Doctors Eyes Only

Doctors Eyes Only

By Vestia Personal Wealth Advisors, with Partner and CEO Lauren Oschman CFP®Education
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Doctors Eyes Only episodes

  • Financial Planning for Women in Medicine with Jacquelyn Denson
    Women are making significant medical strides, breaking down barriers, and excelling in diverse specialties. However, their road to financial freedom is often paved with hurdles requiring a personalized and gender-aware approach. 
    In this episode, Lauren continues the Meet Our Advisors series and talks with Jacquelyn Denson, Financial Advisor at Vestia. Jacque is passionate about creating long-term relationships with women in medicine and helping them with their unique challenges in the workforce and life. She believes in values-based financial planning, empowering them to achieve their goals today and in the future. Jacque wants her clients to build wealth that matters and protect their income in a way they can enjoy today.
    Passionate about seeing a change in the financial industry from a gender diversity standpoint, Jacque talks with Lauren about why she chose to specialize in working with women physicians. She discusses how she provides personalized financial planning strategies to meet her client's present and future goals. Jacque also shares the importance of building long-term relationships with clients and helping them navigate life's curveballs.
    Key Takeaways
    [01:23] - Jacque's personal and professional background.
    [04:17] - What inspired Jacque to become a financial advisor?
    [08:08] - How Jacque helps clients navigate big financial decisions.
    [13:35] - Balancing financial planning with clients' personal values and goals.
    [17:40] - Why Jacque chose to focus on serving women physicians.
    [21:31] - How Jacque helps her clients optimize their portfolios.
    [29:59] - The benefits of virtual engagement with clients.
    [36:39] - Jacque's tips for choosing a good bottle of wine.
    [39:32] - Choosing the right wine style for different dishes.
    [42:43] - What Jacque thinks “wealth that matters” means.
    Quotes
    [06:49] - "You can take a black-and-white plan and follow the steps, but it's never going to look the same for everyone. There's always going to be curveballs." ~ Jacquelyn Denson
    [08:46] - "I always tell my clients, let's start with the math, start with the data, and work our way backward into the human element." ~ Jacquelyn Denson
    [18:25] - "There are a lot of crossovers between women in medicine and women in finance, and I am very passionate about equal pay and opportunity for equal talent and work." ~ Jacquelyn Denson
    Links 
    Jacquelyn Denson on LinkedIn
    Vestia Wealth Advisors
    Edward Jones
    Lincoln Financial
    Larson Financial
    Connect with our hosts
    Lauren on LinkedIn
    Kameron on LinkedIn
    Subscribe and stay in touch
    Apple Podcasts
    Spotify
    Google Podcasts
    Does your financial advisor understand our views? How to negotiate a job contract with a hospital? Or how to evaluate and finance a surgery center buy-in? With nearly 150 years of collective experience working with specialized physicians nationwide, Vestia Personal Wealth Advisors understands your challenges and your opportunities as a physician. Innovative tax strategies, proactive asset protection planning, physician mortgages, healthcare venture capital, and more. You have many competing priorities for your time, and planning for your financial health may not make the top of your list. With a shortened time window to save for retirement, the opportunity cost of financial mistakes can be high. Vestia can help you navigate the complex world of finance and make your life easier every day, starting now. Learn more vestiaadvisors.com.
    47 min
  • Helping Physicians Build a Strong Financial Future with Michael Trent
    The Doctors Eyes Only podcast introduces a new series called Meet Our Advisors. In this series, we ask advisors questions about how they got to where they are, why their work is important to them, and why they value not just working as financial advisors but doing so at Vestia.
    In this episode, Lauren talks with Michael Trent, Partner at Vestia. Michael strives to help Vestia's highest caliber professionals get organized and remove uncertainty from their financial lives so they can have the lasting impact they desire. His experiences in the public and private sectors have shaped his perspective on leadership, community service, and financial practices. Michael believes that an advisor-client relationship should be based on trust and transparency.
    Driven by a desire for personal service and a more intimate approach to helping clients, Michael talks with Lauren about how he helps physicians plan for their financial futures. He discusses the importance of collaboration and communication in providing the best service to clients, as well as the qualities that make a good financial advisor.
    Key Takeaways
    [03:00] - An overview of Michael's professional and personal background.
