Veterinary Practices

The Power of 401(k) Plans for Veterinary Practice Owners with Paul Villanueva (Ep.10)

By Making Hay | March 14, 2024

Veterinary practice owners are incredibly busy. The thought of setting up a 401(k) plan is overwhelming and likely low on the ever-growing list of priorities.

In this episode, Marcia Miller sits down with Paul Villanueva, a retirement plan professional, to explore the importance of 401(k) plans for veterinary practice owners. They discuss the evolution of 401(k) plans, the benefits for both employers and employees, as well as the flexibility and simplicity offered by modern 401(k) solutions, specifically provided by Human Interest. The conversation highlights the significance of early retirement planning, the impact on attracting and retaining talent in veterinary practices, and the advantages of Roth options within 401(k) plans.

Marcia and Paul discuss:

Benefits of 401(k) plans for both employers and employees
Modern 401(k) solution options
Attracting and retaining talent through employee benefits
Comparison of 401(k) plans with IRAs and Simple plans
Impact of technology on simplifying and modernizing retirement planning
And more

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Connect with Paul Villanueva:

About Our Guest:

Paul Villanueva is currently the Regional Director of the Financial Advisor Channel at Human Interest. He is a highly experienced Director of Partnerships with 25+ years in the financial services industry. A University of Houston graduate, he excels in Securities, Asset Management, Retirement Planning, Mutual Funds, and Management. Paul’s strategic insights and business development prowess have consistently driven success in his dynamic career.

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

By Making Hay | November 2, 2023

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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