Tag: Tailored Financial Guidance

Money Matters for Vets with Marcia Miller (Ep. 2)

Money Matters for Vets with Marcia Miller (Ep. 2)

Why do many veterinarians stumble financially? The answers might surprise you.

Fresh out of vet school? Find out the financial pitfalls most new grads overlook – and how to sidestep them. For the long-timers: Is selling your practice the golden ticket to retirement?

Jump into a riveting conversation with host Marcia Miller of RFG Advisory, who reveals the hidden intricacies of financial planning for veterinarians, from those fresh out of college to the seasoned pros! Drawing from her rich 25-year experience, Marcia pulls back the curtain on the unique hurdles faced by vets and unveils alternative routes to ensure a comfy retirement.

The can’t miss highlights from this episode include:

  • What happens in the first meetings with clients
  • The art of building trust from the get-go
  • Marcia sheds light on little-known strategies to boost financial efficiency
  • A glimpse into Marcia’s own journey and the surprising similarities between her challenges and those of a veterinarian
  • A refreshing perspective on financial planning where personalization isn’t just a buzzword, but the cornerstone of building successful financial strategies
  • And much more!

 

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