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Retiring in Five Years? Here’s a Roadmap to Optimize Practice Value, Manage Taxes, and Prepare for What’s Next

Michael Rodegerdts, CRPC and Jessica Van Dyke, APMA™, CRPS™, Financial Advisors, Ameriprise Financial Services, LLC
June 24, 2026

For many California veterinarians, the practice isn’t just where you work; it’s a significant non-liquid asset. While effective exits are…

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Are You Financially Prepared If Disaster Strikes?

Michael Rodegerdts, CRPC
February 13, 2026

Natural disasters—from floods and wildfires to hurricanes, tornadoes, and snowstorms—seem to be in the news all too frequently. As you…

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Common Mistakes We See in Veterinary Practice 401(k) Plans

Michael Rodegerdts, CRPC
September 29, 2025

For many veterinary practice owners, setting up a 401(k) plan feels like a one-and-done milestone—an important step in offering employee…

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New to Investing? Here’s What You Need to Know

Michael Rodegerts, CRPC
June 16, 2025

2025 is an exciting time for registered veterinary technicians (RVTs), with many regulatory and legislative proposals being considered that would…

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