EXCLUSIVE - Balancing Taxes In Retirement (Live from AVMA 2023)

Risk is a part of everyday life. Some risks are less worthy of our time and there are others which can drastically change our lives.  This week, Tom and CJ discuss risk when it pertains to insurances, ownership of assets, legal documents, and especially - investments.

Take our quick quiz to see how knowledgeable you are when it comes to protecting, growing, and exiting your practice on you own terms Protect, Grow, and Exit Quiz | Florida Veterinary Advisors (flveterinaryadvisors.com)

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Extra resources galore!
Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/

Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/

Find out what you could be overlooking within your practice by taking our brief assessment
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/

Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time-https://flveterinaryadvisors.com/contact-us

Check out our social media channels
Facebook-https://facebook.com/flvetadvisors
LinkedIn-https://linkedin.com/company/flvetadvisors
YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

When reviewing a client's spending habits, we often hear the incredulous "I don't spend that much!" After crunching the numbers, we show clients exactly where their paycheck is going, and why they're often living off of it. In this week's episode, Tom and CJ give our Smarter Vets tips for tracking spending so that you can become a world-class saver. 

Take our 5 question quiz to see how knowledgeable you are when it comes to protecting, growing, and exiting your practice on you own terms https://flveterinaryadvisors.com/protect-grow-and-exit-quiz/

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Extra resources galore!
Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/

Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/

Find out what you could be overlooking within your practice by taking our brief assessment
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/

Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time-https://flveterinaryadvisors.com/contact-us

Check out our social media channels
Facebook-https://facebook.com/flvetadvisors
LinkedIn-https://linkedin.com/company/flvetadvisors
YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

Having a good team of experts to help you run your practice is just as important as having a team to help you in the surgical room. This week, Tom interviews Peter Tanella of Mandelbaum Barrett PC to discuss the things you don't want to ignore when it comes to being a practice owner. Tom and Peter give you the run down on partnership contracts, exiting your partnership, opening a practice with family, and so much more.

Take our 5 question quiz to see how knowledgeable you are when it comes to protecting, growing, and exiting your practice on you own terms https://flveterinaryadvisors.com/protect-grow-and-exit-quiz/

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Extra resources galore!
Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/

Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/

Find out what you could be overlooking within your practice by taking our brief assessment
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/

Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time-https://flveterinaryadvisors.com/contact-us

Check out our social media channels
Facebook-https://facebook.com/flvetadvisors
LinkedIn-https://linkedin.com/company/flvetadvisors
YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

Smarter Vet, are you ready to sell your practice? Whether retiring or just retiring from business ownership, there's a lot to consider when selling your business. In this week's episode, Tom and CJ discuss the top 5 must-haves that need to be in place before selling your veterinary practice.

Take our 5 question quiz to see how knowledgeable you are when it comes to protecting, growing, and exiting your practice on you own terms https://flveterinaryadvisors.com/protect-grow-and-exit-quiz/

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Extra resources galore!
Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/

Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/

Find out what you could be overlooking within your practice by taking our brief assessment
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/

Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time-https://flveterinaryadvisors.com/contact-us

Check out our social media channels
Facebook-https://facebook.com/flvetadvisors
LinkedIn-https://linkedin.com/company/flvetadvisors
YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

Happy Valentine's Day, Smarter Vets! Over the years, we've seen couples argue over money time and time again. In fact, financial issues are one of the top reasons for divorce. We want our Smarter Vet couples to succeed not only in their careers, but in their relationships as well. In this week's episode, we share the top reasons we've seen couples argue about money, and how you can rise above.

Take our personal financial check-up at https://flveterinaryadvisors.com/personal-test/

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Extra resources galore!
Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/

Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/

Find out what you could be overlooking within your practice by taking our brief assessment
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/

Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time-https://flveterinaryadvisors.com/contact-us

Check out our social media channels
Facebook-https://facebook.com/flvetadvisors
LinkedIn-https://linkedin.com/company/flvetadvisors
YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

Becoming a practice owner often means you have become an entrepreneur as well. Oftentimes, it's hard to focus on both your personal and business financial plans, and even more difficult to meld them so that they work together for you. Tom and CJ discuss tips and tricks on making sure your personal plan takes into account your business plan for your practice. 

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Extra resources galore!
Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/

Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/

Find out what you could be overlooking within your practice by taking our brief assessment
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/

Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time-https://flveterinaryadvisors.com/contact-us

Check out our social media channels
Facebook-https://facebook.com/flvetadvisors
LinkedIn-https://linkedin.com/company/flvetadvisors
YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

Dr. Stephanie Morley has lead a diverse and inspiring life in the veterinary field. Starting as a practicing veterinarian, Stephanie came to realize that vets are not pigeonholed to just practicing medicine, and began to widely expand her career. Tom and Stephanie chat about why vets shouldn't feel stuck in their practices, and how they're skills are transferrable to so many other jobs.

Find Dr. Stephanie Morley at https://vetlen.com/ and Vet Insights, LLC

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Extra resources galore!
Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/

Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/

Find out what you could be overlooking within your practice by taking our brief assessment
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/

Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time-https://flveterinaryadvisors.com/contact-us

Check out our social media channels
Facebook-https://facebook.com/flvetadvisors
LinkedIn-https://linkedin.com/company/flvetadvisors
YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

Have you fallen victim to an Instagram ad, or continuously treat yourself to that daily dose of Starbucks? Oftentimes, we don't realize how our small habits add up to large dollar amounts. In this week's Smarter Vet Financial Podcast, we discuss the top five things that are sabotaging your savings, and how you can be more conscientious to keep your bank account fuller. 

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Extra resources galore!
Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/

Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/

Find out what you could be overlooking within your practice by taking our brief assessment
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/

Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time-https://flveterinaryadvisors.com/contact-us

Check out our social media channels
Facebook-https://facebook.com/flvetadvisors
LinkedIn-https://linkedin.com/company/flvetadvisors
YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

Cofounders, CJ Burnett and Tom Seeko, of Florida Veterinary Advisors discuss the highly debated subject of the amount of student loans that veterinarians have when getting out of school. Sometimes loans can be a burden due to the amount of money needed to repay them, but they could also be used as a tool to help get you to the next step in your career. In this episode, CJ and Tom discuss how to view your loans from a different perspective and how you have the potential to eventually retire and not live on ramen noodles for your entire life.

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Extra resources galore!
Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/

Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/

Find out what you could be overlooking within your practice by taking our brief assessment
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/

Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time-https://flveterinaryadvisors.com/contact-us

Check out our social media channels
Facebook-https://facebook.com/flvetadvisors
LinkedIn-https://linkedin.com/company/flvetadvisors
YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

With paychecks consistently hitting our bank accounts, many of us get comfortable spending a bit of cash to take trips, eat out, and do frivolous yet fun things as we know we'll receive that next paycheck soon. What not everyone considers though, is how to plan to keep up their current lifestyle once they sell their business or stop working. In this week's Smarter Vet Financial Podcast, we'll discuss how you can plan now, to continue to live your best life in the future.

Test your business financial IQ at https://flveterinaryadvisors.com/business-test/
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Extra resources galore!
Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/

Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/

Find out what you could be overlooking within your practice by taking our brief assessment
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/

Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time-https://flveterinaryadvisors.com/contact-us

Check out our social media channels
Facebook-https://facebook.com/flvetadvisors
LinkedIn-https://linkedin.com/company/flvetadvisors
YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