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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 b ...
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CFPs that Stack

Isaiah Douglass & Trent Dudenhoeffer

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Preparing financial advisors for the monetary revolution and how it changes financial planning. The show allows advisors of all knowledge levels to come on and learn and ask questions educating everyone in the process.
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PAWSitive Leadership Podcast

pawsitiveleadershippodcast

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A podcast for everything a Veterinary Manager needs to know to get the job done. We’ve been there and know how hard it is and are here to help by sharing our knowledge and expertise to elevate you! This podcast is for YOU - the veterinary practice manager, supervisor, leader. We want to elevate you by equipping you with relevant content, material, guidelines, instruction, feedback and pro tricks and tips. We will deliver real-life experience, along with our super smart guests, that will get ...
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Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence CFP® Pro TJ van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence To learn more about TJ's independent advisory firm Modern Wealth Builders, head to modernwealthbuilders.com
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Each week, UW-Madison veterinary medical student Blake Root will bring on a new guest to discuss topics related to the profession of veterinary medicine and/or the student experience in veterinary medical school!
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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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On this episode, I’m joined by Dr. Stephanie Van Deynze-Snell she is veterinarian business owner and High Flow Coach & Consultant. She talks about #business, #wellness, #flowstate, #leadership, and #teamculture. Her experience in the trenches and through growth and leadership as an owner make this a fun conversation to get into. We discuss the foll…
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In this episode, I'm joined by Jake Jensen, DVM, cVMA, cVSMT. Jake is a co-owner of Janssen Veterinary Clinic (JVC). JVC provides Equine & Small Animal preventative health care, lameness, reproductive, internal medicine, dentistry, and surgical appointments. Jake is local to Central Indiana and someone I've been fortunate enough to get to know pers…
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In this episode, I'm joined by Meghan Bingham, CVPM. She worked in all areas of vet med, from Kennel to Technician to Receptionist, and eventually settled in as Practice Manager where she developed the business from just one vet to a 12-doctor practice. Then she transitioned to a Senior Operations Manager position where she helped 25 Emergency, Urg…
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Join us on this episode of the Pawsitive Leadership Podcast as we sit down with Connie Gualiano, the owner and founder of PawsTime, a company that creates custom and unique on-hold messages for your practice. With 18 years of experience in the message-on-hold industry, Connie brings a wealth of knowledge to the table. We talk about client loyalty, …
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In this radio show, I discuss failure and use myself as a great example of how many shortcomings can set the stage for opportunities and "success." I call it a therapeutic session of a show. Let me know your thoughts! Our Sponsors LifeLearn GuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP"…
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Andrea and David are joined by special guest Isaiah Douglass, a financial advisor and expert in bitcoin, to discuss the intersection of cryptocurrency and veterinary practices. As bitcoin and other digital currencies continue to gain popularity, veterinary practices are exploring how they can integrate these technologies into their business models.…
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In this episode, I’m joined by Emmitt Nantz. Emmitt’s been in veterinary medicine for almost 20 years, solving problems and building innovative solutions. Co-founder and visionary leader at Inventory Ally, a cutting-edge inventory management software solution designed specifically for veterinary hospitals. We’ll chat about this and a lot more. His …
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In this episode, I’m joined by Dr. Kurt Phillips. Kurt and I recently connected in person at WVC. Kurt owned City Way Animal Clinics until 2021 he sold the five practices. He’s also an entrepreneurial veterinarian and business owner outside of veterinary medicine. He’s always a Hoosier Native, although he calls Bend, Oregon home now. This was a gre…
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In this episode of "Do More With Your Money," host T.J. van Gerven interviews Jay Zigmont, PhD, CFP®, founder of Childfree Wealth. Jay, a financial planner specializing in advising childfree individuals, discusses the lack of financial planning services tailored to the 20-25% of the U.S. population not planning to have children. He highlights the u…
