Doctors Eyes Only

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 tax strategies physicians should consider before a major financial windfall.Whether it’s from a private equity buyout, a real estat...

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 charged and financially complex decisions physicians face: changing jobs. Whether you’re facing burnout, rethinking your priorities, or s...

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 through her platform, Point Me to First Class. Devon specializes in helping doctors and other high-income professionals use credit card...

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 third-generation urologist and founder of Urology Locums, about the business mechanics behind medicine. They discuss why understanding...

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 urologist and founder of Urology Locums, to demystify how locums really works for physicians. They cover when locums makes sense, how contra...

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 Helmuth, CFP®, ChFC®, reviewed key highlights of the OBBBA tax legislation and how those changes could impact physicians. This week, after...

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 only modest changes on the personal side and where attention is needed.

For physicians’ personal taxes, they cover:

·       The “indefinite...

Student loan rules are changing again. In this episode of Doctors Eyes Only, Vestia CEO Lauren Oschman, CFP®, CDFA® talks with Vestia Financial Advisor Chris Robbins, CFP® about how the recent “One Big Beautiful Bill Act” impacts physicians with federal student loans.

Topics covered include:

• Public Service Loan Forgiveness (PSLF) remains available for physicians working at nonprofit hospitals and academic institutions.
• The...

In this powerful episode of Doctors Eyes Only, Vestia CEO Lauren Oschman, joins guest host and Vestia President Brad Quick to sit down with orthopedic surgeon, women’s health advocate, and international ballroom dancer Dr. Adrienne Towsen.

Dr. Towsen courageously shares her journey from raising two daughters as a single mom during residency, to navigating the burnout and financial strain of a private equity takeover in orthopedi...

Feeling stretched too thin? In this episode of The Doctors’ Eyes Only podcast, Lauren Oschman CFP® CDFA® talks with Dr. Sasha Shillcutt, Founder and CEO of Brave Enough and author of Brave Boundaries, about how physicians can reclaim their time, energy, and joy.You’ll hear: • Why burnout often starts with unclear or nonexistent boundaries • How to reframe boundaries as a way to “keep the good in,” not push people out • Practical st...

In this episode of the Doctors Eyes Only podcast, Vestia CEO Lauren Oschman, CFP®, CDFA® sits down with Amanda Baron, a Nashville-based Realtor and the wife of a physician, who brings a unique perspective to the real estate challenges medical families face. Amanda shares how her own experience relocating for her husband’s medical career inspired her to specialize in helping physician families not only find a home, but also feel tru...

What happens when you grow up with no doctors in your family, no blueprint to follow, and still find your way to the top of one of the most elite, male-dominated fields in medicine? In this unforgettable episode of Doctors Eyes Only, Lauren Oschman CFP® sits down with Dr. Betsy Grunch, a board-certified neurosurgeon, mother, and the powerhouse behind the LadySpineDoc brand.

Raised by a single mom who became quadriplegic in the l...

In Part 2 of our series, Doctors Eyes Only host and Vestia CEO Lauren Oschman, CFP®, shares 25 more financial planning insights designed specifically for physicians. This episode explores five advanced areas: investment strategy, tax planning, retirement planning, estate planning, and behavioral finance, with five practical tips in each.

Learn how to create a tax-efficient investment portfolio, evaluate employer-based retirement pla...

Welcome to the Doctors Eyes Only podcast, where Vestia CEO Lauren Oschman, CFP®, presents part one of a two-part series titled 50 Financial Tips for Physicians.

This episode shares 25 actionable tips across five core areas of financial planning: cash flow, debt repayment, education savings, risk management, and compensation planning. Each section includes five real-world examples designed to help physicians make informed decisions i...

Physicians are trained to manage high-stakes situations. But when it comes to estate planning in today’s digital world, even the most prepared can miss a critical piece of the puzzle. In this episode of Doctors Eyes Only, Vestia partner and President Brad Quick welcomes his brother, Brian Quick, a seasoned cybersecurity expert with leadership experience at IU Health, Anthem, Elevance Health, and more.

 They dive into a timely co...

Want to buy a car, but don’t want to waste your weekend at a dealership? There’s a better way.

In this episode of Doctor’s Eyes Only, Vestia CEO and Partner Lauren Oschman sits down with Andrew Guthmiller, founder of Car Concierge, to talk about how busy professionals, especially physicians, can take the stress, confusion, and wasted time out of buying a car. With over 15 years in the auto industry and more than 400 car deals a year...

In this empowering episode, orthopedic surgeon and Pinnacle Cofounder Dr. Pamela Mehta joins Vestia CEO Lauren Oschman to share how she broke the mold in one of medicine’s most male-dominated fields. From launching her own concierge practice to creating a national movement for women in medicine, Pam opens up about the challenges she faced, the grit it took to go out on her own, and her mission to help other women physicians build p...

Succession Planning for Your Medical Real Estate

What happens to your medical office building when you sell your practice, retire, or bring in new partners? If you haven’t thought about that yet, this episode is for you.

 In this conversation, Vestia Partner and CEO, Lauren Oschman, sits down with Collin Hart, CEO and Managing Director of ERE Healthcare Real Estate Advisors. Collin specializes in helping physicians plan for the futur...

In this episode of Doctor’s Eyes Only, host Lauren Oschman, CFP®, CDFA®, and CEO of Vestia Personal Wealth Advisors, sits down with Doug DeShong, an experienced insurance agent who specializes in working with successful families. Together, they break down what doctors need to know about homeowners insurance, how to understand policy documents, and the risks of being underinsured—especially in light of growing natural disasters acro...