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 SAVE plan is being eliminated. RAP (Repayment Assistance Plan) is expected to take its place, while older plans like PAYE, REPAYE, and ICR will be phased out by July 2026.IBR remains an option, with payments based on either 15 percent or 10 percent of discretionary income depending on when the loans originated. After 2026, IBR will no longer be available for new borrowers. SAVE forbearance months do not count toward PSLF, unlike COVID forbearance. Chris explains how physicians can return to qualifying repayment plans.The buyback program may allow borrowers to make up missed or disqualified payments after completing 120 months of qualifying employment, but its future is uncertain. Best practices include submitting employer certification forms annually and using the Loan Simulator at studentaid.gov to review repayment options.Refinancing through private lenders may make sense for some physicians, though federal protections and PSLF eligibility are lost once loans are moved out of the federal system.If you are a physician with questions about student loan repayment, PSLF eligibility, or refinancing, connect with our team at www.vestiaadvisors.com/contact/. #FinancialPlanningForPhysicians #StudentLoansForDoctors #PhysicianRetirementPlanning #WealthManagementForDoctors #PSLF #WomenPhysicians #PhysicianFinance
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 orthopedic practice, and ultimately walking away after nearly two decades in the field. In response to these challenges, she co-founded The Working Mom, a platform supporting women in healthcare, and authored Navigating the Life Cycle of Working Moms in Healthcare to remind physician moms that they are not alone. She also reveals how ballroom dancing unexpectedly became her passion, offering balance, joy, and renewed purpose as she designed her next chapter.This inspiring conversation is a testament to resilience and reinvention, and a powerful reminder to physicians that stepping away from an unsustainable path can open the door to true Wealth That Matters®. 🔗 Stay connected with Dr. Adrienne Towsen:LinkedIn: Adrienne Towsen, MDInstagram: @medical_working_momsThe Working Mom Platform: theworkingmom.usNavigating The Lifecycle of Working Moms in Healthcare: Buy the book here!#PhysicianBurnout #WomenInMedicine #WorkingMom #OrthopedicSurgeon #PrivateEquityMedicine #DoctorLife #PhysicianWellness #BallroomDancing #PhysicianMoms #WealthThatMatters
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 strategies to set and maintain boundaries without guilt, at work and at home • Communication tools to make boundaries clear to colleagues, patients, and family • How boundaries are essential to achieving your Wealth That Matters® in time, energy, and relationshipsWhether you’re a physician feeling the early warning signs of burnout, or you’re already overcommitted and ready for change, this conversation will equip you with actionable tools to protect what matters most, your well-being.⸻Resources from Dr. Sasha Shillcutt: • Brave Boundaries – Learn the language, strategies, and mindset to set healthy boundaries without guilt → Buy the book • Brave Enough – Courses, coaching, community, and resources for women physicians → Visit becomebraveenough.com • Brave Enough Women’s CME Conference – September 25–28, 2025 | Scottsdale, AZ → Register here⸻About the Host:Lauren Oschman CFP® CDFA® is CEO of Vestia Personal Wealth Advisors, a financial firm specializing in helping the highest-caliber physicians achieve Wealth That Matters®.#PhysicianBoundaries #WomenPhysicians #PhysicianWellbeing #DoctorBurnout #WorkLifeBalance #PhysicianLife #WealthThatMatters #VestiaAdvisors #BraveBoundaries #BraveEnough
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 truly connected to their new community.Amanda discusses how she supports physician families relocating from out of state, many of whom are juggling packed clinical schedules, overnight call shifts, and limited flexibility to travel. Because physicians often cannot leave their current responsibilities to house hunt, it’s common for one spouse, often with young kids in tow, to lead the process alone. In many cases, the physician doesn’t see the home until after closing. Amanda describes how she steps in to bridge that gap by educating and guiding families remotely. She serves as their boots on the ground, evaluating commute routes for emergency access, checking internet reliability for telehealth and charting, and identifying local resources to support physician lifestyles. Her approach blends logistical expertise with deep empathy, ensuring both partners feel confident and supported throughout the transition.Lauren and Amanda explore how physician-specific mortgage strategies can align with a family’s financial plan. Amanda explains how she helps physician clients secure builder incentives while using these special loan programs, and how those choices can fit into broader goals such as building equity or preparing a home to become a future rental property. They also discuss how neighborhood dynamics, school systems, and community support play a critical role in setting physician families up for success, especially when moving to a new city without an established network.Amanda shares more about her podcast, Behind the White Coat, which she created to provide real talk and support for other physician spouses navigating the ups and downs of medical life. She’s passionate about making sure no physician family feels isolated in their journey and is building a growing network of connection and encouragement.To learn more or connect with Amanda: • Visit ABTNHomes.com • Follow Amanda on Instagram @AmandaBaronRealtor • Listen to her podcast Behind the White CoatSubscribe to Doctors Eyes Only for more episodes focused on financial planning and life strategy tailored for physicians and their families.
