Wealth Planning for the Modern Physician
By David B. Mandell, JD, MBA
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Category: Investing
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Episodes: 100
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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After-Tax Alpha: Six Strategies for Building Wealth with Bill Martin, CFA
|
Sep 16, 2026 |
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Summer Rewind 2026 #5: From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. Joel Press
|
Sep 02, 2026 |
|
Summer Rewind 2026 #4: From West Point to Wine: Success in Career & Retirement, with Dr. Pat St. Pierre
|
Aug 19, 2026 |
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Summer Rewind 2026 #3: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2)
|
Aug 05, 2026 |
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Summer Rewind 2026 #2: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention with Dr. Sue Keller (Part 1)
|
Jul 22, 2026 |
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Summer Rewind 2026 #1: Insights on Bridging Medicine and Business with Consultant Jessica Jones
|
Jul 08, 2026 |
|
Season 6 Executive Summary with Host David Mandell
|
Jun 24, 2026 |
|
From Surgeon to Investor: Real Estate & Wealth with Dr. Kirk Campbell
|
Jun 10, 2026 |
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Physicians & Franchising: What Doctors Need to Know, with Matt Stevens
|
May 27, 2026 |
|
From Surgeon to Innovator: An Entrepreneurial Journey with Dr. Steven Siepser
|
May 13, 2026 |
|
From Burnout to Breakthrough: Reinvention Strategies for Physicians with Todd Jason
|
Apr 29, 2026 |
|
From OB/GYN to Advocate, Part II: Entrepreneurship and Disability Insurance Insights, with Stephanie Pearson, MD
|
Apr 15, 2026 |
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From OB/GYN to Advocate, Part I: An Injury that Changed Everything, with Stephanie Pearson, MD
|
Apr 01, 2026 |
|
Healthcare M&A in 2026: What Physicians Need to Know with Matthew Phillips
|
Mar 18, 2026 |
|
Medicine Meets Machine Learning: Real-World AI in Practice with Dr. Joshua Lowentritt
|
Mar 04, 2026 |
|
The Business of Independence: Private Practice Done Right with Teri Yates
|
Feb 18, 2026 |
|
From Academia to Innovation: Redefining Pain Medicine with Dr. Peter Staats (Part 2)
|
Feb 04, 2026 |
|
From Academia to Innovation: Redefining Pain Medicine with Dr. Peter Staats (Part 1)
|
Jan 21, 2026 |
|
Peer Review, Workplace Violence, and Protecting Your Career with Dr. David Koronkiewicz
|
Jan 07, 2026 |
|
Asset Protection Essentials for Physicians with Attorney Bo Loeffler
|
Dec 24, 2025 |
|
Ethical Entrepreneurship in Medicine: Building Smarter Practices with Dr. Paul Lynch
|
Dec 10, 2025 |
|
Thriving in a Changing Healthcare Landscape with Jerry Kelsheimer
|
Nov 26, 2025 |
|
The Journey from Pediatrics to Scrub Sisters with Dr. Jacqueline Winkelmann
|
Nov 12, 2025 |
|
Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 2)
|
Oct 29, 2025 |
|
Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 1)
|
Oct 15, 2025 |
|
How Practices Can Build the Right Physician Comp Models Today and Beyond with Attorney Jason Greis
|
Oct 01, 2025 |
|
The Journey from Solo Practice to Industry Leader with Dr. Cynthia Matossian
|
Sep 17, 2025 |
|
Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell
|
Sep 03, 2025 |
|
Summer Rewind 2025 #5: An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta
|
Aug 20, 2025 |
|
Summer Rewind 2025 #4: Understanding One's P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett
|
Aug 06, 2025 |
|
Summer Rewind 2025 #3: Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman
|
Jul 23, 2025 |
|
Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr
|
Jul 09, 2025 |
|
Summer Rewind 2025 #1: All Things Real Estate with Trisha Talbot
|
Jun 25, 2025 |
|
Executive Summary: Highlights of Season 5 with Host, David Mandell
|
Jun 11, 2025 |
|
