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Your Road to Retirement

From Relief to Relaxation: Your Road to Retirement
Learn how to build financial independence and a “work-optional” future using the right retirement accounts, the three-bucket strategy, and smart next steps.
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Recorded on: Nov 18, 2025

Webinar Summary

Ready to make your money work as hard as you do? In this session, explore how you can build toward financial independence and a “work optional” future. We cover how to choose the right retirement accounts for your role, how to apply the three-bucket strategy for long-term flexibility, and what steps you can take to design a future on your terms.

Speaker

Dr. Meredith Jones, DVM, CSLP®, AFC®

Dr. Meredith Jones  is a Veterinarian, Certified Student Loan Professional, and founder of Allvet Financial, a financial planning firm focused exclusively on Veterinarians and their families. She practiced as an emergency Veterinarian for over 12 years. While paying off her own student loans, she became a “money nerd” and started taking financial courses. Meredith is the founder of the Debt-Free Vets Facebook group and host of the Veterinary Financial Podcast. Her mission is to help Veterinarians take control of their finances and build a life they love.

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