Doctors Eyes Only: Recent Episodes
Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC. with Kameron Helmuth and Lauren Oschman
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.” – Visit our website: https://www.vestiaadvisors.com/ to learn more about us.
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.
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.
Traditional media may be dying, but it becomes a stepping stone to building your practice through digital media. In this episode, Lauren Oschman and Kameron Helmuth are joined by reporter Julie Forbes, diving into social media and brand building as a practice and the role of traditional media in building your practice. Julie shares her … Continue reading Leveraging Media in Building Your Medical Practice With Julie Forbes (Ep.21) →
Cryptocurrency has become a popular topic for both investors and advisors with many questions still remaining for clients. In this episode, Lauren Oschman interviews Kameron Helmuth about the digital asset space, diving into the impact of technology on the investment landscape, the allure of these types of assets and how to spend or purchase using … Continue reading The Pros and Cons of Digital Assets (Ep.20) →
Finding the right people to help you run your business can be a huge challenge, as a doctor with limited free time in a day. In this episode, Lauren Oschman and Kameron Helmuth welcome guest Brad Quick, president and chief operating officer at Vestia, to discuss the art of intentional hiring and how to ensure … Continue reading Hiring With Intention With Brad Quick (Ep. 19) →
You may need additional income, are unhappy with your current position or simply need work to occupy your time. Locums can provide benefits no matter your situation. In this episode, Kameron Helmuth is joined by Jenna Kraft from Weatherby Healthcare. Jenna reveals the benefits of locum opportunities for physicians, whether you aren’t happy with your … Continue reading 18. Locums Opportunities for Physicians & Practices With Jenna Kraft →
Medical missions are a rewarding experience for the doctors working overseas. In this episode, Kameron Helmuth is joined by Dr. Daniel Ruggles, a pediatric orthopedic surgeon at Peds Ortho. Dr. Daniel shares his experience during his medical missions, discussing the rewarding experience and what he wished he knew before entering the field. Daniel discusses: How … Continue reading 17. Serving in Medical Missions with No Regrets With Dr. Daniel Ruggles →
Your financial plan covers the worst case scenario outside of work. Do you have insurance for the possibility of malpractice claims? In this episode, Lauren Oschman and Kameron Helmuth unpack the topic of malpractice insurance with Timothy Bone, vice president of claims at Practice Protection Insurance. Tim discusses what physicians deal with when faced with … Continue reading 16. Malpractice Insurance for Today’s Physician With Timothy Bone →
The opioid crisis is as dangerous as ever, despite COVID eclipsing the news. Scott Sigman has discovered an alternative form of treatment in the form of lasers. In this episode, Kameron Helmuth is joined by the host of The Ortho Show Podcast, an opioid sparing orthopedic surgeon and Chief Medical Officer and founder of OrthoLazer … Continue reading 15. Orthopreneurship and opioid-sparing techniques With Scott Sigman →
Do you have any questions about refinancing, restructuring or taking on new debt? In this episode, Kameron Helmuth is joined by Stefan Hartman, market executive with State Bank, as they discuss the world of private banking and lending. Kameron and Stefan aim to educate you about what is available, and what exists for physicians only. … Continue reading 14. Physician lending in a post-Covid world with Stefan Hartman →
It is critical for you to take the time to go through estate planning to ensure that when the time comes for your wealth to be transferred, it is going where you want it to. Did you know that during estate planning you have the opportunity to add your own personal and family values into … Continue reading Episode 13 – Putting Your Values into Your Estate Plan With Adam O’Dell →
When it comes to being a woman in medicine, it can be harder to be your authentic self due to the fear of being criticized or receiving backlash. In this episode, Lauren Oschman and Jacque Denson sit down with Dr. Sasha Shillcutt, Anesthesiologist at University of Nebraska Medical Center and Founder & CEO of Brave … Continue reading Episode 12 – Being Your Authentic Self as a Female Physician – with Dr. Sasha Shillcutt, MD →
