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Veterinary Financial Podcast

Veterinary Financial Summit

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A podcast to inspire veterinarians, vet students and team members who want to reach financial freedom before they turn 90. Drs. Meredith Jones and Willie Bidot, two practicing vets, interview fascinating, non-boring experts in personal finance and practice finance. Beyond helping you enjoy financial wellness, our goal is to help you (whether you’re a newbie or a money nerd) reach whole life success. We talk about investing, entrepreneurship, student debt, practice management, side hustles an ...
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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? -…
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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…
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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 res…
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We asked Sebastian Gabor, Co-Founder of Digitail, about using Artificial Intelligence in veterinary medicine, the accuracy of AI, concerns about using AI, and how to use AI to benefit your practice’s finances. - How does AI help with record-keeping and administrative tasks? - How common is it for veterinary practices to use AI? - What are the issue…
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We published a blog recently by Dr. Phil Zeltzman (co-founder of VFS) called What Financial Advice Would You Give Your Younger Self? He interviewed some of the best minds in veterinary medicine about what advice they would have given themselves, knowing what they know now. In this episode, we expand on some of the takeaways from that blog. - Tips f…
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We asked Emmitt Nantz, Co-Founder of Inventory Ally, about the factors that drive inventory costs, COGS and how to calculate them, who should manage inventory at a vet practice, and common mistakes. - What are the factors that drive inventory costs? - How can practices keep costs under control? - What are COGS and how do we calculate them? - Why sh…
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We asked Michael Natale, a licensed veterinary technician and talent acquisition and retention manager with Veterinary Emergency Group about his interest in personal finance, advice for colleagues trying to save for retirement or buy a home, staff retention, and financial tips for support staff. - How did Michael get started in vet med and become i…
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We asked Mary Buss, veterinarian and the VP of Veterinary Operations at Hometown Veterinary Partners, about her experience in mentorship, developing leadership skills, practice ownership opportunities, and non-traditional veterinary roles. - How has Mary’s interest in leadership and mentorship evolved? - How can veterinarians become better mentors?…
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We asked Jason Balara, board-certified veterinary surgeon, real estate investor, and CEO of Lark Capital Group, about getting started with real estate investing, multi-family syndication investments, financial freedom, and his podcast “Know Your Why”. Why did Jason decide to get started with real estate investing? Where along the financial journey …
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We asked Kelly Cronin, veterinary technician, entrepreneur, speaker, travel hacker, and millionaire about how she got started with short-term rentals, her experience speaking to veterinary teams on financial fitness, and her best travel hacking tips. - What is Kelly’s background in veterinary medicine? - How did Kelly get started with short-term re…
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In this BONUS episode of the Veterinary Financial Podcast, we discuss the upcoming Virtual Veterinary Financial Summit. Happening on September 30 - October 1, the Summit is a virtual event that brings veterinary professionals together to learn about personal finance and practice management. We aim to empower attendees with the knowledge to make bet…
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As of September 1st, interest began accruing on student loans again and payments will restart soon. In this special episode of the Veterinary Financial Podcast, we hope to clear up some of the confusion around student loans and share what everyone needs to know about payments, interest, and the new SAVE plan. - What’s going on with student loan int…
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We asked Bash Halow, a Certified Veterinary Practice Manager, practice consultant, and owner of Halow Consulting about how money is discussed with veterinary teams, what it means to have an empowered team, and common mistakes when it comes to discussing money with clients. - How is money being discussed with veterinary teams? - What are some ways t…
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In this episode, the Veterinary Financial Podcast co-hosts discuss new and recent grads comparing job offers and prioritizing money and numbers over mentorship and the culture of a practice. - What are some examples of doing due diligence in learning about a practice? - What are some things to look for in a practice? - What are some things that are…
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We asked Ivan Zak, veterinarian, serial entrepreneur, the CEO of Galaxy Vets, and passionate advocate for the well-being of veterinary professionals, about his recently published third annual Burnout Study in the Veterinary Profession, salary versus production-based pay structure, and work-life balance. - What are some of the most significant finan…
