Veterinary Financial Podcast

Veterinary Financial Summit
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Veterinary Financial Podcast Podcast

A podcast to inspire veterinarians, vet students and team members who want to reach financial freedom before they turn 90. Drs. Meredith Jones and Willie Bidot, two practicing vets, interview fascinating, non-boring experts in personal finance and practice finance. Beyond helping you enjoy financial wellness, our goal is to help you (whether you’re a newbie or a money nerd) reach whole life success. We talk about investing, entrepreneurship, student debt, practice management, side hustles and much more.

  1. 3 SEPT

    Trends and Forecasts From a Business Insider - Chris Kelly

    We 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 corporate groups? - What does the future have in store for veterinary medicine? Download the Veterinary Enterprise Practice Report: https://epr.antelligence.com Subscribe to the Fountain Report: https://antelligence.com/the-fountain-report/ Ways to connect with Chris:  Email: chris.kelly@antelligence.com Linkedin: https://www.linkedin.com/in/chris-kelly-7221a2/ Ways to connect with Veterinary Financial Summit:  VetFinancialSummit.com Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit Email: Leadership@VetFinancialSummit.com

    30 min

  2. 6 AUG

    Home Buying: Closing the Deal - David Aizuss

    We 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 does home-buying fit into financial planning? Work with Student Loan Planner / SLP Wealth: https://www.studentloanplanner.com/webinar-discounts/?utm_source=Debtfreevets&utm_medium=Fb Ways to connect with David: Email: david@slpwealth.com LinkedIn: https://www.linkedin.com/in/david-aizuss-912bb9113/ Ways to connect with Veterinary Financial Summit:  https://VetFinancialSummit.com Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit LinkedIn: https://www.linkedin.com/company/vetfinancialsummit Email: Leadership@VetFinancialSummit.com

    37 min

  3. 2 JUL

    Home Buying: Setting Yourself Up for Success - David Aizuss

    We 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 the pitfalls to watch out for? - How is debt-to-income considered when buying a home? Work with Student Loan Planner / SLP Wealth: https://www.studentloanplanner.com/webinar-discounts/?utm_source=Debtfreevets&utm_medium=Fb Ways to connect with David: Email: david@slpwealth.com LinkedIn: https://www.linkedin.com/in/david-aizuss-912bb9113/ Ways to connect with Veterinary Financial Summit:  https://VetFinancialSummit.com Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit LinkedIn: https://www.linkedin.com/company/vetfinancialsummit Email: Leadership@VetFinancialSummit.com

    28 min

  4. 4 JUN

    Take Charge of Your Money with a Cash Flow Plan

    In 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 for reducing expenses and increasing income? Ways to connect with Veterinary Financial Summit:  VetFinancialSummit.com Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit Email: Leadership@VetFinancialSummit.com

    42 min

  5. 7 MAY

    Financial Resources for Veterinarians

    In 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 blogs Mentioned in this episode: Cody Creelman’s business plan: docs.google.com/document/d/1h90hz8GZLEWm1hmnxRHIMBzrqcPLHh2nJeX8NT9v-5c/edit VFS Courses: https://vetfinancialsummit.thinkific.com/ VFS Blog: https://vetfinancialsummit.com/blog/ Ways to connect with Veterinary Financial Summit:  VetFinancialSummit.com Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit Email: Leadership@VetFinancialSummit.com

    34 min

  6. 2 APR

    Finding AI’s Role in Modern Vet Med - Sebastian Gabor

    We 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? Ways to Connect with Sebastian: Linkedin: https://www.linkedin.com/in/sebastiangabor/ Website: https://digitail.com/ Download “AI in Veterinary Medicine: The Next Paradigm Shift” study: https://links.digitail.com/ai_vet_med_study    Ways to connect with Veterinary Financial Summit:  VetFinancialSummit.com Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit Email: Leadership@VetFinancialSummit.com

    31 min

  7. 5 MAR

    Financial Advice For Your Younger Self

    We 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 mistakes, how to tackle them, and saving for the tax bomb - Career / Practice Ownership: Contracts, Practice Ownership as an investment - Living Fully: Intentionally saving for the future, spending on what you enjoy - Philosophy: Using CE money to learn new skills, making financial education a part of your continuing education Mentioned in this episode: Financial Advice For Your Younger Self Blog: https://vetfinancialsummit.com/what-financial-advice-would-you-give-your-younger-self/ Student Loan Planner ($100 off discount link): https://bit.ly/3V4iYJa Debt-Free Vets Facebook Group: https://www.facebook.com/groups/1220774971268317 Episode 32 of the Veterinary Financial Podcast: Best Practices for Job Seekers Ways to connect with Veterinary Financial Summit:  VetFinancialSummit.com Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit Email: Leadership@VetFinancialSummit.com

    41 min

  8. 6 FEB

    COGS: The Second Largest Cost in a P&L - Emmitt Nantz

    We 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 common mistakes vet practices make with managing inventory? - What is Inventory Ally? - What was the experience like winning the pitch competition at the Veterinary Innovation Summit? Ways to connect with Emmitt: Website: https://inventoryally.com/ Email: emmitt@inventoryally.com LinkedIn: https://www.linkedin.com/in/emmitt-nantz/ Ways to connect with Veterinary Financial Summit:  VetFinancialSummit.com Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit Email: Leadership@VetFinancialSummit.com

    31 min
See All (48)

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About

A podcast to inspire veterinarians, vet students and team members who want to reach financial freedom before they turn 90. Drs. Meredith Jones and Willie Bidot, two practicing vets, interview fascinating, non-boring experts in personal finance and practice finance. Beyond helping you enjoy financial wellness, our goal is to help you (whether you’re a newbie or a money nerd) reach whole life success. We talk about investing, entrepreneurship, student debt, practice management, side hustles and much more.

Information

  • Creator
    Veterinary Financial Summit
  • Years Active
    2021 - 2024
  • Episodes
    48
  • Rating
    Clean
  • Copyright
    © Copyright 2024 Veterinary Financial Summit
  • Show Website
    Veterinary Financial Podcast

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