by Veterinary Financial Summit
The Veterinary Financial Podcast is designed to empower veterinarians to take control of their finances and build a life they love. Hosted by Meredith Jones, a veterinarian-turned-financial planner, and David Aizuss, a financial planner married to vet med, this podcast is led by two professionals who truly understand the unique challenges—and opportunities—that come with a career in veterinary medicine. We dive into topics like student loans, investing, entrepreneurship, practice management, and side hustles, offering practical advice to help you achieve your financial goals. Financial health isn’t just about numbers—it’s about using your money to create the career and lifestyle you want. Whether you’re just starting or already a money nerd, we’re here to guide you on your financial journey. Follow or subscribe for new episodes every other week, and let’s make your money work as hard as you do!
Language
🇺🇲
Publishing Since
2/20/2021
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April 10, 2025
<p>When a San Diego couple found a mortgage lender advertising a lower interest rate than competitors, they thought they'd made a smart financial decision — until just before closing day and a sudden ultimatum nearly cost them their dream home. </p><p>We’re unpacking what went wrong and sharing what questions to ask, red flags to watch for, and strategies to balance competitive rates with quality service. For vets, this is the straight talk on what actually matters when you're making probably the biggest purchase of your life.</p><p><span class="ql-size-large">Key moments:</span></p><p>(02:28) Working with several lenders is normal during the home-buying process</p><p>(08:06) Surprise revelation</p><p>(14:36) How veterinarians can avoid mortgage lending pitfalls when buying homes</p><p>(18:25) Interview multiple loan officers, but remember that the lowest rate isn't always the best deal</p><p>(21:42) The realtor matters more than their company — prioritize individual fit over agency name</p><p><strong>DVMs deserve financial experts who speak their language.</strong> <a href="http://slpwealth.com/vet" rel="noopener noreferrer" target="_blank">Book a free intro call today.</a> Just browsing? Learn more about us at <a href="https://slpwealth.com/" rel="noopener noreferrer" target="_blank">SLP Wealth</a>.</p><p><strong>Like the show? There are several ways you can help!</strong></p><ul><li>Follow on <a href="https://podcasts.apple.com/us/podcast/veterinary-financial-podcast/id1554695546" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>, <a href="https://open.spotify.com/show/5kjQGVRQxRDIbVH7BMdU6X?si=f28198811dd64edb" rel="noopener noreferrer" target="_blank">Spotify</a> or <a href="https://music.amazon.com/podcasts/f7a92fb5-303a-4c16-89c3-5dc0e455630a/veterinary-financial-podcast" rel="noopener noreferrer" target="_blank">Amazon Music</a></li><li>Leave an honest review on <a href="https://podcasts.apple.com/us/podcast/veterinary-financial-podcast/id1554695546" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> </li></ul><br/><p><br></p>
March 27, 2025
<p>Your perfectionist mindset (the one that makes you an amazing doctor) might not be doing your finances any favors. Here’s what we mean: You’re making countless decisions every single day — from complex medical calls to juggling client conversations to managing your packed schedule. By the time you get to your finances, your brain is fried. So you either overthink everything or just avoid money decisions completely. Learn how perfectionism can show up in your financial life and explore practical strategies to make financial decisions when you're already dealing with decision fatigue.</p><p><span class="ql-size-large">Key moments:</span></p><p>(04:41) Overcoming analysis paralysis with the “dart method”</p><p>(07:09) Set up your 401(k) now — the “worst” investment choice beats waiting for the perfect option later</p><p>(11:01) Perfectionism about investing for your student loan tax bomb is actually costing you thousands</p><p>(14:39) You're smart enough to do anything, but that doesn't mean you should do everything yourself</p><p>(17:08) The one mindset shift that will dramatically improve your finances as a veterinarian</p><p><strong>DVMs deserve financial experts who speak their language.</strong> <a href="http://slpwealth.com/vet" rel="noopener noreferrer" target="_blank">Book a free intro call today.</a> Just browsing? Learn more about us at <a href="https://slpwealth.com/" rel="noopener noreferrer" target="_blank">SLP Wealth</a>.</p><p><strong>Like the show? There are several ways you can help!</strong></p><ul><li>Follow on <a href="https://podcasts.apple.com/us/podcast/veterinary-financial-podcast/id1554695546" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>, <a href="https://open.spotify.com/show/5kjQGVRQxRDIbVH7BMdU6X?si=f28198811dd64edb" rel="noopener noreferrer" target="_blank">Spotify</a> or <a href="https://music.amazon.com/podcasts/f7a92fb5-303a-4c16-89c3-5dc0e455630a/veterinary-financial-podcast" rel="noopener noreferrer" target="_blank">Amazon Music</a></li><li>Leave an honest review on <a href="https://podcasts.apple.com/us/podcast/veterinary-financial-podcast/id1554695546" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> </li></ul><br/><p><br></p>
March 13, 2025
<p>Veterinarians are no strangers to financial stress, especially when it comes to student loans. But what happens when those forgiven loans turn into a massive tax bill? Discover what you need to know about the looming tax bomb with student loan forgiveness and how to avoid the costly mistakes vets make when trying to save for it.</p><p><strong>Key moments:</strong></p><p>(03:20) Using retirement accounts for the tax bomb isn’t the best idea</p><p>(04:36) The Roth IRA’s “break glass” option lets you withdraw contributions penalty-free, but there’s a catch</p><p>(09:27) Declaring insolvency as a last resort </p><p>(17:48) How much should you actually save for the tax bomb?</p><br><p><strong>DVMs deserve financial experts who speak their language.</strong> <a href="http://slpwealth.com/vet" rel="noopener noreferrer" target="_blank">Book a free intro call today.</a> Just browsing? Learn more about us at <a href="https://slpwealth.com/" rel="noopener noreferrer" target="_blank">SLP Wealth</a>.</p><p><strong>Like the show? There are several ways you can help!</strong></p><ul><li>Follow on <a href="https://podcasts.apple.com/us/podcast/veterinary-financial-podcast/id1554695546" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>, <a href="https://open.spotify.com/show/5kjQGVRQxRDIbVH7BMdU6X?si=f28198811dd64edb" rel="noopener noreferrer" target="_blank">Spotify</a> or <a href="https://music.amazon.com/podcasts/f7a92fb5-303a-4c16-89c3-5dc0e455630a/veterinary-financial-podcast" rel="noopener noreferrer" target="_blank">Amazon Music</a></li><li>Leave an honest review on <a href="https://podcasts.apple.com/us/podcast/veterinary-financial-podcast/id1554695546" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> </li></ul><br/><p><br></p>
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Audacy
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