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5,508 episodes · 33 shows
Financial Empowerment for Women Physicians
Welcome to this week’s episode of Doctor’s Eyes Only ! In this episode, Vestia Partner and CEO Lauren Oschman is joined by fellow Partner Jacque Denson for an insightful conversation about the Women Physician Group at Vestia Personal Wealth Advisors. Co-founded by Lauren and Jacque, this specialized
A Physician's Entrepreneurial Spirit with Mike Lee, DPM
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 conversation, Vestia Partner, President, and COO Brad Quick and Mike Lee, DPM
Prescription for a Healthy Credit Score
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 credit. Lauren breaks down the five key factors that influence your credit sco
Finding Your Financial First Assist
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 can find and engage a financial advisor, with expertise from Lauren who give
Demystifying Tax Brackets for Physicians
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 graduated tax rates, while using examples to illustrate how graduated tax rates
How Doctors Could Benefit From Their Charitable Giving
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: Understanding Deductions : Learn the difference between standard and itemized
Wealth in Serving Others (Wealth That Matters® Special Episode)
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 is an emergency medicine physician, Lori is the family CFO and COO, and the
Easing the Tax Burden for Your Loved Ones
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 recording, the threshold that needs to be met to qualify for estate taxes is so h
Last Chance: IDR Waiver for Student Loan Forgiveness
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, and why doctors should potentially act now if they believe they can qualify
Spring Cleaning For Your Finances Part 2
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 part 1 yet, be sure to go back and listen there first so as to not miss some g
Spring Cleaning For Your Finances Part 1
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 of spring cleaning is a cleansing, de-stressing activity to allow you to m
Celebrating All of the Amazing Moms
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 diverse paths of motherhood, while sharing stories about the amazing moms that
Smart Investing with 529 Plans
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 advantage of when saving for their children’s future education costs. Lauren expl
Vestia Consulting for Physician Innovators
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 Vestia Consulting, a business that helps physician innovators bring their i
A Day to Celebrate Doctors
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 on what it meant to her to see the gifts that patients gave her father in
Retirement Account Rollovers and Consolidation for Physicians
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 after switching jobs. Lauren talks about many different options including conso
Financial Pain Points for Orthopedic Surgeons
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 Brad were able to speak with multiple doctors who contributed to the informat
The Business Version of You
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 partially as business owners? If you're getting income that doesn't have ta
Doctors and Wealth That Matters®
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 Vestia strives to discover what matters to physician clients that is about
What is a Backdoor Roth IRA?
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 Oschman - I always go back to a story, so I actually work with a father and a d
Personalized Coverage Strategies for Physicians with Zachary Carter
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 insu
Student Loan Repayment Plans for Physicians with Chris Robbins
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 an
Protecting Yourself From Cybersecurity Threats with Brian Quick
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 pas
Understanding Your Money Story with Forrest Friedow
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 exp