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!

17 | What Doctors Should Know: The 2021 Legal Update with Healthcare Attorney Brad Adatto

Apr 29, 2021

Brad Adatto is a partner at the law firm of ByrdAdatto, a national business and healthcare boutique law firm. As the son of a surgeon, and from a family of many dentists, Brad has a personal connection to the businesses of both medicine and dentistry.

In his discussion with David, Brad covers a number of...

16 | Don’t Put Your Happiness on Hold with Dr. Jen Haley

Apr 15, 2021

Listen in as Dr. Jen Haley joins David to discuss how her upbringing influenced her decision to become a physician, why she shifted specialties during her training, and how a few unplanned significant decisions have shaped her career and financial life. Jen also talks about her Radiance Revealed Podcast and reveals a...

15 | Career Transitions, Asset Protection & Podcasting with Anesthesiologist Dr. Richard Marn

Apr 1, 2021

In this episode, anesthesiologist and fellow podcaster Dr. Richard Marn joins David to discuss various topics.

Listen in as Richard explains his decision to pursue anesthesiology, when he originally planned to be a surgeon, and his choice to leave a large academic institution after many years for solo private practice. ...