About

Welcome!

Hi, I’m Dan Routh! I’m a Certified Financial Planner™ professional and husband of a veterinarian. Through planning for my own family, I discovered the lack of good quality financial planning information relating specifically to veterinarians. My hope is that this blog is a step in the other direction, focusing on specific experiences and tools my family has used along the way during and after veterinary school told through the lens of the financial planner spouse.

About Me:

I have been working in the financial planning industry for 7 years, working with everyone from millennials to baby boomers to the ultra-high net worth. I graduated from Virginia Tech’s Pamplin College of Business with B.S. in Business with a concentration in Finance and a minor in Applied Economics.

My wife and I now reside in Cary, NC since finishing veterinary school in Oklahoma. Outside of working (wife is in a rotating small animal emergency internship) we spend our breaks exercising and playing with our birddog “Laney”. Like most sporting dogs, she is a handful and keeps life interesting! If you like dog pictures, she has her own Instagram profile, @diaryofabirddog, many of which will be featured on this blog.

Media:

The quickest way to feeling empowered with your personal finances is to read and educate yourself. There is so much free information available now and it just takes time to read to get yourself on the right path forward. I try to get involved in media opportunities as available because I truly believe the more free information the better. I have been quoted or featured in a number of media outlets over the years and will try to keep a list of the articles. For reference, here are some of my mentions below:

• CNBC – Time to Check Your Withholding
• CNBC – Do You Know Your Net Worth? Here’s How to Figure It Out
• US News – Prioritizing Retirement Accounts
• MarketWatch – The Moneyist
• US News – Retirement Dream Home Mistakes
• US News – 9 Money Mistakes Parents Make
• HerMoney – Top 5 Tips for Investing in 2019
• Investors Business Daily – Estate Planning Tips: 8 Ways To Help Your Spouse After You Die

 

Legal: Please note that nothing on PointedForward should be taken as advice or a recommendation. All content on the blog is strictly educational and readers should consult with their own financial planner, tax advisor and/or legal counsel for recommendations specific to their situation. Please visit the Disclaimers page for more information.