Shows
Veterinary Financial PodcastPreparing for the Student Loan Tax BombStudent loan forgiveness can come with a tax bill, and recent changes to repayment plans have prompted many veterinarians to revisit how they’re preparing for it.Meredith walks through the most common questions we get about the student loan tax bomb, how it works, what’s changed, and what to review as part of a long-term plan.Key topics:When student loan forgiveness is taxable and when it isn’tHow to think about preparing for the tax bomb over timeWhy investing, rather than saving, for the tax bomb often makes senseWhat happens if you...
2026-01-2916 minVeterinary Financial PodcastTop 5 Ways to Take Control of Your Finances This YearDr. Meredith Jones and Joe Warner share a practical look at financial resolutions veterinarians can focus on in the new year, with an emphasis on clarity, strategy, and aligning money decisions with what matters most.Topics covered:Building a realistic budget and understanding cash flowOptimizing student loan strategies, including what SAVE borrowers should knowIncreasing retirement contributions sustainablyUsing money intentionally to support the life you wantWhat veterinarian-specific financial planning actually looks likeEpisodes Mentioned:73: Five Steps to Prepare for the Jump in Student Loan Payments74: How a Sabbatical Can Reset Your Life...
2026-01-1529 minVeterinary Financial PodcastBurnout-Proofing Your FinancesVeterinary medicine is demanding in ways most financial advice ignores. Schedules change, cases run long, and emotional fatigue is common. Financial plans that assume unlimited energy and perfect follow-through often don’t hold up.In this episode, we talk about how to burnout-proof your finances so your money supports you through real life, not just on good weeks.Key Topics:Why emergency funds function as mental health tools, not just savingsHow automation reduces financial decision fatigueDesigning your finances around sustainability, not hustleFlexibility and optionality as financial goalsGiving yourself permission to choose stability over optimization
2026-01-0110 minVeterinary Financial PodcastThe End of the SAVE Plan: Next Steps for Your Student LoansThe Dept of Ed has announced an agreement to officially end the SAVE plan. If you’re in the SAVE forbearance, this episode walks through planning your next move.Key Topics:What the end of the SAVE plan means and what we know so farWhat happens if you’re currently on the SAVE forbearanceWhich repayment plans borrowers are likely to switch toWhy planning now matters, even without set deadlinesHow income recertification and tax filing status can impact your paymentCommon planning opportunities we’re seeing for veterinarians right nowInterested in vet-specific financial planning? Learn...
2025-12-1811 minVeterinary Financial PodcastWhat Happens in a Student Loan ConsultDr. Meredith Jones and Joe Warner, both Certified Student Loan Professionals, talk about what actually happens during a student loan consult for veterinarians. If you’ve ever wondered how we sort through repayment rules, forgiveness options, and tax implications, this episode walks you through it step by step.Highlights:Why veterinarians seek student loan guidance: overwhelm, confusing regulations, major life changes, and uncertainty about which plan is bestWhat you share beforehand (your student loan file, plus your spouse’s if they have federal loans) so we can prepareHow the consult starts with your goals and your stud...
2025-12-0415 minVeterinary Financial PodcastInside the Realities of Vet Med - Dr. Marie HolowaychukMeredith sits down with Dr. Marie Holowaychuk, emergency and critical care specialist veterinarian and mental health advocate, to talk about her new book A Compassionate Calling: What It Really Means to Be a Veterinarian.Key Topics:Marie’s path through specialty training, academia, burnout, and wellbeing advocacyWhat inspired A Compassionate Calling and the misconceptions it aims to clear upReal stories that show both the fulfillment and emotional complexity of veterinary medicineHow emergency and critical care shaped her perspective on moral stress and client communicationPractical wellbeing resources available through RevivingVetMed.com and her advice on prioritizing mental he...
2025-11-2029 minVeterinary Financial PodcastGrocery Hacks That Actually WorkMeredith shares practical grocery hacks that make life easier, save money, and help you waste less. Inspired by conversations at home and with clients, she walks through simple strategies to plan smarter, shop intentionally, and enjoy cooking again - without feeling deprived.If you’ve ever stood in front of your fridge wondering how you spent $150 and still don’t have a dinner plan, this one’s for you.Highlights:Plan ahead: Use a dry-erase board for meal planning, and check your pantry before shoppingShop smart: Do the math on price per ounce, and test o...
2025-11-0612 minVeterinary Financial PodcastHow a Sabbatical Can Reset Your Life – Dr. Anna FosterDr. Anna Foster is an emergency veterinarian and co-founder of The Evolved Vets, which helps veterinarians grow personally and professionally through coaching, education, and community. She also writes Dr. Anna Foster – Travel Vet on Substack, where she shares reflections on self-development, travel, and her recent three-month sabbatical. Anna joins Meredith to talk about what inspired her career break and the lessons she learned along the way.Highlights:Why Anna decided to take a three-month sabbatical after years in ER medicine and leadership rolesHow she planned ahead - financially, professionally, and emotionally - to make it possibleThe em...
2025-10-2344 minVeterinary Financial PodcastFive Steps to Prepare for the Jump in Student Loan PaymentsWith the recent student loan repayment changes, many veterinarians are facing a much bigger bill than before.Whether you’re moving from SAVE to PAYE, preparing for Old IBR in a couple of years, or switching plans and suddenly seeing your payment double, the jump can feel overwhelming. You’re not alone in this — and you can prepare.In this episode, I’ll walk you through five key steps to help you get ready for higher student loan payments:Know your next steps: Which plan are you eligible for, and what payment can you expect...
2025-10-0913 minVeterinary Financial PodcastHow Vet Practice Owners can Thrive in Life and Business - Dr. Christine StatenChristine Staten, DVM, MBA has been a veterinary practice owner for over 20 years, and in that time, has made lots of great decisions (and some she wouldn’t make again!) while growing her practice and her team. Dr. Christine joins Meredith to share her story and why she’s so passionate about helping other vets build veterinary practices that succeed so they can keep doing the work they love.Key Topics:Christine shares how she started on the path to becoming a vet practice ownerChristine gives practical advice for how to manage a team and utilize data...
2025-09-2535 minVeterinary Financial PodcastFinancial Planning Parallels Every Vet Will RecognizeVeterinary medicine and financial planning share a common framework: history-taking, diagnostics, treatment or action plans, and progress exams. Recognizing these parallels can help make money conversations less intimidating and much more familiar for veterinarians.Key Topics:How financial planning and veterinary medicine share the same step-by-step processWorking up a case in vet med mirrors working up a case in financial planningThe role of history-taking and information gathering in both fieldsHow treatment plans compare to financial action plansWhy progress exams and financial check-ins serve the same purposeHow my clinical background shapes my financial adviceInterested...
