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
18 | Protect Your Practice & Personal Data From Cyber Fraud with Mark Grosvenor
Listen in as guest host and OJM Group Co-Founder Jason O’Dell chats with Mark Grosvenor, Executive Vice President and Chief Technology Officer for NFP (National Financial Partners).
In his discussion…
17 | What Doctors Should Know: The 2021 Legal Update with Healthcare Attorney Brad Adatto
Brad Adatto is a partner at the law firm of ByrdAdatto, a national business and healthcare boutique law firm. As the son of a surgeon, and from a family of many dentists, Brad has a personal connecti…
16 | Don’t Put Your Happiness on Hold with Dr. Jen Haley
Listen in as Dr. Jen Haley joins David to discuss how her upbringing influenced her decision to become a physician, why she shifted specialties during her training, and how a few unplanned significan…
15 | Career Transitions, Asset Protection & Podcasting with Anesthesiologist Dr. Richard Marn
In this episode, anesthesiologist and fellow podcaster Dr. Richard Marn joins David to discuss various topics.
Listen in as Richard explains his decision to pursue anesthesiology, when he originally …
14 | Insights on Selling a Medical Practice, with Investment Bankers Clint Bundy & Stewart Carlin
In this episode, David is joined by investment bankers Clint Bundy and Stewart Carlin from The Bundy Group. Clint and Stewart each discuss success factors for physicians looking to sell their practic…