UA-170695639-1 Veterinary Financial Summit - The Veterinarian Success Podcast

Episode 42

Published on:

21st Jun 2020

#42 Veterinary Financial Summit - Empowering Veterinarians About Finances

In this episode, Dr. Meredith Jones, an emergency veterinarian in the Richmond, Virginia area, and Dr. Phil Zeltzman, a board-certified veterinary surgeon in Pennsylvania & New Jersey, share their new veterinary-only financial community Veterinary Financial Summit. If you are curious about how to grow your financial IQ, this is a cannot miss episode. We discuss the following:

  • Phil's background and desire for better financial education. Meredith was a guest on show #20 check that show out here for her entire background.
  • Why Veterinary Financial Summit? Why now? What’s the vision?
  • One topic of personal finance they would want all veterinarians to focus more on if they had to choose.
  • Ownership as a wealth-building tool.
  • Good debt vs. Bad Debt.
  • Favorite blog post on their site and why.
  • Each of their soapbox topics at the intersection of money and veterinary medicine.

To learn more about Veterinary Financial Summit visit the website -

To learn about the Summit start here -

To register for the summit -

Phil's LinkedIn Profile -

Meredith's LinkedIn Profile -

Learn about Medici

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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 hosts

Isaiah Douglass, MBA, CFP®, CEPA

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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 ➡


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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.