Wealth Planning for the Modern Physician

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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!

10 | 2021 Tax Planning with Carole Foos, CPA

Jan 21, 2021

As the new year begins and the Biden administration takes office, this episode focuses on the timely topic of 2021 tax planning.

David opens with an overview of two tax-related topics: (1) the improvement of the tax-favored asset class of permanent life insurance by a federal law passed at the end of 2020; and (2) the...

9 |The Value of Specialization, with Entrepreneur & Orthopaedic Surgeon Scott Faucett, MD, MS

Jan 7, 2021

In this episode, sports medicine orthopaedic surgeon Dr. Scott Faucett, MD, MS joins the podcast to discuss his career path, decisions concerning career and finances, and his entrepreneurial ventures in medically-related businesses.

Listen in as Scott explains his background in finance, from both his family and college...