosity Leads to Opportunity
In this episode, Dr. Erick Rupprecht joins the show. Dr. Rupprecht was a practicing clinician in private practice in Grand Rapids, MI for over 37 years. Erick has been involved in organized dentistry both nationally and actively in the state of Michigan where still resides with his family and all of his alpacas. We learn about the alpacas and why.Why dentistry as a profession.How the curiosity to learn lead to practice ownership.The best investment he made in his practice.The unexpected nature of his retirement and what that taught him.The opportunity for young dentists today...
2021-04-01
34 min
The Veterinarian Success Podcast
#80 Siva Nalabotu, DVM,MS, PhD - Franchise Model in Veterinary Medicine
In this episode, I'm joined by Dr. Siva Nalabotu and Jeff Lafave of VetCheck Pet Urgent Care which is a unique veterinary care model that started in Fishers, IN and is now starting a franchise offering nationwide. Dr. Nalabotu is a veterinarian, has his master's in biological sciences with a focus on nanotechnology, and has a Ph.D. in toxicology. Siva started the Fishers location in 2018 and as the model grew realized the offering should be available in other regions and wanted to support practice ownership with a proven model. Jeff is helping lead the franchise business from operations...
2021-03-28
36 min
The Veterinarian Success Podcast
#79 Jules Benson BVSc MRCVS - Being an Ally in Veterinary Medicine
In this episode, Dr. Jules Benson joins the show. Dr. Benson is the chief veterinary officer at Nationwide Pet. Dr. Benson has had experience in the clinic and in industry roles. He has a strong passion for data and technology as it shapes veterinary medicine today and into the future.The role of luck vs. skill in career growth and success.His role with Nationwide and how he landed there. Practice ownership support Nationwide offers at the collegiate level. A new study on insured vs. uninsured pets and retention and revenue impacts.The one data point he wishes...
2021-03-21
43 min
The Veterinarian Success Podcast
#78 Julie Squires - Rekindling Veterinary Well-being
In this episode, I'm joined by Julie Squires. Julie is a Certified Compassion Fatigue Specialist, Certified Life Coach & Podcaster. She’s had over 25 years of experience working within the veterinary field. You heard Dr. Jenni Rizzo in show #69 sing the praises of Julie so naturally had to get her on the show. The draw of veterinary medicine for her.The "cost of caring" and digging into the struggle within vet med. Women and coaching - what she sees most.Alcohol abuse and veterinary medicine.Julie's story on being a coach and getting coached. Julie's podcast and lessons learned. A...
2021-03-14
37 min
Dentistry Uncut
Seth Conley, DDS - Practice Ownership Growth
In this episode, Seth Conley, DDS, joins to share this journey into dentistry and the growth from associate to practice owner and multiple practice owners. If you are an entrepreneurial-minded dentist, this is a great conversation. How did you come about the decision to make dentistry your desired profession?As an associate, what were some of the challenges you faced as you were gaining experience?You have experienced the process of a start-up practice and purchasing an established practice. If you were talking to a young dentist, would you share any advice if they were considering a start-up...
2021-03-11
33 min
The Veterinarian Success Podcast
#77 Rahul Chhajed - Veterinary Real Estate: A Hidden Gem
In this episode, I'm joined by Rahul Chhajed who heads up Matthew Real Estate’s healthcare division investment services. Rahul and the team work all over the country and have worked with various different clientele. Rahul has been extremely active in veterinary medicine and he shares why there is so much value and demand for veterinary real estate today. If you are a practice owner and also a real estate owner, you will not want to miss this one! We discuss: The landscape of real estate in veterinary medicine. What are cap rates and why they matter?What is...
2021-03-08
34 min
The Veterinarian Success Podcast
#76 Legend Thurman - Governmental Roles within Vet Med
In this episode, I'm joined by Legend Thurman who is a third-year veterinary medicine student currently working towards her DVM at Royal Veterinary College in London with an emphasis in governmental and rehabilitative outreach based on the realm of the AVMA Agenda.How she chose RVC and the move to London.Culturally differences in London vs. WashingtonHow to get experience in governmental work within veterinary medicine.Networking and finding opportunities.Why governmental work matters and what her ideal role would be. A special project she is working on. Her role within SAVMA and how the organization has impacted...