ESOPs for Doctors: A Tax-Advantaged Exit Strategy for Medical Practices with Special Guest, Bob Goettling
|
May 28, 2025 |
|
From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. Joel Press
|
May 14, 2025 |
|
Locum Tenens Uncovered: Insights from Industry Expert Corey Kleinschmidt (Part 2)
|
Apr 30, 2025 |
|
Locum Tenens Uncovered: Insights from Industry Expert Cory Kleinschmidt (Part 1)
|
Apr 16, 2025 |
|
Maximizing Physician Success: Entrepreneurship, Efficiency, and Burnout Prevention with Dr. Jude Pierre
|
Apr 02, 2025 |
|
Compounding Controversies to Non-Compete & Practice Exit Challenges: 2025 Legal Trends with Attorneys Michael Byrd and Brad Adatto
|
Mar 19, 2025 |
|
From West Point to Wine: Success in Career & Retirement, with Dr. Pat St. Pierre
|
Mar 05, 2025 |
|
From Practice to Personal Brand: Marketing Strategies for All Doctors, with Kristy LaGourgue and Rachel Varga
|
Feb 19, 2025 |
|
The 2025 Tax Landscape: Insights on Changes and Planning Strategies, with CPAs Carole Foos & Greg Heimkreiter
|
Feb 05, 2025 |
|
Balancing Medicine and Entrepreneurship: A Blueprint for Success with Dr. Jude Pierre
|
Jan 22, 2025 |
|
Childfree Wealth: Breaking Financial Norms for a Growing Population with Dr. Jay Zigmont
|
Jan 08, 2025 |
|
Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2)
|
Dec 25, 2024 |
|
Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 1)
|
Dec 11, 2024 |
|
Insights on Bridging Medicine and Business with Consultant Jessica Jones
|
Nov 27, 2024 |
|
Innovating Healthcare with Hospitality with Dr. Benjamin Ostrander
|
Nov 14, 2024 |
|
Practice Key Performance Indicators, Side Hustle Do's & Don'ts and More with CPA Nolan Bradbury
|
Oct 31, 2024 |
|
Election Season & Your Portfolio: Insights on Weathering Uncertainty with Andrew Taylor, CFP
|
Oct 17, 2024 |
|
Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 2)
|
Oct 03, 2024 |
|
Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 1)
|
Sep 19, 2024 |
|
Summer Rewind 2024 #5: Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA
|
Sep 05, 2024 |
|
Summer Rewind 2024 #4: Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone
|
Aug 22, 2024 |
|
Summer Rewind 2024 #3: Banking for Doctors, by Doctors featuring Dr. Michael Jerkins
|
Aug 08, 2024 |
|
Summer Rewind 2024 #2: Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending
|
Jul 25, 2024 |
|
Summer Rewind 2024 #1: Exiting Partners from a Practice with Attorney, Jason Greis
|
Jul 11, 2024 |
|
Highlights & Insights: Recapping the Episodes of Season 4
|
Jun 13, 2024 |
|
Lessons from A Career in Military/Academic Oral Surgery… and Retirement with Dr. Butch Ferguson
|
May 30, 2024 |
|
Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 2)
|
May 16, 2024 |
|
Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 1)
|
May 02, 2024 |
|
Know Your Numbers with CPAs Chelsea Dorfeld & Mary Kathryn Williamson
|
Apr 18, 2024 |
|
Better Methods for Hiring Staff with Dr. Mike Neal
|
Apr 04, 2024 |
|
Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan
|
Mar 21, 2024 |
|
Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole
|
Mar 07, 2024 |
|
A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 2)
|
Feb 22, 2024 |
|
A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 1)
|
Feb 08, 2024 |
|
Adding A Weight Loss Program to Help Patients and Build Profits with Dr. Jonathan Kaplan
|
Jan 25, 2024 |
|
Hot Topics in Wealth Management For 2024 with OJM Advisors Bob Peelman, Adam Braunscheidel, and Andrew Taylor
|
Jan 11, 2024 |
|
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 |
|
A Deep Dive Into Real Estate with Colin Carr
|
Oct 19, 2023 |
|
Avoiding and Disarming Legal Landmines with Neurosurgeon and Attorney Dr. Jeffrey Segal
|
Oct 05, 2023 |
|
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 |
|
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 |
|
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 |
|
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 |