All Episodes
Smarter Vet Financial Podcast — 316 episodes
Episode 207 - Financial Independence Isn't a Number; It's Adaptability
Episode 206 - SAVE Is Over: What Student-Loan Borrowers Should Do Now
Always Be Hiring: Trends + Retention Lessons for Vet Practices with Stacy Pursell
SVP Rewind: Rethinking Mental Health and Personal Growth with Dr. William Anton
SVP Rewind: Dr. Ernie Ward on Leadership, Imposter Syndrome & Becoming Your Best Self
How SmartVet AI Helps Vets Reduce Cognitive Load & Improve Decisions with Dr. Jamie Laity
Understanding Veterinary Real Estate, Leasing vs. Owning, and Future-Proofing Your Practice with Brian Wine
How Remote Teams & AI Are Changing Veterinary Practices with Kelly Cronin
Episode 205 - 4 of 4: Why Many Practice Owners Regret Selling
Episode 204 - 3 of 4: How to Turn Your Practice Sale Cash Into Income
Episode 203 - 2 of 4: The 5 Years Before Selling Your Practice Matter Most
From Big Decisions to Bigger Impact: Leadership Lessons with Dr. Emily King
Episode 202 - 1 of 4: Is Your Veterinary Practice Actually Sellable?
Episode 201 - Why Two Veterinarians Can Earn the Same… But Build Completely Different Lives
Episode 200 - What Actually Matters Financially
Episode 199 - The Trials & Trivia of Practice Ownership
Communication, Connection & Mental Health in Vet Med with Catherine Haskins
Episode 198 - The Hidden Cost of Financial Avoidance in Veterinary Medicine
Solving HR, Retention & Culture Challenges in Vet Practices with Anthony LaPolla
Episode 197 - Is Imposter Syndrome Quietly Driving Your Career?
How Veterinary Professionals Can Build Stability, Fight Burnout, and Strengthen Their Future with Dr. Andy Roark
Episode 196 - The Hidden Problems Inside Million Dollar Mutual Fund Portfolios
Episode 195 - Does Your Risk Match the Return?
Episode 194 - It’s Not About Being Rich—It’s About Having Options
Leading with Curiosity: Andrea Crabtree on Communication & Accountability in Vet Practices
Episode 193 - Am I Financially on Track as a Veterinarian?
Episode 192 - 5 of 5: The No-Fail Retirement Income Plan
Episode 191 - 4 of 5: Building Wealth by Balancing Access, Taxes, and Risk
Interview with Lindsey McMakin - How to Build a Thriving Veterinary Practice: Financial Literacy, Culture-Driven Hiring, and Technology
Episode 190 - 3 of 5: One Habit that Builds Real Wealth
Episode 189 - 2 of 5: Everything Works… Until It Doesn't
Episode 188 - 1 of 5: Getting Financially Organized for Veterinarians
Episode 187 - New Year. New You.
From Kennels to Corporate: Dr. Jennifer Bruns on Ownership, Leadership, and PetSmart Veterinary Services
Baxtr’s Mark Hines Talks About Simplifying Wellness Plans with Subscription Care
Dr. Bob Murtaugh: Culture, Consolidation, and Building the Future of Vet Med
Interview with Brent Mayabb - The Next Wave of Practice Ownership: Dr. Mayabb on Purpose-Driven Leadership
Interview with Eric Benke - Boosting Veterinary Practice Profits with KPIs and Wellness Plans
Episode 186 - Should You Pay Off Debt Faster — or Save Instead?