2021-02-28
39 min
The Whole Veterinarian
Ownership in Veterinary Medicine and What That Means for You featuring Isaiah Douglass, MBA, CFP, CEPA
Isaiah Douglass joins us today to break down some important topics - best ways to choose a financial planner, why you need to know the value of your practice if you own one, ways in which ownership can benefit an individual… and my personal favorite - you are allowed to fire toxic clients! Plus, he gave us a ton of resources and tips on leadership and financial investing. Let me know how this episode resonates with you! ...About Our GuestHi, my name is Isaiah Douglass. I am a CERTIFIED FI...
2021-02-25
30 min
Dentistry Uncut
David Wolf, DDS - If You Rest, You Rust
In this episode, we talk with Dr. David Wolf, who has contributed so much to organized dentistry throughout the years. Dr. Wolf has been the Indianapolis District Dental Society President and helped to establish the charitable foundation with IDDS. He's been the Indiana Dental Association president, President of the American College of Dentistry, and has raised money for various dental and non-dental organizations. We discuss his journey and what he has learned along the way. What was the triggering event to get him interested in dentistry while living in Evansville? The impact and involvement with organized dentistry has...
2021-02-24
42 min
The Veterinarian Success Podcast
#75 Radio Show - Exit Planning: A Primer
In this episode, I share and discuss one of the biggest topics not being talked about enough which is how to exit when you are a veterinarian that is a practice owner. If you are a veterinary practice owner this is a must-listen episode. Whether you are 40 or 60 exit planning is simply a good business strategy. There are opportunities to exit both young and old and you need to be prepared. I share and discuss the following:Why we are in the golden age of veterinary medicine.The timeline you need to start planning your exit.What the...
2021-02-21
23 min
The Veterinarian Success Podcast
#74 Jamie O'Kane, CPA, CTC - Strategy & Advice on Taxes
In this episode, I'm joined by Jamie O'Kane, CPA, CTC owner founder of Abundant Beans Tax & Accounting, and the host of The Abundant Beans Podcast. Jamie shares why tax strategy and goals matter most when ensuring your money is working for you and NOT against you. We discuss the following: The most common questions she is getting today.What does confidence look like in a tax strategy.Why goal planning matters in tax planning.The difference between a tax planner/strategist and someone who does your tax return. 1099 vs. W2 and the planning opportunities.Start-ups vs. acquisitions for...
2021-02-14
40 min
Dentistry Uncut
Alex Jimenez - Opportunities in Dentistry
In this episode, we talk with Alex Jimenez of Patterson Dental about what 2020 taught everyone in dentistry and where the opportunities are moving forward. Alex's view into what dentistry looks like is valuable as he can see hundreds of practices and consolidate the takeaways from lessons learned. We discuss. What lessons did 2020 teach us and what did you learn that will stick with you?The truth on the state of supplies especially PPE. What is "value-add" for a sales rep?Where do you see the most opportunities for growth across the practices?What are you excited about in...
2021-02-10
40 min
The Veterinarian Success Podcast
#73 David Bessler, DVM - Core Values are Discovered not Created
In this episode, I'm joined by Dr. David Bessler of Veterinary Emergency Group or (VEG) which has exploded on the scene of ER/Critical Care since 2014. Dr. Bessler has grown VEG from a single location and 12 staff to a team of over 750 and locations across the country. The episode is fantastic to hear about leading people and teams and how to create a winning culture. What VEG is and is not.The growing pains of rapid growth.What has been fueling the growth of VEG.How his role has shifted and changed over time.What are the core...
2021-02-07
29 min
Dentistry Uncut
Welcome to Dentistry Uncut
Welcome to the podcast!Isaiah Douglass and Nathan Courtney talk through the podcast format, what you as a listener can expect, what they do for a living, and who they are from a personal perspective.
