Veterinary medicine and financial planning share a common framework: history-taking, diagnostics, treatment or action plans, and progress exams. Recognizing these parallels can help make money conversations less intimidating and much more familiar for veterinarians.

Key Topics:

• How financial planning and veterinary medicine share the same step-by-step process
• Working up a case in vet med mirrors working up a case in financial planning
• The role of history-taking and information gathering in both fields
• How treatment plans compare to financial action plans
• Why progress exams and financial check-ins serve the same purpose
• How my clinical background shapes my financial advice

Interested in vet-specific financial planning?

Schedule a free intro call or email meredith@allvetfinancial.com

Medical records have historically been one of the biggest time drains and stressors in veterinary practice. AI notetakers, also called scribes or transcription tools, are changing that.

I share stories from my ER career and financial planning work, along with insights from veterinarians in the Debt-Free Vets Facebook group, on how these tools save time, improve accuracy, and reduce late-night record writing. You’ll also hear strategies that can help when AI isn’t an option.

Veterinarians describe how AI notetakers have transformed their daily workflow—helping them juggle multiple cases, keep up with busy shifts, and finally stop staying late just to finish records.

Highlights include:

• The challenges of managing medical records in busy clinical settings
• How AI notetakers can save time, reduce errors, and boost efficiency
• What veterinarians are saying about their favorite tools
• The cost of an AI notetaker - and why it may be worth paying for yourself if your hospital won’t
• Other efficiency tools, including human scribes and TextExpander

Whether you’re curious about AI notetakers, overwhelmed by incomplete records, or just looking for ways to reclaim your time, this conversation offers real-world insights into how these tools are changing veterinary practice.

Links and Resources:

• Debt-Free Vets Facebook group
• Thread in Debt-Free Vets on AI notetakers

Interested in vet-specific financial planning?

Schedule a free intro call or email meredith@allvetfinancial.com

Perfectionism might have helped you get into vet school, but it could be holding you back financially. Dr. Jason Balara joins Meredith to talk about how an “all or nothing” mindset can sabotage your financial goals and delay meaningful progress. Jason is a board-certified veterinary surgeon and founder of Lark Capital, a real estate investment firm.

They explore:

• Why striving for excellence beats chasing perfection
• How perfectionism shows up in investing, budgeting, and student loan strategies
• Why it’s better to start small than wait for the “perfect” financial plan
• How Jason restructured his career to prioritize time and autonomy

Whether you’re working toward loan forgiveness, thinking about launching a side business, or feeling stuck because you don’t have all the answers—this episode will help you take action without waiting for perfect conditions.

Links and Resources:

• Contact Jason Balara at jason@larkcapital.com or on LinkedIn
• Check out the Know Your Why Podcast with Dr. Jason Balara

Interested in vet-specific financial planning?

Schedule a free intro call or check out allvetfinancial.com