Episodes

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 their current professional status, this means addressing their unique insurance needs comprehensively. From the comfort of their homes to the risks they encounter on the road, doctors are exposed to a variety of potential liabilities that can threaten their financial well-b...

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 planning, physicians can make smart decisions about their student loans and find strategies to ease their debt burden. In this episode, Lauren talks with Chris Robbins, Financial Advisor at Vestia. In his role, Chris strives to take the financial stress off busy physicians ...

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 most basic yet crucial aspects of personal cybersecurity, keeping track of passwords for the numerous accounts online is a struggle. In this episode, Lauren talks with Brian Quick, Staff VP of the Business Information Security Office at Elevance Health. Brian has over 25 years ...

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 bond between emotions and money runs deep, and those who recognize and explore this connection stand poised to unlock a world of financial empowerment. In this episode, Lauren talks with Forrest Friedow, Partner and Co-Chief Experience Officer at Vestia, for another install...

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 values, challenges, and aspirations, financial advisors can provide more than just financial advice. They can become trusted partners in a journey toward financial well-being and a lasting impact on the lives of both physicians and their families. In this episode, Lauren talks w...

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, Lauren talks with Kameron Helmuth, Partner and Chief Experience Officer at Vestia to continue the Meet Our Advisors series. Before joining Vestia, Kameron served as an advisor with PNC Bank and State Bank. While he gained experience at two exceptional banks, the independent...

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 approach. In this episode, Lauren continues the Meet Our Advisors series and talks with Jacquelyn Denson, Financial Advisor at Vestia. Jacque is passionate about creating long-term relationships with women in medicine and helping them with their unique challenges in the workforce ...

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 working as financial advisors but doing so at Vestia. In this episode, Lauren talks with Michael Trent, Partner at Vestia. Michael strives to help Vestia's highest caliber professionals get organized and remove uncertainty from their financial lives so they can have the last...

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 Marvel movies. In fact, there are many people who go above and beyond to positively impact their communities. They may not possess superpowers, but they exhibit the same bravery, dedication, and selflessness as the superheroes we grew up reading about. In this episode, Lauren spe...

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 profession can benefit from creating a strong presence. Many people struggle to get started and make genuine connections with their audience. In this episode, Kameron and Brad talk with Kevin Brown, Creator of the Device Nation podcast, Independent Device Distributor, and 30 year ...

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 is not as scary as we were led to believe? It may be a muscle that needs training, but negotiation boils down to knowing your value, remaining transparent about your needs, and effectively communicating them. In this episode, Kameron and Brad speak to Emily Ast, Associate G...

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 planning at the forefront for 2023, how can physicians make smart financial decisions and build wealth over time? In this episode, Lauren and Kameron talk about the hot tips for physician finances in 2023. They dive deeper into the changes to the contribution limits for 2023, wha...

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 Padda from the Beyond the Ordinary podcast. Tommy is the CEO of Mammoth and a Partner at Vestia Personal Wealth Advisor. Tommy also serves as a strategic advisor to many of healthcare’s leading doctors, hospital CEOs, and medical technology founders. Shan Padda is the CEO of Har...

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 community that can provide the mentorship, support, and guidance that women radiologists need to advance their careers and assume leadership positions without bias. In this episode, Lauren and Jacque talk with Dr. Anu Brixey, Assistant Professor of Radiology in the Cardioth...

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 business is never easy, physicians have many unique advantages that can help them create a highly profitable business. In this episode, Lauren and Jacque talk with Dr. Nneka Unachukwu or Dr. "Una,". She is the Founder and CEO of EntreMD. Dr. Una created the EntreMD business sc...

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'Connor, Chief Medical Officer and Co-Founder of Vori Health. As an orthopedic surgeon and academic leader at Mayo Clinic for over 24 years and Yale University School of Medicine for over five years, Dr. O’Connor knows the problems facing patients, providers, and payers in m...

'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 close out the year, many other financial planning considerations exist. In this episode, Vestia's Partners and Financial Advisors, Lauren and Kameron, talk about year-end planning. They speak about the top five financial planning strategies that every physician should know. L...