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!

14 | Insights on Selling a Medical Practice, with Investment Bankers Clint Bundy & Stewart Carlin

Mar 18, 2021

In this episode, David is joined by investment bankers Clint Bundy and Stewart Carlin from The Bundy Group. Clint and Stewart each discuss success factors for physicians looking to sell their practice, merge into larger practices, or even become an acquirer. They also cover a few common mistakes they often see in the...

13 | Financial Therapy 101 with Orthopaedic Surgeon Greg Gilot and Your Financial Therapist Erika Wasserman

Mar 4, 2021

In this episode, David speaks with Cleveland Clinic Florida orthopaedic surgeon Dr. Gregory Gilot and his collaborator “Your Financial Therapist” Erika Wasserman.

Listen in as Greg outlines his traditional surgical training and career. Greg then discusses his interest in Financial Therapy and decision to pursue...