UA-170695639-1 Investing 101 for Veterinarians - The Veterinarian Success Podcast

Episode 39

full
Published on:

31st May 2020

#39 Radio Show - Investing 101

In this episode, Dan Routh and Isaiah come back for a radio show to discuss investing 101. There has been a lot of interest and activity in investing lately. They discuss the following:

  • The growth of individuals investing and trading in the market today.
  • The basics – identify your risk tolerance, time horizon, diversification, and cost.
  • How to think about investing and medical research.
  • How to overcome biases, the biggest one being home country biases.
  • The Global Market Portfolio.
  • The issue of time horizon mismatching.
  • Savings vs. Investing outperformance.
  • Risk & Return
  • Rebalancing

Free Vanguard Risk Tolerance Tool - https://retirementplans.vanguard.com/VGApp/pe/PubQuizActivity?Step=start

Global Market Portfolio - https://mebfaber.com/2015/05/30/chapter-6-the-global-market-portfolio/

Simple, But No Simpler Investment Allocation - https://www.growingyournetworth.com/simple-but-no-simpler-an-investment-review-part-i/

The Biggest Risk in Your Portfolio - https://www.growingyournetworth.com/the-biggest-risk-your-portfolio-today/

Morgan Housel’s Article Mentioned - https://www.collaborativefund.com/blog/when-you-have-no-idea-what-happens-next/


Learn about Medici

Show artwork for The Veterinarian Success Podcast

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 hosts

Isaiah Douglass, MBA, CFP®, CEPA

Profile picture for 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

Provide

Profile picture for Provide
Lendeavor is now Provide. We're the modern practice finance company, innovating for dentists, veterinarians, and other healthcare professionals like you. Today, more than ever — as our country perseveres through a global pandemic — we recognize the importance of healthcare providers. We call ourselves "Provide" in tribute to you.