    [04:44] - What inspired Michael to join the military?
    [09:36] - How Michael transitioned from the military to financial planning.
    [18:18] - The type of clients Michael enjoys working with.
    [22:38] - The importance of coordination in financial planning.
    [27:03] - The qualities Michael is looking for in a team member.
    [30:58] - What makes Vestia different from other financial firms?
    [36:19] - The greatest satisfaction in Michael's professional and personal life.
    [41:52] - How people can protect themselves from cyberattacks.
    Quotes
    [13:16] - "Each leg you take in your life and professional career, as long as you stay open-minded, builds on itself." ~ Michael Trent
    [20:52] - "Physicians need someone to help manage their priorities and time because they only have so much. They are still very passionate about things outside of work. And having a team that will bring that all together and have options, recommendations, meetings set up, and next steps means the world." ~ Michael Trent
    [31:22] - "We want to build the most collaborative firm in the country. That is sincerely our passion. Not just because we all want to collaborate, do life, and work together but because it certainly translates to a better service experience for our clients." ~ Michael Trent
    Links 
    Michael Trent on LinkedIn
    Tommy Martin
    Vestia Wealth Advisors
    Connect with our hosts
    Lauren on LinkedIn
    Kameron on LinkedIn
    Subscribe and stay in touch
    Apple Podcasts
    Spotify
    Google Podcasts
    Financial Advisors for Physicians
    Does your financial advisor understand our views? How to negotiate a job contract with a hospital? Or how to evaluate and finance a surgery center buy-in? With nearly 150 years of collective experience working with specialized physicians nationwide, Vestia Personal Wealth Advisors understands your challenges and your opportunities as a physician. Innovative tax strategies, proactive asset protection planning, physician mortgages, healthcare venture capital, and more. You have many competing priorities for your time, and planning for your financial health may not make the top of your list. With a shortened time window to save for retirement, the opportunity cost of financial mistakes can be high. Vestia can help you navigate the complex world of finance and make your life easier every day, starting now. Learn more at vestiaadvisors.com.
    48 min
  • Recognizing Real-Life Superheroes with Dr. Amy Ho
    When you hear the word "superhero," you probably imagine someone running around in a cape, mask, or tights, using their powers to protect cities from the forces of evil. But superheroes are not limited to comic books or Marvel movies. In fact, there are many people who go above and beyond to positively impact their communities. They may not possess superpowers, but they exhibit the same bravery, dedication, and selflessness as the superheroes we grew up reading about.
    In this episode, Lauren speaks with Dr. Amy Ho, Senior Vice President, Chief of Clinical Informatics at Integrative Emergency Services and the author of Is Mommy A Doctor or a Superhero? They discuss the role that real-life superheroes play in our lives. Dr. Ho’s work has been featured in venues such as NPR, The Today Show, Chicago Tribune, The Hill, and KevinMD. She has presented at TEDx, the American Medical Association, American Academy of Emergency Medicine, among many other endeavors.
    Dr. Ho talks with Lauren about what led her to study medicine, what inspired her to write a children’s book during the pandemic, and what COVID-19 taught us about work, safety, and motherhood. 
    Key Takeaways
    [02:53] - Why Dr. Amy Ho chose to pursue medicine.
    [09:25] - How Dr. Ho’s love of writing bled into her career. 
    [11:57] - Why Dr. Ho loves TED Talks.
    [16:56] - What inspired Dr. Ho’s book?
    [20:54] - What COVID-19 taught us about balancing work, safety, and motherhood.
    [26:22] - Who is Dr. Ho’s target audience for Is Mommy A Doctor or a Superhero?
    [29:30] - The logistics of bringing Dr. Ho’s book to life.
    [33:58] - Why you don’t need a publisher to write a book. 
    [36:56] - How Dr. Ho found her illustrator.
    [39:15] - How Dr. Ho’s work got featured on TLC’s “Untold Stories of the ER.”
    [43:01] - What “wealth that matters” means to Dr. Ho. 
