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!

Insights from Practice Consultant Catherine Maley, MBA

Mar 23, 2023

Listen in as David chats with medical practice consultant Catherine Maley. David begins introducing Catherine with her experience in working with cosmetic practices but points out that their discussion will include lessons for doctors in all types of practices.

Catherine starts with an explanation of what she does in...

An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta

Mar 9, 2023

An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta

In this episode, Dr. Shaminder (Shammi) Gupta joins David to discuss his career path, the impact of Hurricane Katrina on that path, and what he is learning from being a business executive as well as a clinician.

Shammi...

Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA

Feb 23, 2023

In this episode, orthopaedic surgeon Dr. Selene Parekh joins David to discuss his career path, academic medicine, entrepreneurship, finance and more.

Selene begins with his background – where he grew up, what got him interested in medicine and orthopaedics in particular. He then explains his early exposure to and...

Understanding One’s P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett

Feb 9, 2023

In this episode, plastic surgeon Dr. Richard Bartlett joins David to discuss his career, academic and private practice, financial decisions and more.

Richard begins with his background—where he grew up, what got him interested in medicine and surgery in particular—and his lack of interest in finances as he went...

Private Practice and Private Investing Insights from Dr. Charlie Eifrig

Jan 26, 2023

In this episode, retina specialist Dr. Charlie Eifrig joins David to discuss his career path, private practice, private investments, financial decisions and more.

Charlie begins with his background, including what got him interested in medicine and ophthalmology in particular and his exposure to and interest in...