Episode 185 - Value vs. Price: Why Cheaper Isn’t Always Smarter
Episode 184 - Why People Switch Financial Advisors
Interview with Dr. Molly McAllister - Leadership, Energy, and Impact Beyond the Exam Room
Episode 183 - Why Talking About Money Feels So Hard
Episode 182 - The Biggest Problem Every Veterinarian Has in Their 60s
Episode 181 - The Biggest Problem Every Veterinarian Has in Their 50s
Interview with Matt Arena & Kia Banisadre of 360 Vet Sales: Selling Your Vet Practice the Smart Way
Episode 180 - The Biggest Problem Every Veterinarian Has in Their 40s
Episode 179 - The Biggest Problem Every Veterinarian Has in Their 30s
Episode 178 - The Biggest Problem Every Veterinarian Has in Their 20s
Episode 177 - Scared of Change?
Interview with Dr. Michele Drake - A Journey of Vision, Growth, and Impact
Episode 176 - Your Financial Destiny—Not Enough, Plenty, or Don't Care
Episode 175 - Want Better Follow-Through? Make It Easier to Say Yes
Episode 174 - Fact or Bias? What's Your Financial Plan Built On
Episode 173 - For Practice Owners: Selling Your Business Way Before You Retire
Interview with Dr. Link Welborn - Owning a Practice in an Age of Inflation and Innovation
Episode 172 - 5 Critical Insurable Interests Every Veterinary Practice Owner Should Know
Episode 171 - Decoding Home Ownership: Your Guide to Smart Buying
A Candid Talk About Mental Health with Dr. William Anton, Licensed Psychologist and 3-Time Book Author
Interview with Dr. Peter Weinstein - Why Most Vet Practices Struggle—and How to Fix It
Interview with Eileen Rice - Estate Planning Essentials to Protect Your Family and Your Future
Episode 170 - Annuities: Sorting Fact from Fiction in Your Financial Plan
Episode 169 - Mixtapes, Memories, and Mayhem: A Nostalgic Dive Into Our Musical Journeys
Interview with Dr. Jennifer Merlo, VP of Veterinary Affairs at Fear Free—Redefining the Veterinary Career Path
Episode 168 - What’s Really Driving the Economy Right Now—And Why It Matters to You
Episode 167 - Do You Have Enough Life Insurance?
Episode 166 - How to Check the Health of Your Money Like You Do Your Patients
Episode 165 - Chapter 4: Unleashed, The Financial Clarity Every Veterinarian Needs
Interview with Dr. Ernie Ward—Finding Joy in Veterinary Life and Beyond
Episode 164 - How Could Tariffs Change the Way You Live?
Episode 163 - For Veterinarians That Worry A LOT
Episode 162 - Things to consider when transferring an IRA to a 401(k)
Interview with Bill Murray, Wicklow Healthcare Advisory—Selling Your Veterinary Practice
Episode 161 - For Households That Make More Than $200K
Episode 160 - For Married Moms Living Paycheck to Paycheck
Episode 159 - Where Do Money Problems Come From?
Interview with Dr. Lauren Jones, Director at Shepherd Veterinary Medicine - Financial Clarity & Balance
Episode 158 - What Does My Credit Score Mean?
Episode 157 - America's Most Googled Financial Questions
Episode 156 - Introduction, Unleashed: Who is Florida Veterinary Advisors
Interview with Dr Annie Chavent, Student Initiatives at AVMA—Veterinarians as Problem Solvers
Episode 155 - How to Save for Your Next Vacation
Episode 154 - Chapter 3, Unleashed: How to Easily Create Goals (and Keep Them)
Episode 153 - Chapter 1, Unleashed: What is Your Vision?
Episode 152 - Case Study: How One Vet Gave Away Her Practice & Still Retired Successfully
Episode 151 - Are Taxes On Your Mind?