2025-09-1108 minVeterinary Financial PodcastAI Scribes: Saving Time and Sanity in Veterinary PracticeMedical records have historically been one of the biggest time drains and stressors in veterinary practice. AI notetakers, also called scribes or transcription tools, are changing that.I share stories from my ER career and financial planning work, along with insights from veterinarians in the Debt-Free Vets Facebook group, on how these tools save time, improve accuracy, and reduce late-night record writing. You’ll also hear strategies that can help when AI isn’t an option.Veterinarians describe how AI notetakers have transformed their daily workflow—helping them juggle multiple cases, keep up with busy shifts...
2025-08-2816 minVeterinary Financial PodcastProgress Beats Perfection - Dr. Jason BalaraPerfectionism might have helped you get into vet school, but it could be holding you back financially. Dr. Jason Balara joins Meredith to talk about how an “all or nothing” mindset can sabotage your financial goals and delay meaningful progress. Jason is a board-certified veterinary surgeon and founder of Lark Capital, a real estate investment firm.They explore:Why striving for excellence beats chasing perfectionHow perfectionism shows up in investing, budgeting, and student loan strategiesWhy it’s better to start small than wait for the “perfect” financial planHow Jason restructured his career to prioritize time and autonomy
2025-08-1444 minVeterinary Financial PodcastWhat the New Student Loan Bill Means for Vet StudentsIn this episode, I walk through what the student loan changes in the Big Beautiful Bill mean for current and future veterinary students.If you’re already in repayment, be sure to check out the previous episode, which covers what these changes mean for veterinarians who have already graduated.Most of the updates won’t take effect until July 1, 2026, but they’re important to understand now—whether you’re a student or someone who mentors future vet students.Key topics include:Who is and isn’t affected by the new $200k federal student loan...
2025-07-3121 minVeterinary Financial PodcastWhat the New Student Loan Bill Means for VeterinariansIn early July, the Big Beautiful Bill was signed into law, bringing sweeping changes to student loans. In this episode of the Veterinary Financial Podcast, I’m breaking down what the bill means for veterinarians who have already graduated and are already in repayment.Key topics include:What happens if you're on IBR, PAYE, or SAVEA closer look at the new 30-year RAP (Repayment Assistance Plan)What happens if you don’t make a new plan selection by 2028Important tax and spousal income considerationsA couple of bright spots—like employer benefits and servicer fundingI also...
2025-07-1713 minVeterinary Financial PodcastAllvet Financial - Built for Vets, by a VetI’m thrilled to announce the launch of Allvet Financial - a virtual, fee-only financial planning firm serving veterinarians and their partners nationwide.In this episode, I share the story behind starting my own firm, my path from ER vet to financial planner, and why I believe vet-specific financial planning matters.You’ll hear about:Why I launched a firm built just for veterinarians
My transition from ER vet to financial planner
How I help clients navigate student loans, income shifts, and big decisions
The challenges vets face that most planners don’t understand
What it’s like...
2025-07-0308 minVeterinary Financial PodcastSelf-Employed Relief Vets: Your Top Financial Questions AnsweredAre you working relief shifts as a self-employed vet—or thinking about it? In this Q&A episode, I answer some of the most common questions that came up when I recently asked the Debt-Free Vets Facebook group: “Self-employed relief vets—what financial questions do you have?” From choosing the right business structure to navigating taxes, retirement savings, and health insurance, we cover the essentials (and the often-overlooked details) that can make or break your financial confidence as a relief vet.Key topics:Do you need an LLC or PLLC to do relief work?Why getting an EIN c...
2025-06-1926 minVeterinary Financial PodcastStudent Loan Chaos: What You Need to KnowStudent loans are still in a state of chaos, and Meredith Jones, DVM, CSLP®, AFC® is here to help you make sense of it all. From court rulings to sweeping legislative proposals, borrowers are facing a confusing and rapidly evolving landscape. Whether you're pursuing forgiveness, considering switching repayment plans, or just trying to keep your head above water, this episode helps you understand what’s happening now, what could be coming, and what actions (if any) veterinarians and vet students should take.Key topics:The status of the SAVE plan and what borrowers should consider if swit...
2025-06-0515 minVeterinary Financial PodcastIRA Oopsies: A Tax Trap for VetsA lot of well-meaning advice says to put money into a Traditional IRA to lower your tax bill. But for most veterinarians, that move can backfire. We’ve seen it again and again: smart, hardworking vets unknowingly setting themselves up for a bigger tax hit down the road. We’re breaking down why that happens, who should be using Traditional IRAs, and where your money might be better off instead. It’s not about scaring you off IRAs completely, it’s about showing you how to make smarter, more tax-efficient choices.Key moments:(03:47) Traditional IRA income l...
2025-05-2223 minVeterinary Financial PodcastWhen an Employer Offers a Student Loan Benefit: What To AskStudent loan benefits at work sound great on paper, but understanding the details requires asking the right questions. The tax-free $5,250 benefit established under the American Rescue Plan Act sunsets after 2025, which changes the long-term value proposition. We're breaking down crucial questions to ask: Does this payment count toward forgiveness program requirements? What about private loans? We'll also discuss that eye-catching $60k benefit being marketed to vet students by a major hospital group and explore alternatives worth considering during negotiations.Key moments:(04:20) Tax-free student loan benefits expire after 2025 (and it could cost you money)(10:34...
2025-05-0822 minVeterinary Financial PodcastThe Worst Financial Advice Vets Give Each OtherEver noticed how veterinarians give each other the most conflicting financial advice? We've spotted some truly head-scratching tips being shared across vet med forums and Facebook groups. We're breaking down some popular but problematic mantras like "everyone should pay off their loans ASAP" or "always choose a Roth 401(k)” and tackling the biggest misunderstandings around tax filing status and production pay. Your finances deserve the same nuanced approach you give your patients — let's talk about finding YOUR path to financial success, not someone else's oversimplified version of it.Key moments:(04:06) The Roth 401(k) debate — what's...
2025-04-2426 minVeterinary Financial PodcastChoosing the “Cheapest” Mortgage Lender - What Could Go Wrong?When a San Diego couple found a mortgage lender advertising a lower interest rate than competitors, they thought they'd made a smart financial decision — until just before closing day and a sudden ultimatum nearly cost them their dream home. We’re unpacking what went wrong and sharing what questions to ask, red flags to watch for, and strategies to balance competitive rates with quality service. For vets, this is the straight talk on what actually matters when you're making probably the biggest purchase of your life.Key moments:(02:28) Working with several lenders is norm...
