Doctors Eyes Only

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 [email protected], 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 [email protected]. 

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 [email protected], 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

In this episode of Doctor's Eyes Only, Partner and President Brad Quick sits down with Todd Davis, a seasoned expert with over 30 years experience in the Orthopedic industry, and founder of TDOrtho Consulting. Todd shares valuable insights on how surgeons can distinguish themselves for consulting roles, emphasizing the importance of effective communication, a strong network, and a proactive mindset. As the orthopedic industry shifts toward smaller, agile companies, Todd discusses the future of product development. He also offers advice for surgeons with innovative ideas, to protecting intellectual property while navigating early-stage development. 

“It’s a pretty common question that I've heard over my career. And I really would say first and foremost, you should attempt to get it patented.. You have to find a patent attorney you trust and a patent attorney that knows our space. And a lot of the OCV equipment manufacturers can help you find that patent attorney. I think if you can get it patented, you should try to do that. If you don't wanna go through that hassle and expense and you're really not comfortable in that world, then I'd reach out to the company that you're working with today. Make sure you get a confidentiality agreement signed. I'm sure your rep could connect you to the right engineer, the right business person in the company.. You're going to learn whether it's been done before. If so, why if it's not been adopted or you'll learn whether there's some intellectual property already that exists in that space. But again, make sure you're protected in that conversation.” - Todd Davis when asked by Brad Quick if there was advice he would give to surgeons who made be thinking about pursuing an idea or new development of a product.

Currently, Todd is involved in pioneering projects, including AI-driven 3D surgical modeling with PeakMed and nutritional support solutions for orthopedic patients through Enhanced Medical Nutrition. 

In the conclusion of every interview, we always ask what Wealth That Matters means to our guest, and Todd’s answer was packed with wisdom and knowledge as he talks about his focus on faith, family, and dedication to life long growth. 

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 [email protected], or visit our website at www.vestiaadvisors.com. Thanks and we will see you next time!

To reach Todd Davis or to find out more about TD Ortho, please visit the links below!

https://www.linkedin.com/in/todd-davis-0126018/

https://www.tdorthoconsulting.com/

#orthopedics #orthopedicsurgery #medicaldevices #medicalengineering #doctorpodcast #wealththatmatters #consulting #Doctors #physicians 

Welcome to this week’s episode of Doctor’s Eyes Only where today’s host is Vestia Partner, President, and COO Brad Quick! In this insightful episode, Brad interviews Luke White, the founder of Priority Medical - a company that provides engineering services for medical device development. 

In their conversation, Luke shares his journey from working at major orthopedic companies to launching his own business. He discusses the innovative services offered by Priority Medical and the unique challenges that larger orthopedic firms face in fostering innovation. Luke emphasizes how smaller, agile companies can effectively bridge these gaps.

Brad and Luke also provide what they believe is valuable advice for surgeon innovators, highlighting the importance of collaborating with experts who understand the regulatory landscape and can navigate the complexities of developing a solid regulatory pathway. Luke encourages physicians to define clear expectations and goals from the outset, choose their partners wisely, embrace failure as an essential part of their learning journey, and balance patience with a proactive approach in pursuing their ideas. 

To reach Luke White or to find more information for Priority Medical, please see links below.

https://www.linkedin.com/in/luke-white-innovate/

https://www.prioritymed.biz/

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 [email protected], or visit our website at www.vestiaadvisors.com. Thanks and we will see you next time!

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vestia Advisors, LLC. The Content has been made available for informational and educational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities.

Investing involves risk; including risk of loss. Before investing, you should consider the investment objectives, risks, charges and expenses associated investment products. Investment decisions should be based on an individual’s own goals, time horizon and tolerance for risk. Past performance is no guarantee of future results. Diversification and asset allocation do not insure a profit or guarantee against loss. Consult your financial professional before making any investments.

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326-2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC, and Ausdal Financial Partners, Inc. are independently owned and operated.

#orthopedics #orthopedicsurgery #medicaldevices #medicalengineering #doctorpodcast #wealththatmatters 

Welcome to this week’s episode of Doctor’s Eyes Only!

In this episode, Vestia Partner and CEO Lauren Oschman is joined by fellow Partner Jacque Denson for an insightful conversation about the Women Physician Group at Vestia Personal Wealth Advisors. Co-founded by Lauren and Jacque, this specialized practice group is dedicated to empowering women physicians with tailored financial guidance and support.

