Month: January 2021

In this episode, I’m joined by Dan Routh, CFP®. The episode is unique in the fact that Dan will be an on-going presence on the show, so I wanted to interview him first. Dan shares his story of why did he decide to be a financial advisor, and how it wasn’t a life long passion. Why veterinary medicine is so important to him (Spoiler: His wife). The unique challenges that veterinarian students face, as he witnessed it during Kelsey’s time at Oklahoma State University. What is specific to the planning needs of veterinarians. What good financial advice looks like. Finally, listen to the end where we touch on success and time, and how that matters to Dan and his family. 

Dan’s Blog: https://pointedforward.com/ 

Old Peak Finance: https://oldpeakfinance.com/ 

Dan’s Twitter: https://twitter.com/DanRouthCFP

The Time Tweet we discuss: https://twitter.com/edborgato/status/1120804090064199680?s=12 

The Disney Article I discuss: https://www.thecut.com/2019/03/abigail-disney-has-more-money-than-shell-ever-spend.html 

Top 10 Questions to ask a Financial Advisor from the CFP® Board: http://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/ten-questions-to-ask-your-cfp-professional 

Consumer resources from NAPFA for evaluating a financial advisor: https://www.napfa.org/financial-planning/consumer-resources 

Isaiah’s mission: • Change the dynamics of advice and how it is given to dentists and veterinarians. • Focus on the most significant assets dentists and veterinarians have, which is their skillset and businesses. • Identify and grow net worth for clients to help them accomplish their goals in life.

• Support the community of Fee-Only and CERTIFIED FINANCIAL PLANNER™ advisors who are changing the industry of financial advice.

*Isaiah’s Note – Clint Latham is a great interviewer and this podcast certainly had a lot of different areas of my background that I’ve not shared prior anywhere else. Highly recommend checking out Clint’s podcast The People of Veterinary Medicine.