The DEO podcast community knows that building wealth is multi-dimensional and effective financial planning goes beyond the balance sheet. We take this time to meet with doctors and subject matter experts to discuss real life issues/opportunities that doctors are facing in their lives & practices.
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Doctors Eyes Only
The DEO podcast community knows that building wealth is multi-dimensional and effective financial planning goes beyond the balance sheet.
Play the latest episode— The Financial Risks of Cybersecurity Many Physicians MissStart at the beginning
- Episodes
- 110
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- 2021 – 2026
- Latest
- Aug 2026
About the show
Episodes
110 total · newest first
Press play on any episode and the show keeps running from there.
The Financial Risks of Cybersecurity Many Physicians Miss
Click the link below to schedule your free 30 minute call!https://www.vestiaadvisors.com/contact/Cybersecurity is becoming an important part of physician financial planning as AI-driven scams, identity theft, and financial fraud continue to evolve. Protecting your financial accounts and personal inf
Not Every Inheritance Is Taxable: What Physicians Need to Know
Click the link below to schedule your free 30 minute call!https://www.vestiaadvisors.com/contact/ Most physicians know to ask whether their estate will be subject to estate tax. What often gets less attention is what happens after assets are inherited.We’ve found that two physicians can inherit the
Why We Built a Physician-Focused Financial Planning Firm
If you’ve followed our podcast or YouTube channel, you may have wondered how Vestia got started and why we chose to work exclusively with physicians.In this episode, Vestia Partner and CEO, Lauren Oschman shares the story behind Vestia Personal Wealth Advisors and the thinking that shaped the firm f
Building a Career, Raising a Family, Leaving a Legacy
Father’s Day Special: Fatherhood, Family, and Legacy with Orthopedic Trauma Surgeon Dr. Jason Heisler What does it mean to be a great father while building a demanding medical career? In this special Father’s Day episode of the Doctors Eyes Only® podcast, Vestia Partner and Chief Growth Officer Kame
Physician Value: Navigating Medicine as a Business
In this episode of Doctors Eyes Only®, Vestia Partner and CEO Lauren Oschman, CFP®, CDFA®, sits down with Ethan Nkan, a licensed attorney, former hospital executive, and founder of The Physician Agency, formerly known as Rocky Mountain Physician Agency, for a conversation about physician value and w
It’s 529 Day: Are You Using Your 529 Plan the Right Way?
Happy 529 Day! In this special 529 Day re-release of the Doctor’s Eyes Only® podcast, Vestia Partner and CEO Lauren Oschman revisits one of the most common questions physician families ask: Are you using your 529 plan the right way? Originally recorded in 2024, this episode remains one of our most p
How Physicians Can Declutter Their Life and Reduce Stress
Physician burnout, digital overload, inbox stress, and after-hours charting are challenges many doctors face while balancing clinical work, administrative responsibilities, and life outside of medicine. In this episode of the Doctors Eyes Only podcast, Lauren Oschman, CFP®, CDFA®, speaks with Dr. Me
Motherhood, Medicine, and the Myth of Doing It All
In this special Mother’s Day episode of the Doctor’s Eyes Only® podcast, Vestia CEO Lauren Oschman sits down with emergency medicine physician and Bluebird MD founder Dr. Jessica Rosen for a candid conversation about what it actually looks like to build a meaningful career in medicine while raising
Wills vs Trusts for Physicians: What Many Estate Plans Miss
In this episode of Doctor’s Eyes Only® , Lauren Oschman walks through estate planning for physicians from a practical, financial planning perspective. This is meant to be an orientation to how estate planning works, how assets transfer, and what needs to happen for a plan to function the way you int
How Physicians Can Take Control of Reviews, Reputation, and AI Visibility
In this episode of Doctor’s Eyes Only® , Vestia Partner and CEO Lauren Oschman, CFP® sits down with Andrew Ibbotson, CEO of RatingsMD, to explore how physicians can take control of their online reviews, reputation, and AI visibility. Many physicians assume that online reviews are secondary to the qu
Episode 100 | To the Physicians Who Keep Showing Up: A Doctors’ Day Thank You
One hundred episodes. And it only felt right that this milestone land on National Doctors’ Day. In this special episode, Vestia CEO and Co-Founder Lauren Oschman reflects on why this podcast exists, where medicine has been over the last several years, and based on her conversations with physicians,
Doctor Mom or Superhero? | Dr. Amy Ho on Motherhood, Medicine & Writing
Vestia Personal Wealth Advisors Partner and CEO Lauren Oschman CFP® CDFA® hosts this throwback episode of Doctor’s Eyes Only® featuring Dr. Amy Faith Ho, emergency medicine physician, writer, TEDx speaker, and author of Is Mommy a Doctor or a Superhero? Originally recorded in 2022, this was one of t
From Mayo Clinic Surgeon to Health Startup Founder | Dr. Mary O’Connor
Vestia Personal Wealth Advisors Partner and CEO Lauren Oschman CFP® CDFA® and Jacque Denson CFP® , Partner and Financial Advisor at Vestia, host this throwback episode of Doctor’s Eyes Only featuring Dr. Mary O’Connor , orthopedic surgeon and Chief Medical Officer & Co-Founder of Vori Health . O
The Real Value of Physician Financial Planning - Beyond Investing
Many physicians associate financial planning primarily with investment management. In this episode, Vestia Partner and CEO Lauren Oschman, CFP®, CDFA® discusses how financial planning for physicians often extends beyond portfolio performance. Referencing a Vanguard study on the value of financial ad
Celebrating Women Physicians: Leadership, Resilience, and Redefining Medicine
This special Women Physicians Day episode of the Doctors Eyes Only® podcast celebrates the voices, leadership, and lived experiences of women physicians who are redefining what it means to build meaningful careers in medicine. Hosted by Vestia Partner and CEO Lauren Oschman, this episode features a
When You’re the Doctor, Who Helps Your Family?
