• 289: Financial wellness for veterinary professionals

  • Nov 27 2024
  • Length: 18 mins
  • Podcast

289: Financial wellness for veterinary professionals

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  • Summary

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    CJ Burnett, CExP, is an owner and financial advisor with The Next Step Planning Group & Florida Veterinary Advisors. He also hosts a podcast that discusses a wide range of financial topics for veterinarians called "The Smarter Vet Podcast." In 2024 he authored a book: "Unleashed: The Financial Clarity Every Veterinarian Needs."
    In 2022 Burnett was invited to join a board of a dozen advisors that produces the educational content for financial advisors across the United States. When speaking at financial advisor conferences, he reaches nearly 1,700 financial advisors per year to educate them on unique planning concepts, financial market conditions, and rarely known business owner strategies. He also gives talks to financial advisor firms throughout the year.

    Although he is an analyst at heart, Burnett enjoys working directly with people. In 2011, he started his business, The Next Step Planning Group. Over the years, Burnett, who is a Certified Exit Planner, has had success working with business owners on structuring a financial plan that gives them the most control over the results they are after. Burnett does not want to only help people with their financial plans; he wants to change what’s possible for them; to show them how to master the “short game” for them to win the “long game.” Burnett also enjoys working with clients on their charitable giving goals. He works with them to structure a plan to minimize the tax impact on them and maximize the impact they can make when giving money to 501(c)(3) entities.

    Tom Seeko,CExP, is a financial advisor and business financial guide who works with veterinarians, owners, and veterinary teams. His experience in the financial industry started in 2011 but his desire to support the veterinary industry began in 2014. He is the co-host of The Smarter Vet Financial Podcast, co-owner of Florida Veterinary Advisors, national speaker, publication writer, and book author of Unleashed: The Financial Clarity That Every Veterinarian Needs.
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