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We asked Dr. Mike Bugg, veterinarian, real estate investor, and co-host of The Veterinary Project Podcast, about his recently published book, money mindset, transitioning from clinical practice to real estate investor, and goal-setting. - Why did Mike decide to write a book? - What beliefs might be holding veterinarians back when it comes to money?…
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We asked Steve Oehley, contract veterinarian in New Zealand, career coach, and host of the Next Step Vet podcast, about veterinary career paths, making a career switch, non-traditional careers, and helping veterinarians discover their strengths. - Has Steve seen an increase in vets looking to change their career paths since the pandemic began? - Wh…
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We asked Isaiah Douglass, a Certified Financial Planner and Partner at Vincere Wealth Management, about his thoughts on the financial landscape for 2023, investing, working with remote teams, emergency funds, and Bitcoin. - What are Isaiah’s thoughts on the financial landscape for 2023? - Is veterinary medicine recession-proof? - What are the best …
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We asked Kayla Donovan, a veterinary practice management consultant with Transformation Group Business Advisory, about common practice management mistakes, practice valuation, exit strategy, and selling a practice. - What are the most common practice management mistakes Kayla sees? - What clients/practices typically seek out Kayla’s services? - Wha…
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We asked Jeff Rothstein, veterinarian and the founder of Mission Veterinary Partners, about the evolution of corporate medicine, practice ownership and management, and staffing in the current competitive job market. - What are Jeff’s insights on the evolution of corporate medicine? - What options are there for practice ownership outside of the trad…
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This podcast episode marks a milestone in the Debt-Free Vets Facebook Community. We recently reached 10,000 members! That’s 10,000 vets and vet students from 97 different countries all around the world. In this episode, the Debt-Free Vets moderators, Dr. Meredith Jones, Dr. Willie Bidot, and Dr. Chris Bidwell, talk about how and why the Debt-Free V…
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We asked Eric Miller, Chief Financial Advisor and owner of Econologics Financial Advisors, about why practice ownership is so important for veterinarians, how to minimize the effects of inflation on business and personal finance, roles practice owners play in the practice, and exit strategies. - Why is practice ownership important for veterinarians…
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In this BONUS episode of the Veterinary Financial Podcast, we talk about the upcoming Virtual Veterinary Financial Summit. Happening on October 22-23, the Summit is a virtual event that brings veterinary professionals from around the world together to learn about money topics. Our goal is to empower attendees with the knowledge to make better finan…
  continue reading
 
We asked Lance Roasa, veterinarian and attorney, about employment contracts, salary versus ProSal, common mistakes with contracts, non-competes, and negotiation. - Is a contract appropriate in all employment situations? - What are new contract trends Lance is seeing in veterinary medicine? - How would Lance explain ProSal to a new grad? - Are there…
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We asked Grace Kim, veterinarian, financial coach and the founder of Richer Life DVM, about getting started with personal finance, budgeting, money saving hacks, and common financial mistakes veterinarians make. - Where does the journey start with getting finances on track? - Why is a budget or cash flow plan important? - What is the best way to ge…
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We asked Cindy Trice, veterinarian and the Founder & CEO of Relief Rover, about veterinary relief work, what relief vets need to know about taxes and insurance, travel hacking, and trends that she is seeing with relief compensation. - How some vets choose relief work as a side gig and others as a career - The differences between being paid through …
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We asked Andrew Rotz, Certified Financial Planner and the Director of Personal Finance and Financial Literacy at North Carolina State’s College of Veterinary Medicine, about working with vet students, their biggest financial concerns, and veterinary employment contracts. - What Andrew’s day to day looks like working at NC State - What are the bigge…
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We asked Cyndie Courtney, small animal veterinarian, a speaker, consultant, and The Jerk Researcher about jerks in the veterinary practice, how much a jerk costs veterinary practices, and what can be done about them. - How Cyndie became The jerk Researcher - Why Cyndie chose the word ‘Jerk’ and what it means to her - What are other ways one can be …
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We asked Meagan Landress, student loan consultant for Student Loan Planner, financial coach, and a Certified Student Loan Professional about what a student loan consult entails, the changes occurring with student loans, determining the best route of repayment, and common mistakes vets make with student loans. - What does a student loan consult with…
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We asked Stacey Cordivano, equine vet, practice owner, and host of The Whole Veterinarian Podcast about becoming a practice owner, focusing on physical and mental wellbeing, meditation, and creating sustainability in equine practice. - What was the shift in thinking Stacey had about her career? - How did this change how she practiced? - How did Sta…