2025-04-1024 minVeterinary Financial PodcastPerfectionist Traps That Are Costing You MoneyYour perfectionist mindset (the one that makes you an amazing doctor) might not be doing your finances any favors. Here’s what we mean: You’re making countless decisions every single day — from complex medical calls to juggling client conversations to managing your packed schedule. By the time you get to your finances, your brain is fried. So you either overthink everything or just avoid money decisions completely. Learn how perfectionism can show up in your financial life and explore practical strategies to make financial decisions when you're already dealing with decision fatigue.Key moments:(04:41) Overco...
2025-03-2718 minVeterinary Financial PodcastThe 3 Worst Ways to Save for the Tax BombVeterinarians are no strangers to financial stress, especially when it comes to student loans. But what happens when those forgiven loans turn into a massive tax bill? Discover what you need to know about the looming tax bomb with student loan forgiveness and how to avoid the costly mistakes vets make when trying to save for it.Key moments:(03:20) Using retirement accounts for the tax bomb isn’t the best idea(04:36) The Roth IRA’s “break glass” option lets you withdraw contributions penalty-free, but there’s a catch(09:27) Declaring insolvency as a last res...
2025-03-1321 minVeterinary Financial PodcastCourt Ruling Puts Student Loans in Limbo (Again): Here’s What Vets Should DoRecent court rulings and policy shifts have created confusion, leaving borrowers wondering what to do next. Should you stay on SAVE, switch plans, or wait it out? We break down what’s happening, why PAYE and ICR are back in the spotlight, and whether sticking with SAVE or switching plans is the smarter strategy. We’ll also cover key financial factors that could affect your repayment plan, like credit card debt, maternity leave, and tax filing choices. If you’re unsure what this means for you, tune in for insights and next steps to keep your student loan s...
2025-02-2726 minVeterinary Financial PodcastThe Weird World of Vet CompensationVeterinarian pay structures can be surprisingly complex — and sometimes, just plain weird. We’re breaking down the most common ways vets get paid, the misconceptions many have about their own compensation, and the hidden pitfalls in different pay structures. Learn about ProSal, production-based pay, and other models and how each impacts your income. If you’re navigating a new contract or trying to make sense of your paycheck, this conversation will give you fresh insights and might even help you earn more.Key moments:(02:05) The three ways vets get paid, and why ProSal isn’t as strai...
2025-02-1329 minVeterinary Financial PodcastThe 3 Worst Things to Do with Your Sign-On BonusSign-on bonuses are more common than ever in veterinary medicine, but not every use of that bonus sets you up for financial success. We’re breaking down the top three mistakes we see veterinarians make with their sign-on bonuses, how to avoid them, and what to do instead.Key moments:(05:07) Don’t use your sign-on bonus to pay student loans if you’re going for forgiveness — it’s wasted money(05:56) Using your bonus for a more expensive car can jeopardize your ability to buy the right home(08:29) Avoid “YOLO investing” in trends like cr...
2025-01-3021 minVeterinary Financial PodcastHow Non-Competes Affect Your Veterinary CareerNon-compete agreements are creating waves in the veterinary profession, thanks to the FTC’s recent ruling. Financial planner Sim Terwilliger, CFP®, CSLP®, joins us to discuss how these agreements shape your career, why the AVMA is weighing in, and what the potential ban on non-competes could mean for veterinarians everywhere. You’ll learn which states have already banned non-competes, what alternatives employers might use, and how veterinarians can advocate for contracts that work in their favor.Key moments:(01:14) What’s inside a typical non-compete agreement for veterinarians(06:16) How the AVMA is responding to the FTC’...
2025-01-1621 minVeterinary Financial PodcastVeterinarians Are Treated Horribly Under Student Loan RulesVeterinarians take on jaw-dropping levels of student debt, often pay longer than other professions, and face repayment rules that seem anything but fair. Travis Hornsby, founder and CEO of Student Loan Planner and SLP Wealth, joins us in unpacking why veterinarians are often left with the short end of the stick under current student loan rules. He shares how he uncovered this systemic issue and the viral article that started a conversation in the vet world. If you’ve ever felt frustrated by student loans or wondered how to navigate them as a vet, this episode gives you actionable in...
2025-01-0228 minVeterinary Financial PodcastWorking More Than Expected: Unpacking New Grad DataNew grad veterinarians are clocking in far more hours than they expected — 5 extra hours a week, to be exact. It may not sound like much, but it adds up to six full weeks of additional work. That’s six weeks of your year gone. Financial planners Meredith Jones, DVM, CSLP®, AFC®, and David Aizuss, CSLP®, unpack surprising findings from the AVMA Business and Economic Forum and explore what’s driving the gap between expectations and reality. They dig into the data, break down the post-pandemic shifts shaping the industry, and ask the big questions about what it means for the futur...
2024-12-1923 minVeterinary Financial PodcastMistakes Vets Make with Roth IRAsRoth IRAs are powerful tools, but they can be tricky to navigate. Financial planners Meredith Jones, DVM, CSLP®, AFC®, and David Aizuss, CSLP®, share the top mistakes they’ve seen veterinarians make when it comes to Roth IRAs. From earning limits to backdoor Roths and knowing when a Roth IRA isn’t the best fit, you’ll get clear, practical advice to feel confident about your financial future.Key moments:03:31 Roth IRA earning limits and how they impact your ability to contribute11:21 The biggest mistake vets need to avoid with backdoor Roth IRAs16:0...
2024-12-0534 minVeterinary Financial PodcastTop 5 Questions on Investing from VeterinariansCurious about the top investing questions veterinarians are asking? We turned to the Debt Free Vets Facebook group to find out what’s on their minds. From saving for retirement without an employer plan to tackling the student loan tax bomb, these are the biggest concerns vets are discussing. Financial planners Meredith Jones, DVM, CSLP®, AFC®, and David Aizuss, CSLP®, break it down with clear answers and actionable advice.Key moments:[01:35] What to know about saving for retirement without an employer plan[05:15] Smart strategies to invest and prepare for the student loan tax bomb
2024-11-2131 minVeterinary Financial PodcastVet-Specific Financial Planning Can Transform Your Career (and Life)Tired of financial advice that doesn't account for ProSal, production bonuses, or your mountain of student debt? Financial planners Meredith Jones, DVM, CSLP®, AFC®, and David Aizuss, CSLP®, reveal insider strategies that have helped over 200 veterinarians build wealth. You deserve more than one-size-fits-all financial advice — discover how to fast-track your path to financial success with strategies made for DVMs.Key moments:07:05 Fluctuating income? How to make the most of every paycheck10:04 Plan ahead for career transitions with a solid financial game plan14:13 Vet med career paths, from practice ownership to exploring new directions14:53 DVM mortgage vs. a con...
