Andrew Rotz's guest appearances

Andrew Rotz

The Veterinarian Success Podcast

The Veterinary Project Podcast

Veterinary Financial Podcast

Willie Bidot

Isaiah Douglass

Meagan Landress

Matthew Salois

Sarah Fallaw

Lauren Smith

Brandon Boyd

Dan Markwalder

Josh Vaisman

Debbie Boone

Bruce Johnstone

Dani McVety

Peter Weinstein

Tyrone Ross Jr

John Dillon

OwlTail

We asked Andrew Rotz, Certified Financial Planner and the Director of Personal Finance and Financial Literacy at North Carolina State’s College of Veterinary Medicine, about working with vet students, their biggest financial concerns, and veterinary employment contracts.- What Andrew’s day to day looks like working at NC State- What are the biggest financial concerns of interns and residents?- What are some common mistakes vet students and early career vets make?- What are the most common student debt questions Andrew gets from students?- When is the ideal time to pursue a student loan consultation?- What trends is Andrew seeing with veterinary job offers and contracts?- What should new grads keep in mind when receiving their first job offers?- What are the most overlooked benefits in contracts?- What are some pitfalls to watch out for in contracts?Ways to connect with Andrew:Tide &amp; Tempest Financial: https://tidetempestfinancial.comAndrew’s email: andrewrotz@tidetempestfinancial.comLinkedIn: https://www.linkedin.com/in/andrew-rotz/Ways to connect with Veterinary Financial Summit: https://VetFinancialSummit.comInstagram: @vetfinancialsummitFacebook: https://www.facebook.com/VetFinancialSummitLinkedIn: https://www.linkedin.com/company/vetfinancialsummitEmail: Leadership@VetFinancialSummit.com

We asked Andrew Rotz, Certified Financial Planner and the Director of Personal Finance and Financial Literacy at North Carolina State’s College of Veterinary Medicine, about working with vet students, their biggest financial concerns, and veterinary employment contracts.- What Andrew’s day to day looks like working at NC State- What are the biggest financial concerns of interns and residents?- What are some common mistakes vet students and early career vets make?- What are the most common student debt questions Andrew gets from students?- When is the ideal time to pursue a student loan consultation?- What trends is Andrew seeing with veterinary job offers and contracts?- What should new grads keep in mind when receiving their first job offers?- What are the most overlooked benefits in contracts?- What are some pitfalls to watch out for in contracts? Ways to connect with Andrew:Tide &amp; Tempest Financial: <a href="https://tidetempestfinancial.com" rel="noopener noreferrer nofollow" target="_blank">https://tidetempestfinancial.com</a>Andrew’s email: <a href="mailto:andrewrotz@tidetempestfinancial.com" rel="noopener noreferrer">andrewrotz@tidetempestfinancial.com</a>LinkedIn: <a href="https://www.linkedin.com/in/andrew-rotz/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/andrew-rotz/</a> Ways to connect with Veterinary Financial Summit: <a href="https://vetfinancialsummit.com" rel="noopener noreferrer nofollow" target="_blank">https://VetFinancialSummit.com</a>Instagram: @vetfinancialsummitFacebook: <a href="https://www.facebook.com/VetFinancialSummit" rel="noopener noreferrer nofollow" target="_blank">https://www.facebook.com/VetFinancialSummit</a>LinkedIn: <a href="https://www.linkedin.com/company/vetfinancialsummit" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/company/vetfinancialsummit</a>Email: <a href="mailto:Leadership@VetFinancialSummit.com" rel="noopener noreferrer">Leadership@VetFinancialSummit.com</a>

019 Early Financial Education for Career Success - Andrew Rotz

In this episode, I'm joined by Andrew Rotz, CFP®, CCFC, as he shares his experience serving the future veterinarians from his position within NC State. The unique aspect of this interview is Andrew's experience and insights from thousands of conversations and countless hours spent with future DVM's talking about all things related to their financial life. He also has a unique perspective coming at the financial discussion from an angle of pure education as he is employed by NC State. We discuss the following in this interview.Finding Balance in family, country, and work to excel at all and not sacrifice one for the others.The elephant in the room is student loans, but budgeting and insurance are so critical as well to the early success.What he hears from those in school about the desire for ownership opportunities in the future.The desires of current and future veterinarians for employment that fits within the lifestyle goals they have.Understanding the changing landscape of the industry and why the universities preparing the students evolved and the costs associated with that change.His role on staff at NC State and is a CERTIFIED FINANCIAL PLANNER TMWhat he is seeing from employment contracts in the industry as 4th-year students accept and review initial job offers.The hidden benefits of various offers and what is most beneficial vs. a nice to have.He discusses how much negotiation flexibility he is seeing from offers and what areas are more negotiable vs. those areas that are not.His opinion on the financial services industry which is unique given his knowledge, experience, and lack of a conflict since he’s employed by NC State.The need for Fee-Only and truly fiduciary aka “best interests of the client” in today’s world of financial advice.Why student loan planning and advice is sorely lacking with most CFP®’s today and his desire to see that changed.The one-piece of financial advice he wished everyone understood better.He opens up and shares a personal financial story of a big lesson learned and how that humbled him in a way that wasn’t easy at the time.Website: https://cvm.ncsu.edu/education/academic-affairs/financial-services/Learn about Medici 

In this episode, I'm joined by Andrew Rotz, CFP®, CCFC, as he shares his experience serving the future veterinarians from his position within NC State. The unique aspect of this interview is Andrew's experience and insights from thousands of conversations and countless hours spent with future DVM's talking about all things related to their financial life. He also has a unique perspective coming at the financial discussion from an angle of pure education as he is employed by NC State. We discuss the following in this interview.<ul><li>Finding Balance in family, country, and work to excel at all and not sacrifice one for the others.</li><li>The elephant in the room is student loans, but budgeting and insurance are so critical as well to the early success.</li><li>What he hears from those in school about the desire for ownership opportunities in the future.</li><li>The desires of current and future veterinarians for employment that fits within the lifestyle goals they have.</li><li>Understanding the changing landscape of the industry and why the universities preparing the students evolved and the costs associated with that change.</li><li>His role on staff at NC State and is a CERTIFIED FINANCIAL PLANNER TM</li><li>What he is seeing from employment contracts in the industry as 4th-year students accept and review initial job offers.</li><li>The hidden benefits of various offers and what is most beneficial vs. a nice to have.</li><li>He discusses how much negotiation flexibility he is seeing from offers and what areas are more negotiable vs. those areas that are not.</li><li>His opinion on the financial services industry which is unique given his knowledge, experience, and lack of a conflict since he’s employed by NC State.</li><li>The need for Fee-Only and truly fiduciary aka “best interests of the client” in today’s world of financial advice.</li><li>Why student loan planning and advice is sorely lacking with most CFP®’s today and his desire to see that changed.</li><li>The one-piece of financial advice he wished everyone understood better.</li><li>He opens up and shares a personal financial story of a big lesson learned and how that humbled him in a way that wasn’t easy at the time.</li></ul> Website: <a href="https://cvm.ncsu.edu/education/academic-affairs/financial-services/" rel="noopener noreferrer nofollow" target="_blank">https://cvm.ncsu.edu/education/academic-affairs/financial-services/</a> <a href="https://medici.cx/vetsuccess" rel="noopener noreferrer nofollow" target="_blank">Learn about Medici </a>

#30 Andrew Rotz, CFP®, CCFC - Serving Students at NC State by Providing Financial Education