Vincere Wealth Management
Hi, my name is Isaiah Douglass. I am a CERTIFIED FINANCIAL PLANNER™ and Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach that is dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management. I co-founded The Veterinarian Financial Advisor Network in 2020. I am the host of the weekly podcast The Veterinarian Success Podcast which interviews and discusses topics related to clinical, business, financial, and personal of the lives of veterinarians. I am deeply involved in speaking within veterinary medicine via students, podcasts, video interviews, and spoken at the Veterinary Financial Summit conference. I am on the Communications Committee within VetPartners to help deliver the message of the organization to membership, but also the veterinary industry.
Topic #1: Seven Deadly Sins of Financial Planning
Description: The clinical evidence on why money is so emotional. • The landscape of veterinary medicine for the future. • The ownership opportunity. • What is investing, and what is speculating? • Concentration vs. Diversification? • What insurance coverage do you need vs. don't need? • Why simple estate planning needs to be done and the ramifications of not doing so. • The biggest driver of our personal consumption and the impact of debt. • Why holding cash is a problem. • What do to with excess cash. Pay down debt or invest? • When it is time to change course and adjust long term plans? How do you determine that?
Topic #2: The Ownership Opportunity in Veterinary Medicine
Description: • Why become a practice owner? • The difference between economic and entrepreneurial ownership. • What financial advantages are there to owning your own practice? • How to build your team to be a successful owner. • Business Models – building your vision. • How to market and build a brand. • Dealing with student loans and debt. • Styles of ownership. • Getting ready for ownership.
Topic #3: Investing - The How To Guide for Young Veterinarians
Description: • The goal of investing • What accounts can/should I have? • How to invest for the student loan tax bomb? • How to think about your 401k plan. • Why you don’t want to mix insurance with investing? • What are mutual funds? • What are exchanged traded funds? • How to be a tax savvy investor. • What is diversification? • How to construct a written investment plan.
Speaker Fees: Travel reimbursement, no speaking fee