Smarter Vet Financial Podcast

Send us Fan Mail Send us a Text Message. In this week's episode, Tom chats with the Co-Founder of veterinary software company Inventory Ally Emmitt Nantz on how having a handle on your practice's inventory can be beneficial not just to your practice, but to your balance sheet as well. Take our quick quiz to see how protected you are https://flveterinaryadvisors.com/protected-assessment/...

Send us Fan Mail Send us a Text Message. As people move from job to job, they often acquire multiple retirement accounts that end up sitting dormant. On this week's episode, we're going over options that may be available to you if you've found yourself in a similar situation, or if it makes sense to just leave things where they are at.  Take our quick quiz to see how protected you a...

Send us Fan Mail Send us a Text Message. Every day we are confronted with decisions. The easiest action we can do is avoid the decision in hopes that the event goes away. On this week's episode, we share some of the hard things we have dealt with and, hopefully, guide you toward feeling confident to address the hard things in your life.    Take our quick quiz to see how protected you are http...

Send us Fan Mail Send us a Text Message. The American Dream is all about becoming a home owner. Oftentimes, we get approved for home loans that are actually way  more than we can really afford, leading us to become "house poor." Afterall, you want to be able to fill your dream house with dream furniture, right? On this week's episode, Tom and CJ chat about how to responsibly purchas...

Send us Fan Mail Send us a Text Message. The fact is, modern day society has embraced and accepted the use of debt. Some people are really good at finding a balance on how to use debt appropriately, while others struggle with high credit card balances, soaring student loan balances, and auto loans. There is no right way to handle debt, but there are principles that we've created for you to fo...

Send us Fan Mail Send us a Text Message. Whether you're a practice owner or a financial advisor, we're all just trying to simplify our lives and streamline our businesses as much as possible. On this week's Smarter Vet Financial Podcast, Tom chats with VetBadger co-founder and CEO Stephen McLaughry about how traditional practice software focuses on the wrong problems, and how implem...

Send us Fan Mail Many people are too busy to give a ton of attention to how they spend their money. A lot of veterinarians are living paycheck to paycheck even when their income puts them in the top 10% of income earners in the United States! Some of them aren’t sure if they have too little income, or if they have a lifestyle that won’t allow them to save. On this week's Smarter Vet Financial...

Send us Fan Mail We're taking you behind the scenes this week and divulging a not-so-secret secret: we don't work with ONLY veterinarians! We often get asked by clients if we work with anyone in other fields, and the big question- why vets? This week, Tom and CJ are discussing their background in the veterinary community and who else they work with! Take our quick quiz to see how protect...

Send us Fan Mail We’ve worked with hundreds of clients through the years reviewing insurance options for them to consider. On this week's Smarter Vet Financial Podcast, we're  giving you insight into a few questions that we often hear from clients and how our answers are typically contrarian views to what they may have believed in the past.  Take our quick quiz to see how protected you a...

Send us Fan Mail This week, Tom chats with recruiter and coach Dr. Steve Oehley about how to turn your career, and emotions, around when you feel burnt out and overwhelmed. Steve works with veterinarians across the globe to help build habits and routines to lead fulfilling lives and have more direction in their careers. He is also the host of the "Next Step Vet" podcast, which you can fi...

Send us Fan Mail We meet with people all the time that question the need for life insurance. The sole purpose for life insurance is in the event that we prematurely pass away, the people we leave behind will be taken care of financially. But did you know, there are different types of insurance that exist that you can use  while you’re alive? When deciding on what coverage is best for you and your...

Send us Fan Mail The way that insurance companies define "disability" is often complicated. With group disability insurance, there are many options and nuances to look out for before accepting or declining coverage. On this week's episode, Tom and CJ discuss Group Disability Insurance and how to define exactly what you need. Take our quick quiz to see how protected you are https://f...

Send us Fan Mail In this episode of Smarter Vet Financial Podcast, we delve into the world of disability insurance, and why it's an issue of how much you WANT, not how much you NEED. We discuss the game of chance you're taking without insurance, and what to look out for even if you already have it. Take our quick quiz to see how protected you are https://flveterinaryadvisors.com/protecte...