Episode 150 - How Money Can Blind Us
Episode 149 - What to Do When Others' Opinions and Feelings Stress You Out
Episode 148 - Chapter 2, Unleashed: The Financial Clarity Every Veterinarian Needs
Interview with Dr. Ricky Walther, Pawlicy—Educating on Pet Insurance
Episode 147 - Inflation and Holiday Spending
Episode 146 - Chapter 7, Unleashed: The Financial Clarity Every Veterinarian Needs
Episode 145 - 4 Things You Need To Do Yesterday
Episode 144 - Want to Pay Off Your Mortgage? What to Consider Before You Do
Interview with Meghan Bingham, Previous Practice Manager now Practice Consultant with Granite Peak Associates
Episode 143 - Hurricane Milton and Helene, When It’s Too Late to Prepare
Episode 142 - The Blood Panel To Run On Your Finances
Episode 141 - The Mixed Opinions of Permanent Life Insurance
Interview with Dr. Dave Nicol, Veterinary Leadership Academy—Optimal Veterinary Practice Success
Episode 140 - The Three Views of Financial X-Rays
Episode 139 - The Mixed Opinions of Annuities
Interview with Julie Smith, Veterinary Career Coach
Episode 138 - Saving for Retirement with Non-Retirement Accounts
Interview with Naren Arulrajah, Veterinary Marketing Expert
Interview with Dr. Amanda Donnelly, Veterinary Business Consultant and Full Time Speaker
Interview with Emmitt Nantz, Inventory Ally—Veterinary Inventory Expert
Episode 137 - Is It Beneficial to Have More Than One 401(k)?
Episode 136 - Behind the Scenes: Doing Hard Things
Episode 135 - Can You Really Afford That House?
Episode 134 - Our 101 On Debt Management
Interview with Stephen McLaughry, CEO of VetBadeger—Making Practice Operations Smoother
Episode 133 - Are You Chasing Your Money Tail?
Episode 132 - We Don't Work With JUST Veterinarians
Episode 131 - FAQ's To Our Unique Approach To Insurance
Interview with Dr. Steve Oehley—Revitalizing Your Vet Career With
Episode 130 - Death insurance vs life insurance. What's the difference?
Episode 129 - Your Group Disability Coverage Might Not Be Enough
Episode 128 - Do I Need Disability Insurance?
Interview with Michael Shirley, Chief Empowerment Officer at Family Pet Health
Episode 127 - Mail Bag Question: Should You Have Life Insurance If Your Single?
Episode 126 - Legal Documents: The Basics
Episode 125 - Auto Insurance: When Should You Know What It Covers?
Episode 124 - Confessions of a Financial Advisor: Social Media FOMO
Interview with Crystal Stokes, Founder of Full Circle Labs—Thriving in Veterinary Practice Wellness
Episode 123 - Easiest Way To know Your Finances Are On Track
Episode 122 - How to "Unstuck" Yourself to Vacation More
Episode 121 - Comfortable at Being Uncomfortable: How to Work on YOU
Interview with Dr. Megan Sprinkle, DVM, Veterinary Nutritionist and Entrepreneur Extraordinaire
Episode 120 - How to Use the Pareto Rule to Get Focused
Episode 119 - Why Do People Plan to Have Less Income in Retirement?
Episode 118 - Investing When You Ignore How You Feel About Risk
Episode 117 - People Think They Spend Less Than They Actually Do
Interview with Peter Tanella, Attorney with Mandelbaum Barrett—Must Knows About Buy-Sells
Episode 116 - Top 5 Must Haves When Selling Your Practice to an Employee
Episode 115 - The 3 Reasons for Spousal Financial Disagreements and What to Do
Episode 114 - Does Your Personal Financial Plan Take Into Account Your Business Financial Plan?
Unleashing Your Career Potential: Breaking Free from Professional Stagnation with Dr. Stephanie Morley
Episode 113 - The 5 Things Sabotaging Your Savings
Episode 112 - Are Your Student Loans a BIG deal?