    Quotes
    [09:28] - “There's a beauty to words. Words are awfully permanent, right? You open a book, you close the book, you reopen the page, it's still there.” ~ Dr. Amy Ho
    [20:54] - “While I was in the middle of the COVID pandemic, I realized that with stay-at-home and childcare closing and schools closing, that the world had really turned inwards. And when it turned inwards, it fell on the backs of moms.” ~ Dr. Amy Ho
    [27:23] - “The idea of celebrating all moms is where I wanted to go with this book, not just doctor moms, and letting little girls know that they can do whatever they want. You are empowered to do what you want with your own life.” ~ Dr. Amy Ho
    Links 
    Dr. Amy Faith Ho | LinkedIn
    Is Mommy a Doctor or Superhero? | Amazon
    Dr. Amy Faith Ho
    Integrative Emergency Services (IES)
    Compassion in Hate | Amy Ho | TEDxSMU
    A Story of Numbers | Amy Ho | TEDxUofIChicago
    Upwork
    Untold Stories of the ER on TLC
    Connect with our host
    Lauren Oschman | LinkedIn
    Subscribe and stay in touch
    Apple Podcasts
    Spotify
    Google Podcasts
    Vestia’s Women Physicians Practice Group Brings Clarity to Your Financial Journey
    As a woman physician, you are brilliant, driven, and dedicated. You deserve a financial advisor who understands the unique voice women bring to financial conversations. At Besier Personal Wealth Advisors, our Women Physicians Practice Group works to bring clarity to your financial journey. We start by uncovering the purpose for your money and design a completely unique strategy to balance your desires in the present with your dreams for the future. Our talented team takes financial management off of your plate to give you back precious time in your very busy life. Vestia can help you step into confidence and peace of mind around the money you work so very hard to earn. Learn more at vestiaadvisors.com/women. Vestia has a large team of advisors who work with specialized physicians nationwide. Check it all out at vestiaadvisors.com.
    48 min
  • Building Your Personal Brand with Kevin Brown
    Your personal brand is being built every day in the way that you treat people, approach problems, and embrace change. Conversations about building a personal brand are common in careers like sales or marketing, but any profession can benefit from creating a strong presence. Many people struggle to get started and make genuine connections with their audience.
    In this episode, Kameron and Brad talk with Kevin Brown, Creator of the Device Nation podcast, Independent Device Distributor, and 30 year veteran in the orthopedics industry. He’s also a musician and seven-time President’s Club Award winner.  
    Kevin talks with Kameron and Brad about adapting and embracing change, building a personal brand, and getting started as an aspiring podcaster. 
    Key Takeaways
    [01:40] - An introduction to Kevin Brown.
    [04:02] - Kevin’s shift to orthopedics.
    [04:49] - How the role of the rep has changed over time.
    [10:30] - How a heightened workload affects relationship building with surgeons. 
    [12:44] - Kevin’s advice for creating a personal brand.
    [15:05] - The importance of adaptation in the orthopedic industry.
    [21:19] - How Kevin got his Device Nation podcast started.
    [30:51] - The intersection of business and orthopedics. 
    [35:43] - Key takeaways: adapt quickly, embrace change, and stay inquisitive.
    [38:10] - Why you should nurture an inquisitive mindset.
    Quotes
    [02:34] - “Rejection was something I really wanted to embrace as a life path.” ~ Kevin Brown
    [13:52] - “You have to build a brand locally so that when those winds of change come on your shore, you're the person they can't do without.” ~ Kevin Brown
    [20:07] - “If you wake up every day and you try to do right by everyone you come across, quota seems to take care of itself.” ~ Kevin Brown
    Links 
    Kevin Brown on LinkedIn
    Device Nation on Apple Podcasts
    Device Nation on Spotify
    Zimmer Biomet
    Vinod Dasa MD on LinkedIn
    Device Nation's Episode with Dr. Anthony Hedley
    Device Nation's Episode with Dr. Larry Dorr
    Bigger Pockets Podcast
    Connect with our hosts
    Brad on LinkedIn
    Kameron on LinkedIn
    Subscribe and stay in touch
    Apple Podcasts
    Spotify
    Google Podcasts
    Financial Advisors for Orthopedic Surgeons
    We believe orthopedic surgeons deserve a financial advisor who is a specialist, not a generalist. Your advisor should understand that buying into a surgery center could be more profitable than your stock portfolio. We need to be thinking about tax planning strategies, asset protection, and so much more. Investments is only scratching the surface of a great financial strategy. Our team of action-oriented advisors can bring you the innovative financial ideas just as you innovate to transform the lives of your patients. Once we understand your definition of success, you can delegate and know we are on it, saving you precious time. Learn more by visiting vestiaadvisors.com/orthopedics. In addition to orthopedics, our team members work with other specialized physicians nationwide. Check it all out at vestiaadvisors.com.
