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
A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 1)
Listen or watch as host David Mandell takes a deep dive into healthcare mergers and acquisitions (M&A), with investment banker Clint Bundy and private equity firm principal Matt Ebbel. They discus…
Adding A Weight Loss Program to Help Patients and Build Profits with Dr. Jonathan Kaplan
Listen in as host David Mandell speaks to returning guest plastic surgeon Dr. Jonathan Kaplan about adding a weight loss program to a medical practice – both for the patient’s health and happiness a…
Hot Topics in Wealth Management For 2024 with OJM Advisors Bob Peelman, Adam Braunscheidel, and Andrew Taylor
Listen in as host David Mandell chats with Certified Financial Planners Bob Peelman, Adam Braunscheidel, and Andrew Taylor from the OJM Group on three wealth planning topics that are relevant for 202…
Immigrant Origins, Entrepreneurship, and the Importance of Mindset with Dr. Madan Kandula
Listen in as host David Mandell interviews Dr. Madan Kandula, ENT surgeon, entrepreneur, and CEO of Advent, which he has grown to over 250 team members across 18 locations, serving over 1500 new pat…
Entrepreneurship & Venture Funding Lessons with Carey Ransom
Listen in as David chats with Carey Ransom, a serial entrepreneur, venture capitalist and angel investor. Carey begins by explaining how growing up around a family business fostered his entrepreneur…
Strategically Evaluate & Negotiate Potential Jobs with The Doctors Agents Co-Founders Dr. Sanjeev Bhatia & Dr. Matthew Provencher
In this episode, David welcomes back two guests from earlier seasons – orthopaedic surgeons Dr. Sanjeev Bhatia and Dr. Matthew Provencher. Sanjeev and Matt join David to discuss a new venture they’…
The Medical Expert Witness “Side Hustle” with Dr. J. Jordan Romano
Host David Mandell chats with Dr. Jordan Romano in Episode 4.4 of the podcast. Jordan talks about his career, how he became involved in working as a medical expert witness, grew the work into a busi…
A Deep Dive Into Real Estate with Colin Carr
Listen in as David chats with healthcare real estate expert Colin Carr. Colin begins with his background in real estate in a variety of settings. He then tells the story of how, after seeing physic…
Avoiding and Disarming Legal Landmines with Neurosurgeon and Attorney Dr. Jeffrey Segal
Dr. Jeffrey Segal, a neurosurgeon, attorney and founder of Medical Justice, returns to the podcast for Episode 4.2, where he and David discuss current legal landmines facing physicians.
Jeff begins …
50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell
To kick off Season 4 of the podcast, David welcomes a very special guest – his father, radiologist Dr. Charles Mandell. David begins by asking Charlie, as he does with all physician guests, where h…
Summer Rewind #7: Private Equity Insights with Dr. Steve Hamilton and CEO Andy Blankemeyer
Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provi…
Summer Rewind #6: Improving How You Work With Your People with Frank Maselli
Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provi…
Summer Rewind #5: The Navy SEALS to the New England Patriots with Dr. Matthew Provencher
Orthopedic Experiences: The Navy SEALS to the New England Patriots with Dr. Matther Provencher
Originally released October 28, 2021
For the fifth installment of the 2023 Summer Rewind Series, Dav…
Summer Rewind #4: Expert Insights on Asset Protection with Bo Loeffler, Esq.
Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provi…
Summer Rewind #3: Financial Therapy 101 with Dr. Gregory Gilot and Erika Wasserman
Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provi…
Summer Rewind #2: The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle
Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provi…
Summer Rewind #1: Lessons From a Neurosurgeon-Attorney-CEO, with Jeffrey Segal, MD, JD
Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provi…
Season 3 Recap: An Executive Summary
In the final episode of Season 3, host David Mandell recaps the season’s 18 episodes and highlights a pearl or two from each.
This recap can serve as a helpful reminder for listeners to revisit epis…
Time Management & Entrepreneurship With Resident, Book Author, and Podcast Host Dr. Wendell Cole
Wendell begins with his background—where he grew up and what got him interested in medicine generally and orthopaedics in particular. He outlines the jobs he had and ventures he started while in medi…
M&A Lessons, Including the Importance of Getting Employees on Board, with David Valaer
Listen in as host David Mandell chats with entrepreneur, former practice CEO and consultant David Valaer. David V. shares details about his former career as a naval Top Gun aviator including lessons…