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 line of duty, Betsy started her journey as a file clerk and CNA. Today, she’s not just operating in the OR, she’s inspiring millions across social media as one of the most relatable, respected physician voices online. If you’ve ever wondered whether social media has a place in a serious medical career, or how to build a life that honors both your ambition and your humanity, this episode is your answer.We explore: • How Dr. Grunch built trust with millions without compromising her identity as a surgeon • The behind-the-scenes reality of growing a practice through content • Her perspective on leadership, motherhood, and empowering her team • Why visibility in medicine matters, especially for women and future generations • What Wealth That Matters® looks like for a woman in surgery balancing impact, family, and personal wellnessThis episode is a must-listen for physicians navigating identity, leadership, and influence in a rapidly evolving medical world. Whether you’re curious about building your brand, avoiding burnout, or simply finding inspiration from someone who’s walked a path few others have, Dr. Grunch delivers.Connect with Dr. Betsy Grunch (LadySpineDoc): • Follow on Instagram & TikTok: @LadySpineDoc • Shop Empowering Apparel for Medical Professionals: ladyspinedoc.com • Learn more about her clinical practice: drgrunch.comKeywords:Dr. Betsy Grunch, LadySpineDoc, surgeon influencer, neurosurgeon social media, financial planning for physicians, women in medicine, physician leadership, surgeon mom, social media for doctors, doctor content creator, wealth that matters, physician role models, female neurosurgeons
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
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 decisions in alignment with their goals and the financial realities of their profession.You’ll hear how to align your spending with long-term priorities, evaluate job offers beyond salary alone, build a student loan strategy that fits your career path, and understand the full scope of insurance and liability protections needed at different stages of life. The episode also explores how physicians can benchmark compensation, negotiate contracts, and plan for practice ownership or a future buyout.This conversation is especially relevant for private practice doctors, dual-physician households, women physicians, and anyone considering career transitions or private equity opportunities. Don’t miss this episode if you’re looking for physician-specific financial strategies that move beyond general advice. Be sure to subscribe so you don’t miss Part 2, where we’ll cover the remaining 25 tips and complete the full series.Keywords: financial planning for physicians, wealth management for doctors, physician debt strategy, student loans for doctors, physician disability insurance, 529 plans for doctors, contract negotiation for physicians, private equity for doctors
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 conversation about digital estate planning—what it is, why it matters, and how physicians can protect their families by preparing today. From shared passwords to cloud-stored family memories, the things that matter most are often locked behind layers of digital security. If something were to happen to you, could your loved ones access what they need? Brian shares a personal story that inspired his own planning journey and outlines practical steps that anyone can follow. This episode is both a cautionary tale and a roadmap for action.You’ll learn: • Why digital estate planning is an essential part of your financial picture• How tools from Apple, Google, and Facebook can help protect your legacy• Why password managers and two-factor authentication are not just security features but essential planning tools• How to guide your spouse or partner through a simple tabletop exercise to ensure they know what to do• How artificial intelligence is changing the cybersecurity landscape and what to watch out for At Vestia, we help physicians build wealth that matters. That means not only growing your assets but also protecting them and creating peace of mind for the people who matter most. This episode will give you the framework to start an important conversation and take the next step toward a complete financial plan. Resources Mentioned: • Apple Digital Legacy• Google Inactive Account Manager• Facebook Legacy Contact• Keeper Password Manager Want to make sure your digital assets are part of your estate plan? Connect with our team of advisors at myteam@vestia.com. We’re here to help you think through what’s next. Searchable Keywords:digital estate planning, financial planning for physicians, Apple digital legacy, Google account manager, cybersecurity, physician finances, password manager, family preparedness, online legacy, digital assets, estate strategy Tags:#DigitalEstatePlanning #PhysicianFinances #CyberSecurity #WealthThatMatters #VestiaAdvisors #AppleLegacy #GoogleAccountManager #LegacyPlanning #FinancialPlanningForDoctors
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, Andrew shares insider knowledge to help doctors save time, money, and sanity.Lauren and Andrew cover: • The #1 mistake most people make when buying a car • Whether you should lease or buy (it’s not one-size-fits-all) • How to avoid getting up-charged on warranties, financing, and extras • Why “the best time to buy a car” is before you need one • How Andrew’s team buys cars for physicians nationwide, without ever stepping into a dealershipWhether you’re planning a purchase or just want to stop dreading your next one, this episode will change how you think about the car-buying process.🔗 Learn more: https://www.gocarconcierge.com📲 Follow Lauren on Instagram: @medmoneymaven🎙️ Follow Doctor’s Eyes Only on Apple Podcasts, Spotify, or YouTube to never miss real-world financial insights made for physicians.
