Episode 191 - 4 of 5: Building Wealth by Balancing Access, Taxes, and Risk
Fri Feb 06 2026
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How do you actually build wealth — not just in theory, but in real life?
In this episode, CJ and Tom walk through a simple, practical framework veterinarians can use to make smarter financial decisions with less stress and more clarity.
They break down how to assign a time horizon to each dollar, how to make sure money is accessible for real‑life needs, how to think about taxes in a strategic way, and how to evaluate risk beyond just investment volatility.
Whether you're early in your career or approaching retirement, this episode helps you understand how to structure your finances so you can adjust, pivot, and stay flexible as life changes.
Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/
Watch the no cost 5-part video course to review your finances and see where you could be doing better in your finances:
5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/
Find out what you could be overlooking within your practice by taking our brief assessment:
Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/
Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice:
Schedule a time-https://flveterinaryadvisors.com/contact-us
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Send us a text How do you actually build wealth — not just in theory, but in real life? In this episode, CJ and Tom walk through a simple, practical framework veterinarians can use to make smarter financial decisions with less stress and more clarity. They break down how to assign a time horizon to each dollar, how to make sure money is accessible for real‑life needs, how to think about taxes in a strategic way, and how to evaluate risk beyond just investment volatility. Whether you're early in your career or approaching retirement, this episode helps you understand how to structure your finances so you can adjust, pivot, and stay flexible as life changes. Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/ Watch the no cost 5-part video course to review your finances and see where you could be doing better in your finances: 5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/ Find out what you could be overlooking within your practice by taking our brief assessment: Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/ Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice: Schedule a time-https://flveterinaryadvisors.com/contact-us Instagram-https://www.instagram.com/flveterinaryadvisors/ Facebook-https://facebook.com/flvetadvisors LinkedIn-https://linkedin.com/company/flvetadvisors YouTube- https://www.youtube.com/@floridaveterinaryadvisors7665