Wealth Planning for the Modern Physician
By David B. Mandell, JD, MBA
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Category: Investing
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Episodes: 85
Description
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!
| Episode | Date |
|---|---|
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Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 1)
|
May 02, 2024 |
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Know Your Numbers with CPAs Chelsea Dorfeld & Mary Kathryn Williamson
|
Apr 18, 2024 |
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Better Methods for Hiring Staff with Dr. Mike Neal
|
Apr 04, 2024 |
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Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan
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Mar 21, 2024 |
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Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole
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Mar 07, 2024 |
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A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 2)
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Feb 22, 2024 |
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A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 1)
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Feb 08, 2024 |
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Adding A Weight Loss Program to Help Patients and Build Profits with Dr. Jonathan Kaplan
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Jan 25, 2024 |
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Hot Topics in Wealth Management For 2024 with OJM Advisors Bob Peelman, Adam Braunscheidel, and Andrew Taylor
|
Jan 11, 2024 |
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Immigrant Origins, Entrepreneurship, and the Importance of Mindset with Dr. Madan Kandula
|
Dec 21, 2023 |
|
Entrepreneurship & Venture Funding Lessons with Carey Ransom
|
Dec 07, 2023 |
|
Strategically Evaluate & Negotiate Potential Jobs with The Doctors Agents Co-Founders Dr. Sanjeev Bhatia & Dr. Matthew Provencher
|
Nov 23, 2023 |
|
The Medical Expert Witness “Side Hustle” with Dr. J. Jordan Romano
|
Nov 02, 2023 |
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A Deep Dive Into Real Estate with Colin Carr
|
Oct 19, 2023 |
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Avoiding and Disarming Legal Landmines with Neurosurgeon and Attorney Dr. Jeffrey Segal
|
Oct 05, 2023 |
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50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell
|
Sep 21, 2023 |
|
Summer Rewind #7: Private Equity Insights with Dr. Steve Hamilton and CEO Andy Blankemeyer
|
Sep 07, 2023 |
|
Summer Rewind #6: Improving How You Work With Your People with Frank Maselli
|
Aug 24, 2023 |
|
Summer Rewind #5: The Navy SEALS to the New England Patriots with Dr. Matthew Provencher
|
Aug 10, 2023 |
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Summer Rewind #4: Expert Insights on Asset Protection with Bo Loeffler, Esq.
|
Jul 27, 2023 |
|
Summer Rewind #3: Financial Therapy 101 with Dr. Gregory Gilot and Erika Wasserman
|
Jul 13, 2023 |
|
Summer Rewind #2: The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle
|
Jun 29, 2023 |
|
Summer Rewind #1: Lessons From a Neurosurgeon-Attorney-CEO, with Jeffrey Segal, MD, JD
|
Jun 15, 2023 |
|
Season 3 Recap: An Executive Summary
|
Jun 01, 2023 |
|
Time Management & Entrepreneurship With Resident, Book Author, and Podcast Host Dr. Wendell Cole
|
May 18, 2023 |
|
M&A Lessons, Including the Importance of Getting Employees on Board, with David Valaer
|
May 04, 2023 |
|
The Value of Experts, Hyper Growth and More from Dentist, Cosmetic Surgeon, Entrepreneur Dr. Erik Nuveen
|
Apr 20, 2023 |
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Banking for Doctors, by Doctors featuring Dr. Michael Jerkins
|
Apr 06, 2023 |
|
Insights from Practice Consultant Catherine Maley, MBA
|
Mar 23, 2023 |
|
An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta
|
Mar 09, 2023 |
|
Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA
|
Feb 23, 2023 |
|
Understanding One’s P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett
|
Feb 09, 2023 |
|
Private Practice and Private Investing Insights from Dr. Charlie Eifrig
|
Jan 26, 2023 |
|
Hot Topics in Tax & Asset Protection Planning with Carole C. Foos, CPA
|
Jan 12, 2023 |
|
Insights from a Plastic Surgeon, Professor & Innovator with Dr. Joshua Korman
|
Dec 22, 2022 |
|
Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone
|
Dec 08, 2022 |
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Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending
|
Nov 24, 2022 |
|
Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman
|
Nov 03, 2022 |
|
The Present & Future of the Healthcare Industry with Dana Jacoby
|
Oct 20, 2022 |
|
From Branding to Charitable Pursuits to Entrepreneurship & More with Dr. Travis Clegg
|
Oct 06, 2022 |
|
All Things Real Estate with Trisha Talbot
|
Sep 22, 2022 |
|
Exiting Partners from a Practice with Attorney Jason Greis
|
Sep 08, 2022 |
|
Season 2 Recap: An Executive Summary of All 20 Episodes
|
May 26, 2022 |
|
All Things ASC Featuring Attorney Jason Greis
|
May 12, 2022 |
|
How Private Practices Can Improve Their Payor Contracts with Brett Spark
|
Apr 28, 2022 |
|
Tax Update & The Billionaire's Tax Tactic You Can Use
|
Apr 14, 2022 |
|
Entrepreneurship, Wealth Management, and Government Involvement with Dr. John Prunskis
|
Mar 31, 2022 |
|
Insights from Executive, Entrepreneur & Consultant Louis Frisina, MBA
|
Mar 17, 2022 |
|
Insights A Few Years Beyond a Private Equity Transaction with Dr. Steve Hamilton and CEO Andy Blankemeyer
|
Mar 03, 2022 |
|
Improving How You Work With Your People with Frank Maselli
|
Feb 17, 2022 |
|
Anatomy of A Mission-Focused, Award-Winning Practice with Dr. Benjamin Domb
|
Feb 03, 2022 |
|
Medical Practice Mergers & Acquisitions with Attorney Gary W. Herschman
|
Jan 20, 2022 |
|
Entrepreneurship, Delivering CME, and Private Investing with David Victor, JD
|
Dec 23, 2021 |
|
Student Loans 101
|
Dec 09, 2021 |
|
Using Cash Balance Plans to Reduce Taxes & Build Wealth with Scott McHenry, FCA, MAAA, MSEA
|
Nov 24, 2021 |
|
Thoughts from A Clinician, Academic & Leader featuring Dr. Kevin Plancher
|
Nov 11, 2021 |
|
Orthopaedic Experiences: The Navy SEALs to the New England Patriots with Dr. Matthew Provencher
|
Oct 28, 2021 |
|
Financial Management for the Private Practice
|
Oct 14, 2021 |
|
Expert Insights on Asset Protection with Bo Loeffler, Esq.
