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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!

 
 

Dec 23, 2021

Listen in as host David Mandell chats with entrepreneur and experienced private investor David Victor.  They begin by discussing Victor’s career path, leaving the practice of law to join his father in the startup that became American Education Institute (AEI), where Mandell lectures every year.

They then explore AEI...


Dec 9, 2021

Listen in as David chats with student loan expert Ryan Frailich. David and Ryan begin with Ryan’s career path -- from a teacher to human resources professional to Certified Financial PlannerTM with an expertise and certification in student loans (CSLP).

David and Ryan then dive into student loans – discussing...


Nov 24, 2021

Listen as David chats with retirement plan expert Scott McHenry. David and Scott talk about Scott’s career path – from a position inside a large firm to the transition to his own firm about 15 years ago.

David and Scott then dive into Cash Balance Plans (CBPs). They discuss how these plans can be more favorable than...


Nov 11, 2021

In this episode, orthopaedic surgeon Dr. Kevin Plancher joins David to discuss his academic and private practice career, experiences with finance and speaking alongside David at an upcoming orthopaedic meeting.

Listen in as Kevin explains how he ended up in orthopaedics when coming from a family in finance and building...


Oct 28, 2021

In this episode, orthopaedic surgeon Dr. Matthew Provencher joins David to discuss varied experiences he has had in his career.

Listen in as Matthew explains how he ended up in orthopaedics when his dream of being a Navy pilot didn’t work out. He then explains his experience as a Naval surgeon, taking care of...