As a physician, the thought of retirement can be anxiety-inducing. You are used to working endless hours in your practice and then all that stops – what comes next? In this episode, Lauren Oschman and Kameron Helmuth are joined by retired emergency medicine physician, Dr. Bob Rosen, as they discuss Bob’s journey into retirement. The … Continue reading Episode 11 – What Comes Next? A Physician’s Retirement Story – with Dr. Bob Rosen →
As a physician, you have a very busy schedule, so ensuring that your vacation time is spent wisely and is well planned can help create lasting memories! In this episode Lauren Oschman and Kameron Helmuth sit down with Stephanie Yemm, travel agent at Small World Big Fun travel agency. They discuss how to plan the … Continue reading Episode 10 – 5 Secrets to an Awesome Disney Vacation – with Stephanie Yemm →
Our guest this week is out there walking the walk – bringing to light important issues that face the healthcare industry and doing something about them. In this episode, Kameron Helmuth and Lauren Oschman are joined by Dr. Stephen Noble as they dive into a conversation about the strides Stephen is making to address issues … Continue reading Episode 9 – Putting Your Money Where Your Heart Is – with Stephen Noble M.D. →
As a physician, it can be beneficial for you to take the correct steps when setting up your charitable giving plan. In this episode, Kameron Helmuth sits down with Tim W. Ueber, J.D, Gift Planning Attorney and Director at Indiana University School of Medicine. Together they discuss the topic of charitable giving, Tim gives some … Continue reading Episode 8 – Helping Others while Saving Taxes – with Tim W. Ueber, J.D. →
Taking the first steps to starting your own medical practice can be tough, but the reward of having a practice that supports your ideal life can be well worth the effort! In this episode, Kameron Helmuth and Lauren Oschman speak with Dr. Haruko Okada about her experience leaving her employer and opening her own practice. … Continue reading Episode 7 – Overcoming Adversity to Build Your Ideal Practice – with Dr. Haruko Okada →
As a physician, how do you protect your assets when you are petitioned in a lawsuit? In this episode, Kameron Helmuth and Lauren Oschman sit down with Sayge Grubbs, founder of Sage Legacy Counsel. Together they discuss what physicians should know to protect their assets from a lawsuit. Sayge shares some practices that he follows … Continue reading Episode 6 – CYA Strategies for Doctors – with Sayge Grubbs, Esq. →
In a competitive physician market, how do you make yourself stand out to patients and referral sources? In this episode, Kameron Helmuth and Lauren Oschman speak with Dr. Peter Derman about his journey to building a reputation within his community and specialty. They speak to the importance of allowing potential new patients to understand who … Continue reading Episode 5 – Building Your Reputation as a Niche Physician – with Dr. Peter Derman →
Finding the right community fit and home for a physician can help make the relocation process easier. And that is exactly what our guest this week assists with. In this episode, Kameron Helmuth sits down with Beth Goldsmith, founder of Sold by the Gold Realty, as they talk about Real estate and how a community … Continue reading Episode 4 – Real Estate and Community Impacts on Physicians – with Beth Goldsmith →
When it comes time for you to sign your contract, have you ever questioned whether or not you are being compensated for what you are worth? In this episode, Kameron Helmuth and Lauren Oschman are joined by expert contract negotiator, Greg Allen to talk negotiations! Greg shares some advice when it comes to negotiating on … Continue reading Episode 3 – The Art of Negotiating Your Contract – with Guest Greg Allen →
At different points in your career it might be beneficial to focus on particular aspects of your financial planning. In this episode, Kameron Helmuth is joined by Laura Hammel, MD as she shares some tips for physicians who are at various points in their careers. Laura Hammel, MD shares from personal experience what she feels … Continue reading Episode 2 – Facing Critical Career Decisions with Laura Hammel, MD →
When it comes to the world of finance, understanding a client’s profession is just as important as understanding their income. In this inaugural episode, we get to meet Kameron Helmuth and Lauren Oschman as they introduce their brand new show aimed at assisting physicians and those in the health industry on how they can manage … Continue reading Episode 1 – Welcome to Doctor’s Eyes Only →