The Doctors Eyes Only podcast community knows that life is multidimensional, and creating Wealth That Matters® goes beyond the balance sheet. Join us twice monthly to hear from inspiring physician guests and subject matter experts with unique insights for physicians in both life and business. Glean clear takeaways to improve your life and medical practice starting today and leave inspired to live your own Wealth That Matters®.
Welcome to this week’s edition of the Doctor’s Eyes Only podcast where Vestia Partner and CEO Lauren Oschman discusses the flexibility and limitations of 529 education savings plans that physicians can potentially take advantage of when saving for their children’s future education costs. Lauren explains what a 529 savings plan is, how it works, and the benefits of using this investment strategy for the potential of tax free growth ...
Welcome to the Doctor’s Eyes Only podcast, this weeks episode features Vestia President, Partner, and COO Brad Quick as he talks about his experience in the Orthopedic industry and how his background led to the beginnings of Vestia Consulting, a business that helps physician innovators bring their ideas and products to market. Brad’s extensive knowledge and experience are highlighted as he shares insights from his time at Zimmer Bi...
In this special Doctor’s Day edition of the Doctor’s Eyes Only Podcast, Vestia Partner and CEO Lauren Oschman shares stories about her experiences with Doctor’s Day growing up with a dad who is a physician. As Lauren reflects on what it meant to her to see the gifts that patients gave her father in appreciation for the help they had received, she also shares a revelation in her own life after hearing a story about a stranger that a...
In this episode of the Doctor’s Eyes Only podcast, Vestia Partner and CEO Lauren Oschman provides guidance to physicians on consolidating multiple retirement accounts that may have been left behind at a previous employer after switching jobs. Lauren talks about many different options including consolidating assets into an IRA, rolling over to a new employer’s 401K or 403B, converting to a Roth IRA, leaving the account as-is, or cas...
Vestia Partner and President, Brad Quick CEPA® and Vestia Partner and Chief Growth Officer Kameron Helmuth CFP® ChFc® recently attended the Foundation for Physician Advancement course in Charlotte. While there, Kameron and Brad were able to speak with multiple doctors who contributed to the information in the Financial Pain Points for Orthopedic Surgeons.
An online survey was offered to all course participants in a recent Ind...
Did you know that business owners actually pay taxes differently than most other individuals do? And most doctors have a stream of income or can easily have a stream of income that qualifies them to be taxed at least partially as business owners? If you're getting income that doesn't have taxes withheld, that's called 1099 income. That money comes in, it has not yet been taxed. It's your responsibility to pay the ta...
Hello everyone, welcome to another episode of the Doctors Eyes Only podcast, and today we're going to talk about what we at Vestia call Wealth That Matters®.
In this episode, CEO and Partner Lauren Oschman talks about how Vestia strives to discover what matters to physician clients that is about more than money. Growing up in a household with a dad who worked long hours with no days off as an Interventional Cardiologist, Lauren...
In this episode of the Doctor’s Eyes Only Podcast, brought to you by Vestia Personal Wealth Advisors, Partner and CEO Lauren Oschman talks about the benefits, drawbacks, and qualifications for a Backdoor Roth IRA.
Lauren Oschman - I always go back to a story, so I actually work with a father and a daughter. The father is a retired physician, his daughter is currently a practicing physician who's working on accumulating her...
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
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.
If you can never get enough true crime... Congratulations, you’ve found your people.
A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.