Doctors and Wealth That Matters®

Hello everyone, welcome to another episode of the Doctors Eyes Only podcast, and today we're going to talk about what we at Vestia call Wealth That Matters®.

In this episode, CEO and Partner Lauren Oschman talks about how Vestia strives to discover what matters to physician clients that is about more than money. Growing up in a household with a dad who worked long hours with no days off as an Interventional Cardiologist, Lauren understands the sacrifices that doctors make for their patients and the sacrifices their families make as well. Often times, doctors get in the mode of providing for their families and building an investment portfolio for that one day they can comfortably retire. When the thought arises of how much is needed to accomplish this, the answer is usually “more”. 

As Lauren mentions in the episode, “Because I think for a lot of doctors, a lot of you are listening, you're very achievement oriented, you're very used to the answer being more, right? How much is enough? More. That's how you get to be where you're at, being a very accomplished physician. So one of our goals as we're onboarding new clients, as we're helping craft financial strategies, is to listen to all of these things that you want and to help you figure out how to get the most out of life today and also take care of your future self.”

This is a very different view from a Financial Advisory perspective in which Lauren gives examples through stories about clients she has had conversations with where she didn’t recommend they invest more money and instead encouraged them to take that extra vacation to capitalize on the time when their kids are young. Lauren also talks about her own personal situation, being a mother of three young children and finding ways to be intentional with her time with her daughters and allowing them to hold her accountable to giving them the time they need. Enjoy the episode and thank you for listening to the Doctors Eyes Only Podcast!

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326-2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC, and Ausdal Financial Partners, Inc. are independently owned and operated.

This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.  This information is not an offer or a solicitation to buy or sell securities.  The information contained may have been compiled from third-party sources and is believed to be reliable.