2024-11-0723 minVeterinary Financial PodcastHelping Veterinarians Achieve Their Financial GoalsWe welcomed David Aizuss back to the podcast with a special announcement about the future of the Veterinary Financial Podcast. Willie talks about the projects he’s been working on with his non-profit and pursuing practice ownership. We also discussed financial freedom for veterinarians, working with financial planners, and student loans.A transition with the Veterinary Financial PodcastWhat projects has Willie been busy with?Why did David choose to work with veterinarians?What is it like working with Student Loan Planner?Why is it important to work with a financial planner who understands student loans?What is one of...
2024-10-0121 minVeterinary Financial PodcastTrends and Forecasts From a Business Insider - Chris KellyWe asked Chris Kelly, Managing Partner for Antelligence and Editor-in-Chief for Veterinary Advantage Magazine about trends in veterinary practices over the last few years, the Fountain Report, pet ownership trends, and the future of veterinary medicine.- What trends has Chris seen in veterinary medicine over the last few years?- What is the focus of the Veterinary Advantage Magazine?- What is the Fountain Report?- What are the most recent pet ownership trends?- How do these trends impact independent practices and how can they compete with...
2024-09-0329 minVeterinary Financial PodcastHome Buying: Closing the Deal - David AizussWe asked David Aizuss, financial planner at SLP Wealth, student loan consultant with Student Loan Planner, and mortgage loan officer, about special mortgage strategies for vets, how to plan ahead for closing, and how home-buying fits in with financial planning. - What are some special mortgage considerations and strategies for veterinarians?- What else should vets consider when home buying that’s unique to the veterinary profession?- How do you plan for how much cash you will need at closing?- What is a typical down payment?- How...
2024-08-0637 minVeterinary Financial PodcastHome Buying: Setting Yourself Up for Success - David AizussWe asked David Aizuss, financial planner at SLP Wealth, student loan consultant with Student Loan Planner, and mortgage loan officer, about how to set yourself up for success when buying a home, how to find a good mortgage loan, and some pitfalls to watch out for.- Why did David switch to financial planning and decide to work with veterinarians?- How do you set yourself up for success when buying a home?- How do you find a good mortgage loan?- What is pre-approval and what are some of...
2024-07-0228 minVeterinary Financial PodcastTake Charge of Your Money with a Cash Flow PlanIn this episode, we discuss budgeting in-depth. We discuss why creating a cash flow plan is important, share budgeting resources, and talk about discovering what is important to you to determine where your money is best spent.- Why is it important to budget?- What are some apps that can help with budgeting?- What are our best tips for creating a budget and sticking to it?- How do you pick up on trends in your budget to plan for the future?- What are some tips...
2024-06-0442 minVeterinary Financial PodcastFinancial Resources for VeterinariansIn this episode, we discuss the many financial resources that are out there for veterinary professionals. We share our favorite resources on personal finance and business ownership with books, blogs, podcasts, helpful calculators, courses, and more.- Our favorite podcasts on financial topics for vets- Resources on Student Loans- Compensation resources- Veterinary business resources- House call vet resources- Courses, books, and blogsMentioned in this episode:Cody Creelman’s business plan:docs.google.com/document/d/1h9...
2024-05-0733 minVeterinary Financial PodcastFinding AI’s Role in Modern Vet Med - Sebastian GaborWe asked Sebastian Gabor, Co-Founder of Digitail, about using Artificial Intelligence in veterinary medicine, the accuracy of AI, concerns about using AI, and how to use AI to benefit your practice’s finances.- How does AI help with record-keeping and administrative tasks?- How common is it for veterinary practices to use AI?- What are the issues with the reliability and accuracy of AI systems?- What are some other concerns about using AI in vet med?- How can AI help your practice finances?Wa...
2024-04-0231 minVeterinary Financial PodcastFinancial Advice For Your Younger SelfWe published a blog recently by Dr. Phil Zeltzman (co-founder of VFS) called What Financial Advice Would You Give Your Younger Self? He interviewed some of the best minds in veterinary medicine about what advice they would have given themselves, knowing what they know now. In this episode, we expand on some of the takeaways from that blog.- Tips for saving: High Yield Savings Accounts, Emergency Funds, and Automation- Building credit: Credit Cards, Loans, Rent- Investing: Roth IRA, 401(k) & 403(b), the “3 bucket strategy”, and Real Estate- Student loan...
2024-03-0541 minVeterinary Financial PodcastCOGS: The Second Largest Cost in a P&L - Emmitt NantzWe asked Emmitt Nantz, Co-Founder of Inventory Ally, about the factors that drive inventory costs, COGS and how to calculate them, who should manage inventory at a vet practice, and common mistakes. - What are the factors that drive inventory costs?- How can practices keep costs under control?- What are COGS and how do we calculate them?- Why shouldn’t practices rely on their PIMS to manage inventory?- Who should be in charge of inventory in a small practice?- What are some com...
2024-02-0631 minVeterinary Financial PodcastRetaining Talent Through Financial Empowerment - Michael NataleWe asked Michael Natale, a licensed veterinary technician and talent acquisition and retention manager with Veterinary Emergency Group about his interest in personal finance, advice for colleagues trying to save for retirement or buy a home, staff retention, and financial tips for support staff.- How did Michael get started in vet med and become interested in personal finance?- What would Michael say to a support staff member who feels like they can’t save for retirement or buy a house?- What is Michael’s role as a talent acquisition and rete...
2024-01-0220 minVeterinary Financial PodcastInnovative Vet Paths: Leadership & Mentorship - Dr. Mary BussWe asked Mary Buss, veterinarian and the VP of Veterinary Operations at Hometown Veterinary Partners, about her experience in mentorship, developing leadership skills, practice ownership opportunities, and non-traditional veterinary roles.- How has Mary’s interest in leadership and mentorship evolved?- How can veterinarians become better mentors?- What should a new grad look for in a mentor?- How can veterinarians improve their leadership skills?- What are some options out there now for vets who want to be practice owners?- What is Mary’s ad...
2023-12-0532 minVeterinary Financial PodcastIt's Never Too Late to Invest - Dr. Jason BalaraWe asked Jason Balara, board-certified veterinary surgeon, real estate investor, and CEO of Lark Capital Group, about getting started with real estate investing, multi-family syndication investments, financial freedom, and his podcast “Know Your Why”.Why did Jason decide to get started with real estate investing?Where along the financial journey might real estate be a good fit?What are multi-family syndication investments?What is the new fund that Jason has started?What does “Know Your Why” mean to Jason?What does financial freedom mean to Jason?Ways to connect with Jason:https...
