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 c

Welcome to the Doctors 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

In this special Doctors Day edition of the Doctors Eyes Only Podcast, Vestia Partner and CEO Lauren Oschman shares stories about her experiences with Doctors Day growing up with a dad who is a physician. As Lauren reflects on what it meant to her to se

In this episode of the Doctors 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

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 mul

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&#

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 wh

In this episode of the Doctors 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 s

Protecting wealth goes beyond the balance sheet. It involves having the right insurance coverage to safeguard assets, income, and the future. For physicians who have dedicated years of rigorous training and education to reach their current professional st

Student debt is all too common for many, and physicians are no different. With the increasing cost of medical education, many doctors find themselves with significant debt. However, with the right support and proper financial planning, physicians can make