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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!

 
 

Dec 25, 2024

Listen as host David Mandell continues his conversation with dentist and coach Dr. Sue Keller.

Picking up where they left off at the end of Part I, David and Sue discuss the ongoing financial challenges of her specialty dental practice.  Here, they tackle Sue’s difficult decision to file bankruptcy for the...


Dec 11, 2024

Listen in or watch as host David Mandell interviews dentist and coach Dr. Sue Keller. David begins with questions he asks all doctor guests to the program—about their initial interest in becoming a doctor, early career journey and more. Sue relates her personal experiences that lead her to dentistry and a shift from...


Nov 27, 2024

Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones.

David begins asking about Jessica’s career and how she ended up working with medical and dental practices. Jessica then shares with David the pain points doctors typically have when they contact her—how they want to see their...


Nov 14, 2024

Listen in or watch as host David Mandell interviews Dr. Benjamin Ostrander, Chief Resident in Otolaryngology at the University of California San Diego.

David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician and in their particular area. Ben explains...


Oct 31, 2024

Listen in or watch as host David Mandell interviews CPA and practice consultant Nolan Bradbury.

David begins by noting he and Nolan will first focus on traditional private practices and then then transition into “side hustles” and doctorpreneurship. 

In terms of private practices, David asks Nolan about...