Doctors Eyes Only

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Retirement Account Rollovers and Consolidation for Physicians

March 22, 2024

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

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Doctors Eyes Only
By Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC. with
Vestia Wealth Advisors - Fort Wayne, IN
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
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