Artwork for podcast The Veterinarian Success Podcast
#169 Meredith Jones, DVM - What Most Financial Advisors Miss When Working With Veterinarians
Episode 16922nd January 2023 • The Veterinarian Success Podcast • Isaiah Douglass
00:00:00 00:34:06

Share Episode

Shownotes

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

Our Sponsors

GuardianVets (be sure if you reach out to mention us for 50% off your first month)

APEX Design Build

Shepherd Veterinary Software

Point Grey Veterinary Hospital - Associateship Role HERE

Innovative Veterinary Management Solutions (IVMS)

Job Links from the end of the episode