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Everyone is always talking about 401(k)s, Roth IRAs, and all of the retirement accounts that are out there. But even though these accounts are titled “retirement accounts” it’s important to know that you can still save for retirement outside of these accounts and what other options are out there when it comes to investing money for your long term plan.Do you want to learn more about finances?Watch our complimentary 5 part video miniseries 

In today's episode, Jason Coppens shares how he works closely with veterinary practices throughout the U.S. on how to increase profitability. You will learn a few struggles that practices have with employees and how he is working with these practices to find creative ways to reward individuals and groups of people. Get in contact with Jasonjason@cb-strategies.comwww.cb-strategies.comDo you want to learn more about finances?Watch our complimentary 5 part video miniseries 

There are 4 rules we believe that all people should follow when they are beginning to invest money or need a clearer vision of how they should be investing their current assets. Join us during this episode to learn about the 4 rules and what you can do to implement them into your investment plan.Do you want to learn more about finances?Watch our complimentary 5 part video miniseries 

Join us to learn how Cari Wise, DVM is helping the veterinary community find joy in their everyday lives and when serving their patients. You will learn about the 3 things that cause people to not have joy and simple ways to improve the joy that you experience in your life.If you want to learn more about the resources offered by The Joyful DVM make sure to visit www.joyfuldvm.com.

You’re looking to get more control over your income and become a World Class Saver but not sure where to start. This can be one of the hardest steps in your finances because there are many reasons to be lazy. Tracking spending helps give you the clarity to drive your plan and not let your plan drive you. Today we’re going to give you some techniques to get the most control over your spending.

We just jumped into a new year. This means you have the opportunity to “do things over again.” You can start working out, eating better, and, maybe, start tweaking your finances. Most people ask us what is the  MOST IMPORTANT THING that they should focus on when working on their finances. In today’s episode, we’re going to give you that ONE thing and how to take your plan to the next level.

We understand the effort that entrepreneurs must have to start and grow a business. And with being entrepreneurs ourselves there comes a lot of fun, but also a lot of uncertainty. So starting a practice is exciting and also freakishly scary! Today we are going to walk through some things that you should be thinking about when looking to start a practice from the ground up!

Most veterinarians believe they can buy a business and it will give them the freedom to practice the medicine they’ve always wanted to. However, most go into practice ownership BACKWARDS and end up realizing they are dead wrong. When you own a practice you are a business owner FIRST and THEN a veterinarian. Most think of it the other way around. Today we are going to discuss a few obstacles to look out for during the purchase process and what professionals you should hire to help you.

Eric Benke is a principal at the accounting firm Kanter & Associates that specializes in working with veterinary practices and other businesses maximize their profitability. They not only focus on helping business owner pay their fair share in taxes but improve the overall growth to help with getting the most for a practice when it's sold. During this episode, we spend time with Eric to learn about the top 3 things veterinary practices overlook with accounting and growth of their practice. 

Most veterinarians believe they can buy a business and it will give them the freedom to practice the medicine they’ve always wanted to. However, most go into practice ownership BACKWARDS and end up realizing they are dead wrong. When you own a practice you are a business owner FIRST and THEN a veterinarian. Most think of it the other way around. Today we are going to discuss a few things you should be thinking about before going into practice for yourself. 

Retirement can be scary. There are so many unknowns. Like, are your investments going to be enough? What if you live longer than anticipated? Are you going to have to reduce your lifestyle from what it is now? Today we are going to discuss how the risks in your life change completely the day you step into retirement. 

The amount of risks that are present in our lives is endless and there are many risks that you might not be aware of in your finances. In this episode, we discuss what insurance risks you should become familiar with and potential ways to avoid your plan from taking an unnecessary detour.

Join us for an exclusive interview with Dr. Ericka Mendez. She is on a journey to always find purpose in what she does and started The Purposeful Vet. Learn more about her mission by visiting The Purposeful Vet and Ericka Mendez, DVM.

Budgets… What are they good for? Well, they can help you create great spending habits. Maybe you’re looking to save more money or put more towards your debt. Most will try a budget and struggle to keep up the behavior. During this episode, we’ll talk about some of the things you can do right now while covering the differences between budgets and spending plans.Looking for a better way to track your spending? Download our cash flow tracker.

We all know that we should save money. We save money for things like buying houses, paying for a wedding, and travel. On the other side, we save money for that choice to not work in the future. At your work there might be a certain amount you contribute out of every paycheck towards retirement and maybe a little into the accounts at your bank. During this episode, we are going to discuss how you could improve your savings habit and save more for your future.

There seem to be so MANY life insurance options and, well, it’s true! BUT, there are actually only 3 types of life insurance that really exist today. Each one has a different purpose and there are a few things you might want to consider when protecting your family. During this episode we are going to discuss the 3 types of life insurance and what you should know when you’re trying to purchase that right policy.In our experience, NOT ONE veterinarian we’ve met with, in nearly 10 years, has known our answer to two basic questions regarding life insurance. They’ve read what’s on Google, and what other insurance companies believe, but our answers almost always shock people when they first hear them. The questions are: “How much do you need?” and “What are the types of life insurance that you can own?” Here are our answers...

Everyone has made drastic changes in 2020. More and more information is becoming available and many are asking the question, “Is this the new norm?” You can take the changes as a positive or a negative in your life… that’s up to you to decide! During this episode, we’re going to talk about challenges that people, like yourself, have experienced and a few things that you can do to refocus yourself on what can be controlled in your financial life. 

Dr. Cindy Trice is the owner and founder of Relief Rover.Relief Rover was created in 2017 out of a passion to help vets do what they love doing (caring for and healing animals) without giving up freedom, control, variety, and even the opportunity to experience different parts of the country and sometimes the world. It’s not the typical routine, which is why we love relief work. We get it. That’s why Relief Rover was created. Read more.Join us in this special episode to learn about Cindy's challenges, successes, and even advice on what you should be doing to get the most out of your finances.Do you want to contact her?Visit Relief Rover or send her an email at cindytricedvm@reliefrover.com!

We all WANT to make sure our future is secure. So, by default, we begin to save for retirement because it’s important. Many veterinarians when they start a job will automatically contribute money into a 401(k) because they get a match and this is the only bucket that makes sense… right? During this episode, we will cover what you should know about your 401(k) or 403(b) and how to differentiate between your account AND your plan.Want more to know more? Get access to an article to continuing your learning!5 things you MUST know about your 401(k)

Saving money is a huge buzz word. Everyone is told that we should save, but do you know why? And, how much each year that you should be saving for the future? There is this balancing act of trying to enjoy today but, at the same time, wanting to be financially independent. In this episode we will cover the true purpose for saving money and how much you might want to consider putting aside each year.