Episode 111 - How To Keep Your Current Lifestyle After You Sell Your Business
Episode 110 - New Year...New Finances. Making Finances Less Scary
Episode 109 - Behind The Scenes: Slow Down To Speed Up
Episode 108 - Proceed With Caution: Financial Entertainers
Episode 107 - Should I Become A Relief Vet: Pros and Cons
Episode 106 - Three Reasons You're Living Paycheck To Paycheck
Episode 105 - Behind The Scenes: A Sneak Peak at our Masterclasses
Interview - Stith Keiser, Co-Founder and CEO of Blue Heron Consulting
Episode 104 - The Best-But-Not-So-Great-Time To Start Planning
Interview - Brandon Breshears, Creator of The Veterinary Marketing Podcast
Episode 103 - Top 5 Scary Things We Hear People Say About Their Finances
Episode 102 - Should You Invest In Real Estate?
Episode 101 - Behind The Scenes: Calling All Smarter Vets
Interview - Dr. Quincy Hawley, Co-Founder of Get MotiVeted
Episode 100 - Your Mortgage. To Prepay or Not?
Episode 99 - Our Experience with Credit Card Usage
Episode 98 - How to Balance Your Finances for the Most Control
Interview with Mary Schwartz, Senior Advisor for Petvisor
Episode 97 - Introduction to 5 Steps to Protect, Grow and Exit Your Veterinary Practice
Episode 96 - NERD ALERT: How Increasing Interest Rates Effect the Investment Market
Interview - Matt Salois, President of Veterinary Management Group
Episode 95 - 5 Questions No One is Asking You
Episode 94 - EXCLUSIVE - Balancing Taxes In Retirement (Live from AVMA 2023)
Interview - Dr. Tannetje Crocker, Practice Owner & Social Media Personality
Episode 93 - Behind The Scenes: How Our Relationship With Money Has Changed
Episode 92 - Lessons From A Car Accident
EXCLUSIVE - How Intentions Can Shape Success Within Your Practice (Oklahoma Vet Conference)
Episode 91 - The Mindset Behind College Savings for Children
Episode 90 - Behind the Scenes: Reasons People Procrastinate
Interview - Mike Rubio, Founder of Blue Frog Construction
EXCLUSIVE - What are the 3 different savings buckets? (Oklahoma Vet Conference)
Episode 89 - 5 Highly Missed Questions People Should Ask Themselves
Interview with Rod Finnegan, Making Sure Vet Hospitals Are Protected Properly
Episode 88 - Why Protection Should Be Your First Priority
Episode 87 - How Our Brain Forgets Things
Episode 86 - Are Credit Cards Useful or Dangerous?
Episode 85 - Decision Fatigue
Episode 84 - VMX 2023 Snippet: Tips To Prepare Your Vet Practice for Sale
Episode 83 - Behind the Scenes: Updates & Projects within FVA
Episode 82 - What should I do with the cash in my bank account?
Interview - Attorney Peter Tanella about Associate Buy-Ins
Interview - Kevin Maher, Founder of VetMeasure
Episode 81 - (VMX 2023 Exclusive) Eliminating the #1 Stressor for Your Employees
Episode 80 - Budgeting with a Reluctant Spouse
FAQ - Education Savings for Children
Episode 79 - Your Desired vs Dreaded Image
Interview with Jeff Rothstein, DVM, MBA, Founder of MVP
Episode 78 - Time, Need, or Money: What’s Your Excuse?
Episode 77 - Behind the Scenes: Making Finances Easy and Simple for Vet Med
Episode 76 - The Fallacy of Not Having Enough Time
Interview - Bill Murray, Bank of America Veterinary Division
Episode 75 - Behind the Scenes: How CJ & Tom Create and Refine Their Goals
Episode 74 - How to Easily Create Goals (And Keep Them)
Interview - Coleen Ellis, Dedicated to Veterinary Hospice
Episode 73 - Give Yourself a Financial Health Check
Episode 72 - Finding the Mortgage That's Right for You
Interview - Stacy Pursell, Founder of The Vet Recruiter
Episode 71 - The Ostrich Syndrome
Episode 70 - Everything is ALWAYS on Sale!
Interview - Dr. Dani McVety, Veterinary Entrepreneur & Co Founder of Lap of Love
Episode 69 - Your Student Loans Are BIG, But Are They Big Deals?
