Wealth Planning for the Modern Physician

Wealth Planning for the Modern Physician

Por: David B. Mandell, JD, MBA
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!
100 episodios disponibles

Latest episodes of the podcast Wealth Planning for the Modern Physician

Asset Protection Essentials for Physicians with Attorney Bo Loeffler 24/12/2025
Ethical Entrepreneurship in Medicine: Building Smarter Practices with Dr. Paul Lynch 10/12/2025
Thriving in a Changing Healthcare Landscape with Jerry Kelsheimer 26/11/2025
The Journey from Pediatrics to Scrub Sisters with Dr. Jacqueline Winkelmann 12/11/2025
Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 2) 29/10/2025
Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 1) 15/10/2025
How Practices Can Build the Right Physician Comp Models Today and Beyond with Attorney Jason Greis 01/10/2025
The Journey from Solo Practice to Industry Leader with Dr. Cynthia Matossian 17/09/2025
Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell 03/09/2025
Summer Rewind 2025 #5: An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta 20/08/2025
Summer Rewind 2025 #4: Understanding One's P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett 06/08/2025
Summer Rewind 2025 #3: Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman 23/07/2025
Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr 09/07/2025
Summer Rewind 2025 #1: All Things Real Estate with Trisha Talbot 25/06/2025
Executive Summary: Highlights of Season 5 with Host, David Mandell 11/06/2025
ESOPs for Doctors: A Tax-Advantaged Exit Strategy for Medical Practices with Special Guest, Bob Goettling 28/05/2025
From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. Joel Press 14/05/2025
Locum Tenens Uncovered: Insights from Industry Expert Corey Kleinschmidt (Part 2) 30/04/2025
Locum Tenens Uncovered: Insights from Industry Expert Cory Kleinschmidt (Part 1) 16/04/2025
Maximizing Physician Success: Entrepreneurship, Efficiency, and Burnout Prevention with Dr. Jude Pierre 02/04/2025
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