Send us Fan Mail Tom Interviews Michael Shirley, Chief Empowerment Officer at Family Pet Health , on his unique track in the veterinary industry from teaching to becoming an expert on practice management, culture, and strategic planning.  Michael is a national speaker and podcast host of "The Family Pet Podcast." Take our quick quiz to see how knowledgeable you are when it comes to prote...

Send us Fan Mail In this episode of Smarter Vet Financial Podcast, CJ dives into one of our listener's burning questions: do you need to have life insurance if you aren't married or don't have kids? The answer may surprise you.  Take our quick quiz to see how knowledgeable you are when it comes to protecting, growing, and exiting your practice on you own terms Protect, Grow, and Exi...

Send us Fan Mail In this episode of Smarter Vet Financial Podcast, we delve into the fundamental importance of basic legal documents in safeguarding your future and assets. From wills to powers of attorney, these seemingly mundane papers hold significant weight in ensuring your wishes are respected and your loved ones protected. Take our quick quiz to see how knowledgeable you are when it comes to...

Send us Fan Mail Understanding what your auto insurance covers before an accident is crucial for every driver. In our latest  episode, we delve into why this knowledge is essential and how it can save you from unexpected financial burdens and stress in the event of an accident. Take our quick quiz to see how knowledgeable you are when it comes to protecting, growing, and exiting your practice on y...

Send us Fan Mail  With a lot of the buzz around financial topics and investment options, we see how easy it can be to get swept up in the online whirlwind of financial advice on where to invest or how to pay off debt the quickest. Many unrealistic scenarios are promoted online to celebrate what someone else has accomplished,  without giving the full context on how that scenario may not ever be pos...

Send us Fan Mail Tom sits down with evidence-based Psychotherapist & Consultant, Crystal Stokes for a fascinating discussion on employee retention, wellness, and development in veterinary medicine. Crystal is the founder of Full Circle Lab , where she supports veterinary retention by bridging the gap between leadership and their teams. https://www.linkedin.com/in/crystalstokes/ ----- Extra res...

Send us Fan Mail Let’s take a moment to acknowledge that life is overwhelming. After we start our careers there is another level of complexity that gets introduced… finances . Each year that passes we wonder one question, “How do I know I’m on track to stop working for a paycheck in the future?” After spending a decade coaching people on their finances, we have boiled it down to one thing. And bel...

Send us Fan Mail Planning a vacation can be the antithesis of relaxing. Oftentimes, we get asked by our clients how much they should set aside for vacations without breaking the bank. On this week's Smarter Vet Financial Podcast, we break down the cold hard numbers on what you should be setting aside to take that bucket list trip, and give you alternatives if spending money on vacation stress...

Send us Fan Mail It's time to get uncomfortable, Smarter Vet. In this week's episode of Smarter Vet Financial Podcast, Tom and CJ dig deep to discuss why we often stand in our own way when it comes to achieving our financial goals, and how childhood experiences may have had a bigger impact on our current bank accounts than we realize.  Take our quick quiz to see how knowledgeable you are...

Send us Fan Mail On this week's episode of Smarter Vet Financial Podcast, Tom chats with Dr. Megan Sprinkle, veterinary nutritionist, entrepreneur, and host of the Vet Life Reimagined  Podcast . Tom and Megan discuss Megan's unique trajectory in the industry and how to came to find her niche as a veterinary nutritionist.  Take our quick quiz to see how knowledgeable you are when it comes...

Send us Fan Mail Smarter Vet, do you ever feel overwhelmed with honing in on what exactly   you need to do to accomplish your goals? This week, Tom and CJ introduce the Pareto rule to our listeners, and walk you through how to focus on what's actually important in order to achieve your goals.    Take our quick quiz to see how knowledgeable you are when it comes to protecting, growing, and exi...

Send us Fan Mail Retirement. It’s a word that often conjures images of relaxation, travel, and leisure. Yet, for many, it also brings a sense of uncertainty about financial security. Traditionally, retirement planning has centered around the idea of a decreased income post-retirement, prompting individuals to adjust their lifestyles accordingly. However, this approach may not always be the most pr...