More Than Money, A Candid Conversation About Wealth That Matters

In this episode of the Doctor’s Eyes Only podcast, Vestia Personal Wealth Advisors Partner and CEO Lauren Oschman and Partner and Chief Development Officer Forrest Friedow explore the concept of Wealth That Matters® and its profound significance for physicians. Together, they discuss how financial and life planning intersect, emphasizing the importance of trust, accountability, and personalized guidance in navigating the unique challenges physicians face.

Lauren and Forrest tackle critical topics, including the impact of physician burnout on personal and financial well-being, the subjective and objective aspects of wealth, and why time and meaningful relationships are key components of a life well-lived. Drawing on their extensive experience, they offer practical insights for doctors seeking advisors who truly understand their needs and can help them achieve their goals.

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