    43 min
  • Knowing Your Value in Negotiation with Emily Ast
    Negotiation is a valuable skill that can bring your career to the next level. While we may know what we want on paper, navigating this conversation in practice seems daunting and unpredictable to many. But what if negotiation is not as scary as we were led to believe? It may be a muscle that needs training, but negotiation boils down to knowing your value, remaining transparent about your needs, and effectively communicating them. 
    In this episode, Kameron and Brad speak to Emily Ast, Owner and Attorney at Ast Physician Contracts who specializes in contract negotiations for employment and industry arrangements in the medical field. They discuss how Emily’s background as a competitive gymnast influenced her career path, why considering all currencies is crucial in contract negotiation, and what legal resources are available for orthopedic surgeons. 
    Emily talks with Kameron and Brad about the role of transparency in contract negotiation, her top negotiation tips, and the importance of speaking up for yourself to secure a contract that best fits your needs. 
    Key Takeaways
    [01:18] - An introduction to Emily Ast.
    [03:51] - How orthopedics differs from other specialties.
     [06:17] - How Emily approaches her role with new clients.
    [09:27] - The role of transparency in contract negotiation.
    [13:23] - Emily’s top three negotiation tips.
    [22:20] - Why you should narrow your consulting agreements.
    [27:33] - How to balance your primary employer and an industry consulting position.
    [32:53] - Should you patent your ideas?
    [35:38] - Legal resources for orthopedic surgeons. 
    [39:00] - Actionable takeaways: package requests together, consider all currencies, and know your value.
    Quotes
    [13:38] - “When physicians are going into these conversations, they can make them more productive and not feel so ‘me against someone else.’ It really shouldn't be like that. It's really everybody's just trying to get to the best solution for everyone.” ~ Emily Ast
    [14:43] - “Consider all currencies. People zero in on the compensation number, the actual formula. There are other forms of compensation like signing bonuses, paid call, paying for CME courses you'd already be going to. If you're driving between multiple offices, it's appropriate to ask for a mileage reimbursement or for the practice to pay for a car lease.” ~ Emily Ast
    [41:54] - “Know your value. Don’t hesitate to speak up for yourself in a polite and collaborative way. You don’t get what you don’t ask for.” ~ Emily Ast
    Links 
    Emily Ast on LinkedIn
    Ast Physician Contracts
    University of Pennsylvania
    University of Pennsylvania Carey Law School
    Willkie Farr & Gallagher LLP
    Foundation for Physician Advancement
    Eastern Orthopaedic Association
    Connect with our hosts
    Brad on LinkedIn
    Kameron on LinkedIn
    Subscribe and stay in touch
    Apple Podcasts
    Spotify
    Google Podcasts
    Financial Advisors for Orthopedic Surgeons
    We believe orthopedic surgeons deserve a financial advisor who is a specialist, not a generalist. Your advisor should understand that buying into a surgery center could be more profitable than your stock portfolio. We need to be thinking about tax planning strategies, asset protection, and so much more. Investments is only scratching the surface of a great financial strategy. Our team of action-oriented advisors can bring you the innovative financial ideas just as you innovate to transform the lives of your patients. Once we understand your definition of success, you can delegate and know we are on it, saving you precious time. Learn more by visiting vestiaadvisors.com/orthopedics. In addition to orthopedics, our team members work with other specialized physicians nationwide. Check it all out at vestiaadvisors.com.
    45 min
  • Hot Tips for Physician Finances in 2023
    Medical professionals have unique financial challenges and opportunities. But with the ever-evolving healthcare industry and economic changes, it can be difficult to keep track of the best financial strategies. With tax planning at the forefront for 2023, how can physicians make smart financial decisions and build wealth over time?
    In this episode, Lauren and Kameron talk about the hot tips for physician finances in 2023. They dive deeper into the changes to the contribution limits for 2023, what physicians need to know about Secure Act 2.0, and what recommendations Lauren and Kameron have for all physicians.
