Wealth Planning for the Modern Physician

Dec 11 2024 100 ep. 36 mins 14
Wealth Planning for the Modern Physician Podcast artwork

Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!

  Business  Education
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part I)

Dec 11 2024 24 mins  
Listen in or watch as host David Mandell interviews dentist and coach Dr. Sue Keller. David begins with questions he asks all doctor guests to the program—about their initial interest in becoming a doctor, early career journey and more. Sue relates her personal experiences that lead her to dentistry and a shift from an interest in orthodontics to general dentistry. Sue explains h

Insights on Bridging Medicine and Business with Consultant Jessica Jones

Nov 27 2024 35 mins  
Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones. David begins asking about Jessica’s career and how she ended up working with medical and dental practices. Jessica then shares with David the pain points doctors typically have when they contact her—how they want to see their practices, and lives, improved. Jessica then speaks to David about

Innovating Healthcare with Hospitality with Dr. Benjamin Ostrander

Nov 14 2024 36 mins  
Listen in or watch as host David Mandell interviews Dr. Benjamin Ostrander, Chief Resident in Otolaryngology at the University of California San Diego. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician and in their particular area. Ben explains his family background in engineering, his initial degrees in e

Practice Key Performance Indicators, Side Hustle Do’s & Don’ts and More with CPA Nolan Bradbury

Oct 31 2024 37 mins  
Listen in or watch as host David Mandell interviews CPA and practice consultant Nolan Bradbury. David begins by noting he and Nolan will first focus on traditional private practices and then then transition into “side hustles” and doctorpreneurship. In terms of private practices, David asks Nolan about key financial priorities in running a profitable practice, including the im

Election Season & Your Portfolio: Insights on Weathering Uncertainty with Andrew Taylor, CFP

Oct 17 2024 35 mins  
In this special episode tied timed to release before the upcoming U.S. elections, host David Mandell welcomes OJM Partner and Wealth Advisor Andrew Taylor, CFP, to discuss investing through impactful current events, including potentially stress-inducing election seasons. In this unique episode, David and Andy refer to a number of slides based on data from U.S. presidential election

Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 2)

Oct 03 2024 27 mins  
Listen in or watch as host David Mandell continues his interview with orthopedic surgeon Dr. John “Jay” Foley, focusing on Jay’s career path after being disabled in a snowboarding accident and unable to perform surgery. Jay explains how his own-occupation disability policy made a significant impact on his post-injury financial health. He also relates that his initial plan f

Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 1)

Sep 19 2024 26 mins  
Listen in or watch as host David Mandell interviews orthopedic surgeon Dr. John “Jay” Foley. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician, early career journey and more. Jay explains what got him interested in orthopedics at a young age, about how he spent a few years as a seasonal surgeon betw

Summer Rewind 2024 #5: Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA

Sep 05 2024 34 mins  
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians

Summer Rewind 2024 #4: Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone

Aug 22 2024 44 mins  
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians

Summer Rewind 2024 #3: Banking for Doctors, by Doctors featuring Dr. Michael Jerkins

Aug 08 2024 41 mins  
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians