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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!

 
 

  1. All Episodes
  2. 2021
  3. 05

19 | Inflation & Your Investments with Andrew Taylor, CFP®

May 27, 2021

This episode focuses on a timely economic issue – inflation and its impact on investments. You’ll hear from David, as well as his OJM Group partner, Andrew Taylor, CFP, as they discuss inflation basics and what listeners need to know about its impact in May 2021 and in the coming months.

You can find show notes and...

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18 | Protect Your Practice & Personal Data From Cyber Fraud with Mark Grosvenor

May 13, 2021

Listen in as guest host and OJM Group Co-Founder Jason O’Dell chats with Mark Grosvenor, Executive Vice President and Chief Technology Officer for NFP (National Financial Partners).

In his discussion with Jason, Mark covers several important topics for physicians and medical practices, including cyber fraud involved...

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