BTS 39: Align Values for Work Life Finance Balance with Isaiah Douglass

Favorite quotes of the episode: "It's your personal finance journey and it doesn't have to be perfect." "Entrepreneurs are different, savings are going to come much later, so reinvest in yourself." "The goal is to be able to have a sustainable lifestyle and save for your future without interrupting life." "If you don't believe in what you do, it's going to be really hard to go in each day to work, so you have to have some of that money saved so you can take a step back and evaluate what you want to do in life." "At the end of the day, when they are thinking about how they want to spend money, is it aligning with where and what they want to do long term?" "Success to me is being able to do meaningful work that I believe in and feel passionate about." "To me, happiness is being satisfied with where you are and who you are today, that you are enough, that you've done enough." Episode Overview In this episode, I talk with Isaiah Douglass, he is a fee-only, CERTIFIED FINANCIAL PLANNER™, and advisor to Veterinarians. He graduated from Indiana University in 2012 with his MBA. He left a big national firm to found ID Financial Planning & Wealth Management in 2018 to pursue a planning approach that is dedicated to identifying ways to grow the net worth of veterinarians.  Welcome, Isaiah! Thanks for joining us today! TOPICS -   Isaiah's unique career path and the genesis of his company. -   What does personal finance mean to you? -   What do you think is the balance between cash flow and saving for retirement? -   The 50-30-20 Rule -   Work-Life-Financial Balance 5 Questions Segment Q1. We know that the most successful and happy people have a morning routine, what do you do each morning or evening that sets your day up for success? Co-parenting in the morning and helping everyone get out in time. Q2. What's your definition of Success? Being able to do meaningful work that I believe in and feel passionate about. Time freedom and flexibility is important and have my wife and son be proud of the work that I do. Q3. What's your definition of Happiness? Being satisfied with where you are and who you are today, that you are enough, that you've done enough. Q4. What do you know now that you wish you would have known 10 years ago? Life is messy. No one has it figured out. And that relationships are more valuable than anything else.  Q5. What do you think is the biggest issue facing busy professionals today? Having space to give yourself time to reflect is really important.  There is so much pressure to achieve but sometimes, less is more. RESOURCES Connect with Isaiah on Twitter @IDFinancial, Linked In https://www.linkedin.com/in/isaiah-douglass-mba-cfp%C2%AE/,  at www.growingyournetworth.com or www.idfinancialplanning.com The Next Millionaire Next Door, Dr. Sarah Stanley Fallaw  Angela's favorite books will be raffled off to those who leave a review! Angela will raffle off, 1 book each week for every 5 new podcast reviews. After you've submitted your review, send an email to [email protected], include where you left your review, and the username you left the review under so we can read your review on a special podcast episode and communicate with you to ship out books to our winners! Join our email list at https://www.pawsconsulting.com/shownotes Sign up for a free High Performance Strategy Session at https://www.pawsconsulting.com/podcast  Connect with Angela at www.pawsconsulting.com or on Twitter, LinkedIn, and Instagram @DemareeDVM. How to leave a review on iTunes: Go to https://itunes.apple.com/us/podcast/beyond-the-stethoscope/id1354281411 or open iTunes. Click 'View in iTunes' (or maybe you are already there)                   Click 'Subscribe' Then Click 'Ratings and Reviews' Then Click 'Write a Review'