Wealth Planning for the Modern Physician

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!

Balancing Medicine and Entrepreneurship: A Blueprint for Success with Dr. Jude Pierre

Jan 22, 2025

Listen in to episode 5.10 as host David Mandell interviews Dr. Jude Pierre, internist, doctorpreneur, fellow podcaster and coach to young physicians.

Jude begins by sharing his background, including a brief description of his family's immigrant story as immigrants from Haiti who moved back to Haiti from New York City...

Childfree Wealth: Breaking Financial Norms for a Growing Population with Dr. Jay Zigmont

Jan 8, 2025

Listen in as host David Mandell interviews financial advisor Jay Zigmont PhD, MFA, CFP®, the CEO of Childfree Wealth.

David begins that he had read’s Jay first book and was extremely interested in the topic—as he and his wife Sheila do not have children. He and Jay then discuss Jay’s background and how he came to...

Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2)

Dec 25, 2024

Listen as host David Mandell continues his conversation with dentist and coach Dr. Sue Keller.

Picking up where they left off at the end of Part I, David and Sue discuss the ongoing financial challenges of her specialty dental practice. Here, they tackle Sue’s difficult decision to file bankruptcy for the...

Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 1)

Dec 11, 2024

Listen in or watch as host David Mandell interviews dentist and coach Dr. Sue Keller. David begins with questions he asks all doctor guests to the program—about their initial interest in becoming a doctor, early career journey and more. Sue relates her personal experiences that lead her to dentistry and a shift from...

Insights on Bridging Medicine and Business with Consultant Jessica Jones

Nov 27, 2024

Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones.

David begins asking about Jessica’s career and how she ended up working with medical and dental practices. Jessica then shares with David the pain points doctors typically have when they contact her—how they want to see their...