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In this episode, Andrea & David talk with Heather Prendergast, RVT, CVPM, SPHR, and the CEO of Synergie Consulting about all things leadership in a veterinary practice, including culture, KPIs, critical goals, and difficult conversations. As an author, technician, leader, manager, presenter, and advocate for our profession, you won't want to miss t…
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In this radio show, I discuss my recent LinkedIn post that got a lot of traction. #veterinarymedicine - I want to see more private practice ownership and extremely bullish on folks building this future in a variety of ways. _________________ is stopping veterinarians from wanting to own their own clinic? What's your answer? It’s a hot topic - I’ve …
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In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy. I also explore the societal shift towards individualism…
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In this episode, I’m joined by marketing guru Brandon Breshears. Brandon helps Veterinary Practices Get Better Clients. He’s the voice of the podcast - The Veterinary Marketing Podcast. He has written tons on the topic of veterinary marketing and is published author. He’s been highly suggested as a guest and glad to finally get time to record. This…
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In this episode of "Do More With Your Money," host TJ and financial advisor Mike Troxell discuss the challenges and strategies involved in financial planning, particularly for individuals with complex equity situations. They explore the emotional aspects of financial decisions, the importance of life planning, and the balance between enjoying life …
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Dr. Jeff Stepanek and Elizabeth Montgomery join me in this episode. I connected with Liz via LinkedIn, and she's helping her father, Dr. Jeff, sell his Eau Claire, Wisconsin, veterinary clinic. This is a unique podcast that I hope you enjoy - as it's a conversation on legacy and opportunity within veterinary medicine. Dr. Jeff's story and how we be…
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In this episode of "Do More with Your Money", host T.J. van Gerven interviews Vrishin Subramaniam, a financial planner who specializes in assisting Indian millennials and Gen Z living abroad. They discuss the unique financial challenges faced by this demographic, including issues related to visas, cross-border money management, immigration status, …
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In this episode, I'm joined by Dr. Kelly Cooper. Dr. Cooper is working to empower veterinary leaders to achieve success through purpose, planning, and process. She's been a practice owner, worked in various leadership roles in corporate medicine, and worked as an associate via relief work. Her industry overview is unique, and we unpack each of thos…
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In this episode, I am joined by Dr. Jessica Puccetti-Hoffman. Dr. Jessica is a veterinarian on a mission to provide all pet parents with holistic pet care. Her journey has included finding some health and care on the human side to be impactful for her family and bringing that into the veterinary world. Why it took her time to rediscover her passion…
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In this episode of "Do More with Your Money," host T.J. van Gerven interviews financial planner Zechariah Schaefer. They discuss Schaefer's personal journey into finance, his focus on helping high-earning Gen Z and millennial innovators, and the common financial pain points his clients face. Schaefer shares his views on cryptocurrencies, the import…
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In this show, I'll review and provide a quick update on all things bitcoin, especially after this past week's launch of the Bitcoin ETFs. I cover the following: The 11 ETFs that were launched - and pricing. Isaiah's Favorite ticker The difference between owning bitcoin directly & the ETF. Does an ETF ever make more sense to own? A trading nuance th…
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In this episode - I share some insights into what I've been thinking about and working on. I do, however, WANT & NEED your help - I'm looking for feedback and want to have conversations around what you & your peers would want. The goal is to provide the best support structure for folks looking to start their private practice journey, whether that i…
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In this episode of "Do More With Your Money," host TJ van Gerven chats with financial planner and bitcoin advocate Isaiah Douglass. They discuss the history and evolution of money, the creation of Bitcoin, and its potential as a store of value and investment. Douglass explains the concept of Bitcoin's self-regulation, the role of miners, and the en…
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In this episode, I'm rejoined by Dr. Keith True, a veterinarian, recent MBA holder, and entrepreneur, joins me. He recently finished his time with some partner hospitals, a Member of the Board of AccessVet, and the Founder of True Vet Potential and TrueVet. Dr. True joined me prior in episode #178. Updates in his life and what he's found as his cal…
