Wealth Planning for the Modern Physician

Preview Mode Links will not work in preview mode

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!

Practice Key Performance Indicators, Side Hustle Do’s & Don’ts and More with CPA Nolan Bradbury

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...

Election Season & Your Portfolio: Insights on Weathering Uncertainty with Andrew Taylor, CFP

Oct 17, 2024

In this special episode tied timed to release before the upcoming U.S. elections, host David Mandell welcomes OJM Partner and Wealth Advisor Andrew Taylor, CFP, to discuss investing through impactful current events, including potentially stress-inducing election seasons.

In this unique episode, David and Andy refer to a...

Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 2)

Oct 3, 2024

Listen in or watch as host David Mandell continues his interview with orthopedic surgeon Dr. John “Jay” Foley, focusing on Jay’s career path after being disabled in a snowboarding accident and unable to perform surgery.

Jay explains how his own-occupation disability policy made a significant impact on his...