2021-02-02
14 min
The Veterinarian Success Podcast
#72 Radio Show - Why GameStop Matters
In this radio show, I had to talk about GameStop and what happened this week. Why it matters for everyone. Where we are going and what may happen. Why practice ownership and bitcoin are important. I am a little rawer in this episode than others, but this week had me fired up and wanted to share some thoughts. Best Twitter thread on GameStop and what's happenedwww.casebitcoin.com
2021-01-31
22 min
The Veterinarian Success Podcast
#71 Elaine Klemmensen, DVM - A Veterinarian's Journey
In this episode, Dr. Elaine Klemmensen joins me for a wide-ranging discussion full of stories and lessons learned over the course of her veterinary medicine career. Elaine has worked in both mixed and small animal practice in a variety of roles from associate, partner, locum, and practice owner. She sold her clinic she owned with her husband in British Columbia just over three years ago. She is passionate about coaching and giving back as a veterinarian. We cover a lot of ground talking about:Tell me about why canaries and coalmines matter to veterinary medicine.Where is vet m...
2021-01-25
1h 07
The Veterinarian Success Podcast
#70 Shannon Gregoire - Veterinarians are the MacGyver's of Medicine
In this episode, I'm joined by Shannon Gregoire. Shannon currently in her third year of veterinary school at Western University of Health Sciences. Listening to her speak you'd never believe that. She’s done a number of projects with Vet Candy including being featured on PetVet Magazine’s Dec2020/Jan 2021 cover and is an aspiring practice owner, which we dive into both.How moving across the country helped her to push outside of her comfort zone. Where and how her DVM passion started.Her involvement with VetCandy and what she's learned.Practice Ownership and her ambitions.What skills she...
2021-01-17
49 min
The Veterinarian Success Podcast
#69 Jenni Rizzo, DVM - Adapting Your Career to Optimize for Happiness
In this episode, I'm joined by Dr. Jenni Rizzo. Dr. Rizzo is an ER veterinarian in San Antonio, Texas. Dr. Rizzo founded Lone Star Veterinary Academy (LSVA) because she wasn’t satisfied with the types of continuing education events she had attended in the past. She also has a passion for giving back and talking about self-care and wellness within veterinary medicine. The unique and special part about her story is how she's implemented those steps in her own life to optimize for happiness and mental health. We discuss:How did the idea of Lone Star Vet Academy come...
2021-01-10
31 min
The Veterinarian Success Podcast
#68 Bruce Johnstone - Creative Spaces: Construction in Vet Med
In this episode, I'm joined by Bruce Johnstone of Apex Build Design. Bruce is a fourth generation in the construction and architectural business and has carved a niche working in healthcare and grown a lot in veterinary medicine. Bruce shares stories on how to think about your building and how to prepare for a big construction project to set yourself up for success. We chat through:Why do construction projects always seem stressful and challenging? Styles of construction projects and the pros and cons. How to create functional and creative spaces.Trends or updates they have seen. The g...
2021-01-03
31 min
The Veterinarian Success Podcast
#67 Radio Show - Ashley Foster CFP® Nxt:Gen Financial Planning
In this episode, it's a bit of a hybrid with Dan Routh, CFP® and I talking with Ashley Foster CFP® founder of Nxt:Gen Financial Planning who works with veterinarians nationally. Ashley is the third founding member of the VETERINARIAN FINANCIAL ADVISOR NETWORK. Ashley shares his journey and path in financial services and his "why" for serving veterinary medicine. He shares:How starting in the insurance world shaped his view for what is financial planning.The founding of Nxt:Gen Financial Planning. What he thinks about whole life insurance. His view on challenges veterinarians face.Who is Ashley fr...
2020-12-20
47 min
The Veterinarian Success Podcast
#66 Kim Fish - The Best Medicine is Practiced with Data
In this episode, I'm joined by Kim Fish, VP of Veterinary Products of Rhapsody, Veterinary Consultant with AVCSuccess, and owner of Veterinary Technical Institute. We discuss the following: Her favorite question to ask veterinarians during consulting.The origin story of building and developing Rhapsody.How data is and will drive better medicine in veterinary medicine.What is machine learning, and how could it be used in veterinary medicine. How to think about pricing your services. How to get the most out of e-learning in a post-COVID-19 world. Her question for me.Kim's LinkedInHer...
