The Hidden Risks of the S&P 500 - Why It Feels Safer Than It Is (For Doctors)
Vestia Personal Wealth Advisors
The Hidden Risks of the S&P 500 - Why It Feels Safer Than It Is (For Doctors)
9:24
Celebrating Women Physicians: Leadership, Resilience, and Redefining Medicine
Vestia Personal Wealth Advisors
Celebrating Women Physicians: Leadership, Resilience, and Redefining Medicine
41:01
I’m a Financial Advisor Here’s What I Tell Physicians at 40
Vestia Personal Wealth Advisors
I’m a Financial Advisor Here’s What I Tell Physicians at 40
7:59
When You’re the Doctor, Who Helps Your Family?
Vestia Personal Wealth Advisors
When You’re the Doctor, Who Helps Your Family?
42:00
Physician Retirement Income Made Simple: How Much Is Enough?
Vestia Personal Wealth Advisors
Physician Retirement Income Made Simple: How Much Is Enough?
9:21
5 Must-Read Books Our Team Recommends for Physicians
Vestia Personal Wealth Advisors
5 Must-Read Books Our Team Recommends for Physicians
26:17
5 Levels of Doctor Wealth — Which One Are You?
Vestia Personal Wealth Advisors
5 Levels of Doctor Wealth — Which One Are You?
8:46
The Strategic Tax Moves for Physicians Before a Windfall
Vestia Personal Wealth Advisors
The Strategic Tax Moves for Physicians Before a Windfall
47:07
I’m a 55-Year-Old Physician with $2.5M: Can I Retire Now or Should I Wait?
Vestia Personal Wealth Advisors
I’m a 55-Year-Old Physician with $2.5M: Can I Retire Now or Should I Wait?
6:30
Hidden Financial Costs of Job Changes: What Most Physicians Miss Until It’s Too Late
Vestia Personal Wealth Advisors
Hidden Financial Costs of Job Changes: What Most Physicians Miss Until It’s Too Late
38:48
401(k) Mistakes That Can Cost Doctors Thousands
Vestia Personal Wealth Advisors
401(k) Mistakes That Can Cost Doctors Thousands
9:51
How Doctors Could Turn Expenses Into First Class Travel w/ Point Me To First Class, Dr. Devon Gimbel
Vestia Personal Wealth Advisors
How Doctors Could Turn Expenses Into First Class Travel w/ Point Me To First Class, Dr. Devon Gimbel
59:04
3 Backdoor Roth IRA Mistakes Costing Doctors Thousands
Vestia Personal Wealth Advisors
3 Backdoor Roth IRA Mistakes Costing Doctors Thousands
8:19
How Physicians Can Thrive in the Business of Medicine
Vestia Personal Wealth Advisors
How Physicians Can Thrive in the Business of Medicine
30:22
Why Some Doctors Retire Early and Others Work Forever
Vestia Personal Wealth Advisors
Why Some Doctors Retire Early and Others Work Forever
11:17
Physicians Redefining Success and Income with Locums
Vestia Personal Wealth Advisors
Physicians Redefining Success and Income with Locums
44:19
A Physician's Guide: Save on Taxes Now, Build Wealth For Later
Vestia Personal Wealth Advisors
A Physician's Guide: Save on Taxes Now, Build Wealth For Later
22:29
Doctors & The New Tax Bill: What Actually Changes?
Vestia Personal Wealth Advisors
Doctors & The New Tax Bill: What Actually Changes?
