Episodes

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 co...

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 cre...

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 ...

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 gradu...

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: Unders...

Welcome to a special Wealth That Matters® edition of the Doctor’s Eyes Only Podcast where Partner and Advisor Cameron Heasley interviews Dr. Lee and Lori Wilbur, the founders of the nonprofit, Divine Mercy Health Center. Lee ...

Welcome to the Doctor’s Eyes Only podcast, and today Vestia Partner and CEO Lauren Oschman talks about ways that doctors can minimize a potential tax burden for their heirs when transferring wealth. At the time of this record...

Welcome to the Doctor’s Eyes Only podcast where Vestia Partner and CEO Lauren Oschman delivers some very time sensitive important information regarding the IDR Waiver for Student Loan Forgiveness, the June 30, 2024 deadline, ...

Welcome to this week’s edition of the Doctor’s Eyes Only podcast where Vestia Partner and CEO Lauren Oschman delivers Part 2 on Spring Cleaning for your Finances. If you are tuning in to part 2 and you haven’t listened to par...

Welcome to this week’s edition of the Doctor’s Eyes Only podcast where Vestia Partner and CEO Lauren Oschman delivers Part 1 of a 2 Part series on Spring Cleaning for your Finances. As Lauren mentions in the podcast, the idea...

Welcome to a special Mother’s Day episode of the Doctor’s Eyes Only podcast brought to you by Vestia Personal Wealth Advisors! In this episode, Vestia Partner and CEO Lauren Oschman delivers an inspiring message about the div...

Welcome to this week’s edition of the Doctor’s Eyes Only podcast where Vestia Partner and CEO Lauren Oschman discusses the flexibility and limitations of 529 education savings plans that physicians can potentially take advant...

Welcome to the Doctor’s Eyes Only podcast, this weeks episode features Vestia President, Partner, and COO Brad Quick as he talks about his experience in the Orthopedic industry and how his background led to the beginnings of ...

In this special Doctor’s Day edition of the Doctor’s Eyes Only Podcast, Vestia Partner and CEO Lauren Oschman shares stories about her experiences with Doctor’s Day growing up with a dad who is a physician. As Lauren reflects...

In this episode of the Doctor’s Eyes Only podcast, Vestia Partner and CEO Lauren Oschman provides guidance to physicians on consolidating multiple retirement accounts that may have been left behind at a previous employer afte...

Vestia Partner and President, Brad Quick CEPA® and Vestia Partner and Chief Growth Officer Kameron Helmuth CFP® ChFc® recently attended the Foundation for Physician Advancement course in Charlotte. While there, Kameron and Br...

Did you know that business owners actually pay taxes differently than most other individuals do? And most doctors have a stream of income or can easily have a stream of income that qualifies them to be taxed at least partiall...

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 Ves...

In this episode of the Doctor’s Eyes Only Podcast, brought to you by Vestia Personal Wealth Advisors, Partner and CEO Lauren Oschman talks about the benefits, drawbacks, and qualifications for a Backdoor Roth IRA. Lauren Osch...

Protecting wealth goes beyond the balance sheet. It involves having the right insurance coverage to safeguard assets, income, and the future. For physicians who have dedicated years of rigorous training and education to reach...

Student debt is all too common for many, and physicians are no different. With the increasing cost of medical education, many doctors find themselves with significant debt. However, with the right support and proper financial...

As technology advances, people become more vulnerable to scams and unauthorized access to their online financial and personal information. As a result, cybersecurity is of utmost importance. While passwords are one of the mos...

Understanding clients' thoughts and feelings about money extends beyond financial services. It's a journey that merges psychology and economics, crafting a holistic approach that acknowledges the human behind the dollars. The...

Establishing meaningful relationships with physicians in financial planning is not just a chance for professional growth—it's an avenue to connect with individuals who embody the spirit of service. By understanding their valu...