    Key Takeaways
    [01:03] - Lauren and Kameron's favorite podcast episodes.
    [04:18] - The changes to the contribution limits for 2023.
    [07:31] - Kameron's advice to physicians who earn more money.
    [10:22] - What physicians need to know about Secure Act 2.0.
    [14:05] - How 529 funds can be rolled over to Roth IRAs.
    [19:19] - What excites Lauren about the physician's retirement contribution for 2023.
    [24:22] - Why people should revisit their estate plans now.
    [29:06] - The recommendation Kameron has for all physicians.
    [31:52] - How Vestia helps physicians stay invested in tough markets.
    [35:46] - A powerful tool for diversifying portfolios.
    [40:53] - Kameron's three key takeaways.
    Quotes
    [09:16] - "Take advantage of every opportunity that's out there. Talk to your advisor and make sure you're funding the appropriate amount for your plan to maximize your benefits." ~ Kameron Helmuth
    [24:07] - "Our entire team at Vestia doesn’t want to just be adding value today. We want to be proactive in thinking strategically about what is coming and how we can start now to put ourselves in a good position for what we think will happen in the future." ~ Lauren Oschman
    [41:27] - "Whatever you're invested in needs to be with conviction, and you need an advisor that's bringing you proactive recommendations that will accommodate the current macroeconomic situation we're in." ~ Kameron Helmuth
    Links 
    Dr. Mary O'Connor
     Dr. Nneka Unachukwu
    Dr. Anu Brixey
    Teresa Ford
    Dr. Bryan Springer
    SECURE 2.0
    Connect with our hosts
    Lauren on LinkedIn
    Kameron on LinkedIn
    Subscribe and stay in touch
    Apple Podcasts
    Spotify
    Google Podcasts
    Financial Advisors for Physicians
    Does your financial advisor understand our views? How to negotiate a job contract with a hospital? Or how to evaluate and finance a surgery center buy-in? With nearly 150 years of collective experience working with specialized physicians nationwide, Vestia Personal Wealth Advisors understands your challenges and your opportunities as a physician. Innovative tax strategies, proactive asset protection planning, physician mortgages, healthcare venture capital, and more. You have many competing priorities for your time, and planning for your financial health may not make the top of your list. With a shortened time window to save for retirement, the opportunity cost of financial mistakes can be high. Vestia can help you navigate the complex world of finance and make your life easier every day, starting now. Learn more vestiaadvisors.com.
    45 min
  • Combining Virtual Reality and Behavioral Science to Treat Health Issues with Shan Padda and Tommy Martin
    Opioids are commonly used to treat chronic pain. They can, however, be highly addictive and have severe consequences for an individual's health.
    In this episode, Kameron shares his conversation with Tommy Martin and Shan Padda from the Beyond the Ordinary podcast. Tommy is the CEO of Mammoth and a Partner at Vestia Personal Wealth Advisor. Tommy also serves as a strategic advisor to many of healthcare’s leading doctors, hospital CEOs, and medical technology founders.
    Shan Padda is the CEO of Harvard MedTech and has been passionate about relieving patients’ pain without using opioids since he was a university student. Harvard MedTech’s Vx Therapy Program heals patients using virtual reality and helps 80% of patients suffering from chronic pain safely without any risk of addiction.
    Understanding the dangers of opioids for relieving chronic pain, Shan talks with Kameron and Tommy about his quest to mitigate the country’s opioid epidemic, how he disrupts the healthcare industry, and why orthopedic surgeons support virtual reality therapy as a solution to chronic pain.
    Key Takeaways
    [02:45] - How Shan became a serial entrepreneur.
    [04:55] - Shan's Harvard acceptance and college experience.
    [07:43] - What prompted Shan to start his first company.
    [09:42] - How Shan disrupted the home infusion therapy industry.
    [13:21] - Shan’s quest to mitigate the country’s opioid epidemic.  
    [17:31] - How Harvard MedTech heals patients without narcotics.
    [21:52] - How Harvard MedTech therapy helps soldiers suffering from PTSD.
    [23:15] - Why orthopedic surgeons love Harvard MedTech’s Vx Therapy Program.
    [32:32] - Shan’s entrepreneurial philosophy.
    [34:09] - The impact of Harvard MedTech therapy on insurance payers.
    [36:18] - Why insurance companies proactively promote Harvard MedTech’s Vx Therapy Program.
    Quotes
    [09:18] - "My vision has always been maximizing the patient experience. If you have a better patient experience, the patient will get better faster. And that’s what healthcare is supposed to be about." ~ Shan Padda
    [20:04] - "When a patient has a VR headset with the right type of programming, they don’t feel their pain because their brain has automatically deprioritized it. The level of pain relief it provides is about a 50% analgesic benefit, the same benefit you would get from taking an opioid." ~ Shan Padda
    [32:32] - "When one is trying to create entrepreneurial constructs, you need to create an environment that adds the most value and creates the least amount of friction for whoever you're trying to partner with." ~ Shan Padda
    Links 
    Shan Padda on LinkedIn
    Tommy Martin on LinkedIn
    Harvard MedTech
    Vx Therapy Program
    Harvard University
    Centers for Disease Control and Prevention
    UnitedHealthcare
    Connect with our hosts
    Kameron on LinkedIn
    Subscribe and stay in touch
    Apple Podcasts
    Spotify
    Google Podcasts
    Financial Advisors for Physicians
    Does your financial advisor understand our views? How to negotiate a job contract with a hospital? Or how to evaluate and finance a surgery center buy-in? With nearly 150 years of collective experience working with specialized physicians nationwide, Vestia Personal Wealth Advisors understands your challenges and your opportunities as a physician. Innovative tax strategies, proactive asset protection planning, physician mortgages, healthcare venture capital, and more. You have many competing priorities for your time, and planning for your financial health may not make the top of your list. With a shortened time window to save for retirement, the opportunity cost of financial mistakes can be high. Vestia can help you navigate the complex world of finance and make your life easier every day, starting now. Learn more vestiaadvisors.com.
    42 min
  • Creating a Community for Women in Radiology With Dr. Anu Brixey
    Women have made significant strides in the medical profession over the past few decades, yet they still need to be represented in certain fields. One such area is radiology. That is why it is so important to have a supportive community that can provide the mentorship, support, and guidance that women radiologists need to advance their careers and assume leadership positions without bias.
    In this episode, Lauren and Jacque talk with Dr. Anu Brixey, Assistant Professor of Radiology in the Cardiothoracic Imaging section at Oregon Health and Science University (OHSU). Dr. Anu is active in numerous medical societies, including the American College of Radiology, the Society of Thoracic Radiology, and the RSNA (Radiologic Society of North America). She demonstrates natural leadership with enthusiasm, outstanding communication skills, and ease of working with others. Dr. Anu won the Outstanding Teacher of the Year Award in 2021 and is well-respected by clinicians, colleagues, and trainees.
    Also a Chair and Co-Founder of the OHSU Women in Radiology Group, Dr. Anu talks about the reasons she chose to return to residency, the importance of having a community for women in radiology, and how she helps women advance and assume leadership positions in radiology.
    Key Takeaways
    [02:03] - What motivated Dr. Anu to study medicine.
    [09:57] - The reasons Dr. Anu chose to return to residency.
    [17:00] - The impact of COVID on Dr. Anu's career.
    [18:41] - The importance of having a community for women in radiology.
    [22:29] - How Dr. Anu addresses the needs of women radiologists.
    [26:55] - How Dr. Anu helped women advance in radiology.
    [30:56] - The advice Dr. Anu gives to all physician wives.
    [38:50] - What Dr. Anu defines as wealth that matters.
    Quotes
    [07:34] - "Helping people solve a problem that is not easy to figure out is the most satisfying thing to me." ~ Dr. Anu Brixey
    [13:53] - "When you do what you love, it doesn't feel like work anymore." ~ Dr. Anu Brixey
    [27:35] - "Everything we have in life is a result of somebody else helping us. It's like being raised as a child. You have to pay it forward because you've got help from other people in the past." ~ Dr. Anu Brixey
    Links 
    Dr. Anu Brixey on LinkedIn
    Dr. Anu Brixey on Twitter
    Oregon Health and Science University
    Society of Thoracic Radiology
    Vanderbilt University of Medical Care
    Connect with our hosts
    Lauren on LinkedIn
    Jacque on LinkedIn
    Subscribe and stay in touch
    Apple Podcasts
    Spotify
    Google Podcasts
    Vestia’s Women Physicians Practice Group Brings Clarity to Your Financial Journey
    As a woman physician, you are brilliant, driven, and dedicated. You deserve a financial advisor who understands the unique voice women bring to financial conversations. At Besier Personal Wealth Advisors, our Women Physicians Practice Group works to bring clarity to your financial journey. We start by uncovering the purpose for your money and design a completely unique strategy to balance your desires in the present with your dreams for the future. Our talented team takes financial management off of your plate to give you back precious time in your very busy life. Vestia can help you step into confidence and peace of mind around the money you work so very hard to earn. Learn more at vestiaadvisors.com/women. Vestia has a large team of advisors who work with specialized physicians nationwide. Check it all out at vestiaadvisors.com.
    44 min
  • Helping Physicians Build Highly Profitable Businesses with Dr. Nneka Unachukwu
    Physicians are increasingly seeing entrepreneurship as a way to improve the quality of care they can provide their patients, create a legacy beyond their years of training, and build a successful business. While starting a business is never easy, physicians have many unique advantages that can help them create a highly profitable business. 
    In this episode, Lauren and Jacque talk with Dr. Nneka Unachukwu or Dr. "Una,". She is the Founder and CEO of EntreMD. Dr. Una created the EntreMD business school, podcast, and community to help physicians build personal brands around their expertise, open practices, and develop product lines.
    Dr. Una talks with Lauren and Jacque about why physicians can build the most innovative, impactful, and profitable businesses, what the EntreMD model is, and how she helps doctors build highly profitable businesses so they can have the freedom to live life and practice medicine on their terms.
    Key Takeaways
    [02:31] - Dr. Una's background and how she became a physician.
    [09:22] - What inspired Dr. Una to create EntreMD.
    [15:28] - How Dr. Una overcame her fears when she started her business.
    [20:16] - Dr. Una's definition of retirement.
    [25:07] - The EntreMD model.
    [28:55] - The impact Dr. Una has on doctors' lives.
    [31:13] - Why women should take pride in their brilliance.
    [36:16] - What it means to be the most expensive person on the team.
    [42:39] - Overcoming mom guilt as an entrepreneur.
    [51:11] - Dr. Una's definition of wealth that matters.
    Quotes
    [11:46] - "Wherever we are as physicians, it's not about quitting medicine. It's about putting yourself in a position where you understand how to create revenue, create a career you love, and create a business you love. So, you have the freedom to do it the way you want." ~ Dr. Nneka Unachukwu
    [16:05] - "In our journey, whether personal development as a whole or as entrepreneurs, fear means that you are at the edge of your comfort zone and about to step out of it. You're about to step into the place where all the magic happens." ~ Dr. Nneka Unachukwu
    [35:25] - "My message to physicians is that you're a Rolls-Royce. Show up as a Rolls-Royce. Act like a Rolls-Royce. Expect to be treated like a Rolls-Royce. Say no to things they wouldn't tell a Rolls-Royce to do." ~ Dr. Nneka Unachukwu
    Links 
    Dr. Nneka Unachukwu on LinkedIn
    The EntreMD Podcast
    The EntreMD Method: A Proven Roadmap for Doctors Who Want to Live Life and Practice Medicine on Their Terms
    The EntreMD
    Brave Enough
    FBLA-PBL
    Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time
    Brad Quick
    Vestia Wealth Advisors
    Connect with our hosts
    Lauren on LinkedIn
    Jacque on LinkedIn
    Subscribe and stay in touch
    Apple Podcasts
    Spotify
    Google Podcasts
    Vestia’s Women Physicians Practice Group Brings Clarity to Your Financial Journey
    As a woman physician, you are brilliant, driven, and dedicated. You deserve a financial advisor who understands the unique voice women bring to financial conversations. At Besier Personal Wealth Advisors, our Women Physicians Practice Group works to bring clarity to your financial journey. We start by uncovering the purpose for your money and design a completely unique strategy to balance your desires in the present with your dreams for the future. Our talented team takes financial management off of your plate to give you back precious time in your very busy life. Vestia can help you step into confidence and peace of mind around the money you work so very hard to earn. Learn more at vestiaadvisors.com/women. Vestia has a large team of advisors who work with specialized physicians nationwide. Check it all out at vestiaadvisors.com.
