Let’s Talk About Money w/Isaiah Douglass

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 ➡


Veterinary Financial Podcast – Burning Questions for a Financial Planner

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 do financial planners get paid?

– When to know if you need a financial planner / advisor

– What are the purposes and benefits of seeking financial advice?

– How to save for the “tax bomb” at the end of income-driven student loan repayment

– What is the difference between compound interest vs. simple interest?

– Why Isaiah is such a big advocate for practice ownership

– What self-limiting beliefs keep vets from building wealth?


Veterinarians: What happens if you can’t work?

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.


#33 Isaiah Douglass, MBA, CFP® – The One Year Interview

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.
  • Why veterinary medicine?
  • Why is he so adamant about ownership in veterinary medicine?
  • The two critical questions for anyone to ask a financial advisor.
  • The story of the podcast and why it was started.
  • VetPartners and why the organization is so essential to the industry.
  • His answer to the success question he asks all his guests.




#7 Dan Routh, CFP® – Financial Planning for Veterinarians

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: 

Old Peak Finance: 

Dan’s Twitter:

The Time Tweet we discuss: 

The Disney Article I discuss: 

Top 10 Questions to ask a Financial Advisor from the CFP® Board: 

Consumer resources from NAPFA for evaluating a financial advisor: 


Isaiah Douglass – The Power of taking a chance on yourself

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.


#67 Radio Show – Ashley Foster CFP® Nxt:Gen Financial Planning

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 financial services and his “why” for serving veterinary medicine. He shares:

  • How starting in the insurance world shaped his view for what is financial planning.
  • The founding of Nxt:Gen Financial Planning.
  • What he thinks about whole life insurance.
  • His view on challenges veterinarians face.
  • Who is Ashley from a personal perspective.

Ashley’s LinkedIn

Nxt:Gen Financial Planning


21 – Handling Student Debt and Post-Grad Finances w/ Isaiah Douglass, CFP

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 – I had a ton of fun joining Blake Root a second-year veterinary student at the University of Wisconsin-Madison on his podcast to talk about my story and answer some student questions. I’d highly recommend checking out Tails from Vet School and Blake’s work.


Why Veterinarians?

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, and professional skills to bring quality financial planning to veterinary medicine. 

Talking about finances and money is typically low on the list of the topics anyone wants to talk about and even less so for those within veterinary medicine. The passion and drive you have for providing high-quality care are what drives you. Yet, according to The American Psychological Association found 64% of Americans see money as a significant stressor. I can tell you that’s accurate for what I’ve seen talking with your peers in the industry as well. Money is stressful, yet it’s avoided and pushed aside as it can sometimes be hard to talk about. Your financial future is worth the time and energy to address the challenges you face head-on.

“Neural evidence suggest that money produces the same sort of dopaminergic rewards as other primary reinforcers such as a beautiful face, a funny cartoon, sports cars, and drugs. It would seem that we like money at a primal level independent what It can do for us.”

– Dr. Daniel Crosby, PhD – The Behavioral Investor.
  • The average hourly rate of a full-time associate veterinarian is between $200-$225 per hour according to AAHA’s recent Compensation and Benefits Study.  
  • Starting Salaries for new veterinarians is $90,722 according to a 2020 AVMA study. 
  • The average student loan debt according to the AVMA from the class of 2020 was $181,444.
  • According to research that was done and published in dvm360 total compensation from an associate to an owner can be upwards of $100,000 per year. 

When you look at the rate of corporate consolidation, the fact 40% of private owners will transition their businesses in the next ten years, and the growth of pet care in the US, there are many reasons to be excited about veterinary medicine and the opportunity in front of you. There are many options and decisions to be made regardless of where you are in your professional care. 

“We are in the first 10 years of an industry that will keep growing for the next 50 years.”

Olivier Goudet CEO of JAB Holdings
Compassion-First Pet Hospitals & National Veterinary Associates, Inc.

I want to see veterinary medicine flourish, and I’m dedicating my time, energy, and resources to see that happen. This network is only one part of that, but I hope it can support you somehow. The Veterinarian Financial Advisor Network (VFAN) will grow, and our mission is to build financial confidence for veterinarians across the country. We want to offer the highest level of financial planning for veterinarians.