The Veterinarian Success Podcast

In this episode, I'm joined by Dr. Stacey Cordivano, Dr. Misty Gray, and Dr. Kelly Zeytoonian. This is a fun group conversation and the most guests in one episode so buckle up – Stacey, Misty, Kelly, and Dr. Cara Wright (not able to join for the recording) are the founders of the Sustainability in Equine Practice Seminar & Retreat, which has a goal of “Disrupting Equine Veterinary Medicine Thr...

In this episode, I'm joined by Thomas Kile and Max Wunsche. Thomas is a DVM candidate at Washington State University Class of 2023. Thomas is the past marketing director for the National Veterinary Business Management Association (VBMA). Max is a DVM candidate at the University of Georgia class of 2024. Max is active within the local UGA VBMA chapter in Athens. Favorite VBMA topics they've heard s...

Today I’m joined by Paul Diaz of Founder and Principal Consultant at Hire Power Consulting. Paul is a former Marine who, post service found his way into the veterinary world working for one of the largest corporations in the space and helped grow the talent pool over his time there. He started Hire Power Consulting in 2020 and is on a mission to end the non-compete in veterinary medicine. If you d...

Bitcoin is a bearer asset, meaning you can hold the keys to your bitcoin yourself. When you hold your own Bitcoin keys you are in direct control of your money. If you have bitcoin on an exchange, you don’t have bitcoin. You have an IOU. Learn why and how to take self custody of your bitcoin. #84 Radio Show- Bitcoin: Why it Matters for EVERYONE in Veterinary Medicine #113 Radio Show - Bitcoin Rebut...

Are we in a recession already? Spoiler alert - I think yes. What is a recession? What should you do to get through it? I share some sobering stats and then provide some actionable advice to help you get through a recession Links Consumer Loans: Credit Cards and Other Revolving Plans University of Michigan: Consumer Sentiment 2Yr vs. 10Yr - TradingView Cam Harvey Interview How The Finance Prof Who...

In this episode, I dive into the world of commodity investing - share some insights into how you might want to approach investing and diversifying your portfolio with commodities. Ultimately, what do the research and data show? Tune in and read the research pieces below to help become a better investor. What are commodities? What research supports owning them over the short, medium, and long term?...

Housing is one of the most discussed topics in conversations lately with clients - here is a take on what the numbers are showing and what you can and should consider prior to purchasing a home at the moment. Resources: The US Housing Affordability Index "Facing Years Of Fewer Home Sales" - Compass, Redfin Slash Workforce Amid Affordability Crisis Real estate companies lay off workers amid ‘clear...

In this episode, I'm joined by a previous guest Josh Vaisman who is the Co-Founder of Flourish Veterinary Consulting. Josh's experience and empathy for veterinary medicine is incredible and as you with learn he's a joy to listen to. DO NOT forget to sign up for the survey he and the Flourish team have put together HERE . The growth and demand for Flourish since we spoke pre-pandemic What's changed...

In this episode, I dive into a style of investing called Trend Following or Momentum. Designed to minimize portfolio drawdowns. Being rules-based, investing removes emotions from decision-making. Investing broadly across asset classes and geography provides investors with more opportunities to see returns. The research supports the approach to lower risk and potentially enhance long-term returns....

In this episode, we continue the education deep dive into investing by talking about bonds. Often called fixed-income - bonds are more complex than stocks and require a more nuanced understanding to understand the risks/returns in investing in them. Most investors today are owning them in a mutual fund or ETF. Hopefully, this episode provides you with a lot more knowledge than you had prior. I ans...

In this episode, I highlight why it's bitcoin and not crypto that you want to focus on. The recent price action and news have made it top of mind to highlight some important items and lessons to learn from others. At the time of recording Bitcoin's price was $29,990. Links Mentioned Episode #84 - Bitcoin for ALL Bitcoin First LUNA Tweet Thread Only the Strong Survive Ethereum's Centralization Dile...

In this episode, Dr. Valerie Marcano and Dr. Seth Andrews of Pawsibilites Vet Med. Dr. Marcano is a University of Georgia College of Veterinary Medicine graduate. Currently, Valerie is a poultry veterinarian in North and South Carolina. She is also the chair of the first-ever Diversity and Inclusion Committee of the American Association of Avian Pathologists (AAAP). Dr. Andrews earned his Ph. D. i...

