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 listeners have continued asking about it, we’re re-releasing it for our growing audience. The original episode did not include video, but it is now available with video on YouTube and Spotify.

Dr. O’Connor shares her journey from Yale athlete to Mayo Clinic orthopedic surgeon to healthcare entrepreneur, along with insights on women in orthopedics, physician career pivots, medical school debt, and why investing in yourself can create new opportunities in medicine.

The conversation also explores her work building Vori Health, a virtual musculoskeletal care model designed to improve outcomes and reduce unnecessary surgery.

• Women in orthopedics

• Physician career pivots

• Medical school debt and risk decisions

• Healthcare innovation and Vori Health

• Financial planning for physicians

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#FinancialPlanningForPhysicians

#WomenInMedicine

#OrthopedicSurgeon

#PhysicianLeadership

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 opportunities. These include contract negotiation, Roth IRA and HSA funding strategies, tax efficiency, student loan considerations, mortgage refinancing, disability coverage, life insurance planning, and umbrella liability protection.

Topics discussed include:

• The four components of financial advice identified in a Vanguard study: financial planning value, portfolio value, emotional value, and time value

• How delays in investing can impact long-term outcomes

• The potential long-term effect of differences in physician compensation

• Tax considerations related to Roth IRAs and Health Savings Accounts

• Mortgage rate changes and refinancing considerations

• Insurance and asset protection planning for physicians

This episode provides a framework for understanding how comprehensive physician financial planning may involve coordinated strategies across income, taxes, debt, investments, and risk management.

If you are a physician evaluating your current financial plan or considering working with a financial advisor who specializes in financial planning for physicians, this discussion offers context for what that relationship can include.
For the Vanguard research - https://corporate.vanguard.com/content/dam/corp/research/pdf/how_to_talk_about_the_value_of_advice.pdf
#FinancialPlanningForPhysicians

#PhysicianFinancialPlanning

#WealthManagementForDoctors

#WomenPhysicians

#PhysicianRetirementPlanning

#ContractNegotiation

#RothIRA

#HSAPlanning

#DisabilityInsurance

#DoctorsEyesOnly

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, advocating for equity, and building lives aligned with their values.

In honor of National Women Physicians Day, celebrated on February 3rd in recognition of Elizabeth Blackwell, the first woman to earn a medical degree in the United States, this episode highlights how women physicians are shaping the future of healthcare while navigating leadership, financial independence, burnout prevention, and personal fulfillment. These conversations reflect Vestia’s mission to help physicians achieve Wealth That Matters®, not just financially, but across every dimension of life.

Below are the list of amazing women physicians featured in this episode in the order in which they appear.

Dr. Kelly Wright

Instagram: @pointsandmilesdoc

Website: www.pointsandmilesdoc.com

Dr. Sasha Shillcutt

Instagram: @braveenough

Website: www.braveenough.com

Dr. Betsy Grunch

Instagram: @ladyspinedoc

Website: www.ladyspinedoc.com

Dr. Pamela Mehta

Instagram: @learnatpinnacle

Website: www.learnatpinnacle.com

Dr. Devon Gimbel

Instagram: @pointmetofirstclass

Website: www.pointmetofirstclass.com

Dr. Kristine Goins

Instagram: @nomadmd

Website: www.thenomadmd.com

Dr. Adrienne Towsen

Instagram: @medicalworkingmoms

LinkedIn: https://www.linkedin.com/in/adriennetowsen/

Together, these conversations honor the resilience, leadership, and impact of women physicians across specialties. They highlight not only professional excellence, but also the courage to challenge norms, advocate for change, and design lives rooted in purpose. Vestia is deeply grateful to these physicians for sharing their voices on the Doctors Eyes Only® podcast and for the ways they continue to inspire the medical community. To all women physicians, thank you for your dedication, leadership, and care.

Happy Women Physicians Day!

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 system after her father was diagnosed with an aggressive brain cancer, offering insight into how the patient and family experience differs from the provider perspective. She explains what a healthcare advocate does, how advocacy supports both families and healthcare providers, and why even physicians with medical knowledge often need help managing care coordination, insurance challenges, and system complexity.

The conversation explores real‑world examples such as Medicare non‑coverage notices, transitions of care, and the emotional and logistical toll families face when health crises arise. Angie also discusses how physicians can proactively prepare for medical uncertainty, support aging parents, and locate board‑certified patient advocates through national databases.