2023-11-0738 minVeterinary Financial PodcastFinancial Fitness for All - Kelly CroninWe asked Kelly Cronin, veterinary technician, entrepreneur, speaker, travel hacker, and millionaire about how she got started with short-term rentals, her experience speaking to veterinary teams on financial fitness, and her best travel hacking tips.- What is Kelly’s background in veterinary medicine?- How did Kelly get started with short-term rentals?- What short-term rentals does Kelly have and where are they located?- How do people find out about her short-term rentals?- What topics does Kelly speak on and what message does she share?...
2023-10-0336 min
Student Loan PlannerFrom Borrowing to Empowering: Navigating Student Loans with Meredith Jones, CSLP®, AFC®, and Gabe RookerMeagan McGuire, CSLP®, hosts two incredible guests, Meredith Jones, DVM, CSLP®, AFC®, and Gabe Rooker, who will share their experiences and insights into the world of student loan planning. Meredith, known for running a debt-free veterinarian Facebook group, sheds light on the common finance-related questions and struggles shared within the group. And Gabe, with a background in engineering, shares his journey of working for Intel and tutoring high school students on his days off to becoming an authority in college planning and student loan guidance. Gabe and Meredith are both part of our dedicated team of student loa...
2023-09-1934 minVeterinary Financial PodcastVirtual Vet Financial Summit Preview 2023In this BONUS episode of the Veterinary Financial Podcast, we discuss the upcoming Virtual Veterinary Financial Summit. Happening on September 30 - October 1, the Summit is a virtual event that brings veterinary professionals together to learn about personal finance and practice management. We aim to empower attendees with the knowledge to make better financial decisions.- What is the Virtual Veterinary Financial Summit?- What’s on the Agenda this year?- Designing your financial planView the Agenda: https://vetfinancialsummit.com/summit/Get Your Ticket: https://ve...
2023-09-1220 minVeterinary Financial PodcastStudent Loan Payments Are Restarting: Here's What You Need to KnowAs of September 1st, interest began accruing on student loans again and payments will restart soon. In this special episode of the Veterinary Financial Podcast, we hope to clear up some of the confusion around student loans and share what everyone needs to know about payments, interest, and the new SAVE plan.- What’s going on with student loan interest?- What are some things to do before payments restart?- What are the 2 main repayment strategies?- What are the main repayment plans now?- Why are pa...
2023-09-0533 minVeterinary Financial PodcastThe Truth About Practice Management - Bash HalowWe asked Bash Halow, a Certified Veterinary Practice Manager, practice consultant, and owner of Halow Consulting about how money is discussed with veterinary teams, what it means to have an empowered team, and common mistakes when it comes to discussing money with clients.- How is money being discussed with veterinary teams?- What are some ways to talk about practice profitability with a team?- How can practice leaders have more productive conversations about raises and employee benefits with team members?- What are Bash’s thoughts on level or ti...
2023-08-0141 minVeterinary Financial PodcastBest Practices for Job SeekersIn this episode, the Veterinary Financial Podcast co-hosts discuss new and recent grads comparing job offers and prioritizing money and numbers over mentorship and the culture of a practice.- What are some examples of doing due diligence in learning about a practice?- What are some things to look for in a practice?- What are some things that are overlooked when it comes to compensation?- What details should be included in a contract?- What are some things to watch out for in a contract?
2023-07-0441 min
The Veterinarian Success Podcast#191 Why do veterinarians fail at selecting the RIGHT job?In this episode, Ryan Koopmans, DVM, MS Financial Planning, and Meredith Jones, DVM, CSLP, rejoin me to tackle why most veterinarians candidly suck at selecting the right position to work. We discuss the following:How to think about due diligence in selecting a role.Why the $ figure is one of the last things you should select based on.Why do you need someone else to review your employment contract BEFORE signing.Why the mentorship and education you get as a DVM matters greatly for your development.There is all this talk of mentorship - but what is it...
2023-06-1853 minVeterinary Financial PodcastNew Insights Into Veterinary Burnout - Dr. Ivan ZakWe asked Ivan Zak, veterinarian, serial entrepreneur, the CEO of Galaxy Vets, and passionate advocate for the well-being of veterinary professionals, about his recently published third annual Burnout Study in the Veterinary Profession, salary versus production-based pay structure, and work-life balance. - What are some of the most significant financial-related findings of the burnout study?- What are the pros and cons of production-based pay?- Which groups of veterinarians experience the highest rates of burnout?- What are the study’s findings on hybrid and remote work in the veterinary ind...
2023-06-0650 minVeterinary Financial PodcastYou're Gonna Get Peed On, and Other Tales - Dr. Michael BuggWe asked Dr. Mike Bugg, veterinarian, real estate investor, and co-host of The Veterinary Project Podcast, about his recently published book, money mindset, transitioning from clinical practice to real estate investor, and goal-setting.- Why did Mike decide to write a book?- What beliefs might be holding veterinarians back when it comes to money?- What are Mike’s thoughts on the state of the veterinary industry right now?- How did Mike make the transition from full-time clinical practice to real estate investing?- What are Mike’s fa...
2023-05-0241 minVeterinary Financial PodcastMaking a Change: Veterinary Career Paths - Dr. Steve OehleyWe asked Steve Oehley, contract veterinarian in New Zealand, career coach, and host of the Next Step Vet podcast, about veterinary career paths, making a career switch, non-traditional careers, and helping veterinarians discover their strengths.- Has Steve seen an increase in vets looking to change their career paths since the pandemic began?- What are the most common concerns of those looking to change their career paths?- What are Steve’s thoughts on self-awareness when designing a career?- How can vets who are interested in non-traditional careers discover th...
2023-04-0431 minVeterinary Financial PodcastA Financial Planner's Insights on Vet Med - Isaiah DouglassWe 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...
2023-03-0752 min
The Veterinarian Success Podcast#174 Radio Show - Are Signing Bonuses the New Non-Compete?In this radio, I'm joined by guests Meredith Jones, DVM, and Ryan Koopmans, DVM, to discuss Sign-On Bonuses or Signing Bonuses in veterinary medicine. We riff on the topic and discuss the trade-offs - as with anything, it's nuanced. Are huge signing bonuses a HUGE 🚩? Pro-ration on signing bonuses and why that matters. Do they make veterinarians feel "trapped" at an employer?Are they beneficial, or are there other options one should ask for?Will a recession hurt those paying higher signing bonuses?Is a retention bonus the answer?And so much more SUBSCRIBE ON YOUTUBE
2023-02-2646 minVeterinary Financial PodcastNavigating Practice Sales and Transitions - Kayla DonovanWe asked Kayla Donovan, a veterinary practice management consultant with Transformation Group Business Advisory, about common practice management mistakes, practice valuation, exit strategy, and selling a practice.- What are the most common practice management mistakes Kayla sees?- What clients/practices typically seek out Kayla’s services?- What are some important factors to take into account when considering practice valuation?- What are some practice ownership trends Kayla is seeing?- When is the best time to plan an exit strategy?- What should a pr...
