Dan Routh's guest appearances

Dan Routh

The Veterinarian Success Podcast

Travis Hornsby

Grace Kim

Michael Graham

Sarah Fallaw

Lauren Smith

Brandon Boyd

Dan Markwalder

Josh Vaisman

Debbie Boone

Bruce Johnstone

Peter Weinstein

Tyrone Ross Jr

Meagan Landress

John Dillon

Mary Berg

OwlTail

On this episode I'm joined by Dan Routh, CFP®. The episode is unique in the fact that Dan will be an on-going presence on the show, so I wanted to interview him first. Dan shares his story of why did he decide to be a financial advisor, and how it wasn't a life long passion. Why veterinary medicine is so important to him (Spoiler: His wife). The unique challenges that veterinarian students face, as he witnessed it during Kelsey's time at Oklahoma State University. What is specific to the planning needs of veterinarians. What good financial advice looks like. Finally, listen to the end where we touch on success and time, and how that matters to Dan and his family. Dan's Blog: https://pointedforward.com/ Old Peak Finance: https://oldpeakfinance.com/ Dan's Twitter: https://twitter.com/DanRouthCFPThe Time Tweet we discuss: https://twitter.com/edborgato/status/1120804090064199680?s=12 The Disney Article I discuss: https://www.thecut.com/2019/03/abigail-disney-has-more-money-than-shell-ever-spend.html Top 10 Questions to ask a Financial Advisor from the CFP® Board: http://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/ten-questions-to-ask-your-cfp-professional Consumer resources from NAPFA for evaluating a financial advisor: https://www.napfa.org/financial-planning/consumer-resources Learn about Medici

On this episode I'm joined by Dan Routh, CFP®. The episode is unique in the fact that Dan will be an on-going presence on the show, so I wanted to interview him first. Dan shares his story of why did he decide to be a financial advisor, and how it wasn't a life long passion. Why veterinary medicine is so important to him (Spoiler: His wife). The unique challenges that veterinarian students face, as he witnessed it during Kelsey's time at Oklahoma State University. What is specific to the planning needs of veterinarians. What good financial advice looks like. Finally, listen to the end where we touch on success and time, and how that matters to Dan and his family. Dan's Blog: <a href="https://pointedforward.com/" rel="noopener noreferrer nofollow" target="_blank">https://pointedforward.com/</a> Old Peak Finance: <a href="https://oldpeakfinance.com/" rel="noopener noreferrer nofollow" target="_blank">https://oldpeakfinance.com/</a> Dan's Twitter: <a href="https://twitter.com/DanRouthCFP" rel="noopener noreferrer nofollow" target="_blank">https://twitter.com/DanRouthCFP</a>The Time Tweet we discuss: <a href="https://twitter.com/edborgato/status/1120804090064199680?s=12" rel="noopener noreferrer nofollow" target="_blank">https://twitter.com/edborgato/status/1120804090064199680?s=12</a> The Disney Article I discuss: <a href="https://www.thecut.com/2019/03/abigail-disney-has-more-money-than-shell-ever-spend.html" rel="noopener noreferrer nofollow" target="_blank">https://www.thecut.com/2019/03/abigail-disney-has-more-money-than-shell-ever-spend.html</a> Top 10 Questions to ask a Financial Advisor from the CFP® Board: <a href="http://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/ten-questions-to-ask-your-cfp-professional" rel="noopener noreferrer nofollow" target="_blank">http://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/ten-questions-to-ask-your-cfp-professional</a> Consumer resources from NAPFA for evaluating a financial advisor: <a href="https://www.napfa.org/financial-planning/consumer-resources" rel="noopener noreferrer nofollow" target="_blank">https://www.napfa.org/financial-planning/consumer-resources</a> <a href="https://medici.cx/vetsuccess" rel="noopener noreferrer nofollow" target="_blank">Learn about Medici</a>

#7 Dan Routh , CFP® - Financial Planning for Veterinarians