Veterinary Financial Podcast

Veterinary Financial Summit
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Veterinary Financial Podcast

The Veterinary Financial Podcast is designed to empower veterinarians to take control of their finances and build a life they love. Hosted by Meredith Jones, a veterinarian-turned-financial planner, and David Aizuss, a financial planner married to vet med, this podcast is led by two professionals who truly understand the unique challenges—and opportunities—that come with a career in veterinary medicine. We dive into topics like student loans, investing, entrepreneurship, practice management, and side hustles, offering practical advice to help you achieve your financial goals. Financial health isn’t just about numbers—it’s about using your money to create the career and lifestyle you want. Whether you’re just starting or already a money nerd, we’re here to guide you on your financial journey. Follow or subscribe for new episodes every other week, and let’s make your money work as hard as you do!

  1. HÁ 1 DIA

    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 DVMs deserve financial experts who speak their language. Book a free intro call today. Just browsing? Learn more about us at SLP Wealth. Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

    32min

  2. 7 DE NOV.

    Vet-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 conventional loan, plus strategies to save more on taxes DVMs deserve financial experts who speak their language. Book a free intro call today. Just browsing? Learn more about us at SLP Wealth. Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

    23min

  3. 1 DE OUT.

    Helping Veterinarians Achieve Their Financial Goals

    We 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 the biggest concerns for vets who first start working with a financial planner? Get $100 off your consultation with Student Loan Planner: https://bit.ly/4eH4SUw Ways to connect with Veterinary Financial Summit:  https://VetFinancialSummit.com Instagram: @vetfinancialsummit Willie's Instagram: @willieb Facebook: https://www.facebook.com/VetFinancialSummit LinkedIn: https://www.linkedin.com/company/vetfinancialsummit Email: Leadership@VetFinancialSummit.com Meredith: meredith@slpwealth.com David: david@slpwealth.com

    21min

  4. 3 DE SET.

    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

    30min

  5. 6 DE AGO.

    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

    37min

  6. 2 DE 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

    28min

  7. 4 DE 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

    42min

  8. 7 DE MAI.

    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

    34min
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The Veterinary Financial Podcast is designed to empower veterinarians to take control of their finances and build a life they love. Hosted by Meredith Jones, a veterinarian-turned-financial planner, and David Aizuss, a financial planner married to vet med, this podcast is led by two professionals who truly understand the unique challenges—and opportunities—that come with a career in veterinary medicine. We dive into topics like student loans, investing, entrepreneurship, practice management, and side hustles, offering practical advice to help you achieve your financial goals. Financial health isn’t just about numbers—it’s about using your money to create the career and lifestyle you want. Whether you’re just starting or already a money nerd, we’re here to guide you on your financial journey. Follow or subscribe for new episodes every other week, and let’s make your money work as hard as you do!

Informações

  • Criado por
    Veterinary Financial Summit
  • Anos de atividade
    2021 - 2024
  • Episódios
    51
  • Classificação
    Livre
  • Copyright
    © Copyright 2024 Veterinary Financial Summit
  • Site do podcast
    Veterinary Financial Podcast

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