Doctors Eyes Only
The Doctors Eyes Only podcast is built for physicians who know that real wealth goes beyond numbers. Hosted by Vestia Personal Wealth Advisors, each episode brings timely insight for doctors navigating the intersections of life, medicine, and money. Whether you’re optimizing your career path, building a private practice, or planning for retirement, you’ll hear from fellow physicians and subject matter experts who understand the complexities you face. Join us twice a month for physician-focused conversations that offer practical takeaways and inspire you to create Wealth That Matters®.
Episodes
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 decisio...
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...
In this special Doctors' Day edition of Doctor’s Eyes Only, the Vestia team comes together to say what too often goes unsaid: Thank You.
This episode is a heartfelt tribute to the physicians who show up every day with courage, compassion, and a deep commitment to care, often at great personal sacrifice. You’ll hear real, personal stories from our team about how doctors have touched our lives and the lives of our loved ones i...
In this episode of Doctor’s Eyes Only, Vestia Partner and CEO Lauren Oschman, CFP®, CDFA®, and Partner & Chief Development Officer Forrest Friedow co-host alongside special guest Michael DiJoseph, CFA, Senior Manager at Vanguard’s Investment Advisory Research Center. Together, they explore Advisor’s Alpha, a research-backed concept from Vanguard that quantifies the value financial advisors provide beyond just investment selecti...
In this episode of Doctor’s Eyes Only, in this episode Vestia CEO Lauren Oschman, CFP®, CDFA®, speaks with Dr. Kristine Goins, a board-certified integrative adult and pediatric psychiatrist and founder of Nomad MD. Dr. Goins shares her experience transitioning from a traditional physician career to one that allows for more flexibility in work and travel.
Dr. Goins explains how she structured her career to work remotely two days a we...
In this episode of Doctor's Eyes Only, Lauren Oschman sits down with Dr. Kelly Wright, known as "Points and Miles Doc," to explore how physicians can leverage points and miles to enhance their travel experiences while reducing financial stress. Dr. Wright, a minimally invasive gynecologic surgeon and creator of Points and Miles Doc, shares her insights on how physicians can use travel rewards to combat burnout and cre...
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...
In this episode of the Doctor’s Eyes Only podcast, Vestia Personal Wealth Advisors Partner and CEO Lauren Oschman and Partner and Chief Development Officer Forrest Friedow explore the concept of Wealth That Matters® and its profound significance for physicians. Together, they discuss how financial and life planning intersect, emphasizing the importance of trust, accountability, and personalized guidance in navigating the unique cha...
In this engaging episode of the Doctor’s Eyes Only podcast, host Brad Quick sits down with Dr. Derick Davis, a pain management fellow at Brigham and Women's Hospital and the creator of the World of Pain MD podcast. Together, they discuss Dr. Davis's journey into pain management, his international path through medical school in Ireland, and what inspired him to dive into the world of podcasting during his medical training.
Dr. Davi...
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