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 plans, avoid estate planning pitfalls, and stay on track with a financial strategy that reflects your goals and values. These tips are grounded in real scenarios physicians face, whether you’re navigating a private equity windfall, balancing Roth contributions, or preparing for retirement.
If you’re a physician aiming to make more informed, goal-oriented financial decisions, be sure to subscribe so you don’t miss future episodes. Part 2 rounds out the complete 50-tip framework to help you live your Wealth That Matters®.
Keywords: financial planning for physicians, retirement planning for doctors, tax strategy for physicians, physician investment planning, estate planning for doctors, private equity for doctors, financial advice for doctors, wealth management for physicians
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