A Physician's Guide: Save on Taxes Now, Build Wealth For Later 

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Doctors Eyes Only

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

94 episodes

6 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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A Physician's Guide: Save on Taxes Now, Build Wealth For Later 

Doctors Eyes Only

22 minutes 28 seconds

3 months ago

A Physician's Guide: Save on Taxes Now, Build Wealth For Later 

Welcome to the Doctors Eyes Only podcast, where this week we are continuing right where we left off in our last episode, “Doctors & The New Tax Bill: What Actually Changes?” In that conversation, Vestia Partner and CEO Lauren Oschman, CFP®, CDFP®, and Partner and Chief Growth Officer Kameron Helmuth, CFP®, ChFC®, reviewed key highlights of the OBBBA tax legislation and how those changes could impact physicians. This week, after a brief introduction from Lauren, Kameron takes a deeper dive into one of the most physician-relevant areas of the law: depreciation strategies.

He walks through the return of 100 percent bonus depreciation, how cost segregation studies can support more precise tax planning, and when physicians might consider using these tools. The conversation is especially helpful for private practice owners, real estate investors, and physicians seeking to manage taxable income while aligning financial decisions with long-term goals.

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Keywords: financial planning for physicians, private equity for doctors, physician retirement planning, financial planning for women physicians, tax planning for doctors, bonus depreciation, cost segregation, wealth management for doctors.