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In this episode, I'm joined by previous guests and Veterinary Financial Advisor Network (VFAN) members Andrew Langdon, Ashley Foster, and Stu Sutphin. We discuss the year, wins they've seen for veterinary clients, questions they hear, and what to plan for in 2024. Veterinarian Financial Advisor Network Our Sponsors LifeLearn GuardianVets (be sure i…
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In this episode of The Reformed Financial Advisor podcast, I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monast…
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In this radio show - instead of making some bad predictions I recap and reflect on personal, professional, and podcast ideas from the past year. Links DINKS Video Seed Oil Video Seed Oil Rebellion Milk - why natural milk aka "raw" is better Meat - Learn the benefits Welcome to Bitcoin - best 101 video Our Sponsors LifeLearn GuardianVets (be sure if…
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On this episode, I’m joined by Julie South. Julie’s focus is on helping veterinary professionals get their heads screwed on straight so they can get excited about going to work on Monday mornings. She co-founded VetClinicJobs.com - which is a global platform that helps good vet clinics shine online by promoting their great culture and finding the r…
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In this episode, I’m joined by Sebastian Gabor. He is a serial entrepreneur, speaker, and educator. In 2018, he co-founded Digitail – an all-in-one practice management system born from a passion for improving vet and pet-parent communication. Sebastian is an avid reader and a three-time Ironman finisher. He loves hiking and debating world problems …
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Come hang out with Andrea and David as we explore the world of contracts in veterinary medicine with the extraordinary Randy Trammell, Esq! Randy explains the three things you should look for in any contract, owning a veterinary clinic as a non-DVM, common legal mistakes, and much more. Things get heated in this episode so be sure to tune in! Join …
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In this episode, I'm rejoined by Dr. Lucas Pantaleon. Dr. Pantaleon is an equine veterinarian and DVM One Health Industry Advisor, a prolific CE presenter, and speaker, and he joined me almost a year ago on episode 164 talking about Value-Based Care & Beyond. We discuss antibiotic use and challenges in this episode. The three key factors of antibio…
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In this episode, Matt Golliher, a financial advisor at Vista Investment Partners. He’s a Bitcoin advocate and recently helped pivot Vista to be more bitcoin-focused as he and the team view bitcoin as being a big part of financial advice and guidance into the future. We discuss: How did you become interested in bitcoin? What’s the origin story? How …
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On this episode, I’m joined by Dr. Cody Creelman. Dr. Creelman for those unaware is the CEO of Fen Vet - which is striving to reimagine veterinary care for the betterment of patients, clients, and the veterinary team. They focus on improving animal wellness, providing a better veterinary care experience, and continually challenging traditional anim…
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Join Andrea and David as they delve into the fascinating world of veterinary pharmacy medicine with the insightful Dr. Lauren Forsythe. We explore the crucial realm of DEA compliance, discuss the distinctions between human and veterinary medicine, provide guidance on navigating the often complex process of securing prescribed medications when comme…
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In this episode, Andrea Crabtree is the owner of FurPaws Consulting in Orange, CA for almost a decade. She got her BS in Animal Health Science in 2004. She became a Certified Veterinary Practice Manager in 2011, received her Certification as a Professional in Human Resources in 2016, and accomplished her California Professional in Human Resources i…
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Today I’m joined by Dr. Jason Balara - who is a Veterinary Surgeon and the Founder of Lark Capital Group. He is an Experienced Multifamily Real Estate Investor | He’s helping veterinarians Create Passive Income Using Recession-Resistant Real Estate Investing. His veterinary journey - and why surgery as a specialization? How his humble upbringing in…
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Ryan Kirlin is the President of Alpha Architect. Ryan’s role is working with financial advisors to analyze and create affordable, tax-efficient, investment portfolios in partnership with Alpha Architect and our investment strategies. Alpha Architect empowers investors Through Education and is focused on quantitative investing strategies. Ryan and I…
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In this episode, Andrea and David talk with Dani Rabwin, DVM, Founder & CEO of Ready, Vet, Go, & associate veterinarian at VCA Broadway Animal Hospital about the importance of mentorship. Dr. Rabwin shares how mentorship is key to recruiting and retention with new and recent graduates. She digs into why it is important for veterinary practices to c…
