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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!


Oct 6, 2022

In this episode, orthopaedic surgeon Dr. Travis Clegg joins David to discuss his career path, wealth management decisions, charitable endeavors and more.

Travis begins with his background – where he grew up and what got him interested in medicine and orthopaedics.  He explains how he did not have much exposure to finance early in his career but became an avid reader/listener of content to educate himself. 

David and Travis then discuss Travis’s process for choosing his first job out of training as a hospital employee and what he saw as the pros and cons there vs. private practice, where he has been for a few years.

Travis then relates how he has approached wealth management, including hiring advisors and forming a real estate investment firm with a non-physician friend. He also explains his recent formation and ownership of a surgery center and the positives and negatives he is learning from that experience.

Finally, Travis discusses his medical mission work, including his 2022 trip to Guatemala, and offers his one piece of advice to younger physicians.

You can find show notes and more information by visiting