Top 5 Questions on Investing from Veterinarians

Curious 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

13:50 Deciding between pretax and Roth contributions for your financial goals

17:49 How to approach bonds in your portfolio if retirement is still far away

24:19 Retiring without maxing out your accounts is possible, but if you do, here’s what comes next

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