Doctors Eyes Only

By: Vestia Personal Wealth Advisors Vestia Retirement Plan Consultants and Vestia Advisors LLC. with Lauren Oschman
  • Summary

  • 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 physicians in both life and business. Glean clear takeaways to improve your life and medical practice starting today and leave inspired to live your own Wealth That Matters®.
    Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC. with Lauren Oschman
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Episodes
  • Rethinking Work-Life Balance in Medicine with Dr. Kristine Goins the Nomad MD
    Mar 1 2025

    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 doctors


    Enjoyed the episode? Be sure to follow and subscribe to Doctor’s Eyes Only so you never miss an insightful conversation!

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    30 mins
  • Maximizing Points for Physician Travel with Dr. Kelly Wright the Points and Miles Doc
    Feb 15 2025

    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 @pointsandmilesdoc


    https://www.flightconnections.com/

    https://frequentmiler.com/



    #PhysicianLife #TravelHacking #DoctorLife #PointsAndMiles #PhysicianTravel #TravelRewards #TravelTipsForDoctors #PhysicianFinance #wealththatmatters

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    44 mins
  • More Than Money Part 2, A Candid Conversation About Vestia's Values
    Jan 31 2025

    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

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    48 mins

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