UA-170695639-1 Episode 100 of The Veterinarian Success Podcast - The Veterinarian Success Podcast

Episode 100

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Published on:

15th Aug 2021

#100 Radio Show - Questions for Financial Advisors

In this episode, we celebrated a milestone! I'm joined by Ashely Foster and Dan Routh as we address two questions.

  • What investment accounts should you fill first? Or which ones to have secondary if extra money comes by (I.e. bonus/tax return)
  • I want to hear what non-consensus view do they hold that most financial advisors don't?

Resources:

Episode #52

Episode #84

Priced in Bitcoin

Vincere Wealth March Webinar

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About the Podcast

The Veterinarian Success Podcast
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.

About your host

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

Isaiah Douglass, MBA, CFP®, CEPA

I am a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.

To check out Vincere Wealth Management ➡ www.vincerewealth.com