Doctors Eyes Only

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.

Episode 7 – Overcoming Adversity to Build Your Ideal Practice – with Dr. Haruko Okada

Taking the first steps to starting your own medical practice can be tough, but the reward of having a practice that supports your ideal life can be well worth the effort! 

In this episode, Kameron Helmuth and Lauren Oschman speak with Dr. Haruko Okada about her experience leaving her employer and opening her own practice. Haruko shares personal stories on her journey to opening Stratus Plastic Surgery and gives us some insight into how her journey was changed through pregnancy and a global pandemic! 

In this episode, we discuss:

  • How Haruko dealt with her non-compete clause 
  • The challenges Haruko faced opening her own practice  
  • Building your team on your journey to entrepreneurship  
  • How to identify what your ideal practice looks like  
  • And more!

Tune in now to hear Haruko’s story of opening her own practice, and how her advice can help you take that first step too! 

Resources: Vestia | Vestia LI | Vestia FB | Kameron Helmuth | Lauren Oschman | Dr. Haruko Okada | Stratus Plastic Surgery 

Episode 6 – CYA Strategies for Doctors – with Sayge Grubbs, Esq.

As a physician, how do you protect your assets when you are petitioned in a lawsuit? 

In this episode, Kameron Helmuth and Lauren Oschman sit down with Sayge Grubbs, founder of Sage Legacy Counsel. Together they discuss what physicians should know to protect their assets from a lawsuit. Sayge shares some practices that he follows with physicians and leaves you better informed about what you can expect. 

In this episode, we discuss:

  • What a physician should expect if they are named in a lawsuit 
  • Why doctors can be more susceptible to lawsuits 
  • The 5 levels of asset protection planning  
  • Where to start to design your own CYA strategy
  • And more!

Tune in now to discover how you can take the target off of your back in a potential lawsuit! 

Resources: Vestia | Vestia LI | Vestia FB | Kameron Helmuth | Lauren Oschman | Sayge Grubbs Esq. | Sage Legacy Counsel

Episode 5 – Building Your Reputation as a Niche Physician – with Dr. Peter Derman

In a competitive physician market, how do you make yourself stand out to patients and referral sources? 

In this episode, Kameron Helmuth and Lauren Oschman speak with Dr. Peter Derman about his journey to building a reputation within his community and specialty. They speak to the importance of allowing potential new patients to understand who you are before they even come in for their first appointment.

In this episode, we discuss:

  • How competitive gymnastics prepared Peter to be a spine surgeon
  • The importance of playing the long game to build a reputation 
  • The role social media can play for physicians
  • The pros and cons to having a niche within your own practice
  • And more!

Tune in now to hear why Peter feels taking extra steps online and in the office can build your reputation in the medical field! 

Resources: Vestia | Vestia LI | Vestia FB | Kameron Helmuth | Lauren Oschman | Dr. Peter Derman 

Episode 4 – Real Estate and Community Impacts on Physicians – with Beth Goldsmith

Finding the right community fit and home for a physician can help make the relocation process easier.

And that is exactly what our guest this week assists with. 

In this episode, Kameron Helmuth sits down with Beth Goldsmith, founder of Sold by the Gold Realty, as they talk about Real estate and how a community could impact a physician’s career decisions. Beth shares her specialized approach she uses to help find the right home to fit a physician’s work life balance and connect the community with the physician. 

In this episode, we discuss:

  • Beth’s unique work with physicians and how it began
  • The role Beth takes in connecting top talents with communities  
  • Questions that Beth asks to find what physicians values are  
  • Collaboration between healthcare systems and communities to attract top talent
  • And more!

Tune in now to hear about Beth’s experience working with physicians and the trends that she has seen through her career to help you find what they are looking for! 

Resources: Vestia | Vestia LI | Vestia FB | Kameron Helmuth | Beth Goldsmith | Sold by the Gold Realty 

Episode 3 – The Art of Negotiating Your Contract – with Guest Greg Allen

When it comes time for you to sign your contract, have you ever questioned whether or not you are being compensated for what you are worth? 

In this episode, Kameron Helmuth and Lauren Oschman are joined by expert contract negotiator, Greg Allen to talk negotiations! Greg shares some advice when it comes to negotiating on behalf of physicians and aims to provide you with what you need to know when it comes to negotiating! 

In this episode, we discuss:

  • The difference between physician negotiations and other negotiations 
  • Negotiating on behalf of pay inequalities  
  • Should you be doing your own negotiating?  
  • A negotiator versus an attorney 
  • Tips for someone going into their first negotiation
  • And more!

Tune in now to discover what you should be doing when it comes time to sign your contract and how to understand if you are being compensated for what you are worth! 

Resources: Vestia | Vestia LI | Vestia FB | Kameron Helmuth | Lauren Oschman | Greg Allen

Episode 2 – Facing Critical Career Decisions with Laura Hammel, MD

At different points in your career it might be beneficial to focus on particular aspects of your financial planning. 

In this episode, Kameron Helmuth is joined by Laura Hammel, MD as she shares some tips for physicians who are at various points in their careers. Laura Hammel, MD shares from personal experience what she feels are most helpful ideas at various stages in your career.

In this episode, we discuss:

  • The importance of having a plan that mirrors your values and priorities
  • Why you should start early paying yourself and what that can mean to different people
  • How Dr. Hammel was able to build the flexibility to change careers
  • Why you need to have a team around you to support your financial decisions
  • And more!

Tune in now to listen to Laura Hammel, MD and hear what she deems to be important when making financial decisions throughout your career. 

Resources: Vestia | Kameron Helmuth | Vestia LI | Vestia FB | Dr Laura Hammel |

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About Instructor

Kameron Helmuth, CFP®, CHFC®

My #1 professional goal is to work with surgeons to achieve their version of "wealth that matters". I plan to do this by being everything BUT the "normal" financial advisor you'd think of.

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