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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!

 
 

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  2. Expert Insights on Asset Protection with Bo Loeffler, Esq.

Expert Insights on Asset Protection with Bo Loeffler, Esq.

Sep 30, 2021

Listen in as David chats with author and nationally recognized asset protection attorney Bo Loeffler. David and Bo discuss Bo’s background as a litigator and U.S. Bankruptcy Trustee and how that has helped him as an asset protection attorney. Bo also chats about his experience in representing lottery winners.

David and Bo then dive into a few specific tools often used in asset protection planning, including insurance and exempt assets. They also cover limited liability companies (LLCs) and trusts—discussing the key success factors for each and pitfalls to avoid.

You can find show notes and more information by visiting www.physicianswealthpodcast.com.