Episodes

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...

Orthopedic surgeons dedicate their expertise to mending bones and restoring quality of life. But beyond the operating room, orthopedists face a challenge - managing wealth and securing their financial future. In this episode,...

Women are making significant medical strides, breaking down barriers, and excelling in diverse specialties. However, their road to financial freedom is often paved with hurdles requiring a personalized and gender-aware approa...

The Doctors Eyes Only podcast introduces a new series called Meet Our Advisors. In this series, we ask advisors questions about how they got to where they are, why their work is important to them, and why they value not just ...

When you hear the word "superhero," you probably imagine someone running around in a cape, mask, or tights, using their powers to protect cities from the forces of evil. But superheroes are not limited to comic books or Marve...

Your personal brand is being built every day in the way that you treat people, approach problems, and embrace change. Conversations about building a personal brand are common in careers like sales or marketing, but any profes...