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Special Guest: Andrew Ross, CFP® - Veterinary Financial Planner

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Manage episode 291973134 series 2854256
Content provided by Mark McGaunn, CPA/PFS, CFP® and Jenni George, CVPM, Mark McGaunn, Jenni George, and CVPM. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark McGaunn, CPA/PFS, CFP® and Jenni George, CVPM, Mark McGaunn, Jenni George, and CVPM or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Regular listeners to the Veterinary Survival Show know how important it is to have a great CPA like our cohost Mark McGaunn on their side, but who are the other key players in your 'financial team'? Join us as we talk with Andrew Ross, CFP®, a veterinary financial planner with Integrated Partners. Andrew dives into what future practice owners will want to consider before they pull the trigger on purchasing or starting a practice, as well as tips how to plan for the future-- both personally and professionally. Cohost Jenni shares her personal experience with working alongside Andrew, and how he has boosted her business strategy over the years. Mark gives his feedback on the importance of communication between the CPA, financial planner, and of course, the client. Don't miss this highly educational episode!

  continue reading

38 episodes

Artwork
iconShare
 
Manage episode 291973134 series 2854256
Content provided by Mark McGaunn, CPA/PFS, CFP® and Jenni George, CVPM, Mark McGaunn, Jenni George, and CVPM. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark McGaunn, CPA/PFS, CFP® and Jenni George, CVPM, Mark McGaunn, Jenni George, and CVPM or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Regular listeners to the Veterinary Survival Show know how important it is to have a great CPA like our cohost Mark McGaunn on their side, but who are the other key players in your 'financial team'? Join us as we talk with Andrew Ross, CFP®, a veterinary financial planner with Integrated Partners. Andrew dives into what future practice owners will want to consider before they pull the trigger on purchasing or starting a practice, as well as tips how to plan for the future-- both personally and professionally. Cohost Jenni shares her personal experience with working alongside Andrew, and how he has boosted her business strategy over the years. Mark gives his feedback on the importance of communication between the CPA, financial planner, and of course, the client. Don't miss this highly educational episode!

  continue reading

38 episodes

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