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Doctors Eyes Only

Doctors Eyes Only

The Doctors Eyes Only podcast community knows that life is multidimensional, and creating “wealth that matters” goes beyond the balance sheet. Join us twice monthly to hear from inspiring physician guests and subject matter experts with unique insights for physicians in both life and business. Glean clear takeaways to improve your life and medical practice starting today and leave inspired to live your own “wealth that matters.”

Recent Episodes

Oct. 6, 2024

Financial Empowerment for Women Physicians

Welcome to this week’s episode of Doctor’s Eyes Only ! In this episode, Vestia Partner and CEO Lauren Oschman is joined by fellow Partner Jacque Denson for an insightful conversation about the Women Physician Group at Vestia…
Sept. 23, 2024

A Physician's Entrepreneurial Spirit with Mike Lee, DPM

Welcome to this week’s episode of the Doctor’s Eyes Only podcast brought to you by Vestia Personal Wealth Advisors, where our mission is to help the highest caliber physicians achieve Wealth That Matters®. In this engaging c…
Sept. 6, 2024

Prescription for a Healthy Credit Score

Welcome to the Doctor’s Eyes Only podcast! In this week’s episode, Vestia Partner and CEO Lauren Oschman shares valuable insights on how credit scores work specifically for doctors and what to keep in mind when taking out cr…
Aug. 23, 2024

Finding Your Financial First Assist

Welcome to the Doctor’s Eyes Only podcast and in this episode Vestia Partner and CEO Lauren Oschman is joined by her business partner and Vestia President and COO Brad Quick. Lauren and Brad discuss the topic of how doctors…
Aug. 9, 2024

Demystifying Tax Brackets for Physicians

Welcome to the Doctor’s Eyes Only podcast, and today Vestia Partner and CEO Lauren Oschman talks about ways to potentially demystify tax brackets for physicians. Lauren explains the difference between flat tax rates and grad…
July 26, 2024

How Doctors Could Benefit From Their Charitable Giving

Welcome to the Doctor’s Eyes Only Podcast! In today's episode, Vestia Partner and CEO Lauren Oschman delves into strategies for doctors to maximize tax benefits through charitable giving. Lauren will guide you through: Under…

About the Hosts

Kameron Helmuth, CFP®, ChFC® Profile Photo

Kameron Helmuth, CFP®, ChFC®

Partner at Vestia Personal Wealth Advisors

Just like you wouldn’t see your cardiologist for knee pain, Kameron fervently believes physicians deserve an advisor that is a specialist rather than a generalist, and his advisory practice is primarily focused on orthopedic surgeons. Kameron loves coming alongside these highly motivated, specialized, and short-on-time surgeons to guide them on their practice and personal finances allowing them to focus on what they love – being world class orthopedic surgeons. From surgery center analysis to proactive asset protection planning, from debt structuring to innovative tax planning strategies – surgeons nationwide have come to view Kameron as their “first assist” for their financial lives.

Kameron served as an advisor with PNC Bank and then State Bank from 2012-2019 before joining the team at Vestia. While Kameron appreciated the experience gained in his career with two exceptional banks, the independent Vestia platform allows him to provide a broader range of independent options and competitive solutions for his clients. He is particularly adept at navigating complex issues facing medical practice owners as a result of his background in banking and remains well connected in the banking community.

Similar to the surgeons he serves, Kameron highly values a continual refining of his craft, which has led to a rich educational and training background in Financial Planning and Wealth Management. He graduated with his BS in Business Administration from International Business College in Fort Wayne, IN. He went on to become an Accredited Wealth Management Advisor®, a… Read More

Lauren Oschman, CFP® Profile Photo

Lauren Oschman, CFP®

Partner & Chief Executive Officer

Lauren has never been one to shy away from a challenge, so it’s no surprise that she decided to cofound a financial planning firm just weeks after giving birth to her first child. She has been a trailblazer in many areas of her personal and professional life, bringing a dynamic blend of strategic vision, productive solutions, and great care for people to her role at Vestia.

Lauren started her career as a financial advisor in 2010. Her expertise has led to her being a sought-after speaker for physician groups throughout Tennessee, Alabama, Georgia, and the surrounding areas. Physicians appreciate her natural ability to translate complicated financial concepts into illustrations that they can remember. In 2021, Lauren was named locally as one of Nashville Business Journal’s 40 Under 40* and nationally as one of InvestmentNews Top 40 Under 40** across the financial advice industry. Her thought leadership has also been featured in national publications such as ThinkAdvisor and Barron’s.

Although Lauren works with many types of specialty physicians, she has a niche working with high-caliber female surgeons. Not only is she a strong advocate for equal pay for these women compared to their male counterparts, she is also passionate about empowering them to spend their time purposefully rather than tethered to their financial responsibilities. As an accomplished financial advisor, executive, and mother of three, Lauren is juggling work and home responsibilities right alongside many of her clients.

Lauren graduated from Vanderbilt University with a degree … Read More