• Episode 155 - How to Save for Your Next Vacation
    Jan 24 2025

    Send us a text

    Alright, let's talk about vacations, shall we? It seems like you're ready to dive into planning that much-needed time off. Like we always say, it's so important to take time to unwind, recharge, and make sure you're getting what you truly want from life. In this episode, co-hosts, Tom Seeko and CJ Bernett, emphasize the importance of time off for preventing burnout and offer practical steps for budgeting time and money for vacations, including defining vacation types (famations, workations), considering planning agencies, and allocating a specific percentage of income for yearly vacations.

    Buy our book “Unleashed: The Financial Clarity Every Veterinarian Needs”

    —–
    Extra resources galore!

    Listen to more episodes

    Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.

    Find out what you could be overlooking within your practice by taking our brief assessment "Test My Personal Financial IQ"

    Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.

    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



    Show More Show Less
    24 mins
  • Episode 154 -Chapter 3, Unleashed: How to Easily Create Goals (and Keep Them)
    Jan 17 2025

    Send us a text

    We are thrilled for the release of our new book, Unleashed: The Financial Clarity Every Veterinarian Needs.


    You can find a copy of our book on Amazon in paperback and the Kindle app or device. Grab your copy today!

    >> Buy a copy now <<

    Listen now to the Chapter 3 read by co-Author, CJ Burnett.

    -----
    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



    Show More Show Less
    15 mins
  • Episode 153 - Chapter 1, Unleashed: What is Your Vision?
    Jan 10 2025

    Send us a text

    We are thrilled for the release of our new book, Unleashed: The Financial Clarity Every Veterinarian Needs.

    You can find a copy of our book on Amazon in paperback and the Kindle app or device. Grab your copy today.

    >> Buy a copy now <<

    Listen now to a sneak peek of Chapter 1 read by co-Author, Tom Seeko.

    -----
    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

    Show More Show Less
    12 mins
  • Episode 152 - Case Study: How One Vet Gave Away Her Practice & Still Retired Successfully
    Jan 3 2025

    Send us a text

    Like most business owners, veterinary practice owners often depend heavily on the sale of the practice for retirement. There are rare occasions where someone saves up enough assets outside their business to where they could practically give the business away without worrying about their future. As we work with clients, our goal is to help owners depend less on the future sale by building wealth outside their practice. Listen in to learn more about a case where a client had come to us after doing a bunch of the heavy lifting and how we were able to support them get enough income without depending on the practice sale.

    Take our quick quiz to see how protected you are https://flveterinaryadvisors.com/protected-assessment/

    Find our book "Unleashed: The Financial Clarity Every Veterinarian Needs" at https://lnkd.in/ehqujdf8

    -----
    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

    Show More Show Less
    23 mins
  • Episode 151 - Are Taxes On Your Mind?
    Dec 27 2024

    Send us a text

    It’s almost the end of the year and a lot of people are wondering what they should be doing before December 31st to prepare for the taxes that they are going to owe or what amount of tax refund they can expect. There are many different items of conversation that we have with people as we end the year and today we are going to go through a few of the most common so as to help you know what things you should be considering and what conversations you might want to spark with your tax advice professionals.

    Take our quick quiz to see how protected you are https://flveterinaryadvisors.com/protected-assessment/

    Find our book "Unleashed: The Financial Clarity Every Veterinarian Needs" at https://lnkd.in/ehqujdf8

    -----
    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

    Show More Show Less
    22 mins
  • Episode 150 - How Money Can Blind Us
    Dec 20 2024

    Send us a text

    Back in the 7th century BCE coins were introduced to trade for services or goods. Before the introduction of coins people would barter for services by trading time or items. In today’s modern society we have become blinded by how much money we have and truly have forgotten the fundamental purpose… it’s a tool. We often get caught up in the day to day wants and desires such as going on trips or buying the latest technology but often regret our decisions later once the damage is done. Let’s take a moment to talk about how our viewpoints of money can help us thrive, or for others, struggle to survive.

    Take our quick quiz to see how protected you are https://flveterinaryadvisors.com/protected-assessment/

    Find our book "Unleashed: The Financial Clarity Every Veterinarian Needs" at https://lnkd.in/ehqujdf8

    -----
    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

    Show More Show Less
    21 mins
  • Episode 149 - What to Do When Others' Opinions and Feelings Stress You Out
    Dec 13 2024

    Send us a text

    It’s almost unbelievable the influence others have on us. Everything from the panic that media outlets push to people in our lives who make us feel bad about their bad feelings. During this last election cycle there was a lot of talk with clients about who was going to be president, how it was going to affect their finances, their future and their families. Today we are going to have a discussion around what we experienced and how we believe we can fight the war on anxiety that is pushed on us by multiple outside forces in our lives.

    Take our quick quiz to see how protected you are https://flveterinaryadvisors.com/protected-assessment/

    Find our book "Unleashed: The Financial Clarity Every Veterinarian Needs" at https://lnkd.in/ehqujdf8

    -----
    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

    Show More Show Less
    22 mins
  • Episode 148 - Chapter 2, Unleashed: The Financial Clarity Every Veterinarian Needs
    Dec 6 2024

    Send us a text

    We are thrilled for the release of our new book, Unleashed: The Financial Clarity Every Veterinarian Needs.

    You can find a copy of our book on Amazon in paperback and the Kindle app or device. Grab your copy today.

    >> Buy a copy now <<

    Listen now to a sneak peek of Chapter 2 read by co-Author, Tom Seeko.

    -----
    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

    Show More Show Less
    11 mins