2023-02-0749 min
The Veterinarian Success Podcast#169 Meredith Jones, DVM - What Most Financial Advisors Miss When Working With VeterinariansOn this episode, I’m joined by a familiar face and voice, Dr. Meredith Jones. She is the founder of the Veterinary Financial Summit, The Debt Free Facebook Group for Veterinarians, and recently and excitingly started a new role that we’ll get into. Meredith's new role as a financial planner with Vincere WealthWhy she decided to make the switch and become a planner.How she feels being a DVM allows her to provide different advice and guidance than non-DVM advisors. When are student loan planning conversations more complex, and what to look out for?What's missed most in f...
2023-01-2234 minVeterinary Financial PodcastExploring Growth Opportunities - Dr. Jeff RothsteinWe asked Jeff Rothstein, veterinarian and the founder of Mission Veterinary Partners, about the evolution of corporate medicine, practice ownership and management, and staffing in the current competitive job market.- What are Jeff’s insights on the evolution of corporate medicine?- What options are there for practice ownership outside of the traditional model?- How did Jeff decide to pursue the business side of veterinary medicine?- What sort of risk tolerance do you need to pursue practice ownership?- What are some common unnecessary expenses in a...
2023-01-0349 minVeterinary Financial PodcastThe Story of Debt-Free VetsThis podcast episode marks a milestone in the Debt-Free Vets Facebook Community. We recently reached 10,000 members! That’s 10,000 vets and vet students from 97 different countries all around the world.In this episode, the Debt-Free Vets moderators, Dr. Meredith Jones, Dr. Willie Bidot, and Dr. Chris Bidwell, talk about how and why the Debt-Free Vets group was started.- Who is the Debt-Free Vets group for?- How did Dr. Bidwell and Dr. Bidot become moderators?- What does the group name mean and what are common misconceptions?...
2022-12-0628 minVeterinary Financial PodcastThe Practice Owner Mindset - Eric MillerWe asked Eric Miller, Chief Financial Advisor and owner of Econologics Financial Advisors, about why practice ownership is so important for veterinarians, how to minimize the effects of inflation on business and personal finance, roles practice owners play in the practice, and exit strategies.- Why is practice ownership important for veterinarians?- Is practice ownership a great idea right now for new practice owners?- What are Eric’s thoughts on staffing in the age of The Great Resignation?- How can practice leaders minimize the effects of inflation on th...
2022-11-0150 minVeterinary Financial PodcastBonus - Virtual Vet Financial Summit PreviewIn this BONUS episode of the Veterinary Financial Podcast, we talk about the upcoming Virtual Veterinary Financial Summit. Happening on October 22-23, the Summit is a virtual event that brings veterinary professionals from around the world together to learn about money topics. Our goal is to empower attendees with the knowledge to make better financial decisions.- What makes the Vet Financial Summit different?- What’s on the Agenda for this year?- The two tracks at the Vet Financial Summit: Personal Finance and Practice Finance/Management- What’s happ...
2022-10-1110 minVeterinary Financial PodcastUnderstanding Veterinary Contracts - Dr. Lance RoasaWe asked Lance Roasa, veterinarian and attorney, about employment contracts, salary versus ProSal, common mistakes with contracts, non-competes, and negotiation.- Is a contract appropriate in all employment situations?- What are new contract trends Lance is seeing in veterinary medicine?- How would Lance explain ProSal to a new grad?- Are there pitfalls to watch out for with ProSal?- What are some common mistakes employers and employees make with contracts?- Is there a place for non-competes in the current job market?...
2022-10-0449 minVeterinary Financial PodcastGetting Started With Your Finances - Dr. Grace KimWe asked Grace Kim, veterinarian, financial coach and the founder of Richer Life DVM, about getting started with personal finance, budgeting, money saving hacks, and common financial mistakes veterinarians make.- Where does the journey start with getting finances on track?- Why is a budget or cash flow plan important?- What is the best way to get started with budgeting?- What are Grace’s best tips for automating finances?- Should everyone have a monthly budget?- What are the top 3 money concerns Grace he...
2022-09-0640 minVeterinary Financial PodcastRelief Work: Side Gig or Career? - Dr. Cindy TriceWe asked Cindy Trice, veterinarian and the Founder & CEO of Relief Rover, about veterinary relief work, what relief vets need to know about taxes and insurance, travel hacking, and trends that she is seeing with relief compensation.- How some vets choose relief work as a side gig and others as a career- The differences between being paid through W2 versus 1099- How to estimate for self-employment taxes- What type of insurance should vets consider when working relief?- What are some insurance misconceptions?...
2022-08-0247 minVeterinary Financial PodcastEarly Financial Education for Career Success - Andrew RotzWe asked Andrew Rotz, Certified Financial Planner and the Director of Personal Finance and Financial Literacy at North Carolina State’s College of Veterinary Medicine, about working with vet students, their biggest financial concerns, and veterinary employment contracts.- What Andrew’s day to day looks like working at NC State- What are the biggest financial concerns of interns and residents?- What are some common mistakes vet students and early career vets make?- What are the most common student debt questions Andrew gets from students?- When...
2022-07-0549 minVeterinary Financial PodcastHow Jerks Can Ruin Your Practice - Dr. Cyndie CourtneyWe asked Cyndie Courtney, small animal veterinarian, a speaker, consultant, and The Jerk Researcher about jerks in the veterinary practice, how much a jerk costs veterinary practices, and what can be done about them.- How Cyndie became The jerk Researcher- Why Cyndie chose the word ‘Jerk’ and what it means to her- What are other ways one can be a jerk outside of behavior?- How do jerks affect the bottom line of a practice?- Advice on how to deal with jerks- How...
2022-06-0736 minVeterinary Financial PodcastUpdates From a Student Loan Expert - Meagan LandressWe asked Meagan Landress, student loan consultant for Student Loan Planner, financial coach, and a Certified Student Loan Professional about what a student loan consult entails, the changes occurring with student loans, determining the best route of repayment, and common mistakes vets make with student loans.- What does a student loan consult with Meagan entail?- What do vets need to keep in mind for when payments resume?- What does Meagan recommend if the government extends the pause again?- How do you determine the best route of repayment?
2022-05-0342 minVeterinary Financial PodcastPearls of Veterinary Wellbeing - Dr. Stacey CordivanoWe asked Stacey Cordivano, equine vet, practice owner, and host of The Whole Veterinarian Podcast about becoming a practice owner, focusing on physical and mental wellbeing, meditation, and creating sustainability in equine practice.- What was the shift in thinking Stacey had about her career?- How did this change how she practiced?- How did Stacey get started with real estate investing?- What is The Whole Veterinarian about and what is its mission?- What are some good wellbeing habits?- What is a life...
2022-04-0536 minVeterinary Financial PodcastValuing Early Career Vets - Dr. Sam MorelloWe asked Sam Morello, board certified large animal surgeon, speaker, and researcher on veterinary compensation, about her recent study on intern and resident salaries, financial strain among postgraduate veterinary trainees, and how she became interested in demographics and salaries in the veterinary profession. - What is Sam’s recent study about?- Are interns and residents being paid a living wage?- How are house officer salaries being determined?- Is there any correlation between cost of living and salaries?- How well are they being paid based on how...
2022-03-0155 minVeterinary Financial PodcastOne Year Anniversary and Introducing Dr. Willie BidotEpisode 14 marks the one year anniversary of the Veterinary Financial Podcast! It also marks a transition for both the Veterinary Financial Summit and the podcast as Dr. Phil Zeltzman steps away from his executive role to focus on his surgery practice and other projects. In this episode, we speak with Dr. Willie Bidot, a board certified lab animal veterinarian, co-founder and president of Veterinarians for Puerto Rico, and a huge money nerd, about how he will be stepping up to be a part of the Veterinary Financial Summit leadership team.What has Willie’s career trajectory bee...
2022-02-0117 minVeterinary Financial PodcastLeadership Secrets of the Best Managed Practices - Dr. Dave NicolWe asked Dave Nicol, veterinarian, business leader, and founder of VetX International, about his recent leadership study, the importance of having a vision statement in veterinary practices, tackling toxic practice cultures, and how culture affects a practice’s bottom line.- What were the goals of the Leadership Actions and Their Effects on Veterinary Practice Culture study?- What were the main findings of the study?- What makes a clearly defined vision statement?- How do practice leaders begin to craft a vision statement?- How much time sh...
2022-01-0454 minVeterinary Financial PodcastFrom Total Burnout to Reshaping the Profession - Dr. Ivan ZakWe asked Ivan Zak, veterinarian, founder of Smart Flow, Veterinary Integration Solutions, Galaxy Vets, and passionate advocate for the wellbeing of veterinary professionals, about his newly released Burnout Study in the Veterinary Profession, the correlation between goal setting and burnout, how employers can help teams improve work/life balance, and why he founded Galaxy Vets.- What the main findings of the Burnout Study in the Veterinary Profession are- How employers can help their teams improve work/life balance- How Ivan recommends to set goals- What Ivan learned...
2021-12-0745 min
The Whole VeterinarianCan Veterinarians Really Live a Rich Life? featuring Dr. Grace KimTalking about money can be a huge emotional drain; veterinarians are forced to have these discussions all day long with pet owners. You can see why dealing with their own finances is probably the last thing a veterinarian wants to do after work. Dr. Grace Kim of Richer Life DVM joins me on this episode to share ideas on why it is worthwhile to get your personal finances in order, even if you're sick of the money talk. She also shares some tactical advice on how to get started with finances if you think that money is just "not...
2021-11-1824 minVeterinary Financial PodcastCreating Your Own Path to Success - Dr. Eve HarrisonWe asked Eve Harrison, full time house call vet, owner of a concierge veterinary practice, and founder of the House Call Vet Academy, about how she decided to become a house call vet, her experience in concierge medicine, and why she started the House Call Vet Academy course.- How Eve became a concierge vet- What is the difference between a house call vet and a concierge vet?- How someone becomes a concierge client- How Eve sets boundaries with her clients- How Eve has managed...
2021-11-0245 minVeterinary Financial PodcastIs Your Workplace Toxic? - AmyJo MattheisWe asked AmyJo Mattheis, CEO of Pavo Navigation Coaching, about toxicity in the workplace, how toxicity affects the financial health of a practice, where this toxicity comes from, negative and positive energies, and how we can help our team members in creating a more positive environment.- How prevalent is toxicity in the veterinary workplace?- If everyone wants to be happy, why is there so much toxicity?- What are the 3 negative energies?- What are the 3 positive energies- If someone realizes they have been responsible for...
2021-10-0539 min
The Veterinarian Success Podcast#107 Phil Zeltzman, DVM, DACVS, CVJ - Investing for Time SavingsToday I’m joined by a repeat guest Dr. Phil Zeltzman - a polymath and veterinary surgeon. You might know him from his work with Dr. Meredith Jones on the Veterinary Financial Summit which just wrapped up last month. Phil today is going to talk about Chronos. He helped start Chronos a back-office solution for veterinary practices. Chronos is solving a major issue(s) in veterinary medicine that I hear listed as complaints often. Phil and I discuss: Takeaways from the second annual Veterinary Financial Summit.Origin story and solutions offered from Chronos.The process and how it wo...
2021-10-0337 min
The Veterinary Project PodcastDr. Meredith Jones on Paying Off Over $100k in Student Loan Debt in 3.5 Years and the Upcoming Veterinary Financial SummitDr. Meredith Jones is an emergency veterinarian and co-founder of the Veterinary Financial Summit, a financial conference and online community for veterinary professionals.
She is a self-professed “money nerd” who attends financial conferences and reads about personal finance in her spare time. In 2016, she completed training to become a financial coach and founded the Debt-Free Vets Facebook group. In addition to her role as an ER vet, she is a Financial Mentor at Veterinary Emergency Group (VEG).
In our conversation with Meredith we discuss:
Why Meredith got interested in personal finance
How she was able...
2021-09-1524 minVeterinary Financial PodcastKey Lessons From a Top CPA - Terry O'NeilWe asked Terry O’Neil, CPA, CVA and partner-in-charge of Katz, Sapper & Miller’s Veterinary Services Group about the lessons he’s learned from analyzing the financial data of over 600 veterinary hospitals, practice valuation, buying and selling veterinary practices, and contingency plans in times of crisis.What are the key lessons Terry has learned from analyzing the financial data of over 600 veterinary hospitals?What trends in veterinary medicine will continue into the future?How can practice owners optimize their financial documents when selling their practice?Advice for practice owners hesitant to sell to a corporation instead of an indivi...
