UA-170695639-1 #169 Meredith Jones, DVM - What Most Financial Advisors Miss When Working With Veterinarians - The Veterinarian Success Podcast

Episode 169

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Published on:

22nd Jan 2023

#169 Meredith Jones, DVM - What Most Financial Advisors Miss When Working With Veterinarians

On this episode, I’m joined by a familiar face and voice, Dr. Meredith Jones. She is the founder of the Veterinary Financial Summit, The Debt Free Facebook Group for Veterinarians, and recently and excitingly started a new role that we’ll get into.

  • Meredith's new role as a financial planner with Vincere Wealth
  • Why she decided to make the switch and become a planner.
  • How she feels being a DVM allows her to provide different advice and guidance than non-DVM advisors.
  • When are student loan planning conversations more complex, and what to look out for?
  • What's missed most in financial planning for veterinarians?
  • CE and financial education
  • Her thoughts on bitcoin and more.

Book an intro call with Meredith to chat about finances

Meredith's LinkedIn

Veterinary Financial Summit

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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

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

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 ➡ www.vincerewealth.com