Show cover of Wealth Planning for the Modern Physician

Wealth Planning for the Modern Physician

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!

Tracks

Medical Practice Mergers & Acquisitions with Attorney Gary W. Herschman 51:31 01/20/2022
Entrepreneurship, Delivering CME, and Private Investing with David Victor, JD 38:24 12/23/2021
Student Loans 101 39:06 12/09/2021
Using Cash Balance Plans to Reduce Taxes & Build Wealth with Scott McHenry, FCA, MAAA, MSEA 42:22 11/24/2021
Thoughts from A Clinician, Academic & Leader featuring Dr. Kevin Plancher 27:55 11/11/2021
Orthopaedic Experiences: The Navy SEALs to the New England Patriots with Dr. Matthew Provencher 46:37 10/28/2021
Financial Management for the Private Practice 33:16 10/14/2021
Expert Insights on Asset Protection with Bo Loeffler, Esq. 44:05 09/30/2021
Alternative Investments, How LLCs Shield Assets & Retiring Well with Dr. David Yanoff 50:34 09/16/2021
Tax Planning: The Employee Retention Credit Featuring Carole Foos, CPA 25:53 09/02/2021
Personal Branding & Other Business Lessons with Orthopaedic Surgeon Dr. Michael Ast 34:28 08/19/2021
The Entrepreneurial Operating System (EOS) 33:28 08/05/2021
21 | The Physician as an Entrepreneur with Jerry Kelsheimer and Ronnen Isakov of Medic Management Group 38:32 06/24/2021
20 | Personal Guarantees to Partner Choices: Insights from An Ophthalmology Practice Founder with Desmond McGuire, MD 41:03 06/10/2021
19 | Inflation & Your Investments with Andrew Taylor, CFP® 21:08 05/27/2021
18 | Protect Your Practice & Personal Data From Cyber Fraud with Mark Grosvenor 29:48 05/13/2021
17 | What Doctors Should Know: The 2021 Legal Update with Healthcare Attorney Brad Adatto 35:26 04/29/2021
16 | Don’t Put Your Happiness on Hold with Dr. Jen Haley 46:56 04/15/2021
15 | Career Transitions, Asset Protection & Podcasting with Anesthesiologist Dr. Richard Marn 42:16 04/01/2021
14 | Insights on Selling a Medical Practice, with Investment Bankers Clint Bundy & Stewart Carlin 37:38 03/18/2021
13 | Financial Therapy 101 with Orthopaedic Surgeon Greg Gilot and Your Financial Therapist Erika Wasserman 39:22 03/04/2021
12 | Taking Time & Taking Risks with Gastroenterologist Entrepreneur Mukul Mehra, MD 36:00 02/18/2021
11 | The Importance of Asset Protection & Other Lessons with Dermatologist-Attorney-Professor David Goldberg, MD, JD 29:13 02/04/2021
10 | 2021 Tax Planning with Carole Foos, CPA 38:08 01/21/2021
9 |The Value of Specialization, with Entrepreneur & Orthopaedic Surgeon Scott Faucett, MD, MS 36:50 01/07/2021
8 | Leveraging Today’s Low Interest Rates, Including The Use of Premium-Financed Life Insurance, with Jason M. O'Dell, MS, CWM 33:53 12/24/2020
7 | Insights From a Spine Surgeon-MBA-Practice Executive with Isador Lieberman, MD, MBA 47:44 12/10/2020
6 | The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle 43:53 11/26/2020
5 | Marketing & Operational Pearls with Tim Sawyer, President of Crystal Clear Digital Marketing 35:03 11/12/2020
4 | Moving From an Employed Position to Buying a Private Practice and Beyond with Plastic Surgeon Dr. Jonathan Kaplan 34:40 10/29/2020