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 profitable, purpose-filled careers on their terms.Together, Lauren and Pam also get real about what it’s like to have children right as you’re building your career—how motherhood intersects with ambition, and why the medical system still isn’t built to support women during this pivotal stage of life. Pam shares how that tension fueled her decision to walk away from traditional practice and design a life where both her family and career could thrive.Whether you’re navigating burnout, exploring advisory work, or dreaming of a new definition of success—this conversation will leave you inspired to redefine your own Pinnacle.To find more information about Dr. Pam Mehta, her practice, the Pinnacle Conference, and Pinnacle Learning be sure to visit one of the links below. Follow Pam on Instagram: @dr.pamelamehtaResilience Orthopedics: https://www.resilienceorthopedics.com/Learn At Pinnacle: https://learnatpinnacle.com/You can also follow Vestia CEO Lauren Oschman on Instagram @medmoneymavenEnjoyed this episode? Be sure to follow Doctor’s Eyes Only on Apple Podcasts, Spotify, YouTube, or wherever you listen—so you never miss an episode of real conversations and financial insights made for physicians.Keywords: women in medicine, physician burnout, career transitions, Dr. Pamela Mehta, Pinnacle conference, women physicians, concierge medicine, entrepreneurship, physician mothers, physician leadership, maternity and medicine, medical careers and family balance
Succession Planning for Your Medical Real EstateWhat 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 future of their real estate — whether through lease restructuring, value optimization, or sale-leaseback strategies. Together, they explore: • What doctors often misunderstand about the value of their buildings • How real estate plays into retirement or practice transitions • Why your lease could determine your building’s future value • When it’s time to consider selling your property • Common mistakes physicians make (and how to avoid them) Whether you’re 10 years from retirement or navigating a private equity sale today, this episode offers practical strategies to help you take control of your real estate, maximize value, and avoid last-minute surprises.To find more information and content from Collin and ERE Healthcare Real Estate Advisors visit the links below: www.youtube.com/@HealthcareRealEstate https://ereadv.com/ 🔑 Keywords: physician real estate, practice sale, private equity, medical office buildings, real estate lease strategy, succession planning, physician retirement, healthcare real estate, doctor real estate advice, financial planning for doctors 🎧 Subscribe to Doctor’s Eyes Only on Apple Podcasts, Spotify, YouTube, or wherever you listen. New episodes release every other Friday with financial education tailored for physicians.
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 across the U.S.Doug shares insight on how policies are structured, what the “Coverage A” amount really means, and the difference between replacement cost and actual cash value—a distinction that can make or break your ability to recover financially from a loss.They also discuss how physicians can better prepare for claims by documenting home inventory, how to know if your coverage is outdated, and what proactive steps to take if premiums spike or coverage is dropped.🔍 Topics Covered: • What Coverage A means and why it matters • The difference between replacement cost and actual cash value • Understanding extended and guaranteed replacement coverage • Why it’s important to have an agent—not just a 1-800 number • How to document a home inventory • When to reevaluate your homeowners policy • Insurance strategies for high-value homes and collectibles • Tips for managing rising premiums and deductibles🎯 Designed For:Physicians buying or owning homes, doctors with valuable assets, and anyone who wants to feel confident about their insurance coverage.📩 Resources Mentioned: • For a policy review or second opinion, contact your Vestia advisor • Reach out to Doug DeShong for personalized insurance support by email at • Learn more about physician financial planning at www.vestia.com⸻🔎 SEO Keywords for Discoverability: • Homeowners insurance for doctors • Replacement cost vs actual cash value • Insurance planning for physicians • Protecting your home from natural disasters • High-value home insurance • Financial planning for doctors • Physician insurance advice • How to file a homeowners insurance claim • Inventory checklist for insurance claims • What coverage do I need on my house
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 in extraordinary ways. From ICU miracles to quiet moments of support, these stories, also featured on our social media throughout the week, are our way of honoring the humans behind the white coat.Because while the world may see your title, your uniform, or your expertise, we see you.And we know: Without you, it’s just a coat.#DoctorsDay #WithoutYouItsJustACoat #PhysicianAppreciation #ThankYouDoctors #DoctorsEyesOnly #VestiaVoice #WealthThatMatters