2020-12-13
36 min
The Veterinarian Success Podcast
#65 Alex Kates - Saving Dollars & Time with Vetcove
In this episode, I'm joined by Alex Kates the cofounder of Vetcove. Vetcove launched in 2015 to bring transparency to ordering supplies and making it easier, faster, and cheaper. We cover the origin story and the developments and impact Vetcove is having on veterinary industry. We talk about the idea of being a "Practice Manager's Best Friend" and the idea for Vetcove.The Brakke study on savings impact using Vetcove.How Vetcove works.The data Vetcove can supply and equip clinics with.The community element of the Vetcove ecosystem.Rewards and how those are utilized. Vetcove's Website
2020-12-06
31 min
The Veterinarian Success Podcast
#64 Elise Burns - Relief Work On Your Terms
In this episode, I'm joined by Elise Burns CEO of VetIQ Staffing whose mission is providing veterinarians the ability to work in relief services for their lifestyle. Whether you are wanting to travel or just aren't ready to commit to a full time location yet, working relief has a lot of perks. VetIQ helps to solve for the challenges of doing your own relief business and allows you to focus on what you want which is provide veterinary medicine to patients. We discuss the following: How VetIQ is different and what they are solving for veterinarians.How the...
2020-11-30
26 min
The Veterinarian Success Podcast
#63 Travis York - Ownership Opportunities: Economic AND/OR Entrepreneurial
In this episode, I'm joined by Travis York the managing director of Suveto whose mission is supporting veterinary ownership. Travis also works within the family companies of Calico and Harbor. Calico helps veterinarians to preserve independent ownership through flexible financing. They fund acquisitions, expansions, construction, and refinancing. Harbor is a unique veterinarian only community and educational platform with thousands of members. We cover a lot of content and Travis is full of knowledge on all things veterinary medicine and ownership.What he is seeing today in the landscape of veterinary medicine.The demand from young veterinarians for practice...
2020-11-23
30 min
The Veterinarian Success Podcast
#62 Danielle Lambert - Building a Brand and the Power of You
In this episode, Danielle Lambert the founder of Snout School, Co-Founder of 7S Society, and business development VP for WhiskerCloud joins me to discuss an array of topics. We cover the following:You think about brand building and contributing to vet med as not being mutually exclusive. Can you talk about that and share your thoughts? LinkedIn Post Discussed What constitutes a good brand in your mind? For someone wanting to build a brand where/what do you start thinking about? You’ve created quite the squad over at Snout School, how has the business grown over the year...
2020-11-15
43 min
The Veterinarian Success Podcast
#61 Stacey Cordivano, DVM - The Whole Veterinarian
In this episode, I'm joined by Dr. Stacey Cordivano. Dr. Cordivano after a one-year internship opened Clay Creek Equine Veterinary Services, LLC in 2010. Her veterinary interests include performance issues in the sport horse, alternative medicine and emergency medicine. Dr. Cordivano also hosts her own podcast, The Whole Veterinarian. The podcast is to give back to the veterinary community by curating information and guests who educate on all sorts of personal and financial development topics. We discuss the following:How she adjusted her work/life situation to get back to enjoying her career.Her connection to Seth Godin.Her...
2020-11-08
36 min
The Veterinarian Success Podcast
#60 Blake Root - Collaboration brings success in veterinary medicine
In this episode, I'm joined by 2nd year veterinary medicine student Blake Root. Blake hosts the "Tails from Vet School" podcast, attends the University of Wisconsin-Madison, and is the President of the local SAVMA chapter. Blake shares his journey to get to Wisconsin and his "why" for veterinary medicine. Blake has an exceptional take on the state of veterinary medicine and how the community can be successful in the future. We discuss the following:The origin and inspiration of your podcast "Tails from Vet School"?How networking has helped him grow as a professionalWhat started your desire to...
