34 min

#169 Meredith Jones, DVM - What Most Financial Advisors Miss When Working With Veterinarians The Veterinarian Success Podcast

    • Education

On 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 financial planning for veterinarians? CE and financial educationHer thoughts on bitcoin and more.
Book an intro call with Meredith to chat about finances
Meredith's LinkedIn
Veterinary Financial Summit
Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month)
APEX Design Build
Panacea Financial
Shepherd Veterinary Software
Point Grey Veterinary Hospital - Associateship Role HERE
Innovative Veterinary Management Solutions (IVMS)
Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana

On 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 financial planning for veterinarians? CE and financial educationHer thoughts on bitcoin and more.
Book an intro call with Meredith to chat about finances
Meredith's LinkedIn
Veterinary Financial Summit
Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month)
APEX Design Build
Panacea Financial
Shepherd Veterinary Software
Point Grey Veterinary Hospital - Associateship Role HERE
Innovative Veterinary Management Solutions (IVMS)
Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana

34 min

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