UA-170695639-1 Should rollover a retirement plan? A how to guide - The Veterinarian Success Podcast

Episode 58

Published on:

11th Oct 2020

#58 Radio Show - Retirement Plan Rollovers - A How To Guide

In this episode, Isaiah has a solo radio show that he walks through what to consider when you leave an employer and have a retirement plan there. These include 401ks, SIMPLE IRAs, and SEP IRAs. After hearing several questions and having it be asked on a panel discussion recently, it's time to shed some light on how to think about what's the right choice. Enjoy!

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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

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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 ➡