I've heard and felt a need from an investing standpoint to provide content to build up the knowledge veterinarians have - so I'll be doing more of these (as long as you listen and like them) to do what I can to educate. So what are retirement accounts? What can I do? What's best? What is a Traditional or Roth account? Best place to save? If you've ever asked these questions this episode is here to...

In this episode, I'm rejoined by veterinary attorney Justin Weaver of Oberman Law Firm. Justin has an extremely high concentration of veterinary clients and is a well of knowledge on all things legal and veterinary medicine (except for litigation as he lets you know). In this broad conversation, we build on our episode #41 to help a current owner think through a practice sale. An update on the mar...

I've heard and felt a need from an investing standpoint to provide content to build up the knowledge veterinarians have - so I'll be doing more of these (as long as you listen and like them) to do what I can to educate. So what are stocks? I tackle the basics, and we will grow from here and step into becoming a little more technical as we go - but wanting to get the building blocks correct first a...

In this episode, I'm joined by Dr. Michael Graham II. Dr. Graham, II is the owner of Premier Veterinary Consultants, LLC and a practicing veterinarian. He received his DVM from LSU and his MBA from Loyola University New Orleans. He brings a unique combination of medical operations with business education. His goal is to create a positive, meaningful impact in veterinary medicine. His clinical and...

In this episode, I am joined by Jason Coppens of Coppens Business Strategies. Jason is a return guest and first, come on the show for episode #17 back in 2019. Jason’s episode is one that has been highly listened to and someone I’ve learned a ton from. So I wanted to bring Jason back and talk through a couple of areas we didn’t get to last time. We still don't get through everything I had planned,...

In this episode, Christopher "Woody" Mawhinney the CEO and co-founder of Pawlicy joins the show. Pawlicy Advisor is a pet health platform, insurance marketplace, and employer benefits, provider. They make pet care accessible by guiding pet owners and employees to the best coverage and up to 75% savings. Who doesn’t love that! They are in all 50 states and DC. Woody this has been a long time coming...

In this episode I’m joined by Dr. Michael Walker – who is a small animal veterinarian practice owner of a clinic called Apollo Veterinary in Wimberley, TX. Mike is a graduate of Texas A&M University and worked as an associate doctor with a failed succession plan that lead to him striking out on his own to start a de novo clinic. Mike launched Apollo last fall and I wanted to bring him on to ge...

Credit card fees will be increasing in 2022, and you, the merchant, will be eating those costs. In this show, I walk through and explore how leveraging the bitcoin network can drastically save your practice money, and the implementation is not as intimidating as one might think. Opt-out and learn how to save $30,000 or more by leveraging the bitcoin lighting network for payments. Visa, Mastercard...

In this episode, Isaiah shares insights and research from his learnings the past week plus into the impacts of the Russia and Ukraine situation. Why does it matter and what are actionable steps to take from here. Links mentioned/Sourced BTC067: RUSSIA UKRAINE WAR & GLOBAL MACRO IMPACTS W/ LUKE GROMEN A MACRO TAKE ON RUSSIA’S GAMBIT, OIL, GOLD, BITCOIN AND MORE WITH LUKE GROMEN Energy, Food, an...

In this episode, Dr. Christina “Tina” Tran is an Associate professor of practice, Clinical relations lead veterinarian at the University of Arizona. She got her DVM at the University of Illinois. She has worked as the program director for Purdue’s Veterinary Technician school. And today at Arizona has worked and built out the clinical year rotations in a new hybrid and distributed program that is...

In this episode, I'm joined by Dr. Cindy Barnes who is a veterinarian and founder of Shepherd Veterinary Software - she's bought, ran. and sold a GP clinic and ER hospital. She attended Colorado State University for her veterinary education after being a technician earlier in her career. We discuss Shepherd's offering and story - her vision for high functioning teams and more! The origin story of...

In this episode, I'm joined by Carson Taylor of VetValue a digital veterinary practice valuation service. VetValue's focus is improving accuracy, efficiency, and providing actionable intelligence with valuations. We also dive more into the brokerage offering with DVM Evolution. We discuss the following: The difference between brokerage only and advisory services. The amount of money left by many p...

In this episode, I’m joined by a guest that I likely know better than any other – my partner at Vincere Wealth Josh Bennett. Josh founded Vincere back in 2018 and started Vincere Tax a separate but affiliated tax business in 2020. Josh and I met way back pre-pandemic in 2020 and this one has been on the list to get done as we are on the brink of tax season 2022 it made sense to record. We took que...