35:29
What Doctors Should Know About Student Loan Changes
Vestia Personal Wealth Advisors
What Doctors Should Know About Student Loan Changes
41:40
From Burnout to Ballroom Dancing with Dr Adrienne Towsen
Vestia Personal Wealth Advisors
From Burnout to Ballroom Dancing with Dr Adrienne Towsen
59:36
Brave Boundaries For Physician Well-Being with Dr. Sasha Shillcutt
Vestia Personal Wealth Advisors
Brave Boundaries For Physician Well-Being with Dr. Sasha Shillcutt
39:03
Home, Community, and Call Nights: Real Estate Planning for Doctors on the Move
Vestia Personal Wealth Advisors
Home, Community, and Call Nights: Real Estate Planning for Doctors on the Move
39:52
Dr. Betsy Grunch (Ladyspinedoc)| From CNA to Neurosurgeon & Influencer – A Story of Grit and Impact
Vestia Personal Wealth Advisors
Dr. Betsy Grunch (Ladyspinedoc)| From CNA to Neurosurgeon & Influencer – A Story of Grit and Impact
41:59
50 Financial Tips for Physicians (Part 2) | Investment, Tax, Retirement, and Estate Planning
Vestia Personal Wealth Advisors
50 Financial Tips for Physicians (Part 2) | Investment, Tax, Retirement, and Estate Planning
17:14
50 Financial Tips for Physicians (Part 1): Cash Flow, Debt, Education, Insurance & Compensation
Vestia Personal Wealth Advisors
50 Financial Tips for Physicians (Part 1): Cash Flow, Debt, Education, Insurance & Compensation
17:18
Safeguarding Your Digital Legacy with Brian Quick
Vestia Personal Wealth Advisors
Safeguarding Your Digital Legacy with Brian Quick
31:26
A Concierge Approach to Car Buying with Andrew Guthmiller
Vestia Personal Wealth Advisors
A Concierge Approach to Car Buying with Andrew Guthmiller
38:06
Redefining the Pinnacle for Women Physicians with Dr. Pamela Mehta
Vestia Personal Wealth Advisors
Redefining the Pinnacle for Women Physicians with Dr. Pamela Mehta
43:03
Maximize Value in Practice Transitions with Collin Hart
Vestia Personal Wealth Advisors
Maximize Value in Practice Transitions with Collin Hart
38:49
Protecting Your Wealth That Matters with Douglas DeShong
Vestia Personal Wealth Advisors
Protecting Your Wealth That Matters with Douglas DeShong
35:10
Without You, It’s Just a Coat – A Doctors' Day Tribute
Vestia Personal Wealth Advisors
Without You, It’s Just a Coat – A Doctors' Day Tribute
20:34
Advisor's Alpha, How Behavior Shapes Wealth, with Michael DiJoseph, CFA
Vestia Personal Wealth Advisors
Advisor's Alpha, How Behavior Shapes Wealth, with Michael DiJoseph, CFA
51:15
Rethinking Work-Life Balance in Medicine with Dr. Kristine Goins the Nomad MD
Vestia Personal Wealth Advisors
Rethinking Work-Life Balance in Medicine with Dr. Kristine Goins the Nomad MD
30:18
Maximizing Points for Physician Travel with Dr. Kelly Wright the Points and Miles Doc
Vestia Personal Wealth Advisors
Maximizing Points for Physician Travel with Dr. Kelly Wright the Points and Miles Doc
43:40
More Than Money Part 2, A Candid Conversation About Vestia's Values
Vestia Personal Wealth Advisors
More Than Money Part 2, A Candid Conversation About Vestia's Values
47:44
More Than Money, A Candid Conversation About Wealth That Matters®
Vestia Personal Wealth Advisors
More Than Money, A Candid Conversation About Wealth That Matters®
39:48
Pain Management and Podcasting with Dr. Derick Davis
Vestia Personal Wealth Advisors
Pain Management and Podcasting with Dr. Derick Davis
28:47
From Surgery to Business, a Career of First Downs with Dr. Sharat Kusuma
Vestia Personal Wealth Advisors
From Surgery to Business, a Career of First Downs with Dr. Sharat Kusuma
50:14
Navigating Private Equity Medical Practice Sales with Dana Jacoby of Vector Medical Group
Vestia Personal Wealth Advisors
Navigating Private Equity Medical Practice Sales with Dana Jacoby of Vector Medical Group
49:43
