The Vet Worthwhile Podcast

In this episode, Jason Hills, Vice President of Sales and Marketing and Co-owner of Blue Frog*, joins us to share his expertise in the specialized world of design-build construction for veterinary and dental practices. With over 20 years of experience, Jason shares how an innovative approach can align projects with financial realities and help clients avoid unpleasant surprises down the line. As construction costs soar and interest rates fluctuate, he emphasizes prioritizing essential features over luxury elements, ensuring new veterinary spaces are functional and financially sound. *Blue Frog offers company events designed to help doctors navigate design-build construction while forging connections with industry partners and doctors who have successfully undertaken similar projects. Learn more at BFrog.net. You can find show notes and more at: https://tinyurl.com/5eayztbh   Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Signature FD's Chief Investment Officer Tony Welch joins us to unpack the post-2024 economic landscape, the election's impact, and how things have affected the S&P 500. We explore the ongoing disconnect between Wall Street and Main Street as the lingering psychological effects of high inflation influence them. We also examine how controlled inflation could potentially benefit veterinarians and small business owners in the coming years. You can find show notes and more at: https://tinyurl.com/yp3rpzth Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Nancy Dewitz, a consultant specializing in serving the veterinary community, shares her insights on the transformative role of technology in improving workflows, communication, and patient outcomes. Nancy discusses the most significant changes she's seeing in tech adoption and why she believes these advancements positively impact doctors, staff, and clients.  You can find show notes and more at: https://tinyurl.com/54avn65k  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, we are joined by Tony Welch, SignatureFD's Chief Investment Officer, to discuss the data he's seeing regarding the rate of inflation change. He'll explain what it could mean for the average investor, what it might look like to consumers, and how they spend at veterinary hospitals.  You can find show notes and more at: https://tinyurl.com/yc374cuh  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, we're joined by long-time veterinarian and comedian, Dr. Mike McClenahan. He is the creator of The Bowtie Vet Guy YouTube channel and cohost of the Vets Unleashed podcast. Mike shares his inspiring story on merging comedy and his veterinary world and talks about why he thinks humor is so important. You can find show notes and more at: https://tinyurl.com/3udhxdt9 Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Time management is something many of us try to navigate and improve on throughout our lives and careers, but it can be hard to get a proper grip on how to do it most effectively. In this episode, Dr. Scott Weinman, veterinarian and host of the Vets Unleashed podcast, joins the show to share his passion for time management and the science behind it.  You can find show notes and more at: https://tinyurl.com/bddf8y4a Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, CEO of Highpoint Healthcare Advisors, Cameron Cruz, joins the show to discuss the insight he gained from working with veterinary and health professionals in the consolidation arena. He offers some considerations on creating a win-win situation at both ends of a sale and making it a smooth transition for everyone. You can find show notes and more at: https://tinyurl.com/2ts9fvpx Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Dr. Megan Sprinkle joins us to shed light on what it can take to break away from the well-worn path to create a career that you're passionate about. You will glimpse Megan's veterinary career and the curiosity that drove her into the veterinary space and beyond. She offers her insights into how you can shape your career in imaginative and fulfilling ways. You can find show notes and more at: https://tinyurl.com/2me7hc68  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

We often talk to our clients about the four wealth activation pillars: Grow, Protect, Give, and Live. In this episode, we dive into the basics of the Protect pillar and the more modern, cutting-edge, and riskier elements we believe need to be considered. Joining the conversation today is Rod Finnegan, the owner of Vetinsure – an independent insurance agency working exclusively within the veterinary industry.  You can find show notes and more at: https://bit.ly/4a09XFi  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Tony Welch, Chief Investment Officer at SignatureFD, joins us for an update on market trends and conditions for 2024. He shares his insights on what happened in 2023 and how they could affect us this year. If you're looking at the next year and wondering how to plan for the instability and inflation, this episode may be for you. You can find show notes and more at: https://bit.ly/491yQjA Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

