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
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...
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 est...
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 prioriti...
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 through her platform, Point Me to First Class. Devon specializes in helping doctors and other high-income professionals use credit card poi...
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 RVU...
Popular Podcasts
Hey Jonas! The official Jonas Brothers podcast. Hosted by Kevin, Joe, and Nick Jonas. It’s the Jonas Brothers you know... musicians, actors, and well, yes, brothers. Now, they’re sharing another side of themselves in the playful, intimate, and irreverent way only they can. Spend time with the Jonas Brothers here and stay a little bit longer for deep conversations like never before.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Betrayal Weekly is back for a new season. Every Thursday, Betrayal Weekly shares first-hand accounts of broken trust, shocking deceptions, and the trail of destruction they leave behind. Hosted by Andrea Gunning, this weekly ongoing series digs into real-life stories of betrayal and the aftermath. From stories of double lives to dark discoveries, these are cautionary tales and accounts of resilience against all odds. From the producers of the critically acclaimed Betrayal series, Betrayal Weekly drops new episodes every Thursday. If you would like to share your story, you can reach out to the Betrayal Team by emailing them at betrayalpod@gmail.com and follow us on Instagram at @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!