Lauren and Jacque discuss how their group goes beyond investment advice, offering expertise in areas like negotiating job contracts and helping women physicians advocate for what they’re truly worth. They share strategies for living their signature Wealth That Matters® lifestyle—where financial success aligns with personal values and life goals.

The episode explores compelling data that shows women tend to outperform men in their investment portfolios. Lauren and Jacque attribute this to several factors, including women’s tendency to trade less frequently, their heightened awareness of risk, and their openness to seeking financial coaching.

They also dive into the unique financial challenges women physicians face when planning for major life events, such as starting a family or taking parental leave. Jacque emphasizes the importance of intentional financial planning, considering factors like income during leave, additional expenses, and potential career transitions.

Additionally, Lauren and Jacque shed light on the gender pay gap in medicine, particularly in high-paying specialties like cardiology. They offer actionable advice on negotiating for fair compensation, understanding your worth, and using strategies tailored specifically for women in medicine.

Thank you for tuning in to Doctor’s Eyes Only! Be sure to subscribe and follow us for more empowering episodes released every other week. Don’t forget to leave a review and let us know what resonated with you the most! For questions or more information, reach out to us at [email protected] or visit www.vestiaadvisors.com. See you next time!

#Doctors #physicians #wealthmanagement #womendoctors #womenphysicians #Healthcare #wealththatmatters 

Welcome to this week’s episode of the Doctor’s Eyes Only podcast brought to you by Vestia Personal Wealth Advisors, where our mission is to help the highest caliber physicians achieve Wealth That Matters®. In this engaging conversation, Vestia Partner, President, and COO Brad Quick and Mike Lee, DPM, take us through Mike's unique journey in foot and ankle surgery, his entrepreneurial spirit, and evolving views on what it means to achieve Wealth That Matters®.

Mike shares how a college friendship led him to podiatry school and how his residency experience at Western Pennsylvania Hospital shaped his career. After working in Iowa and joining an orthopedic group in Des Moines, Mike became deeply involved in consulting and product development, co-founding SDI (Surgical Design Innovations). This venture, focused on creating foot and ankle implants designed by surgeons, brought valuable insights into assembling the right team, the long-term commitment of entrepreneurial ventures, and navigating the medical device industry. You will especially love when Brad and Mike talk about the “Fab Five” and also the moment Mike decided to bet on himself and his SDI Partners instead of listening to outsiders.

Mike's reflections on wealth have shifted over time. He now prioritizes relationships, being a good father and husband, and leaving a positive mark on others over pure financial success.

Key Takeaways:

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! 

www.vestiaadvisors.com

For more information about Mike and SDI see links below.

https://surgicaldesigninnovations.com/

linkedin.com/in/michael-lee-a1671314

[email protected]

#orthopedic #surgeons #doctor #physician #entrepreneur #consulting 

Welcome to the Doctor’s Eyes Only podcast!

In this week’s episode, Vestia Partner and CEO Lauren Oschman shares valuable insights on how credit scores work specifically for doctors and what to keep in mind when taking out credit. Lauren breaks down the five key factors that influence your credit score, including payment history, credit utilization, credit mix, length of credit history, and new credit inquiries.

Lauren emphasizes the importance of using credit responsibly, such as making on-time payments to maintain a strong payment history. She also highlights the need for regularly monitoring your credit to spot any potential fraudulent activity, like new accounts opened in your name without your knowledge. To protect yourself, she suggests freezing your credit with the major credit bureaus.

Additionally, Lauren offers useful advice on credit utilization, explaining how the ratio of your available credit to your debt impacts your overall score, and how maintaining a low balance can work in your favor.

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!

Links to the 3 different credit bureaus mentioned in the podcast: 

www.equifax.com

www.experian.com

www.transunion.com

#Doctors #physicians #wealthmanagement #investments #creditscore 

Welcome to the Doctor’s Eyes Only podcast and in this episode Vestia Partner and CEO Lauren Oschman is joined by her business partner and Vestia President and COO Brad Quick. Lauren and Brad  discuss the topic of how doctors can find and engage a financial advisor, with expertise from Lauren who gives some awesome tips to help doctors ask the best questions to find the best fit for their financial future. Lauren and Brad discuss the comprehensive services a financial advisor should offer, beyond just investment management. They emphasize the importance of finding an advisor who understands a client's goals, values, and aspirations, while acting as a family CFO for all financial matters. As Lauren discusses, it is important to qualify a financial advisor, including their experience working with doctors, credentials (such as CFP or ChFC), independence from product affiliations, and transparency in their fee structure. Both Brad and Lauren stress the importance of finding an advisor who specializes in serving physicians and understands the nuances of their financial lives.

