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Special Guest: Andrew Ross, CFP® - Veterinary Financial Planner
Manage episode 291973134 series 2854256
Treść dostarczona przez Mark McGaunn, CPA/PFS, CFP® and Jenni George, CVPM, Mark McGaunn, Jenni George, and CVPM. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Mark McGaunn, CPA/PFS, CFP® and Jenni George, CVPM, Mark McGaunn, Jenni George, and CVPM lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Regular listeners to the Veterinary Survival Show know how important it is to have a great CPA like our cohost Mark McGaunn on their side, but who are the other key players in your 'financial team'? Join us as we talk with Andrew Ross, CFP®, a veterinary financial planner with Integrated Partners. Andrew dives into what future practice owners will want to consider before they pull the trigger on purchasing or starting a practice, as well as tips how to plan for the future-- both personally and professionally. Cohost Jenni shares her personal experience with working alongside Andrew, and how he has boosted her business strategy over the years. Mark gives his feedback on the importance of communication between the CPA, financial planner, and of course, the client. Don't miss this highly educational episode!
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