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!

Adding A Weight Loss Program to Help Patients and Build Profits with Dr. Jonathan Kaplan

Jan 25, 2024

Listen in as host David Mandell speaks to returning guest plastic surgeon Dr. Jonathan Kaplan about adding a weight loss program to a medical practice – both for the patient’s health and happiness and the practice’s economics.

Jonathan begins the discussion with an overview of the current popular weight loss...

Hot Topics in Wealth Management For 2024 with OJM Advisors Bob Peelman, Adam Braunscheidel, and Andrew Taylor

Jan 11, 2024

Listen in as host David Mandell chats with Certified Financial Planners Bob Peelman, Adam Braunscheidel, and Andrew Taylor from the OJM Group on three wealth planning topics that are relevant for 2024.

David begins by discussing with Bob Peelman the basics of 529 plans, including the two types of plans, tax benefits,...