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 …
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...
Negotiation is a valuable skill that can bring your career to the next level. While we may know what we want on paper, navigating this conversation in practice seems daunting and unpredictable to many. But what if negotiation...
Medical professionals have unique financial challenges and opportunities. But with the ever-evolving healthcare industry and economic changes, it can be difficult to keep track of the best financial strategies. With tax plann...
Opioids are commonly used to treat chronic pain. They can, however, be highly addictive and have severe consequences for an individual's health. In this episode, Kameron shares his conversation with Tommy Martin and Shan Padd...
Women have made significant strides in the medical profession over the past few decades, yet they still need to be represented in certain fields. One such area is radiology. That is why it is so important to have a supportive...
Physicians are increasingly seeing entrepreneurship as a way to improve the quality of care they can provide their patients, create a legacy beyond their years of training, and build a successful business. While starting a bu...
Orthopedic care is one of the most commonly sought-after medical services. It is also one of the most complex, with a wide range of subspecialties and treatment options. In this episode, Lauren and Jacque talk with Dr. Mary O...
'Tis the season for year-end financial planning. Like most people, you're probably thinking about how to minimize your taxes for the upcoming year. While tax accounting is important, it's only one piece of the puzzle. As we c...
The use of social media has revolutionized the way we communicate and connect. For orthopedic surgeons, social media platforms open up a new world of possibilities and opportunities outside clinical practice. It allows them t...
Orthopedic surgeons are constantly creating new ways to improve patient care and treatment. As a result, they are often faced with the challenge of protecting their ideas and surgical techniques. In this episode, Brad and Kam...
Orthopedic surgery is a rapidly evolving specialty, and surgeons need to keep up with the latest advancements in the field to provide the best possible care for their patients. In this episode, Brad and Kameron talk with Brya...
The Doctors Eyes Only podcast is back! In this episode, Lauren and Kameron talk about the impact of high-interest rates on the market today, how physicians can take advantage of the student loan forgiveness plan, and how doct...
Traditional media may be dying, but it becomes a stepping stone to building your practice through digital media. In this episode, Lauren Oschman and Kameron Helmuth are joined by reporter Julie Forbes, diving into social media and brand building as …
Cryptocurrency has become a popular topic for both investors and advisors with many questions still remaining for clients. In this episode, Lauren Oschman interviews Kameron Helmuth about the digital asset space,