Doctors Eyes Only

Click the link below to schedule your free 30 minute call!https://www.vestiaadvisors.com/contact/If you are a physician who has built a medical device, technology company, practice, or other business and think you may eventually sell it, the work that happens before the sale can matter just as much as the transaction itself.In this episode of the Doctor’s Eyes Only® podcast, Lauren Oschman, CFP®, CDFA®, co-founder and CEO of ...

After 27 years in medicine, Dr. Shieva Ghofrany has a different view of her career than she did when she finished residency. One thing she knows for sure: she doesn’t want to retire in the traditional sense.

In this episode of Doctors Eyes Only®, Vestia Partner and CEO Lauren Oschman talks with Dr. Shieva Ghofrany, a board-certified OB-GYN, about what she wishes she had known earlier in her career. They discuss private pra...

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 information is part of protecting the wealth you’ve worked hard to build.In this episode of the Doctors Eyes Only® podcast, Lauren O...

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 same dollar amount from their parents and have very different tax outcomes. The difference usually isn’t how much they inher...

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 from the beginning. She talks about how the firm evolved, why the team decided to focus on physicians, and how that decision influ...

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 Kameron Helmuth sits down with orthopedic trauma surgeon Dr. Jason Heisler for a candid conversation about fatherhood, family, me...

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 what doctors need to understand when navigating medicine as a business.

After spending more than a decade working inside hospital systems...

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 popular conversations on college savings and education planning for physicians. Before the episode begins, Lauren shares sev...

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. Melinda Rathkopf, board-certified allergist and immunologist and co-founder of Declutter Docs, about how organization, productivity sy...

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 a family.

They talk through the realities many women physicians quietly navigate every day. The pressure to succeed professi...

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 intend.

You can use the timestamps below to follow along:

00:00 A Common Issue with Estate Planning
Lauren starts by shar...

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 quality of care they provide. In reality, patients often search a physician’s name before scheduling, and what they find can sh...

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, where she believes it's going. From the front lines of the pandemic, to the dramatic shift in physician employment models, to the ...

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 the standout early episodes from the podcast and a conversation worth bringing back for today’s audience. The original releas...

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.

Originally recorded in 2022, this episode became one of the most requested early conversations from the podcast. Because listene...

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 advice and drawing from real-world conversations with doctors, Lauren outlines several areas where physicians may overlook planning opport...

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 compilation of powerful moments from conversations throughout the past year with women physicians who are advancing medicine, advocatin...

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 it matters, especially for physicians and their families.

Angie shares her personal experience navigating the healthcare ...

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 through the real conversations, reflections, and takeaways that came out of reading them as a group. These weren’t just boo...