This episode is designed to help physicians better understand healthcare advocacy, reflect on their own family planning, and recognize when additional support can improve outcomes for patients, families, and providers alike.

This content is for educational purposes only and does not constitute financial, medical, or legal advice. Listeners should consult appropriate professionals regarding their individual circumstances.

Find more information about Dr. Angie Ingraham, MD and True North Patient Advocates visit the links below.

https://truenorthpatientadvocates.com/

https://www.linkedin.com/in/aingraham/

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 books read for information, but books that sparked discussion about growth, leadership, resilience, wealth, and how we show up in both our personal and professional lives.Lauren talks through why the team started the book club, how the books were chosen, and what stood out most in their discussions. From handling obstacles and building confidence, to redefining wealth beyond money, to leading without titles and being intentional about the values we pass on to our kids, each book opened the door to practical insights the team could actually apply. The common thread throughout the conversation is moving away from perfection, being more resilient, and thinking more holistically about what it really means to live a meaningful and wealthy life.This episode is meant to be thoughtful and reflective, especially for physicians who are high achievers, navigating demanding careers, transitions, and big life decisions. Lauren shares these books not as prescriptions, but as invitations to think differently, whether you are planning for the year ahead, re-evaluating what “enough” looks like, or simply looking for ideas that help you grow. If you are building a life alongside your career and want your financial decisions to support what matters most, this conversation is for you.

Books Mentioned in This EpisodeHere are the five books Lauren discusses, in the order they’re covered:

The Obstacle Is the Way by Ryan Holiday

https://a.co/d/7vs1OwN

Linchpin: Are You Indispensable? by Seth Godin

https://a.co/d/2X2h4oh

The 5 Types of Wealth by Sahil Bloom

https://a.co/d/3jcZrNz

Small Acts of Leadership by G. Sean Hunter

https://a.co/d/8lhP3uM

The Opposite of Spoiled by Ron Lieber

https://a.co/d/h2BthoN

Vestia Personal Wealth Advisors is not affiliated with Amazon or the authors of these books, and we are not compensated in any way for these recommendations. These books are shared simply because they sparked meaningful conversations and growth within our team.

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 estate sale, a business exit, or an unexpected inheritance, many physicians will face a potential high-stakes liquidity event at some point in their career, and we’ve found that few feel truly prepared when it happens. This episode is your step-by-step guide to preparing before the check hits your account.You’ll learn how physicians can:• Anticipate and manage tax liability on practice sales or investment payouts• Use tools like QSBS, donor-advised funds, and tax loss harvesting to their advantage• Maximize tax-efficient retirement savings in a windfall year• Reassess risk and rebalance portfolios strategically after sudden wealth• Align post-exit planning with core values and long-term goalsListen now and learn why the right moves made early can protect your wealth, minimize your tax bill, and set the stage for true financial freedom.

#physicianfinance #TaxPlanningForDoctors #Taxes #physicians #FinancialPlanningForPhysicians #podcast

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 priorities, or simply curious about your market value, this conversation provides the clarity and strategy doctors need before making a move.

From understanding tail coverage and bonus repayment to evaluating intangible factors like values alignment and support at work, Lauren and Jacquelyn help you assess whether to stay or go, and how to do it wisely.

This is essential listening for physicians who want to ensure career changes don’t derail long-term goals. If you’re considering a job change or relocation, tune in before signing that next contract. Learn how to evaluate your current compensation, uncover hidden costs of leaving, and create a personalized plan with eyes wide open. Because financial planning for physicians is more than just numbers, it’s about building Wealth That Matters®.

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 points to create intentional, memorable travel experiences, without compromising their financial goals.

This episode is a must-listen for physicians who want to make smarter use of their existing spending, personally and within their practices. Lauren and Devon explore how to use strategic credit card rewards to supplement or replace out-of-pocket travel costs, optimize business expenses, and better align financial decisions with personal priorities. You’ll also hear Devon’s story of transitioning from practicing physician to educator and entrepreneur, and why this has resonated so deeply in the medical community.

To learn more about Devon’s work, visit her website at pointmetofirstclass.com, follow her on Instagram at @pointmeto_firstclass, or tune into her podcast, Point Me to First Class, where she shares strategies tailored to physicians and high-income households.