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In this episode, I'm joined by Dr. Christopher Sauve. Chris is a specialist focused on Veterinary Dentistry and Oral Surgery. He founded and leads the Edmonton Veterinary Dental Club. And as we’ll chat through he’s deeply down the rabbit hole around bitcoin as well. Background / Veterinary Story? Why Oral Surgery and that specialization? What do mo…
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In this episode of "Do More With Your Money," host TJ van Gerven discusses the differences between Roth and traditional contributions for high-income earners. He explains the tax implications of both and how one's current and future income tax bracket can influence the decision. He also touches on the potential for future tax rate increases and the…
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Alright on today’s show I’m joined by a guest that I was able to meet at the sustainability in equine practitioners seminar (SEPs) back in 2022, Dr. Christine Staten - Dr. Staten is a large animal veterinarian and a mixed animal practice owner of Adobe Vet Center in Arizona. She has a passion for interests inside and outside of veterinary medicine …
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Join us as we sit down with Dr. Jennifer Hawkins, the Executive Director of the Southern California Veterinary Medical Association! In this insightful conversation, we delve into the ever-evolving landscape of shelter medicine within the veterinary industry, discussing its remarkable growth and its pivotal role in animal welfare. Dr. Hawkins also s…
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In this episode of "Do More With Your Money," host TJ Van Gerven discusses the often overlooked risk of long-term disability in financial planning. He explains the importance of having coverage, especially for those in early career stages, and highlights the need for understanding one's employer-sponsored coverage. Van Gerven also discusses the dif…
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In this week's show, I answer listener questions from the private Facebook Group (open for anyone to join). I enjoy these types of episodes - I've kicked around the idea of doing some live shows in the future that folks can jump on with questions. If that's of interest, please let me know and reach out. We talk How to present and discuss compensati…
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In this podcast episode, TJ van Gerven discusses target date funds and their practicality for investors, particularly those who are just starting out. Target date funds are mutual funds designed for retirement investing with a specific future date in mind. The fund's asset allocation is adjusted over time to align with the target date, starting wit…
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In this episode, Dr. Ira Gordon. Dr. Gordon is a veterinary radiation oncologist, researcher, and entrepreneur with commitment to improving the veterinary profession and animal health over the past 15+ years. He is the Chief Veterinary Officer with Vetcelerator and the Co-Founder of the Veterinary Angel Network for Entrepreneurs (VANE). Last but no…
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In this episode, Andrea & David interview Caroline Brookfield, DVM, relief veterinarian, speaker, and stand-up comedian. We talk about how creativity can be vulnerable and rewarding at the same time and what creativity looks like in a veterinary practice. Dr. Caroline talks with us about how to rebound after a tough day using a creative space and h…
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In this episode, Andrea and David chat with Will Lindus, Director of Operations at IT Guru about all things cybersecurity. Will talks with us about phishing, antivirus, ransomware, RATS, quishing, and more! We learn what these are and how to keep our practices safe! Join us, grab a cup of coffee, or pour a glass of wine, and enjoy the session! Stay…
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In this podcast episode, host TJ van Gerven discusses the topic of withholding for high-income earners and understanding safe harbor rules. He explains the difference between withholding on paychecks and actual tax rates, highlighting that the withholding rate on bonus income may not always be accurate. To simplify the process, TJ suggests focusing…
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On this episode, I am joined by Simon Starkey BVSc, PhD, MBA -Simon joined me on episode #28 in 2020. He’s passionate about bringing data-driven decisions into veterinary medicine. He’s since our last episode started, Marquis Practice Solutions where he strives to improve private practice pricing strategies purposefully. What’s purpose-driven profi…
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In this podcast episode, host TJ van Gerven discusses the concept of the Mega Backdoor Roth 401(k) and how it can be a beneficial strategy for long-term savings and tax diversification in retirement. He explains the different types of contributions available in a 401(k) plan, including pre-tax and Roth contributions. He also highlights the benefits…
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