Waking Up Innovations in Medical Data with Dr. Brian McVay of MediDoc Pro
Vestia Personal Wealth Advisors
Waking Up Innovations in Medical Data with Dr. Brian McVay of MediDoc Pro
16:28
Orthopedic Consulting and Product Evolution with Todd Davis
Vestia Personal Wealth Advisors
Orthopedic Consulting and Product Evolution with Todd Davis
25:58
Orthopedic Innovations at the Breaking Point with Luke White of Priority Medical
Vestia Personal Wealth Advisors
Orthopedic Innovations at the Breaking Point with Luke White of Priority Medical
38:34
Financial Empowerment for Women Physicians
Vestia Personal Wealth Advisors
Financial Empowerment for Women Physicians
45:35
A Physician's Entrepreneurial Spirit with Mike Lee, DPM
Vestia Personal Wealth Advisors
A Physician's Entrepreneurial Spirit with Mike Lee, DPM
30:09
Prescription for a Healthy Credit Score
Vestia Personal Wealth Advisors
Prescription for a Healthy Credit Score
20:58
Finding Your Financial First Assist
Vestia Personal Wealth Advisors
Finding Your Financial First Assist
36:06
Demystifying Tax Brackets
Vestia Personal Wealth Advisors
Demystifying Tax Brackets
19:56
How Doctors Could Benefit From Their Charitable Giving
Vestia Personal Wealth Advisors
How Doctors Could Benefit From Their Charitable Giving
15:37
Wealth In Serving Others (Special Wealth That Matters Special Episode)
Vestia Personal Wealth Advisors
Wealth In Serving Others (Special Wealth That Matters Special Episode)
30:29
Easing the Tax Burden for Your Loved Ones
Vestia Personal Wealth Advisors
Easing the Tax Burden for Your Loved Ones
17:40
Last Chance: IDR Waiver for Student Loan Forgiveness
Vestia Personal Wealth Advisors
Last Chance: IDR Waiver for Student Loan Forgiveness
18:25
Spring Cleaning for Your Finances Part 2
Vestia Personal Wealth Advisors
Spring Cleaning for Your Finances Part 2
16:30
Spring Cleaning for Your Finances 1
Vestia Personal Wealth Advisors
Spring Cleaning for Your Finances 1
19:28
Celebrating All of the Amazing Moms
Vestia Personal Wealth Advisors
Celebrating All of the Amazing Moms
11:15
Smart Investing with 529 Plans
Vestia Personal Wealth Advisors
Smart Investing with 529 Plans
15:06
Vestia Consulting for Physician Innovators
Vestia Personal Wealth Advisors
Vestia Consulting for Physician Innovators
12:05
A Day to Celebrate Doctors
Vestia Personal Wealth Advisors
A Day to Celebrate Doctors
13:30
Retirement Account Rollovers and Consolidation for Physicians
Vestia Personal Wealth Advisors
Retirement Account Rollovers and Consolidation for Physicians
12:54
Financial Pain Points for Orthopedic Surgeons
Vestia Personal Wealth Advisors
Financial Pain Points for Orthopedic Surgeons
19:38
The Business Version of You
Vestia Personal Wealth Advisors
The Business Version of You
17:14
Doctors and Wealth That Matters
Vestia Personal Wealth Advisors
Doctors and Wealth That Matters
16:57
What is a Backdoor Roth IRA?
Vestia Personal Wealth Advisors
What is a Backdoor Roth IRA?
21:06
Navigating Turbulent Markets
Vestia Personal Wealth Advisors
Navigating Turbulent Markets
1:12:13
Demystifying Physician Tax Planning for 2021 & Beyond
Vestia Personal Wealth Advisors
Demystifying Physician Tax Planning for 2021 & Beyond
53:52
The Inside Scoop on Malpractice Protection
Vestia Personal Wealth Advisors
The Inside Scoop on Malpractice Protection
1:18:51
The 5 Hackers Doctors Should Know (They May Already Know You!)
Vestia Personal Wealth Advisors
The 5 Hackers Doctors Should Know (They May Already Know You!)
53:11
Negotiate Like A Pro
Vestia Personal Wealth Advisors
Negotiate Like A Pro
1:37:49
2020 Investment Update (Year in Review)
Vestia Personal Wealth Advisors
2020 Investment Update (Year in Review)
7:11
Thank You, Doctors!
Vestia Personal Wealth Advisors
Thank You, Doctors!
2:22