#21| A Financial Advisor's Guide for Doctors and Their Spouses

Lauren Oschman, CEO of Vestia Personal Wealth Advisors, draws from her experience as a physician's daughter to help doctors navigate their unique financial challenges with specialized guidance for both physicians and their spouses.• Growing up with an interventional cardiologist father gave Lauren insight into physician households• Physician spouses often manage family finances while doctors focus on medicine• Doctors face unique financial challenges including delayed earnings and student loan debt• Most physicians don't start meaningful retirement savings until their mid-thirties• Specialized financial advisors understand physician contracts, compensation, and asset protection• The ideal time to consult a financial advisor is before signing a practice contract• Lauren's "wealth that matters" approach aligns financial strategies with personal values• Financial planning meetings include education components for both spouses• Asset protection strategies are particularly important for physicians facing liability risks• Lauren offers a free introductory course specifically for residents and fellowsFollow Lauren on Instagram or visit her website for contact details and to learn more about her services.Here is the link to the Financial Foundation for Fellows course, and Behind The White Coat listeners get 50% off, using the code BTWC.https://vestia.teachable.com/l/pdp/fellows