Episode 68 - What is a Certified Exit Planner to Practice Owners?
Interview - Alyssa Mages, Empowering Veterinary Teams
Episode 67 - Looking for Stories Using Business Financial Statements
Episode 66 - How to Enjoy the Day No Matter What
Interview - Dr. Eric Rooker, Veterinarian and Life Coach
Episode 65 - The Top 5 Things Sabotaging Your Savings
Episode 64 - Behind the Scenes with FVA - How We Stay Focused
Interview - Karen Felsted DVM, Practice Consultant
Episode 63 - The Three Types of Savings - Freedom Money
Episode 62 - The Three Types of Savings - Flex Money
Interview - Dr. Peter Weinstein, Veterinary Industry Innovator
Episode 61 - The Three Types of Savings - Security Money
Episode 60 - The 4 Letter Word You Didn’t Know Was Hurting You
Interview - Dr. Mia Cary, Leadership, Communication and Inclusion
Episode 59 - The Client Journey, Behind the Scenes with FVA
Episode 58 - New places to check out FVA!
Interview - Andrea Crabtree, Founder of Fur Paws Consulting
FAQ - Is a 401(k) a Good Place to Save Money?
FAQ - Why is EBITDA Important as a Practice Owner?
Interview - Rhonda Bell, Importance of Engaging Your Pet Parents Online
FAQ - Why do I feel like I'm living paycheck to paycheck?
FAQ - Biggest Myth About Financial Advisors
Interview - Dr. Jenifer Chatfield (aka Dr. Jen the vet)
Episode 57 - Pros and Cons of Starting a Business with a Partner
Episode 56 - The Mindset Before Becoming a Practice Owner
Interview with Dr. Aaron Rainer, CEO at Gig Veterinary Staffing
Episode 55 - The Success Trifecta - Interest, Savings, and Decisions
Episode 54 - More Risk Does Not Mean Your Investments Will Grow More
Interview - Dr. Cindy Barnes, Founder of Shepherd Veterinary Software and Emergency Veterinarian
Episode 53 - Can You Save for Retirement Without Saving in Retirement Accounts?
Episode 52 - Pay Taxes Now or in the Future?
Episode 51 - Working Remote as a Team, Behind the Scenes with FVA
Interview - Eric Garcia, Veterinary Practice Branding Done Right
Episode 50 - How to Respond to Changing Investment Markets
Episode 49 - Behind the Scenes, What We Actually Do Each Day
Interview - Dr. Jill Clark, Founder of IGNITE
Episode 48 - Design your days to become who you want to be
Episode 47 - 5 ways to adjust financially when having a baby
Episode 46 - 3 things honeymooners get wrong
Interview - Dr. Marie Holowaychuk, Veterinary Wellbeing Advocate
Episode 45 - What’s the difference between short term and long term disability insurance?
Episode 44 - 2021 Milestones and 2022 Vision for Veterinarians
Interview - Caitlin DeWilde, The Social DVM
Episode 43 - Can Money Buy You Happiness?
Episode 42 - ‘Tis the season for giving (or not) (Christmas Special)
Episode 41 - How can you BUY more time?
Interview - Adam Greenbaum, CEO & Founder WhiskerCloud
Episode 40 - Are you keeping TOO much cash in your veterinary practice?
Episode 39 - What are you thankful for financially? (Thanksgiving & Black Friday Special)
Bonus - The 5 to 7 Year Rolling Plan to Sell (Practice Owners)
Interview - Dr. Katie Ford, Veterinarian to Veterinary Coach
Episode 38 - Your biggest asset during your working career
Interview - Dr. Julie Cappel, Practice Owner & Veterinary Life Coach
Episode 37 - Are you a Financial Ostrich? Reasons you may be avoiding your finances
Interview - Renee Machel, Get MotiVETed with Health and Wellness
Episode 36 - Are you RETAINING your crucial employees to improve loyalty? 4 of 4
Interview - Dr. Melanie Bowden, Flipping Vet Medicine Upside Down
Episode 35 - Do you actually have a plan or are you settling?
