Tag: Marcia Miller
Creating a Lifestyle Veterinary Practice with Dr. Eve Harrison (Ep. 18)

Creating a Lifestyle Veterinary Practice with Dr. Eve Harrison (Ep. 18)

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The thought of starting your own veterinary practice can be daunting, especially if you have already experienced the fast-paced work ethic needed in the veterinary field.

Although that may sound stressful, with the right guidance, opening your own practice could offer you more freedom and time to pursue your other passions.

Join your host Marcia Miller, CEP®, RFC® as she speaks with Dr. Eve Harrison, founder of The House Call Vet Academy. Uncover the balance between professional and personal life, the concept of a lifestyle practice, and the steps veterinarians can take if they feel overwhelmed or unhappy in their current roles. Eve shares her journey from burnout to building a sustainable and fulfilling mobile practice, emphasizing the importance of setting boundaries and seeking support. 

Marcia and Eve discuss: 

  • The definition of a ‘lifestyle veterinary practice’ and how it can prevent burnout
  • Eve’s personal story of transformation from a traditional practice to a fulfilling house call practice
  • The importance of financial planning and seeking professional support when considering a shift in your veterinary career
  • The House Call Vet Academy and the resources it offers for building a successful house call practice
  • And more!

 

Resources:

Connect with Marcia Miller: 

Connect with Dr. Eve Harrison: 

 

About Our Guest: 

Dr. Eve Harrison is the founder of The House Call Vet Academy. 

After graduating from vet school, Eve spent years immersed in the demanding environments of clinics, hospitals, emergency rooms, and operating theaters. The long hours left her feeling burnt out, nearly prompting her to abandon the profession altogether. Struggling with an imbalanced work-life situation, she realized the necessity of finding a more sustainable approach to caring for her patients, their caregivers, and herself.

Driven by this realization, she made the decision to establish her own house call veterinary practice, adhering to her personal vision. Today, Eve provides a nurturing and supportive environment, guiding others in crafting their own distinctive veterinary practices, tailored to their individual preferences and principles.

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How Long-Term Care Insurance Can Help Safeguard Your Future with Alecia Barnette (Ep. 17)

How Long-Term Care Insurance Can Help Safeguard Your Future with Alecia Barnette (Ep. 17)

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Are you prepared for the potential need for long-term care?

Listen in as Marcia Miller sits with special guest Alicia Barnett, a certified specialist in long-term care as they discuss essential aspects of long-term care insurance. This episode covers different types of insurance, common misconceptions, and the importance of integrating these plans into your financial strategy. Learn how early planning and the right choices can ensure financial stability and family harmony when long-term care is needed.

Key Highlights:

  • Exploring Insurance Options: Discover the pros and cons of traditional vs. asset-based long-term care policies
  • Overcoming Challenges: Learn why older traditional policies might still be your best bet
  • Professional Advice: Find out why keeping your current policy could save you in the long run
  • Dispelling Misconceptions: Uncover the hidden costs of self-insuring and how to protect your family
  • Planning Ahead: See why integrating long-term care into your financial plan is essential
  • Tax Benefits: Explore how long-term care insurance can save you money on taxes
  • Timing is Key: Discover why buying long-term care insurance young is a smart move
  • Simplifying Underwriting: Find out which type of policy has the most flexible underwriting
  • And much more!

 

Resources:

Connect with Marcia Miller: 

Connect with Alecia Barnette: 

 

About Our Guest: 

An Appalachian State and Gardner-Webb alumna, Alecia is a national speaker with over 20 years of care planning experience, highlighted by her Certification for Long-Term Care (CLTC).

Alecia began working as the Health Marketing Director at The Insurance Center in Charlotte, NC in 1995. Three years later, The Insurance Center and Financial Independence Group, Inc. merged; overseeing the entire transition and bringing our health insurance business to unprecedented heights. Now the Senior Vice President in the Care Planning department, Alecia’s 20+ years of experience is evident to advisors across the country.

