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050 Top 5 Questions on Investing from Veterinarians
Manage episode 451294321 series 2880521
İçerik Veterinary Financial Summit tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Veterinary Financial Summit veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Curious about the top investing questions veterinarians are asking? We turned to the Debt Free Vets Facebook group to find out what’s on their minds. From saving for retirement without an employer plan to tackling the student loan tax bomb, these are the biggest concerns vets are discussing. Financial planners Meredith Jones, DVM, CSLP®, AFC®, and David Aizuss, CSLP®, break it down with clear answers and actionable advice.
Key moments:
[01:35] What to know about saving for retirement without an employer plan
[05:15] Smart strategies to invest and prepare for the student loan tax bomb
[13:50] Deciding between pretax and Roth contributions for your financial goals
[17:49] How to approach bonds in your portfolio if retirement is still far away
[24:19] Retiring without maxing out your accounts is possible, but if you do, here’s what comes next
DVMs deserve financial experts who speak their language. Book a free intro call today. Just browsing? Learn more about us at SLP Wealth.
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