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!

8 | Leveraging Today’s Low Interest Rates, Including The Use of Premium-Financed Life Insurance, with Jason M. O'Dell, MS, CWM

Dec 24, 2020

This episode focuses on a powerful wealth planning opportunity for physicians that is time-sensitive -- leveraging today’s historically low interest rates. You’ll hear from David, as well as his OJM Group partner, Jason O’Dell, MS, CWM, as they discuss techniques for leveraging low interest rates in a number of...

7 | Insights From a Spine Surgeon-MBA-Practice Executive with Isador Lieberman, MD, MBA

Dec 10, 2020

In this episode, Orthopaedic Spine Surgeon Isador Lieberman, MD, MBA joins the podcast to discuss his career path from Toronto to Cleveland to South Florida to Dallas, including academic positions, clinical work and administrative responsibilities.

Listen in as Isador explains why he sought out an MBA while in...

6 | The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle

Nov 26, 2020

Today we have two guests joining the show: Drs. Robin and Evander Fogle, from Atlanta, Georgia. Robin is a Reproductive Endocrinology and Infertility Specialist, while Evander is an Orthopaedic Surgeon. In this episode, we discuss their stories of how they met, and their medical training paths across the U.S. (and...

5 | Marketing & Operational Pearls with Tim Sawyer, President of Crystal Clear Digital Marketing

Nov 12, 2020

Tim Sawyer is the President and Co-Founder of Inc. 500 Company Crystal Clear Digital Marketing. He is a highly regarded motivational speaker, author and practice management consultant within the medical industry.

Listen in as Tim explains what he has learned from running his own business, including his mistakes, and...

4 | Moving From an Employed Position to Buying a Private Practice and Beyond with Plastic Surgeon Dr. Jonathan Kaplan

Oct 29, 2020

A second-generation physician, Jonathan explains why he became a plastic surgeon, his background in getting a master’s degree in public health, and his choice to become an employed physician out of fellowship. He and David discuss Jonathan’s decision to buy a private practice in San Francisco and everything that was...