UA-170695639-1 #239 Radio Show: Investing Q&A - The Veterinarian Success Podcast

Episode 239

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Published on:

18th Aug 2024

#239 Radio Show: Investing Q&A

In this episode I opened up some questions to the Facebook Group and broader Instagram following and took those questions and answered them on this week's show. I'd always encourage folks to talk to a professional before making any decisions, again these are my opinions and not investment advice. The questions were as follows:

  1. What should the ideal savings rate be to get to financial freedom?
  2. Where are the areas in the investable universe today that are interesting - outside of bitcoin?
  3. What do you think about whole life IUL policies? Also how to best protect investments in uncertain economic climates (ie now)? Also how to structure generational wealth management plans?
  4. You see, all the posts about “real estate” is the best way to build long term wealth. What are your thoughts?
  5. Given economic uncertainty, is starting or buying a practice still a good idea today?
  6. What is one thing you learned about investing that you’ve changed your mind on the past couple of years?

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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

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Isaiah Douglass, MBA, CFP®, CEPA

I am a former CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor.