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

Welcome to the Doctors Eyes Only podcast, where Vestia CEO Lauren Oschman, CFP®, presents part one of a two-part series titled 50 Financial Tips for Physicians.

This episode shares 25 actionable tips across five core areas of financial planning: cash flow, debt repayment, education savings, risk management, and compensation planning. Each section includes five real-world examples designed to help physicians make informed decisions in alignment with their goals and the financial realities of their profession.

You’ll hear how to align your spending with long-term priorities, evaluate job offers beyond salary alone, build a student loan strategy that fits your career path, and understand the full scope of insurance and liability protections needed at different stages of life. The episode also explores how physicians can benchmark compensation, negotiate contracts, and plan for practice ownership or a future buyout.

This conversation is especially relevant for private practice doctors, dual-physician households, women physicians, and anyone considering career transitions or private equity opportunities. Don’t miss this episode if you’re looking for physician-specific financial strategies that move beyond general advice. Be sure to subscribe so you don’t miss Part 2, where we’ll cover the remaining 25 tips and complete the full series.

Keywords: financial planning for physicians, wealth management for doctors, physician debt strategy, student loans for doctors, physician disability insurance, 529 plans for doctors, contract negotiation for physicians, private equity for doctors

Physicians are trained to manage high-stakes situations. But when it comes to estate planning in today’s digital world, even the most prepared can miss a critical piece of the puzzle. In this episode of Doctors Eyes Only, Vestia partner and President Brad Quick welcomes his brother, Brian Quick, a seasoned cybersecurity expert with leadership experience at IU Health, Anthem, Elevance Health, and more.

They dive into a timely conversation about digital estate planning—what it is, why it matters, and how physicians can protect their families by preparing today. From shared passwords to cloud-stored family memories, the things that matter most are often locked behind layers of digital security. If something were to happen to you, could your loved ones access what they need?

Brian shares a personal story that inspired his own planning journey and outlines practical steps that anyone can follow. This episode is both a cautionary tale and a roadmap for action.

You’ll learn:

• Why digital estate planning is an essential part of your financial picture

• How tools from Apple, Google, and Facebook can help protect your legacy

• Why password managers and two-factor authentication are not just security features but essential planning tools

• How to guide your spouse or partner through a simple tabletop exercise to ensure they know what to do

• How artificial intelligence is changing the cybersecurity landscape and what to watch out for

At Vestia, we help physicians build wealth that matters. That means not only growing your assets but also protecting them and creating peace of mind for the people who matter most. This episode will give you the framework to start an important conversation and take the next step toward a complete financial plan.

Resources Mentioned:

• Apple Digital Legacy

• Google Inactive Account Manager

• Facebook Legacy Contact

• Keeper Password Manager

Want to make sure your digital assets are part of your estate plan?

Connect with our team of advisors at myteam@vestia.com. We’re here to help you think through what’s next.

Searchable Keywords:

digital estate planning, financial planning for physicians, Apple digital legacy, Google account manager, cybersecurity, physician finances, password manager, family preparedness, online legacy, digital assets, estate strategy

Tags:

#DigitalEstatePlanning #PhysicianFinances #CyberSecurity #WealthThatMatters #VestiaAdvisors #AppleLegacy #GoogleAccountManager #LegacyPlanning #FinancialPlanningForDoctors