In this episode of Doctors Eyes Only, titled “When You’re the Doctor, Who Helps Your Family?”, host Lauren Oshman, CFP®, CDFA®, and co‑host Cameron Heasley are joined by former trauma surgeon and critical care physician Angie Ingraham, MD for an in‑depth discussion on healthcare advocacy and why it matters, especially for physicians and their families.

Angie shares her personal experience navigating the healthcare system after her father was diagnosed with an aggressive brain cancer, offering insight into how the patient and family experience differs from the provider perspective. She explains what a healthcare advocate does, how advocacy supports both families and healthcare providers, and why even physicians with medical knowledge often need help managing care coordination, insurance challenges, and system complexity.

The conversation explores real‑world examples such as Medicare non‑coverage notices, transitions of care, and the emotional and logistical toll families face when health crises arise. Angie also discusses how physicians can proactively prepare for medical uncertainty, support aging parents, and locate board‑certified patient advocates through national databases.

This episode is designed to help physicians better understand healthcare advocacy, reflect on their own family planning, and recognize when additional support can improve outcomes for patients, families, and providers alike.

This content is for educational purposes only and does not constitute financial, medical, or legal advice. Listeners should consult appropriate professionals regarding their individual circumstances.

Find more information about Dr. Angie Ingraham, MD and True North Patient Advocates visit the links below.

https://truenorthpatientadvocates.com/

https://www.linkedin.com/in/aingraham/

Tap the link for the Physician Wealth Check-up https://www.vestiaadvisors.com/deo/

In this episode of Doctor’s Eyes Only®, Vestia Partner and CEO Lauren Oshman does something a little different. She shares five books the Vestia team read together in 2025 as part of their internal book club and walks through the real conversations, reflections, and takeaways that came out of reading them as a group. These weren’t just books read for information, but books that sparked discussion about growth, leadership, resilience, wealth, and how we show up in both our personal and professional lives.Lauren talks through why the team started the book club, how the books were chosen, and what stood out most in their discussions. From handling obstacles and building confidence, to redefining wealth beyond money, to leading without titles and being intentional about the values we pass on to our kids, each book opened the door to practical insights the team could actually apply. The common thread throughout the conversation is moving away from perfection, being more resilient, and thinking more holistically about what it really means to live a meaningful and wealthy life.This episode is meant to be thoughtful and reflective, especially for physicians who are high achievers, navigating demanding careers, transitions, and big life decisions. Lauren shares these books not as prescriptions, but as invitations to think differently, whether you are planning for the year ahead, re-evaluating what “enough” looks like, or simply looking for ideas that help you grow. If you are building a life alongside your career and want your financial decisions to support what matters most, this conversation is for you.

Books Mentioned in This EpisodeHere are the five books Lauren discusses, in the order they’re covered:

The Obstacle Is the Way by Ryan Holiday

https://a.co/d/7vs1OwN

Linchpin: Are You Indispensable? by Seth Godin

https://a.co/d/2X2h4oh

The 5 Types of Wealth by Sahil Bloom

https://a.co/d/3jcZrNz

Small Acts of Leadership by G. Sean Hunter

https://a.co/d/8lhP3uM

The Opposite of Spoiled by Ron Lieber

https://a.co/d/h2BthoN

Vestia Personal Wealth Advisors is not affiliated with Amazon or the authors of these books, and we are not compensated in any way for these recommendations. These books are shared simply because they sparked meaningful conversations and growth within our team.

Tap the link for the Physician Wealth Check-up https://www.vestiaadvisors.com/deo/

In this episode of the Doctors Eyes Only® podcast, Vestia Personal Wealth Advisors Partner and CEO, Lauren Oschman, CFP®, CDFA®, and Partner and Chief Growth Officer, Kameron Helmuth, CFP®, ChFC®, break down the ideal tax strategies physicians should consider before a major financial windfall.Whether it’s from a private equity buyout, a real estate sale, a business exit, or an unexpected inheritance, many physicians will face a potential high-stakes liquidity event at some point in their career, and we’ve found that few feel truly prepared when it happens. This episode is your step-by-step guide to preparing before the check hits your account.You’ll learn how physicians can:• Anticipate and manage tax liability on practice sales or investment payouts• Use tools like QSBS, donor-advised funds, and tax loss harvesting to their advantage• Maximize tax-efficient retirement savings in a windfall year• Reassess risk and rebalance portfolios strategically after sudden wealth• Align post-exit planning with core values and long-term goalsListen now and learn why the right moves made early can protect your wealth, minimize your tax bill, and set the stage for true financial freedom.

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