2021-09-0732 minVeterinary Financial PodcastBonus #2 - What to Expect at the Vet Financial Summit: Day 2This is Part 2 of 2 bonus episodes in which we talk about everything to expect at the virtual Veterinary Financial Summit coming up on September 18th & 19th. In this episode focused on the second day of the Summit, we discussed:What is on the Agenda for the second day the SummitWhat the Soapbox Series isHow we will be wrapping up the Summit by helping attendees create their own financial planWays to connect with Veterinary Financial Summit: www.VetFinancialSummit.comInstagram: @vetfinancialsummitFacebook: https://www.facebook.com/VetFinancialSummit
2021-08-3108 minVeterinary Financial PodcastBonus #1 - What to Expect at the Vet Financial Summit: Day 1This is Part 1 of 2 bonus episodes in which we talk about everything to expect at the virtual Veterinary Financial Summit coming up on September 18th & 19th. In this episode focused on the first day of the Summit, we discussed:Why we started the Vet Financial SummitHow the Vet Financial Summit is different from other conferencesWho should attend the SummitWhat is on the Agenda for the first day the SummitWhat is The Great Debate and how will it work?What the Vet Financial Mastermind is and what is involvedHow Speaker Roundtables workThe movie we are showing for Movie Night!
2021-08-1715 minVeterinary Financial PodcastPractice Real Estate: The Forgotten Asset - Collin HartWe asked Collin Hart, CEO and Managing Director of ERE Healthcare Real Estate Advisors, about the process of selling a veterinary practice, the difference between healthcare real estate and veterinary real estate, how practices are valued versus how practice real estate is valued, and how practice owners can avoid common mistakes when leasing property.What process happens when a vet sells a practice?How Collin got started with real estate in general and healthcare real estate, specifically.What is the difference between healthcare real estate, veterinary real estate, and other types of real estate?Who are the most...
2021-08-0342 minVeterinary Financial PodcastManaging Projects Like a Boss - Dr. Melanie BarhamWe asked Melanie Barham, veterinarian and Founder of The DVM Project, about her interest in alternate career paths, becoming a project management professional, ways to apply project management concepts to finances, and her contract negotiation course.- What is The DVM Project?- How she became interested in alternate career paths- How she decided to become a project management professional and what subjects she learned about- How she helped put together a massive virtual conference in only 3 months- How useful her project management skills have been...
2021-07-0649 minVeterinary Financial PodcastCan Money Buy Happiness? - Matthew Salois, PhDWe asked Matt Salois, PhD, Chief Economist & Head of Veterinary Economics for the AVMA, about how veterinary practices have thrived during COVID, what practice owners should be doing to mitigate loss in revenue due to competitors or economic downturns, and if it is possible to provide cost-effective care without sacrificing the wellbeing of the veterinary team.- What makes a vet practice resilient?- How can practice owners minimize the effects of economic downturns?- How should we respond to increased competition from PetMed Express, Chewy & Amazon?- Is it possible...
2021-06-0145 minVeterinary Financial Podcast004 Can Money Buy Happiness? - Matthew Salois, PhDWe asked Matt Salois, PhD, Chief Economist & Head of Veterinary Economics for the AVMA, about how veterinary practices have thrived during COVID, what practice owners should be doing to mitigate loss in revenue due to competitors or economic downturns, and if it is possible to provide cost-effective care without sacrificing the wellbeing of the veterinary team.
- What makes a vet practice resilient?
- How can practice owners minimize the effects of economic downturns?
- How should we respond to increased competition from PetMed Express, Chewy & Amazon?
- Is it possible to make a profit providing low-cost care...
2021-06-0145 min
UNLEASHED (at work & home) with Colleen PelarAbundance - Meredith Jones, DVMHow much is "enough" and how much is an "abundance?" This varies by category and circumstance.
We often think of money when we talk about abundance. How much money would you need to have to feel abundant?
What about other categories? How many supportive relationships would feel like an abundance? How much time to dedicate to your own interests and needs? What amount of sleep would be abundant for you?
Meredith Jones, DVM, joined me to talk about abundance in its many forms.
Tell me, what's something that is either free...
2021-05-0626 minVeterinary Financial PodcastSecrets of Top Entrepreneurs - Jamie O'KaneWe asked Jamie O’Kane, Certified Public Accountant and Certified Tax Coach, about her experience working as a tax strategist (with vets in particular), common questions, mistakes, and lessons she has learned. Jamie is the owner and operator of Abundant Beans Tax & Accounting and the host of The Abundant Beans Podcast.- What is a Tax Strategist?- What is goal-based tax planning?- Where do vet business owners often leave money on the table?- How Jamie began working with vets in particular- What are some lessons le...
2021-05-0431 minVeterinary Financial PodcastBurning Questions for a Financial Planner - Isaiah DouglassWe 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...
2021-04-0638 minVeterinary Financial PodcastThe Juggling Act: How to Do It All - Dr. Dani McVetyWe all wear multiple hats: clinician, possibly practice owner, parent, cook, grocery shopper, investor, and so much more. In this episode, we talk with Dr. Dani McVety, founder and CEO of Lap of Love Veterinary Hospice, about how to juggle all of these roles.Is there such a thing as work/life balance?How her roles have changed over the course of her careerHow to prioritize financial goalsJuggling parenting, work, and financesHer thoughts on entrepreneurship and burnoutCommon questions she gets from vet students and new gradsHer best advice for our listenersYou can find Dani McVety...
2021-03-0238 minVeterinary Financial PodcastIntro to the Veterinary Financial PodcastThe Veterinary Financial Podcast helps veterinarians navigate personal finance, tackle student loans, and build the life they want with guidance from financial planner Meredith Jones, DVM.For inquiries, contact us at meredith@allvetfinancial.com or visit our website at https://allvetfinancial.com
2021-03-0102 min
The Whole VeterinarianPersonal Finance for Veterinarians with Dr. Meredith JonesJoin me as I have a quick chat with my colleague Meredith Jones, DVM. We cover a few personal finance basics and Meredith also shares how the upcoming Veterinary Financial Summit is geared toward helping veterinarians with all things finance! ...Contact Info for Dr. Jones:Instagram: @vetfinancialsummitFacebook: https://www.facebook.com/groups/DebtFreeVets/and https://www.facebook.com/VetFinancialSummit/Dr. Meredith Jones is an emergency veterinarian in the Richmond, VA area. She is a self-professed “money nerd” who attends financial conferences and reads about personal finance in her spare time...
2020-06-2516 min
Beyond The StethoscopePanel on Debt & Finances During COVID19Favorite quotes of the episode: “It’s ok if you are in financial survival mode right now but remember that it’s a temporary situation.” “Make sure your emergency fund is somewhere you can access in the middle of the night.” “COVID19 has exposed the need for an emergency fund, but make sure your cash that’s just sitting around waiting on an emergency is earning interest for you. For example, there are high-interest savings accounts earning over 1 percent.” Episode Overview In this episode, I talk with Meredith Jones, DVM, Financial Coac...
2020-06-2343 min