Specializing in providing asset-based LTC case designs to highly successful advisors, Alecia’s main purpose is to assist advisors in protecting their clients and their client’s families from the physical and emotional consequences of unexpected care needs.

Alecia’s use of holistic approaches and strong ethics – along with her desire to grow and solid commitment – make her an invaluable asset to any financial advisor seeking care planning assistance.

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How To Transform Money Mindsets for Women With Shannon Spotswood (Ep. 8)

How To Transform Money Mindsets for Women With Shannon Spotswood (Ep. 8)

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What if the key to financial success for women in veterinary medicine is just a mindset shift away?

Today on the ‘Making Hay Podcast,’ host Marcia Miller from RFG Advisory engages in a pivotal discussion with Shannon Spotswood, President of RFG Advisory Corporate. This crucial episode dives into the essence of financial empowerment for female veterinarians, a topic of vital importance given their substantial presence in the veterinary field. Shannon brings invaluable insights to this empowering dialogue, dedicated to guiding veterinarians towards skilled financial management.

Key Highlights:

  • Addressing Underrepresentation: Discover the prominent presence of women in veterinary medicine (80%) and the unique financial challenges they encounter
  • Breaking Mindset Barriers: Dive into the psychological obstacles women often face in finance, highlighting the need for confidence and challenging societal norms
  • Financial Freedom Perspectives: Shannon shares her expertise, advocating for women to approach finance fearlessly, and to rethink traditional money management and societal biases
  • “Strong Her Money” Initiative: The episode spotlights this initiative, co-created by Shannon, aiming to transform how women perceive and manage their finances
  • Real-Life Examples: Shannon provides personal stories to illustrate the stress and financial pressures in the field
  • Encouraging a Growth Mindset: Concluding the episode is a powerful call to adopt a positive, abundant mindset for a brighter financial and personal future
  • And much more!

 

Resources:

Connect with Marcia Miller: 

Connect with Shannon Spotswood:

 

About Shannon Spotswood:

Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management and business development. At RFG Advisory, Shannon oversees all aspects of RFG 2.0, a fully integrated platform designed for independent financial advisors and the implementation of strategic initiatives contributing to advisor success. Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, advisor-focused RIA of the future.

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Is Selling Your Practice Enough? With Rick Wedell (Ep. 4)

Is Selling Your Practice Enough? With Rick Wedell (Ep. 4)

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Have you ever questioned whether selling your veterinary practice (or any practice really)  is enough for a secure retirement?

Join us in the latest episode of the “Making Hay Podcast,” where host Marcia Miller invites Rick Wedell, Chief Investment Officer at RFG Advisory, for an insightful discussion on financial planning and retirement. This episode goes beyond conventional retirement advice, emphasizing the importance of early planning, accurate business valuation, and seeking professional financial guidance. 

Key Highlights:

  • Discover what attracts top buyers beyond your practice’s immediate success
  • Understand how your practice’s earnings and growth potential influence its market value
  • Find out how the cost of replacing your role can impact the sale of your practice
  • Identify hidden challenges in long-term commitments that could hinder selling your practice
  • Explore a range of exit strategies, from outright selling to forming partnerships
  • Learn about the trade-offs between a high selling price and maintaining control post-sale
  • Assess whether pursuing maximum profit aligns with your personal satisfaction and well-being
  • And much more!

 

Resources:

Connect with Marcia Miller: 

Connect with Rick Wedell: 

 

About Rick Wedell:
As the Chief Investment Officer for RFG Advisory Group, I am directly responsible for the direction and management of RFG’s investment strategies, setting the vision for our research capabilities, and managing a turn-key investment platform engineered to help our advisors and their clients with their most pressing investment needs. I previously spent over a decade at Bain Capital Credit, where I was the Head of the Consumer Group as well as an assistant Portfolio Manager for an $8bn CLO business.

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