---
title: 'More Than Money Part 2, A Candid Conversation About Vestia''s Values'
type: 'episode'
url: 'https://doc.social/episodes/more-than-money-part-2-a-candid-conversation-about-vestias-values'
show: 'Doctors Eyes Only'
show_url: 'https://doc.social/podcasts/doctors-eyes-only'
published: '2025-01-31'
audio: 'https://anchor.fm/s/f0524b08/podcast/play/97849316/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-0-31%2F394071328-44100-2-99cef236b6fae.mp3'
---

# More Than Money Part 2, A Candid Conversation About Vestia's Values

Welcome back to another episode of the Doctor’s Eyes Only podcast! In this follow-up to last week’s episode, Vestia Personal Wealth Advisors Partner and CEO, Lauren Oschman, CFP® and Partner and Chief Development Officer Forrest Friedow, dive deep in the five core values that guide Vestia’s mission

## Summary

Welcome back to another episode of the Doctor’s Eyes Only podcast! In this follow-up to last week’s episode, Vestia Personal Wealth Advisors Partner and CEO, **Lauren Oschman, CFP® and Partner and Chief Development Officer Forrest Friedow, **dive deep in the five core values that guide Vestia’s mission to help physicians achieve _Wealth That Matters®_.

Lauren and Forrest break down how **Vestia’s values aren’t just words on a wall—they are the foundation for how the team serves doctors, supports each other, and fosters financial success for physicians.**

In this episode, they explore:
- **Give A Surplus** – Why going the extra mile is essential in physician-focused financial planning.
- **Never Let Them Guess** – The power of clear, proactive communication (including how _Radical Candor_ has transformed the way Vestia operates).
- **Raise Your Hand** – How stepping outside your comfort zone leads to professional and personal growth.
- **Model Wealth That Matters®** – Why the best financial advisors lead by example, prioritizing time and relationships over money.
- **Fly the V Formation** – The importance of teamwork, collaboration, and lifting each other up to go further together.

**If don’t already, make sure you:**

**- Subscribe** to _Doctor’s Eyes Only_ for expert financial insights tailored to physicians.
- **Share** this episode with a doctor who could benefit from values-driven financial advice.
- **Contact the Vestia Team** at myteam@vestia.com to learn how we help doctors achieve _Wealth That Matters®._

00:00 Introduction to Vestia's Mission

09:43 Core Values of Vestia

9:65 Value 1: Give a Surplus

16:30 Value 2: Never Let Them Guess

21:30 Value 3: Raise Your Hand

30:01 Value 4: Model Wealth That Matters

38:36 Value 5: Fly the V Formation

- **Financial planning for doctors**

- **Wealth management for physicians**

- **Physician financial advisors**

- **Investing strategies for doctors**

- **Retirement planning for physicians**

- **How physicians can achieve work-life balance**

- **Doctor wealth-building strategies**

- **Physician career and money management**