2020-11-01
33 min
Tails From Vet School
Handling Student Debt and Post-Grad Finances w/ Isaiah Douglass, CFP
In this episode, Blake sits down with Isaiah Douglass, a certified financial planner who works specifically with veterinarians and the host of the Veterinary Success Podcast. They discuss how to effectively handle and look at student debt, finances after graduation, and practice ownership! Isaiah's Links Website - www.vincerewealth.com LinkedIn - https://www.linkedin.com/in/isaiah-douglass-mba-cfp%C2%AE/ Twitter - https://www.instagram.com/isaiahd_vwm/?hl=en Instagram - https://twitter.com/IDFinancial Black Lives Matter Resources: https://blacklivesmatters.carrd.co/ Tails From Vet School Social Media Facebook: https://www.faceboo...
2020-10-27
51 min
The Veterinarian Success Podcast
#59 Carson Taylor - Maximizing Your Practice Sale Value
In this episode, I'm joined by Carson Taylor of VetValue a digital veterinary practice valuation service. VetValue's focus is improving the accuracy, efficiency, and providing actionable intelligence with valuations. Carson and I discuss the following:Why so many veterinary practice owners don't know the value of their business?How working at RBC in Investment banking on the CAPNA/VCA deal got his start in veterinary medicine. His view on consolidation firms vs. private practice?Where is the opportunity for younger veterinarians to buy a practice?The Ebay or structure auction process.How much leverage does a seller have? Wh...
2020-10-25
45 min
The Veterinarian Success Podcast
#58 Radio Show - Retirement Plan Rollovers - A How To Guide
In this episode, Isaiah has a solo radio show that he walks through what to consider when you leave an employer and have a retirement plan there. These include 401ks, SIMPLE IRAs, and SEP IRAs. After hearing several questions and having it be asked on a panel discussion recently, it's time to shed some light on how to think about what's the right choice. Enjoy!
2020-10-11
17 min
The Veterinarian Success Podcast
#57 VetMeasure - A veterinary monitor NOT a wearable
In this episode, Kevin Maher Founder and President & Sydney See Operations Manager of VetMeasure join the show. VetMeasure is the first non-invasive pet health and vitals monitoring device designed to help veterinarians better monitor recovering patients. We discuss:The one data point they'd love to collect if they could find anything. VetMeasure's mission and goal.Why they moved from a collar to a harness?The difference in wearables and monitors.How veterinarians are using the harness today.The ROI of the harness and long term uses.Launching a product in 2020 and the challenges and opportunities.
2020-10-05
27 min
The Veterinarian Success Podcast
#56 Tierra Price, DVM - Diversity Leads to Growth in Veterinary Medicine
In this episode, Dr. Tierra Price joins the show. We discuss her journey and diversity within veterinary medicine. She is a recent graduate of Virginia-Maryland College of Veterinary Medicine, where she served as Vice President of her class and President of the Women’s Veterinary Development Leadership Initiative. She is currently a Community Medicine veterinarian in Los Angeles, California, but has a wide variety of veterinary interests including emergency/critical care, surgery, public health and lab animal medicine. As a veterinary student, in 2018, Dr. Price founded BlackDVM Network, a community that connects Black veterinary professionals for mentorship and advancing ve...
2020-09-27
41 min
The Veterinarian Success Podcast
#55 Jenifer Chatfield, DVM, Dipl. ACZM, Dipl. ACVPM - Radically Authentic
In this episode, I'm joined by Dr. Jenifer Chatfield. Dr. Chatfield is a sought after speaker seen at WVC, Fetch, VMX, and NAVC. She is the co-host of the #1 veterinary podcast call Vet Candy. A policy specialist serving on Capitol Hill in Washington D.C. Past owner of two ER clinics. The conversation is wide ranging and so enjoyable. You don't want to miss this back and forth. We chat through:What she would do if she couldn't work in veterinary medicine.Thoughts for working with family.Favorite platform to create content. HINT follow her YouTube channel. The...