In this episode of Doctors Eyes Only , titled “When You’re the Doctor, Who Helps Your Family?” , host Lauren Oshman, CFP®, CDFA® , and co‑host Cameron Heasley are joined by former trauma surgeon and critical care physician Angie Ingraham, MD for an in‑depth discussion on healthcare advocacy and why
5 Must-Read Books Our Team Recommends for Physicians
Tap the link for the Physician Wealth Check-up https://www.vestiaadvisors.com/deo/ In this episode of Doctor’s Eyes Only®, Vestia Partner and CEO Lauren Oshman does something a little different. She shares five books the Vestia team read together in 2025 as part of their internal book club and walks
The Ideal Tax Moves for Physicians Before a Windfall
Tap the link for the Physician Wealth Check-up https://www.vestiaadvisors.com/deo/ In this episode of the Doctors Eyes Only® podcast, Vestia Personal Wealth Advisors Partner and CEO, Lauren Oschman, CFP®, CDFA®, and Partner and Chief Growth Officer, Kameron Helmuth, CFP®, ChFC®, break down the ideal
Hidden Financial Costs of Job Changes: What Most Physicians Miss (Until It’s Too Late)
Tap the link for the Physician Wealth Check-up https://www.vestiaadvisors.com/deo/ In this powerful episode of Doctor’s Eyes Only , Vestia Partner and CEO, Lauren Oschman, CFP®, sits down with fellow Vestia Partner and Financial Advisor Jacquelyn Denson to break down one of the most emotionally char
How Doctors Could Turn Expenses Into First-Class Travel w/ Dr. Devon Gimbel, Point Me To First Class
Tap the link for the Physician Wealth Check-up https://www.vestiaadvisors.com/deo/ In this episode of Doctors Eyes Only , Vestia Partner and CEO Lauren Oschman, CFP® welcomes Dr. Devon Gimbel, a physician-turned-points-and-miles strategist who has become a trusted voice in the physician community th
How Physicians Can Thrive in the Business of Medicine
Tap the link for the Physician Wealth Check-up https://www.vestiaadvisors.com/deo/ Physicians are navigating significant changes in how care is paid for and delivered. In this Doctors Eyes Only episode, Vestia Partner and CEO Lauren Oschman, CFP®, CDFA®, talks with Ian M. Thompson III, MD, MBA, a th
Physicians Redefining Success and Income with Locums
Tap the link for the Physician Wealth Check-up https://www.vestiaadvisors.com/deo/ Thinking about locum tenens but not sure where to start? In this Doctors Eyes Only episode, Vestia Partner & CEO Lauren Oschman, CFP®, CDFA® sits down with Ian M. Thompson III, MD, MBA , a third-generation urologi
A Physician's Guide: Save on Taxes Now, Build Wealth For Later
Welcome to the Doctors Eyes Only podcast, where this week we are continuing right where we left off in our last episode, “ Doctors & The New Tax Bill: What Actually Changes? ” In that conversation, Vestia Partner and CEO Lauren Oschman, CFP®, CDFP®, and Partner and Chief Growth Officer Kameron H
Doctors & The New Tax Bill: What Actually Changes?
In this episode of Doctors Eyes Only , Vestia Partner and CEO Lauren Oschman, CFP® and Vestia Partner and Chief Growth Officer Kameron Helmuth, CFP®, ChFC® unpack the One Big Beautiful Bill Act and translate it into physician-specific tax planning decisions. They explain why most doctors will see on