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!
- Update frequency
- every 14 days
- Average duration
- 36 minutes
- Episodes
- 105
- Years Active
- 2021 - 2025
Insights on Bridging Medicine and Business with Consultant Jessica Jones
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. Jess…
Innovating Healthcare with Hospitality with Dr. Benjamin Ostrander
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 physici…
Practice Key Performance Indicators, Side Hustle Do’s & Don’ts and More with CPA Nolan Bradbury
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 tra…
Election Season & Your Portfolio: Insights on Weathering Uncertainty with Andrew Taylor, CFP
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…
Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 2)
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 unabl…
Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 1)
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 …
Summer Rewind 2024 #5: Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA
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 beli…
Summer Rewind 2024 #4: Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone
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 beli…
Summer Rewind 2024 #3: Banking for Doctors, by Doctors featuring Dr. Michael Jerkins
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 beli…
Summer Rewind 2024 #2: Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending
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 beli…
Summer Rewind 2024 #1: Exiting Partners from a Practice with Attorney, Jason Greis
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 beli…
Highlights & Insights: Recapping the Episodes of Season 4
In this 19th and final episode of Season 4, host David Mandell recaps the season’s 18 episodes. He briefly summarizes each episode and highlights a pearl or two from each. This can serve as a helpful…
Lessons from A Career in Military/Academic Oral Surgery… and Retirement with Dr. Butch Ferguson
In this episode, host David Mandell, JD, MBA welcomes Dr. Butch Ferguson, a retired oral and maxillofacial surgeon. Their discussion initially covers Dr. Butch's career journey, including his experie…
Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 2)
Listen in to this continuing episode as host David Mandell sits down with Ethan Nkana, JD, MBA, founder of Rocky Mountain Physician Agency and his client, Dr. Erica Mathieu, Chief Medical Officer a…
Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 1)
Listen in as host David Mandell sits down with Ethan Nkana, JD, MBA, founder of Rocky Mountain Physician Agency and his client, Dr. Erica Mathieu, Chief Medical Officer at Primary Health Solutions.…
Know Your Numbers with CPAs Chelsea Dorfeld & Mary Kathryn Williamson
Listen in as host David Mandell chats with two CPAs from the firm Aprio who specialize in serving medical and dental practices. They share insights on managing finances, increasing profitability, a…
Better Methods for Hiring Staff with Dr. Mike Neal
Listen in or watch as podcast host David Mandell sits down with optometrist Dr. Mike Neal. David centers this discussion on the challenges of hiring within medical practices and how Dr. Neal's ex…
Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan
Listen in as host David Mandell interviews Shannon Seeberan, the co-founder of CloudMedSpas, a platform that enables physicians and medical practitioners to maximize practice revenue by monetizing th…
Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole
Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole
Listen in as host David Mandell speaks with orthopedic surgeon Dr. Brian Cole. David and Brian begin the discussion with a…
A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 2)
In the second part of the podcast, host David Mandell continues his conversation with investment banker Clint Bundy and private equity principal Matt Ebbel, focusing on the factors that contribute to…