Episode #19

Creating A Veterinarian-Specific Financial Plan.

Host: Veterinary Business Institute | Published Date: February 15, 2024

Are you drowning in student loan debt or struggling to navigate the financial challenges of running your veterinary practice? We’ve got your back!

Join host Naren Arulrajah and special guest Dr. Meredith Jones in the latest episode, where they unravel the secrets of financial success tailored for veterinary professionals.

Dr. Jones, once a vet in scrubs, shares her inspiring journey of transforming into a financial guru.

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🌟 Key Takeaways:

Learn the “why’s and how’s” of the financial world, specially crafted for veterinarians.
Discover actionable tips and strategies to take control of your finances right away.
Uncover the secrets to not just surviving, but thriving in your veterinary career.

Timestamp

00:03:18 – Dr. Meredith Jones’s journey in veterinary medicine as a veterinarian and a financial planner – The reason for the transition
00:07:06 – Top financial concerns faced by veterinary professionals today
00:08:16 – The importance of veterinarians proactively planning their finances
00:10:16 – Financial planning for personal & practice goals in veterinary industry
00:13:02 – Unlocking financial freedom: How veterinarians can invest for long-term success
00:15:33 – Setting realistic retirement goals: Practical tips for veterinarians
00:18:27 – Debt repayment strategies for new veterinarians
00:21:05 – Essential components of a Veterinary Financial Plan: A step-by-step guide

Meredith Jones DVM, CSLP®, AFC®

Veterinarian
Financial Planner
Certified Student Loan Professional
Co-Founder of Veterinary Financial Summit

Dr Meredith Jones is a Veterinarian, Financial Planner, and the Co-Founder of Veterinary Financial Summit. As a Financial Planner, she focuses on working with veterinarians, including practice owners, associates, and relief vets. As a vet with over 12 years of experience in emergency medicine, she understands the pressures of six-figure student debt and working in a busy clinical setting. Her background helps her to discuss financial concepts with veterinarians in an engaging and approachable way.

Dr Jones and her team help clients gain a holistic view of their financial lives, including investments, equity, retirement planning, tax, and estate planning. As a Certified Student Loan Professional, she has additional training in student loan repayment strategies and enjoys speaking to vets and vet students about Student Debt and Personal Finance. Through projects such as the Debt-Free Vets Facebook group, she has helped to open up the conversation on financial topics.

Dr Jones is the Co-Founder of Veterinary Financial Summit, an annual financial conference and online community for veterinary professionals. They also host the Veterinary Financial Podcast and Mastermind. Her mission is to help veterinarians achieve their financial goals.

Connect with Dr. Jones

Website: https://drmeredithjones.com
Linkedin: https://www.linkedin.com/in/meredith-jones
Facebook: https://www.facebook.com/mjonesdvm