There's a lot of important work going on when it comes to the development of preventative care and life-extending medicine. In this episode, we're joined by a special guest who shares their insight into newly approved life-extending pharmaceuticals. Dr. Brennen McKenzie is the director of veterinary medicine at Loyal, a biotech company in San Francisco that focuses on FDA-approved life-extending pharmaceuticals in the veterinary space. You can find show notes and more at: https://bit.ly/4aZYQNF  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, a long-time veterinary industry partner and our friend Jimmy Dorough joins the show. Jimmy works with Patterson, serving around 100 hospital owners in the Atlanta metro market. As someone in and out of hospitals talking to team members and owners daily, Jimmy truly has a finger on the pulse of the industry and a great understanding of what's going on with those running the hospitals. Listen in as he opens up about his veterinary career, all the hats he's worn over the years, and how he got to where he is now. You can find show notes and more at: https://bit.ly/3Rke08I  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Tony Welch, Chief Investment Officer at SignatureFD, joins us again. Previously, Tony talked about the economic times and how small business owners in the veterinary community are being (and may be) affected. In this episode, he discusses where we are now, what has changed in the economy, and the outlook he foresees for the veterinary space.  You can find show notes and more at: https://tinyurl.com/2rdr5293  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Rich Lester joins us to discuss exit plans, practice sales, transitions, and market changes and opportunities. Rich is the Co-CEO of Ackerman Group, where he uses his extensive experience to help guide veterinarians through selling their practices and structuring deals that work for them. You can find show notes and more at: http://tinyurl.com/9sj985y5  This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial. Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, we sit down with Rennie Curran, a former NFL athlete, 3-time All-American, keynote speaker, author of several books, and CEO of Game Changer Coaching. Using his platform to inspire students, athletes, and business leaders to reach their full potential, he joins the show to talk about navigating difficult transitions and getting into the mindset of intentional leadership. You can find show notes and more at: https://tinyurl.com/yebahwd7  This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial. Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Eric Josovitz, Founder of AdaptCFO, joins the show to highlight some of the intricacies of small business financial statements, focusing on veterinary hospitals. He shares his personal experiences and how they have shaped his perspective on the importance of quality financial controls.  You can find show notes and more at: https://bit.ly/3D9zRIf  This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial. Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, we sit down with Tommy Thompson, a renowned figure in the veterinary industry. Having established several practices and Veterinary real estate companies, Tommy joins us to delve into the intricate process of exiting the business. He emphasizes the advantages of initiating the selling process early, shedding light on seeking professional advice during business transitions. Understanding that veterinarians play a crucial role in nurturing client relationships, he underscores the significance of ensuring the happiness of both staff and veterinarians within the hospital. You can find show notes and more at: https://bit.ly/3Pq2CYb  This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial. Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

We're wrapping up our series on employment agreements and non-competes with legal experts Peter Tanella and Brent Pohlman from Mandelbaum Barrett PC. Peter, who co-chairs the firm's Corporate Law Practice Group, provides his expertise on what to expect if a non-compete issue plays out. Brent, a partner in Mandelbaum Barrett PC's labor and employment practice group, talks about the technical side of the non-compete, including his insights on the scope of restrictive covenants in the current climate. You can find show notes and more at: https://bit.ly/3BRPyTM  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Live Oak Banking Company is not only the leading small business lender in the country, but it also has a unique history of lending to veterinarians and originating some of the largest veterinary loans in the United States. In this episode, Chip Mahan, the CEO of Live Oak Banking Company, joins the show to share his insights into how Live Oak Banking Company got started in the veterinary lending business and his perspective on building relationships with employees and customers.  You can find show notes and more at: https://bit.ly/3pFRADn  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Paul Diaz, Founder & CEO of Offer First and Founder of Hire Power Consulting, is a seasoned veterinary recruiter. When it comes to hiring practices, he's seen his share of contractual clauses and has heard horror stories from veterinarians who signed non-competes. In this episode, Paul joins the show to discuss the use of non-competes in the veterinary industry, his experiences with non-competes, and why he stopped working with employers who require them. You can find show notes and more at: https://bit.ly/43CEXsm   Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.