    56 min
  • A Holistic Approach to Orthopedic Care with Dr. Mary O'Connor
    Orthopedic care is one of the most commonly sought-after medical services. It is also one of the most complex, with a wide range of subspecialties and treatment options.
    In this episode, Lauren and Jacque talk with Dr. Mary O'Connor, Chief Medical Officer and Co-Founder of Vori Health. As an orthopedic surgeon and academic leader at Mayo Clinic for over 24 years and Yale University School of Medicine for over five years, Dr. O’Connor knows the problems facing patients, providers, and payers in musculoskeletal care. At Vori Health, Dr. O’Connor brings her clinical & administrative experience, passion for change, and missional focus to the patients and systems.
    Dr. O’Connor talks with Lauren and Jacque about how she redesigns and transforms orthopedic and healthcare delivery. Dr. O’Connor also speaks about what motivated her to advocate for women and what she would like to share with orthopedic surgeons who want to become entrepreneurs. 
    Key Takeaways
    [02:37] - Dr. O’Connor’s life before becoming an orthopedic surgeon.
    [05:47] - Why are more women becoming nurse practitioners or physician assistants?
    [08:11] - Why Dr. O’Connor chose to become an orthopedic surgeon.
    [12:01] - What studies say about female physicians leading a hospital team.
    [16:17] - What inspired Dr. O’Connor to advocate for women.
    [20:57] - What Dr. O’Connor stands for regarding women in sports.
    [25:02] - How Dr. O’Connor redesigned orthopedic care.
    [28:57] - Why reforming the healthcare system is difficult.
    [31:19] - How Vori Health has revolutionized medical practice.
    [34:24] - The challenge of transitioning from a high-paying job to a start-up.
    [40:38] - Dr. O’Connor's advice to women orthopedic surgeons interested in entrepreneurship.
    [47:58] - What Dr. O’Connor's book, Taking Care of Yourself, is all about.
    [53:08] - Dr. O’Connor’s definition of wealth that matters.
    Quotes
    [28:57] - "Making a change in these big, established healthcare systems is very difficult. It's not because the people there don't recognize that change is needed but because the system is anchored to the current model, the status quo. And by that, I mean it's the money." ~ Dr. Mary O'Connor
    [43:37] - "Unless you decide to stay a practicing orthopedic surgeon for the rest of your career, if you think you want to pivot, then you need to put yourself in a position where you can afford to do it financially." ~ Dr. Mary O'Connor
    [49:17] - "Disparities in healthcare are very real for women and individuals of color." ~ Dr. Mary O'Connor
    Links 
    Dr. Mary O'Connor on LinkedIn
    Dr. Mary O'Connor on Twitter
    Dr. Mary O'Connor, Mayo Clinic
    Mayo Foundation for Medical Education and Research
    Mayo Clinic
    Yale School of Medicine
    Yale University
    The New York Times
    International Herald Tribune
    Independent Council on Women's Sports
    Vori Health
    Taking Care of Yourself: The Empowered Woman's Guide to Better Health
    Kanwal Haq
    Connect with our hosts
    Lauren on LinkedIn
    Jacque on LinkedIn
    Subscribe and stay in touch
    Apple Podcasts
    Spotify
    Google Podcasts
    Vestia’s Women Physicians Practice Group Brings Clarity to Your Financial Journey
    As a woman physician, you are brilliant, driven, and dedicated. You deserve a financial advisor who understands the unique voice women bring to financial conversations. At Besier Personal Wealth Advisors, our Women Physicians Practice Group works to bring clarity to your financial journey. We start by uncovering the purpose for your money and design a completely unique strategy to balance your desires in the present with your dreams for the future. Our talented team takes financial management off of your plate to give you back precious time in your very busy life. Vestia can help you step into confidence and peace of mind around the money you work so very hard to earn. Learn more at vestiaadvisors.com/women. Vestia has a large team of advisors who work with specialized physicians nationwide. Check it all out at vestiaadvisors.com.
    57 min

About Doctors Eyes Only

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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…

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