Thank you for tuning in to the Doctor’s Eyes Only Podcast. Be sure to follow and subscribe where ever you find your favorite podcasts. As always, the information in this podcast is a general over head view, and we suggest meeting with your financial advisor and your accountant before making investment or tax decisions based on your specific situation. If you do not have an advisor or would like a second opinion, you can reach out to us at [email protected], and an advisor will be in touch soon! 

#financialplanning #doctor #physician #wealththatmatters #womenphysicians #orthopedicsurgeons #financialadvisor 

Welcome to the Doctor’s Eyes Only podcast, and today Vestia Partner and CEO Lauren Oschman talks about ways to potentially demystify tax brackets for physicians. Lauren explains the difference between flat tax rates and graduated tax rates, while using examples to illustrate how graduated tax rates work, with only the income above a certain threshold being taxed at a higher rate. An example of a flat tax, could be some state taxes which are a fixed percentage of your income. A graduated tax however would be one that stair steps up as you make more money. 

After delivering some general information about the different ways your income could be taxed and clearing up some misconceptions, Lauren then explains how things can get complicated for physician clients when there are two incomes in the household. When considering graduated taxes, doctors typically have high incomes which already has them in a higher tax bracket. And even though certain percentages taxed  only cover certain portions of that income, a spouses full income could be taxed at the higher rate when filing jointly. This becomes an issue if your spouse doesn’t have enough taxes withheld at their employer. 

As Lauren explains, there are many tax strategies that can be implemented to help ease some of the burden, and especially to prevent a huge tax bill. It may be a good idea to run a projection in September or October so there is no potential surprise on April 15th. 

“I think it's a smart idea, around September or October of the year to pull a year -to -date pay stub for each one of you (when filing jointly). And this is even if you're a single physician household, this is something that can make sense if your income tends to vary. If you get productivity pay, maybe you got an extra bonus, you cashed out some investments, things that would hit your tax return during the year that maybe you didn't plan for in the beginning of the year. Get all of that on the table so to speak with your accountant, with your financial advisor, and have a projection run to show, based on what you expect to happen in the last few months of the year, and based on everything that's already happened in the first two thirds of the year. You have the opportunity then to either adjust some withholdings for the last few months of the year,  for the option of paying in some money each quarter if you discover that you might be underpaid, or just to have your eyes wide open as to what that April 15th number is going to look like.”

Thank you for tuning in to the Doctor’s Eyes Only Podcast. Be sure to follow and subscribe where ever you find your favorite podcasts. As always, the information in this podcast is a general over head view, and we suggest meeting with your financial advisor and your accountant before making investment or tax decisions based on your specific situation. If you do not have an advisor or would like a second opinion, you can reach out to us at [email protected], and an advisor will be in touch soon! 

#doctor #physiciansfinancialcheckup #podcast #taxrate #financialadvisor #taxes #taxbrackets #physicianwealth 

Welcome to the Doctor’s 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:

“So here's strategy number one that you could consider. If you are in the situation where you don't have enough in the itemized column to be able to get additional tax benefit from your charitable giving, you could consider using what's called a donor advised fund. You fund this account and it's essentially the charitable version of you. So if I set up a donor advised fund, I have the Lauren Oschman charitable fund, I actually give that money to charity from the IRS's perspective when I put it in the donor advised fund.”

“We transfer the stock to the charity's investment account. The charity sells the stock, they're a nonprofit, so they don't have to pay tax when they sell the stock. I still get the benefit of that additional deduction on my itemized deduction column, plus I saved the capital gains tax that I otherwise would have had to pay at some point in my life when I decided I was going to spend out of that stock account.”

Join us as Lauren Oschman shares practical and impactful strategies to make your charitable giving more tax-efficient. Be sure to follow and subscribe where ever you find your favorite podcasts. As always, the information in this podcast is a general over head view, and we suggest meeting with your financial advisor and your accountant before making investment or tax decisions based on your specific situation. If you do not have an advisor or would like a second opinion, you can reach out to us at [email protected], and an advisor will be in touch soon! 

#doctor #podcast #charitablegiving #wealththatmatters #physicians #financialplanning