Julie Squires a Certified Compassion Fatigue Specialist, Certified Life Coach & Podcaster interviewed Isaiah Douglass, MBA, CFP®, CEPA to talk about money. She asked, “What’s one non-consensus view you have on personal finance for veterinarians?” Tune in to check it out! Check out Jules’ podcast here ➡ http://rekindlesolutions.com/podcast/
Meredith Jones, DVM, and Phil Zeltzman, DVM, DACVS, CVJ, FFCert asked Isaiah Douglass, a Certified Financial Planner, to weigh in with his expert advice on burning financial questions we’ve received from vets. Isaiah is a partner in Vincere Wealth Management and the host of the Veterinarian Success Podcast. – How
Disability insurance isn’t exciting to think about, but worse than that is ignoring it until it’s too late to get it. Veterinarians should not skip out on this important insurance. Read Dan Routh’s Post on dvm360 here.
In this episode, the tables are turned, and Dan Routh takes control of the microphone and interviews Isaiah. Dan digs into Isaiah’s story and his background. How did someone born on a farm find his way to financial planning? His journey to starting his firm and the “why” behind it.
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
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.
In this episode, it’s a bit of a hybrid with Dan Routh, CFP®, and Isaiah Douglass talking with Ashley Foster CFP® founder of Nxt:Gen Financial Planning. Ashely works with veterinarians nationally and is the third founding member of the VETERINARIAN FINANCIAL ADVISOR NETWORK. Ashley shares his journey and path in
Episode 21 is now available! In this episode, Blake sits down with Isaiah Douglass, a certified financial planner who works specifically with veterinarians and the host of the Veterinary Success Podcast. They discuss how to effectively handle and look at student debt, finances after graduation, and practice ownership! *Isaiah’s Note
Nine insurance policies? Nine? My first experience talking to a veterinarian about finances is when I found out they had been sold nine cash value life insurance policies. Excessive? Absolutely! He had been taken advantage of by a financial salesperson. I was appalled and decided to dedicate my time, energy,