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!

Know Your Numbers with CPAs Chelsea Dorfeld & Mary Kathryn Williamson

Apr 18, 2024

Listen in as host David Mandell chats with two CPAs from the firm Aprio who specialize in serving medical and dental practices. They share insights on managing finances, increasing profitability, and understanding key numbers in a healthcare practice.

The discussion covers the importance of understanding...

Better Methods for Hiring Staff with Dr. Mike Neal

Apr 4, 2024

Listen in or watch as podcast host David Mandell sits down with optometrist Dr. Mike Neal. David centers this discussion on the challenges of hiring within medical practices and how Dr. Neal's experiences with hiring difficulties in his own practice led him to create Build My Team, a service designed to assist...

Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan

Mar 21, 2024

Listen in as host David Mandell interviews Shannon Seeberan, the co-founder of CloudMedSpas, a platform that enables physicians and medical practitioners to maximize practice revenue by monetizing their unused medical space.

The discussion starts with Shannon's career, as she explains how she transitioned from...

Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole

Mar 7, 2024

Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole

Listen in as host David Mandell speaks with orthopedic surgeon Dr. Brian Cole. David and Brian begin the discussion with an overview of Brian’s career journey, his decision to earn an M.B.A. and his thoughts on the importance of business...

A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 2)

Feb 22, 2024

In the second part of the podcast, host David Mandell continues his conversation with investment banker Clint Bundy and private equity principal Matt Ebbel, focusing on the factors that contribute to successful mergers and acquisitions (M&A) in the healthcare sector, including medical, dental, and veterinary practices....