Welcome to the Doctors Eyes Only Podcast!In today's episode, Vestia Partner and CEO Lauren Oschman delves into strategies for doctors to maximize tax benefits through charitable giving. Lauren will guide you through: Understanding Deductions: Le

Welcome to a special Wealth That Matters edition of the Doctors Eyes Only Podcast where Partner and Advisor Cameron Heasley interviews Dr. Lee and Lori Wilbur, the founders of the nonprofit, Divine Mercy Health Center. Lee is an emergency medicine physi

Welcome to the Doctors Eyes Only podcast, and today Vestia Partner and CEO Lauren Oschman talks about ways that doctors can minimize a potential tax burden for their heirs when transferring wealth. At the time of this recording, the threshold that needs

Welcome to the Doctors Eyes Only podcast where Vestia Partner and CEO Lauren Oschman delivers some very time sensitive important information regarding the IDR Waiver for Student Loan Forgiveness, the June 30, 2024 deadline, and why doctors should potenti

Welcome to this weeks edition of the Doctors Eyes Only podcast where Vestia Partner and CEO Lauren Oschman delivers Part 2 on Spring Cleaning for your Finances. If you are tuning in to part 2 and you havent listened to part 1 yet, be sure to go back an

Welcome to this weeks edition of the Doctors Eyes Only podcast where Vestia Partner and CEO Lauren Oschman delivers Part 1 of a 2 Part series on Spring Cleaning for your Finances. As Lauren mentions in the podcast, the idea of spring cleaning is a clean

Welcome to a special Mothers Day episode of the Doctors Eyes Only podcast brought to you by Vestia Personal Wealth Advisors! In this episode, Vestia Partner and CEO Lauren Oschman delivers an inspiring message about the diverse paths of motherhood, whil

Welcome to this weeks edition of the Doctors 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