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Episode 162 – Things to consider when transferring an IRA to a 401(k)

Episode 162 – Things to consider when transferring an IRA to a 401(k)

by Florida Veterinary Advisors | Apr 10, 2025 | Podcast

Cohosts CJ Burnett and Tom Seeko discuss a common question people ask when a veterinarian starts a new job or when a practice owner starts a 401(k). Before combining all your IRAs into an employer-provided 401(k), there are a few vital considerations and questions to...
Episode 162 – Things to consider when transferring an IRA to a 401(k)

Interview with Bill Murray – Selling Your Veterinary Practice

by Florida Veterinary Advisors | Mar 28, 2025 | Podcast

Selling a veterinary practice is a major decision that requires careful planning and strategy. In this episode, Tom Seeko, co-founder of Florida Veterinary Advisors, sits down with Bill Murray, founder of Wiklow Healthcare Advisory, to discuss the evolving landscape...
Episode 162 – Things to consider when transferring an IRA to a 401(k)

Episode 161 – For Households That Make More Than $200K

by Florida Veterinary Advisors | Mar 21, 2025 | Podcast

In this episode of The Smarter Vet Financial Podcast, hosts CJ Bernett and Tom Seeko break down financial strategies for high-income earners. They discuss how marriage impacts money decisions, common mistakes with Roth IRAs, the “backdoor Roth” strategy,...
Episode 162 – Things to consider when transferring an IRA to a 401(k)

Episode 160 – For Married Moms Living Paycheck to Paycheck

by Florida Veterinary Advisors | Mar 14, 2025 | Podcast

In this episode of The Smarter Vet™ Podcast, hosts Tom Seeko and CJ Bernett dive into the financial struggles many face—especially moms living paycheck to paycheck. They explore why so many married couples aren’t truly “finance married,” operating on separate...
Episode 162 – Things to consider when transferring an IRA to a 401(k)

Episode 159 – Where Do Money Problems Come From?

by Florida Veterinary Advisors | Mar 7, 2025 | Podcast

In this episode of The SmarterVet Podcast, hosts Tom Seeko and CJ Bernett explore the root causes of financial struggles veterinarians face. Why does money management often feels overwhelming? How do factors like time constraints, misinformation, and lack of financial...
Episode 162 – Things to consider when transferring an IRA to a 401(k)

Interview with Dr. Lauren Jones – Financial Clarity & Balance

by Florida Veterinary Advisors | Feb 28, 2025 | Podcast

In this episode of The Smarter Vet Financial Podcast, we sit down with Dr. Lauren Jones—veterinarian, practice owner, and Director of Veterinary Medicine at Shepherd Veterinary Software—to discuss the keys to achieving financial clarity and preventing burnout in...
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This website is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.

Securities products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 4200 West Cypress Street, Suite 700, Tampa, FL 33607, 813-289-3632. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. The individuals associated with Florida Veterinary Advisors do not maintain specialized licenses or qualifications for the financial services provided to veterinary professionals. Florida Veterinary Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

Florida Veterinary Advisors is not an affiliate or subsidiary of PAS or Guardian. Tom Seeko CA License #0K80141 and AR Insurance License #15823672. Christopher Burnett CA License #0K79676 and AR Insurance License #16257929. 8835047.1 Exp 3/28. 

DVM 360, VMX, Veterinary Growth Partners and Veterinary Practice News are not affiliates or subsidiaries of PAS or Guardian. Logo’s are the property of their respective owners and are used with permission.

 

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