July 4, 2025
In Part 2 of our series, Doctors Eyes Only host and Vestia CEO Lauren Oschman, CFP®, shares 25 more financial planning insights designed specifically for physicians. This episode explores five advanced areas: investment strategy, tax planning, retirement planning, estate planning, and behavioral finance, with five practical tips in each. Learn how to create a tax-efficient investment portfolio, evaluate employer-based retirement plans, avoid estate planning pitfalls, and stay on track with a fi...