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!

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

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

In this episode of the Doctor’s Eyes Only podcast, Vestia Personal Wealth Advisors Partner and CEO Lauren Oschman and Partner and Chief Development Officer Forrest Friedow explore the concept of Wealth That Matters® and its profound significance for physicians. Together, they discuss how financial and life planning intersect, emphasizing the importance of trust, accountability, and personalized guidance in navigating the unique challenges physicians face.

Lauren and Forrest tackle critical topics, including the impact of physician burnout on personal and financial well-being, the subjective and objective aspects of wealth, and why time and meaningful relationships are key components of a life well-lived. Drawing on their extensive experience, they offer practical insights for doctors seeking advisors who truly understand their needs and can help them achieve their goals.

Thank you for watching and listening, and be sure to subscribe and follow Doctor’s Eyes Only 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!

#PhysicianFinance #physicianwealth #wealththatmatters #Doctors #physicians #financialadvisor #wealthmanagement

In this engaging episode of the Doctor’s Eyes Only podcast, host Brad Quick sits down with Dr. Derick Davis, a pain management fellow at Brigham and Women's Hospital and the creator of the World of Pain MD podcast. Together, they discuss Dr. Davis's journey into pain management, his international path through medical school in Ireland, and what inspired him to dive into the world of podcasting during his medical training.

Dr. Davis shares insights about the demands of balancing fellowship and creative pursuits, what drew him to pain medicine, and how his podcast provides a platform to explore diverse perspectives on pain and its management.

Key highlights of the episode include:

• Dr. Davis's Journey: From medical school in Dublin to training at Emory and Brigham and Women’s Hospital.
• The Allure of Pain Medicine: Why Dr. Davis chose this field and how it combines musculoskeletal neurology, imaging, and patient relationships.
• Podcasting as a Physician: What inspired World of Pain MD, challenges faced, and the value of amplifying diverse voices.
• Educational Opportunities: The impact of attending the IEP Pain Management course and its practical tools for early-career physicians.
• Defining Wealth That Matters®: Dr. Davis’s personal take on wealth as freedom and meaningful relationships.

Whether you’re curious about pain management, podcasting, or navigating the early stages of your medical career, this episode offers plenty of inspiration and practical advice.

Resources Mentioned:

• Dr. Derick Davis’s Podcast: World of Pain MD (Found wherever you listen or watch your favorite podcasts)

Connect with Us:
If you enjoyed this episode, please subscribe and leave a review. Have questions or suggestions? Reach out to our team at myteam@vestia.com.

In this episode of Doctor’s Eyes Only, host Brad Quick sits down with orthopedic surgeon and healthcare innovator Sharat Kusuma to discuss his inspiring journey from the operating room to leading change in the healthcare industry. Sharat shares how family legacy, mentorship, and continuous learning shaped his career path, transitioning from clinical practice to roles at major companies like Apple and Exactech, and now as a leader at Joint Medica.

Discover the pivotal role clinicians can play in healthcare leadership and the importance of improving user experience in medical technology. Sharat also dives into the exciting potential of hip resurfacing as an alternative to traditional hip replacements and offers valuable insights on how physicians can positively impact healthcare systems.

The conversation concludes with Sharat’s personal take on success and wealth, highlighting the balance between meaningful work and personal fulfillment. Whether you're a clinician, healthcare leader, or innovator, this episode is packed with actionable takeaways and inspiration for shaping the future of healthcare.

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!

#OrthopedicSurgery #HealthcareLeadership #MedicalInnovation #HipResurfacing #ClinicianLeadership #HealthcareSystems #UserExperienceInMedicine #OrthopedicTechnology #WorkLifeBalance #DoctorsEyesOnlyPodcast

Have you ever wondered how private equity is transforming the world of physician practice sales? On this episode of Doctor’s Eyes Only, Vestia Partner and CEO Lauren Oschman sits down with Dana Jacoby, the CEO at Vector Medical Group, LLC. Dana is a national thought leader in healthcare and business with extensive experience in private equity and mergers. With a career that spans multiple roles at major healthcare corporations and includes strategies for medical practices across the U.S. and internationally, Dana brings her wealth of experience in healthcare mergers and acquisitions to help demystify how private investors are reshaping medical practice ownership—and what this means for you.

Lauren and Dana dive into why private equity firms are drawn to medical practices, the opportunities and challenges they bring, and how physicians can navigate these deals with confidence. Dana explains that private equity involves high net worth individuals investing in private businesses, hoping for a return in 3-7 years. From accessing growth capital to negotiating better terms, Dana shares actionable strategies to help you protect your interests and create lasting wealth.

Whether you’re thinking about selling your practice, looking to offload administrative burdens, or exploring ways to build generational wealth, this episode is packed with insights tailored for physicians. Plus, we discuss why having the right advisors in your corner—including healthcare-focused attorneys—is key to achieving a successful outcome.

For more information about Dana and Vector Medical Group, be sure to visit their company website at www.vectormedicalgroup.com, And you can follow Dana Jacoby on LinkedIn at https://www.linkedin.com/in/dljacoby/.

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!

#PrivateEquity #MedicalPracticeSales #PhysicianWealth #SellingAPractice #PracticeOwnership #HealthcareInvestments #PhysicianFinancialPlanning #GenerationalWealth #PhysicianEntrepreneurs #DoctorsEyesOnlyPodcast

Thank you for tuning in to this episode of Doctor’s Eyes Only, where Vestia Partner Cameron Heasley sits down with Dr. Brian McVay, a dedicated anesthesiologist from Tampa, Florida, who has launched a groundbreaking new venture: MediDoc Pro.

Dr. McVay’s personal experiences, particularly one that involved his mother, and other frustrations of accessing vital patient information in emergency situations, inspired him to create this innovative portal system. MediDoc Pro allows physicians immediate access to patients’ advanced care directives and critical medical data, using a simple yet secure QR code technology.

The conversation explores Dr. McVay’s entrepreneurial journey, from overcoming the steep learning curve of software development to navigating legal and technical challenges. He shares the highs and lows of launching a business while balancing his demanding medical career and family commitments. Listeners will gain insights into how Dr. McVay stays motivated and dedicated, even using his post-call days to push the business forward, while also preserving quality time with his loved ones.

Dr. McVay opens up about the core values that guide him, rooted in faith and family, and explains how he lives out the concept of Wealth That Matters®—putting Christ first and sharing meaningful experiences with his family, like learning Bible verses together. He also offers advice for aspiring physician-entrepreneurs, highlighting the importance of resilience, strategic thinking, and surrounding yourself with the right expertise.

This episode is packed with wisdom and practical takeaways and we are confident that all of our physician audience will leave inspired by Dr. McVay’s story and journey.

For more information about MediDoc Pro, be sure to visit the website at www.medidocpro.com, and to reach Dr. McVay you can email him at brian@medidocpro.com.

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!

#MediDocPro #HealthcareInnovation #MedicalData #PatientSafety #EmergencyPreparedness #Anesthesiology #PhysicianEntrepreneur #StartupJourney #FaithAndFamily #WorkLifeBalance #WealthThatMatters #DoctorPodcast #HealthTech