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 selection.The discussion covers how Vestia financial advisors help doctors make better financial decisions, avoid common investment pitfalls, and stay on track with their long-term goals. Mike shares insights from decades of industry research, illustrating how behavioral coaching, tax strategies, and personalized financial planning can add measurable value to a physician’s financial future.Topics Covered in This Episode:How the role of financial advisors has evolved beyond stock picking.What Advisor’s Alpha means and how it quantifies advisor value.The impact of behavioral coaching on physician investment decisions.How emotions and market fluctuations influence financial choices.The role of values-based financial planning in long-term success.Why doctors, despite being data-driven, can benefit from financial guidance.Resources Mentioned:Learn more about Wealth That Matters® and financial planning for physicians at Vestia Personal Wealth Advisors.Vanguard’s research on Advisor’s Alpha and investment behavior.Keywords for SEO:Financial planning for doctorsAdvisor’s Alpha VanguardPhysician financial advisorsBehavioral coaching in investingInvestment strategies for doctorsTax-efficient investingWealth That Matters®Retirement planning for physiciansEnjoyed the episode? Follow and subscribe to Doctor’s Eyes Only for more insights on physician wealth and financial planning!
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 week while traveling and how physicians in various specialties can explore alternative work arrangements. She discusses considerations for shifting career paths, the role of financial planning in creating flexibility, and different ways physicians can structure their work to align with their personal goals.Topics Covered in This Episode: The impact of physician burnout and ways to create more balance. Different career paths that offer more flexibility in work schedules and location. Financial planning considerations for physicians looking to make a career change. Ways physicians in hands-on specialties can explore remote or hybrid work opportunities. The role of mindset in transitioning to a different career structure.Resources Mentioned: Connect with Dr. Kristine Goins: Instagram | Facebook | Website Learn more about Wealth That Matters® and financial planning for physicians at Vestia Personal Wealth Advisors.Keywords for SEO: Physician financial planning Career alternatives for doctors Remote work for physicians Physician burnout and work-life balance Wealth That Matters® Financial flexibility for doctors Locum tenens vs. full-time physician work Telemedicine opportunities for physicians Non-clinical career paths for doctorsEnjoyed the episode? Be sure to follow and subscribe to Doctor’s Eyes Only so you never miss an insightful conversation!
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 create meaningful experiences outside of their busy practices.Dr. Wright explains the basics of points and miles, from optimizing credit cards for earning rewards to using points for luxurious vacations that would otherwise be out of reach. She dives into the benefits of flexible points, how to work backwards from your dream trip, and the long-term financial benefits of mastering this strategy. Whether you're looking for a quick getaway or a bucket-list vacation, this episode will inspire you to travel smarter and enrich your life without breaking the bank.For physicians looking to get started, Dr. Wright offers advice on how to build a travel rewards strategy that fits your lifestyle and goals. She even shares her own journey from using points to reduce everyday travel costs to funding unforgettable adventures with her family.Tune in for practical tips, motivational insights, and a fresh perspective on using your spending to enhance both your personal and professional life. Thank you for watching and listening, and be sure to subscribe and follow Doctor’s Eyes Only where ever you find your favorite podcasts, for more insightful episodes released every other week. And don’t forget to leave a review—let us know what you loved most about this episode! If you have questions, please reach out to myteam@vestia.com, or visit our website at www.vestiaadvisors.com. Thanks and we will see you next time!Recourses mentioned in the episode by Dr. Kelly Wright, the Points and Miles Doc.https://www.pointsandmilesdoc.com/Instagram @pointsandmilesdochttps://www.flightconnections.com/https://frequentmiler.com/#PhysicianLife #TravelHacking #DoctorLife #PointsAndMiles #PhysicianTravel #TravelRewards #TravelTipsForDoctors #PhysicianFinance #wealththatmatters
