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In this episode of The Smarter Vet Financial Podcast, hosts CJ Bernett and Tom Seeko break down financial strategies for high-income earners. They discuss how marriage impacts money decisions, common mistakes with Roth IRAs, the "backdoor Roth" strategy, and maximizing 401(k) contributions. We also highlight the importance of balancing tax savings with long-term financial goals and offer tips for managing money in relationships. Tune in for expert insights to help you make smarter financial decisions!
Discover our book “Unleashed: The Financial Clarity Every Veterinarian Needs”
Buy Now: Book – Unleashed | Florida Veterinary Advisors
—–
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
5
3838 ratings
Send us a text
In this episode of The Smarter Vet Financial Podcast, hosts CJ Bernett and Tom Seeko break down financial strategies for high-income earners. They discuss how marriage impacts money decisions, common mistakes with Roth IRAs, the "backdoor Roth" strategy, and maximizing 401(k) contributions. We also highlight the importance of balancing tax savings with long-term financial goals and offer tips for managing money in relationships. Tune in for expert insights to help you make smarter financial decisions!
Discover our book “Unleashed: The Financial Clarity Every Veterinarian Needs”
Buy Now: Book – Unleashed | Florida Veterinary Advisors
—–
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
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