Interview - Debbie Boone, Improving Veterinary Practices from the Inside Out
Bonus - The best way to retain important employees in your veterinary practice
Bonus - The importance of employee culture inside a veterinary practice
Episode 34 - What are ways to REWARD my employees? 3 of 4
Interview - Clint Latham, Veterinary Data Security
Bonus - The rolling 5 to 7 year exit plan
Bonus - What benefits can I provide my employees through my veterinary practice?
Episode 33 - What are employee RECRUITING options? 2 of 4
Interview with Colin Carr, Founder of CARR Real Estate
Episode 32 - How are you spending your dollars to improve employee culture? 1 of 4
Interview with Paul Camilo, Veterinary Dental Expert
Episode 31 - Are you afraid of your finances?
Interview - Peter Kilkelly, Terravet Real Estate
BONUS - Should I give equity to my employees?
Episode 30 - Financial Marriage... It's not 50/50 but 100/100
Interview with Marci Kirk DVM, AVMA Recent Graduate Initiatives
FAQ - How much should I put down to purchase a home?
Episode 29 - Budgeting with a Reluctant Spouse
BONUS - Why does Tom work with veterinarians?
Interview - Josh Vaisman, Flourish Veterinary Consulting
BONUS - Why does CJ work with Veterinarians?
Episode 28 - The 3 Mindsets - Abundance, Scarcity, & Indifference
Interview - Sonja Olson DVM, Wellbeing at BluePearl
Episode 27 - Are you a bull rider or a tortoise?
Interview - Dana Novara DVM, Veterinary People Leader
Episode 26 - The Three Tax Buckets when Saving for the Future (and Now)
Interview - Jason Coppens, Coppens Business Strategies
Episode 25 - The 4 Rules of Investing
Interview - Cari Wise, The Joyful DVM
Episode 24 - The Importance of TRACKING spending
Episode 23 - The Most Important Financial Thing
Episode 22 - I want to start a veterinary practice... (Pt 3 of 3)
Episode 21 - I want to buy into a veterinary practice... (Pt 2 of 3)
Interview with Eric Benke, Kanter Consulting—Accounting for Veterinarians
Episode 20 - I want to buy into a veterinary practice (Pt 1 of 3)
Episode 19 - How [Retirement] Risks Can Impact Your Plan (Pt 3 of 3)
Episode 18 - How [Investment] Risks Can Impact Your Plan (Pt 2 of 3)
Episode 17 - How [Insurance] Risks Can Impact Your Plan (Pt 1 of 3)
Interview - Dr. Ericka Mendez, The Purposeful Vet
Episode 16 - Throw your budget AWAY
Episode 15 - Get a savings plan
Episode 14 - What life insurance should I own?
Episode 13 - The Financial Psychology "New Norm"
Interview - Dr. Cindy Trice, Founder of Relief Rover
Episode 12 - Your 401(k) account is NOT a plan
Episode 11 - How much SHOULD I save each year?!
Episode 10 - What is your Human Life Value? Disability & Life Insurance
Episode 09 - Why is protection important?
Interview - Dr. Joy Fuhrman, Director of Finance and Operations at Shepherd App
Episode 08 - (Part 2) What to know when hiring a Financial Advisor or financial professional
Episode 07 - (Part 1) 9 scenarios for when you should consider hiring a Financial Advisor
Episode 06 - Should I save or pay off debt? How to out save debt (Part 2)
Episode 05 - Should I save or pay off debt? How most approach debt (Part 1)
Interview - Dr. Cherie Buisson, A Happy Vet
Episode 04 - 5 Foundational Financial Steps to Freedom
Episode 03 - Habits and Behaviors for Financial Success
Episode 02 - What is your VISION?
Episode 01 - Who is Florida Veterinary Advisors?