Wealth Planning for the Modern Physician

Listen in as David chats with former biotech corporate executive, multiple-time entrepreneur and medical practice consultant Louis Frisina.  They begin by discussing Louis’s career path, from embarki…

Listen in as David chats orthopaedic surgeon Dr. Steve Hamilton and practice CEO Andy Blankemeyer as they discuss what they have learned a few years out of a private equity investment into their prac…

Listen in as David chats with author and consultant Frank Maselli. They begin by discussing Frank’s career path, from the military to Wall Street to being a speaker, author and trainer.  

They then e…

In this episode, orthopaedic surgeon Dr. Benjamin Domb joins David to discuss his career path, running a large subspecialty practice and the award he and the practice recently won.

Listen in as Ben e…

Listen in as David chats with nationally recognized healthcare mergers and acquisitions (M&A) attorney Gary Herschman.  Gary begins by describing his firm and practice and then gives some statistics …

Listen in as host David Mandell chats with entrepreneur and experienced private investor David Victor.  They begin by discussing Victor’s career path, leaving the practice of law to join his father i…

Listen in as David chats with student loan expert Ryan Frailich. David and Ryan begin with Ryan’s career path -- from a teacher to human resources professional to Certified Financial PlannerTM with a…

Listen as David chats with retirement plan expert Scott McHenry. David and Scott talk about Scott’s career path – from a position inside a large firm to the transition to his own firm about 15 years …

In this episode, orthopaedic surgeon Dr. Kevin Plancher joins David to discuss his academic and private practice career, experiences with finance and speaking alongside David at an upcoming orthopaed…

In this episode, orthopaedic surgeon Dr. Matthew Provencher joins David to discuss varied experiences he has had in his career.

Listen in as Matthew explains how he ended up in orthopaedics when his …

Listen in as David chats with CPA and financial consultant Jessica Nunn. David and Jessica discuss Jessica’s initial interest in finance and accounting, including her education and initial jobs with …

Listen in as David chats with author and nationally recognized asset protection attorney Bo Loeffler. David and Bo discuss Bo’s background as a litigator and U.S. Bankruptcy Trustee and how that has …

In this episode, orthopaedic surgeon Dr. David Yanoff joins David to discuss varied topics.

Listen in as Dr. Yanoff shares why he initially became interested in medicine and how his military service …

This episode focuses on the timely topic of the Employee Retention Tax Credit (ERC), which many medical practices may be able to take advantage of for significant tax savings. From its origins in the…

In the second episode of Season 2, orthopaedic surgeon Dr. Michael Ast joins David to discuss several topics.

Listen in as Michael explains his interest in becoming an orthopaedic surgeon following a…

Listen in as David chats with CPA and professional EOS implementer Crystal Faulkner about the Entrepreneurial Operating System and how physicians and practice owners can benefit from using it in thei…

Listen in as David chats with Jerry Kelsheimer and Ronnen Isakov, President and Managing Director of Medic Management Group, a national “one stop” solution for healthcare management.

David, Jerry and…

In this episode, retina specialist Dr. Desmond McGuire joins David to discuss everything from his first exposure to ophthalmology back in high school, as well as how his parents influenced his commi…

This episode focuses on a timely economic issue – inflation and its impact on investments. You’ll hear from David, as well as his OJM Group partner, Andrew Taylor, CFP, as they discuss inflation basi…