50 Financial Tips for Physicians: Part 2, Investment, Tax, Retirement, and Estate Planning

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Doctors Eyes Only

Vestia Personal Wealth Advisors, with Partner and CEO Lauren Oschman CFP®

91 episodes

4 days ago

The Doctors Eyes Only podcast is built for physicians who know that real wealth goes beyond numbers. Hosted by Vestia Personal Wealth Advisors, each episode brings timely insight for doctors navigating the intersections of life, medicine, and money. Whether you’re optimizing your career path, building a private practice, or planning for retirement, you’ll hear from fellow physicians and subject matter experts who understand the complexities you face. Join us twice a month for physician-focused conversations that offer practical takeaways and inspire you to create Wealth That Matters®.

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All content for Doctors Eyes Only is the property of Vestia Personal Wealth Advisors, with Partner and CEO Lauren Oschman CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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50 Financial Tips for Physicians: Part 2, Investment, Tax, Retirement, and Estate Planning

Doctors Eyes Only

17 minutes 13 seconds

4 months ago

50 Financial Tips for Physicians: Part 2, Investment, Tax, Retirement, and Estate Planning

In Part 2 of our series, Doctors Eyes Only host and Vestia CEO Lauren Oschman, CFP®, shares 25 more financial planning insights designed specifically for physicians. This episode explores five advanced areas: investment strategy, tax planning, retirement planning, estate planning, and behavioral finance, with five practical tips in each.

Learn how to create a tax-efficient investment portfolio, evaluate employer-based retirement plans, avoid estate planning pitfalls, and stay on track with a financial strategy that reflects your goals and values. These tips are grounded in real scenarios physicians face, whether you’re navigating a private equity windfall, balancing Roth contributions, or preparing for retirement.

If you’re a physician aiming to make more informed, goal-oriented financial decisions, be sure to subscribe so you don’t miss future episodes. Part 2 rounds out the complete 50-tip framework to help you live your Wealth That Matters®.

Keywords: financial planning for physicians, retirement planning for doctors, tax strategy for physicians, physician investment planning, estate planning for doctors, private equity for doctors, financial advice for doctors, wealth management for physicians