2020-09-20
46 min
The Veterinarian Success Podcast
#54 The Veterinarian Financial Advisor Network
In this episode, I keep it short and sweet with a radio show to let you in on a project that I've been able to work on with Dan Routh, CFP® and Ashley Foster, CFP®. After listening head on over to the website to see what the Veterinarian Financial Advisor Network (VFAN) is all about.www.veterinarianfinancialadvisornetwork.comLearn about Medici
2020-09-13
06 min
The Advisor Of Tomorrow
Bitcoin, Financial Advisors, and The Future With Isaiah Douglass, CFP®
Join me for a bonus episode with my friend, and fellow advisor, Isaiah Douglass, CFP® as we discuss why financial advisors should be paying attention to bitcoin. Isaiah has been vocal about the importance of advisors being able to discuss bitcoin with clients, where it has a place in a portfolio, and that the future for financial advisors will include bitcoin. This episode is more of a conversation as we talk through what we've learned and the opinions we've formed.
2020-09-13
1h 05
The Veterinarian Success Podcast
#53 Aaron Smiley, DVM - How COVID-19 Accelerated Telemedicine Growth & Adoption
In this episode, I'm joined again by the telemedicine evangelist Dr. Aaron Smiley. We talked in episode 24 and for those that don't know Dr. Smiley I'd recommend listening to that episode first. We touch on how he's seen the growth of telemedicine grow during COVID-19. An update since we last spoke and what he's seeing in his practices and hearing from his peers around the country. The increase and acceptance of telemedicine due to strong veterinary care demand. Features and how he is using telemedicine with Medici.Economic opportunities for veterinary clinics leveraging telemedicine.The fears that are...
2020-09-06
30 min
The Veterinarian Success Podcast
#52 Tyrone Ross Jr. - Bitcoin & Digital Assets
In this episode, I discuss Bitcoin and Digital Assets with Tyrone Ross Jr. CEO of Onramp Invest. I believe that Bitcoin will be the story of the 2020's and it's a topic that most in veterinary medicine likely haven't considered or discussed. Tyrone is a friend and thoughtful thinker in the space so I wanted to bring him on to share his view with you. We discuss the following:How would he would describe Bitcoin?Why does Bitcoin matter?What's his Bitcoin story?Is it safe?How will Bitcoin be disruptive? What is a soapbox topic on Bitcoin...
2020-08-31
41 min
The Veterinarian Success Podcast
#51 Clint Latham - Why IT matters in Veterinary Medicine
In this episode, I'm joined by Clint Latham J.D. is a Purdue law graduate and has an undergraduate degree in information technology. He is the founder of Lucca Veterinary Data Security whose mission is Advocating for Privately Owned Practices Across the Country. What law school teachings most stay with him today?The AVMA study on Cyber-security. The simplest and most actionable cybersecurity protection action that all veterinary clinics can take today. The Lucca Veterinary Data Security story. The issues with costs for quality IT services in veterinary medicine. The hardest part of starting a business from scratch. H...
2020-08-23
32 min
The Veterinarian Success Podcast
#50 Brad McMillan - Veterinarians in R&D
In this episode , Brad McMillan of RPM Research Solutions talks about the opportunities veterinarians have working in industry roles for research and development roles. He shares that the R&D space has a lot of opportunities with looming retirements and need for veterinary talent. We discuss:What types of positions that are available for veterinarians in R&D? What are the main reasons you hear from veterinarians that they want to work in industry vs. clinical practice?The three R's of the industry. Developing soft skills for interviews, but also to improve as a veterinary professional.What are...
2020-08-16
26 min
The Veterinarian Success Podcast
#49 Ivan Zakharenkov, DVM, MBA - The Vetprenuer
In this episode, Dr. Ivan Zak is a vet-prenuer. He’s worked in ER medicine, launched and sold a start-up SmartFlow Sheets, and is the current CEO of Veterinary Integration Solutions. Oh and he’s a co-host of a great veterinary podcast called Veterinary Innovation Podcast. We discuss The story of how he attended vet school twice, and what the differences were. The idea, building, and sale of SmartFlow Sheets.Lessons learned when he sold to IDEXX.Why his passion is building vs. managing.The Veterinary Innovation Podcast and the journey with his co-host Shawn Wilk...
2020-08-09
34 min