Doctors Eyes Only

Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC. with Lauren Oschman
Doctors Eyes Only

The Doctors Eyes Only podcast community knows that life is multidimensional, and creating Wealth That Matters® goes beyond the balance sheet. Join us twice monthly to hear from inspiring physician guests and subject matter experts with unique insights for physicians in both life and business. Glean clear takeaways to improve your life and medical practice starting today and leave inspired to live your own Wealth That Matters®.

  1. 1 DAY AGO

    From Surgery to Business, a Career of First Downs with Sharat Kusuma

    In this episode of Doctor’s Eyes Only, host Brad Quick sits down with orthopedic surgeon and healthcare innovator Sharat Kusuma to discuss his inspiring journey from the operating room to leading change in the healthcare industry. Sharat shares how family legacy, mentorship, and continuous learning shaped his career path, transitioning from clinical practice to roles at major companies like Apple and Exactech, and now as a leader at Joint Medica. Discover the pivotal role clinicians can play in healthcare leadership and the importance of improving user experience in medical technology. Sharat also dives into the exciting potential of hip resurfacing as an alternative to traditional hip replacements and offers valuable insights on how physicians can positively impact healthcare systems. The conversation concludes with Sharat’s personal take on success and wealth, highlighting the balance between meaningful work and personal fulfillment. Whether you're a clinician, healthcare leader, or innovator, this episode is packed with actionable takeaways and inspiration for shaping the future of healthcare. 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 myteam@vestia.com, or visit our website at www.vestiaadvisors.com. Thanks and we will see you next time! #OrthopedicSurgery #HealthcareLeadership #MedicalInnovation #HipResurfacing #ClinicianLeadership #HealthcareSystems #UserExperienceInMedicine #OrthopedicTechnology #WorkLifeBalance #DoctorsEyesOnlyPodcast

    50 min
  2. DEC 7

    Navigating Private Equity Practice Sales with Dana Jocoby of Vector Medical Group

    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 myteam@vestia.com, 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

    50 min
  3. NOV 15

    Waking Up Innovations In Medical Data with Dr. Brian McVay of MediDoc Pro

    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 brian@medidocpro.com.  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 myteam@vestia.com, 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

    16 min
  4. NOV 1

    Orthopedic Consulting and Product Evolution with Todd Davis

    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 myteam@vestia.com, 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

    26 min
  5. OCT 19

    Orthopedic Innovations at the Breaking Point with Luke White of Priority Medical

    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 myteam@vestia.com, 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

    39 min
  6. OCT 6

    Financial Empowerment for Women Physicians

    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 myteam@vestia.com or visit www.vestiaadvisors.com. See you next time! #Doctors #physicians #wealthmanagement #womendoctors #womenphysicians #Healthcare #wealththatmatters

    46 min
  7. SEP 23

    A Physician's Entrepreneurial Spirit with Mike Lee, DPM

    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: Success in entrepreneurship, especially in medical fields, requires the right people and long-term dedication. Surrounding yourself with strong mentors and partners can lead to impactful opportunities. 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 mlee@dsmcapitalortho.com #orthopedic #surgeons #doctor #physician #entrepreneur #consulting

    31 min
5
out of 5
17 Ratings

About

The Doctors Eyes Only podcast community knows that life is multidimensional, and creating Wealth That Matters® goes beyond the balance sheet. Join us twice monthly to hear from inspiring physician guests and subject matter experts with unique insights for physicians in both life and business. Glean clear takeaways to improve your life and medical practice starting today and leave inspired to live your own Wealth That Matters®.

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