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We asked Sam Morello, board certified large animal surgeon, speaker, and researcher on veterinary compensation, about her recent study on intern and resident salaries, financial strain among postgraduate veterinary trainees, and how she became interested in demographics and salaries in the veterinary profession. - What is Sam’s recent study about? …
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Episode 14 marks the one year anniversary of the Veterinary Financial Podcast! It also marks a transition for both the Veterinary Financial Summit and the podcast as Dr. Phil Zeltzman steps away from his executive role to focus on his surgery practice and other projects. In this episode, we speak with Dr. Willie Bidot, a board certified lab animal …
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We asked Dave Nicol, veterinarian, business leader, and founder of VetX International, about his recent leadership study, the importance of having a vision statement in veterinary practices, tackling toxic practice cultures, and how culture affects a practice’s bottom line. - What were the goals of the Leadership Actions and Their Effects on Veteri…
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We asked Ivan Zak, veterinarian, founder of Smart Flow, Veterinary Integration Solutions, Galaxy Vets, and passionate advocate for the wellbeing of veterinary professionals, about his newly released Burnout Study in the Veterinary Profession, the correlation between goal setting and burnout, how employers can help teams improve work/life balance, a…
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We asked Eve Harrison, full time house call vet, owner of a concierge veterinary practice, and founder of the House Call Vet Academy, about how she decided to become a house call vet, her experience in concierge medicine, and why she started the House Call Vet Academy course. - How Eve became a concierge vet - What is the difference between a house…
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We asked AmyJo Mattheis, CEO of Pavo Navigation Coaching, about toxicity in the workplace, how toxicity affects the financial health of a practice, where this toxicity comes from, negative and positive energies, and how we can help our team members in creating a more positive environment. - How prevalent is toxicity in the veterinary workplace? - I…
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We asked Terry O’Neil, CPA, CVA and partner-in-charge of Katz, Sapper & Miller’s Veterinary Services Group about the lessons he’s learned from analyzing the financial data of over 600 veterinary hospitals, practice valuation, buying and selling veterinary practices, and contingency plans in times of crisis. What are the key lessons Terry has learne…
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This is Part 2 of 2 bonus episodes in which we talk about everything to expect at the virtual Veterinary Financial Summit coming up on September 18th & 19th. In this episode focused on the second day of the Summit, we discussed: What is on the Agenda for the second day the Summit What the Soapbox Series is How we will be wrapping up the Summit by h…
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This is Part 1 of 2 bonus episodes in which we talk about everything to expect at the virtual Veterinary Financial Summit coming up on September 18th & 19th. In this episode focused on the first day of the Summit, we discussed: Why we started the Vet Financial Summit How the Vet Financial Summit is different from other conferences Who should attend…
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We asked Collin Hart, CEO and Managing Director of ERE Healthcare Real Estate Advisors, about the process of selling a veterinary practice, the difference between healthcare real estate and veterinary real estate, how practices are valued versus how practice real estate is valued, and how practice owners can avoid common mistakes when leasing prope…
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We asked Melanie Barham, veterinarian and Founder of The DVM Project, about her interest in alternate career paths, becoming a project management professional, ways to apply project management concepts to finances, and her contract negotiation course. - What is The DVM Project? - How she became interested in alternate career paths - How she decided…
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We asked Matt Salois, PhD, Chief Economist & Head of Veterinary Economics for the AVMA, about how veterinary practices have thrived during COVID, what practice owners should be doing to mitigate loss in revenue due to competitors or economic downturns, and if it is possible to provide cost-effective care without sacrificing the wellbeing of the vet…
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We asked Jamie O’Kane, Certified Public Accountant and Certified Tax Coach, about her experience working as a tax strategist (with vets in particular), common questions, mistakes, and lessons she has learned. Jamie is the owner and operator of Abundant Beans Tax & Accounting and the host of The Abundant Beans Podcast. - What is a Tax Strategist? - …
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We asked Isaiah Douglass, a Certified Financial Planner, to weigh in with his expert advice on burning financial questions we’ve received from colleagues. Isaiah is a partner in Vincere Wealth Management and the host of the Veterinarian Success Podcast. - How do financial planners get paid? - When to know if you need a financial planner / advisor -…
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We all wear multiple hats: clinician, possibly practice owner, parent, cook, grocery shopper, investor, and so much more. In this episode, we talk with Dr. Dani McVety, founder and CEO of Lap of Love Veterinary Hospice, about how to juggle all of these roles. Is there such a thing as work/life balance? How her roles have changed over the course of …
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