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The Veterinarian Success Podcast - Isaiah Douglass EPISODE 30, 1st March 2020
#30 Andrew Rotz, CFP®, CCFC - Serving Students at NC State by Providing Financial Education
00:00:00 00:51:28

#30 Andrew Rotz, CFP®, CCFC - Serving Students at NC State by Providing Financial Education

In this episode, I'm joined by Andrew Rotz, CFP®, CCFC, as he shares his experience serving the future veterinarians from his position within NC State. The unique aspect of this interview is Andrew's experience and insights from thousands of conversations and countless hours spent with future DVM's talking about all things related to their financial life. He also has a unique perspective coming at the financial discussion from an angle of pure education as he is employed by NC State. We discuss the following in this interview.

  • Finding Balance in family, country, and work to excel at all and not sacrifice one for the others.
  • The elephant in the room is student loans, but budgeting and insurance are so critical as well to the early success.
  • What he hears from those in school about the desire for ownership opportunities in the future.
  • The desires of current and future veterinarians for employment that fits within the lifestyle goals they have.
  • Understanding the changing landscape of the industry and why the universities preparing the students evolved and the costs associated with that change.
  • His role on staff at NC State and is a CERTIFIED FINANCIAL PLANNER TM
  • What he is seeing from employment contracts in the industry as 4th-year students accept and review initial job offers.
  • The hidden benefits of various offers and what is most beneficial vs. a nice to have.
  • He discusses how much negotiation flexibility he is seeing from offers and what areas are more negotiable vs. those areas that are not.
  • His opinion on the financial services industry which is unique given his knowledge, experience, and lack of a conflict since he’s employed by NC State.
  • The need for Fee-Only and truly fiduciary aka “best interests of the client” in today’s world of financial advice.
  • Why student loan planning and advice is sorely lacking with most CFP®’s today and his desire to see that changed.
  • The one-piece of financial advice he wished everyone understood better.
  • He opens up and shares a personal financial story of a big lesson learned and how that humbled him in a way that wasn’t easy at the time.


Website: https://cvm.ncsu.edu/education/academic-affairs/financial-services/


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