Tag: Financial Education
Embracing Financial Freedom and Fulfillment: A Journey with Dr. Catherine Carrier, DVM, DACLAM (Ep. 20)

Embracing Financial Freedom and Fulfillment: A Journey with Dr. Catherine Carrier, DVM, DACLAM (Ep. 20)

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How do you step beyond traditional career paths to find both personal fulfillment and financial freedom?

In this episode, Marcia Miller talks with Dr. Catherine Carrier, DVM, DACLAM, a laboratory animal veterinarian and founder of CarrierRx and CABS LLC, about her non-traditional journey. Dr. Carrier shares her career evolution from military service to entrepreneurship, offering insights into overcoming challenges, leveraging unique skills, and maintaining a healthy work-life balance.

Dr. Carrier discusses:

  • Her role as a laboratory animal veterinarian, including the challenges of educating the public on ethical research practices
  • The decision to pivot from traditional employment to building a consulting and relief business
  • Strategies for overcoming fears and uncertainties as a single mother entering entrepreneurship
  • The value of identifying industry gaps, crafting niche services, and delivering quality work to sustain demand
  • Her approach to balancing professional commitments with personal well-being through structured schedules and setting boundaries
  • And more!

Resources:

Connect with Marcia Miller: 

Connect with Dr. Catherine Carrier: 

About Our Guest:

Dr. Cathy Carrier graduated from the University of Wisconsin Veterinary School, and then served in the US Army Veterinary Corp at multiple R&D sites. Most of her career has been spent working in fast paced CROs, academia, and animal production facilities where she achieved ACLAM board certification by the experience route. Today, she has her own business offering onsite clinical laboratory animal veterinary relief and consulting.

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Understanding Behavioral Biases in Veterinary Financial Planning With Dr. Jordan A. Hutchison (Ep. 7)

Understanding Behavioral Biases in Veterinary Financial Planning With Dr. Jordan A. Hutchison (Ep. 7)

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Have you ever thought about how your mind affects your money?

The “Making Hay” podcast, hosted by Marcia Miller, provides veterinarians with essential financial guidance tailored to their profession. In today’s discussion, Marcia teams up with Dr. Jordan A. Hutchinson, Vice President of Technology at RFG Advisory, to explore the critical role of investor behavior in financial planning, particularly for veterinarians.

Key Highlights:

  • “Dr. J’s” expertise in financial technology and planning, emphasizing the impact of emotions and biases on financial decisions
  • The DALBAR study’s insights into the ‘behavior gap’ in investment returns due to investor behavior, and the myth of the Fidelity study about frequent trading
  • The importance of understanding behavioral biases like action bias and confirmation bias in financial decision-making
  • The role of financial advisors in helping manage these biases and emotions, enhancing overall financial wellbeing
  • The discussion on the detrimental effects of herd mentality in investing and the benefits of a long-term investment perspective
  • Marcia Miller and Dr. J emphasize a personalized approach to investment that aligns with individual goals and aspirations
  • And much more!

 

Resources:

Connect with Marcia Miller: 

Connect with Dr. Jordan A. Hutchison:

About Dr. Jordan A. Hutchison:

Dr. Jordan A. Hutchison is the Vice President of Technology at RFG Advisory. His executive leadership expertise in WealthTech, human behavior, and financial planning strategy provide him with the ability to help financial professionals live extraordinary lives. He uses his deep understanding of financial advisors, practice management, and the wealth management business cycle to apply the proper needs to run a successful financial planning firm.

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