|
Sep 30, 2021 |
|
Alternative Investments, How LLCs Shield Assets & Retiring Well with Dr. David Yanoff
|
Sep 16, 2021 |
|
Tax Planning: The Employee Retention Credit Featuring Carole Foos, CPA
|
Sep 02, 2021 |
|
Personal Branding & Other Business Lessons with Orthopaedic Surgeon Dr. Michael Ast
|
Aug 19, 2021 |
|
The Entrepreneurial Operating System (EOS)
|
Aug 05, 2021 |
|
21 | The Physician as an Entrepreneur with Jerry Kelsheimer and Ronnen Isakov of Medic Management Group
|
Jun 24, 2021 |
|
20 | Personal Guarantees to Partner Choices: Insights from An Ophthalmology Practice Founder with Desmond McGuire, MD
|
Jun 10, 2021 |
|
19 | Inflation & Your Investments with Andrew Taylor, CFP®
|
May 27, 2021 |
|
18 | Protect Your Practice & Personal Data From Cyber Fraud with Mark Grosvenor
|
May 13, 2021 |
|
17 | What Doctors Should Know: The 2021 Legal Update with Healthcare Attorney Brad Adatto
|
Apr 29, 2021 |
|
16 | Don’t Put Your Happiness on Hold with Dr. Jen Haley
|
Apr 15, 2021 |
|
15 | Career Transitions, Asset Protection & Podcasting with Anesthesiologist Dr. Richard Marn
|
Apr 01, 2021 |
|
14 | Insights on Selling a Medical Practice, with Investment Bankers Clint Bundy & Stewart Carlin
|
Mar 18, 2021 |
|
13 | Financial Therapy 101 with Orthopaedic Surgeon Greg Gilot and Your Financial Therapist Erika Wasserman
|
Mar 04, 2021 |
|
12 | Taking Time & Taking Risks with Gastroenterologist Entrepreneur Mukul Mehra, MD
|
Feb 18, 2021 |
|
11 | The Importance of Asset Protection & Other Lessons with Dermatologist-Attorney-Professor David Goldberg, MD, JD
|
Feb 04, 2021 |
|
10 | 2021 Tax Planning with Carole Foos, CPA
|
Jan 21, 2021 |
|
9 |The Value of Specialization, with Entrepreneur & Orthopaedic Surgeon Scott Faucett, MD, MS
|
Jan 07, 2021 |
|
8 | Leveraging Today’s Low Interest Rates, Including The Use of Premium-Financed Life Insurance, with Jason M. O'Dell, MS, CWM
|
Dec 24, 2020 |
|
7 | Insights From a Spine Surgeon-MBA-Practice Executive with Isador Lieberman, MD, MBA
|
Dec 10, 2020 |
|
6 | The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle
|
Nov 26, 2020 |
|
5 | Marketing & Operational Pearls with Tim Sawyer, President of Crystal Clear Digital Marketing
|
Nov 12, 2020 |
|
4 | Moving From an Employed Position to Buying a Private Practice and Beyond with Plastic Surgeon Dr. Jonathan Kaplan
|
Oct 29, 2020 |
|
3 | The Business of Medicine and Success Factors for Doctors Working with Lawyers with attorney Michael Byrd
|
Oct 01, 2020 |
|
2 | Lessons from a Neurosurgeon-Attorney-CEO with Jeffrey Segal, MD, JD
|
Oct 01, 2020 |
|
1 | Job Choices, Financial Modeling and Investing – Lessons So Far from a Millennial Surgeon with Dr. Sanjeev Bhatia
|
Oct 01, 2020 |
|
Wealth Planning for the Modern Physician: A Podcast Trailer
|
Sep 23, 2020 |