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 the foundation for how the team serves doctors, supports each other, and fosters financial success for physicians. In this episode, they explore:- Give A Surplus – Why going the extra mile is essential in physician-focused financial planning.- Never Let Them Guess – The power of clear, proactive communication (including how Radical Candor has transformed the way Vestia operates).- Raise Your Hand – How stepping outside your comfort zone leads to professional and personal growth.- Model Wealth That Matters® – Why the best financial advisors lead by example, prioritizing time and relationships over money.- Fly the V Formation – The importance of teamwork, collaboration, and lifting each other up to go further together. If don’t already, make sure you: - Subscribe to Doctor’s Eyes Only for expert financial insights tailored to physicians.- Share this episode with a doctor who could benefit from values-driven financial advice.- Contact the Vestia Team at myteam@vestia.com to learn how we help doctors achieve Wealth That Matters®. 00:00 Introduction to Vestia's Mission 09:43 Core Values of Vestia 9:65 Value 1: Give a Surplus 16:30 Value 2: Never Let Them Guess 21:30 Value 3: Raise Your Hand 30:01 Value 4: Model Wealth That Matters 38:36 Value 5: Fly the V Formation Financial planning for doctors Wealth management for physicians Physician financial advisors Investing strategies for doctors Retirement planning for physicians How physicians can achieve work-life balance Doctor wealth-building strategies Physician career and money management
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 challenges physicians face. Lauren and Forrest tackle critical topics, including the impact of physician burnout on personal and financial well-being, the subjective and objective aspects of wealth, and why time and meaningful relationships are key components of a life well-lived. Drawing on their extensive experience, they offer practical insights for doctors seeking advisors who truly understand their needs and can help them achieve their goals. Thank you for watching and listening, and be sure to subscribe and follow Doctor’s Eyes Only for more insightful episodes released every other week. And don’t forget to leave a review—let us know what you loved most about this episode! If you have questions, please reach out to myteam@vestia.com, or visit our website at www.vestiaadvisors.com. Thanks and we will see you next time! #PhysicianFinance #physicianwealth #wealththatmatters #Doctors #physicians #financialadvisor #wealthmanagement
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. Davis shares insights about the demands of balancing fellowship and creative pursuits, what drew him to pain medicine, and how his podcast provides a platform to explore diverse perspectives on pain and its management. Key highlights of the episode include: Dr. Davis's Journey: From medical school in Dublin to training at Emory and Brigham and Women’s Hospital. The Allure of Pain Medicine: Why Dr. Davis chose this field and how it combines musculoskeletal neurology, imaging, and patient relationships. Podcasting as a Physician: What inspired World of Pain MD, challenges faced, and the value of amplifying diverse voices. Educational Opportunities: The impact of attending the IEP Pain Management course and its practical tools for early-career physicians. Defining Wealth That Matters®: Dr. Davis’s personal take on wealth as freedom and meaningful relationships. Whether you’re curious about pain management, podcasting, or navigating the early stages of your medical career, this episode offers plenty of inspiration and practical advice. Resources Mentioned: Dr. Derick Davis’s Podcast: World of Pain MD (Found wherever you listen or watch your favorite podcasts) Connect with Us: If you enjoyed this episode, please subscribe and leave a review. Have questions or suggestions? Reach out to our team at myteam@vestia.com.
In this episode of Doctor’s Eyes Only, host Brad Quick sits down with orthopedic surgeon and healthcare innovator Sharat Kusuma to discuss his inspiring journey from the operating room to leading change in the healthcare industry. Sharat shares how family legacy, mentorship, and continuous learning shaped his career path, transitioning from clinical practice to roles at major companies like Apple and Exactech, and now as a leader at Joint Medica. Discover the pivotal role clinicians can play in healthcare leadership and the importance of improving user experience in medical technology. Sharat also dives into the exciting potential of hip resurfacing as an alternative to traditional hip replacements and offers valuable insights on how physicians can positively impact healthcare systems. The conversation concludes with Sharat’s personal take on success and wealth, highlighting the balance between meaningful work and personal fulfillment. Whether you're a clinician, healthcare leader, or innovator, this episode is packed with actionable takeaways and inspiration for shaping the future of healthcare. Thank you for watching and listening, and be sure to subscribe and follow Doctor’s Eyes Only where ever you find your favorite podcasts, for more insightful episodes released every other week. And don’t forget to leave a review—let us know what you loved most about this episode! If you have questions, please reach out to myteam@vestia.com, or visit our website at www.vestiaadvisors.com. Thanks and we will see you next time! #OrthopedicSurgery #HealthcareLeadership #MedicalInnovation #HipResurfacing #ClinicianLeadership #HealthcareSystems #UserExperienceInMedicine #OrthopedicTechnology #WorkLifeBalance #DoctorsEyesOnlyPodcast
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