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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA for Wealth Planning for the Modern Physician, a podcast dedicated to improving a physician’s financial bottom line. The podcast focuses on the wealth planning concerns faced by today’s doctor, with the goal of helping physicians make better financial decisions.

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. Look for new episodes every other Thursday. Subscribe and listen today!


Mar 4, 2021

In this episode, David speaks with Cleveland Clinic Florida orthopaedic surgeon Dr. Gregory Gilot and his collaborator “Your Financial Therapist” Erika Wasserman.

Listen in as Greg outlines his traditional surgical training and career.  Greg then discusses his interest in Financial Therapy and decision to pursue academic training in the field while continuing to practice orthopaedics.  Erika covers her career journey from IBM to branding consultant to Financial Therapist, where she met Greg in the Kansas State Financial Therapy program.

Greg and Erika then explain the basics around Financial Therapy – what it is, how it differs from typical individual or couples therapy, and how physicians could benefit from a short course of Financial Therapy to alleviate many types of stresses that come with the student loans, the practice of medicine, marriage, etc.

Finally, Greg and Erika describe the process they have developed for physicians and each give one key piece of advice regarding finances and happiness.

You can find show notes and more information by visiting