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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 20, 2022

Listen in as David chats with Dana Jacoby, a thought leader and consultant in the healthcare industry.

Dana begins by explaining how she was initially attracted to the healthcare field, and shares details about the first part of her career at large multi-national healthcare firms. She then describes the origins of her firm Vector Medical Group, including her motivation to launch the firm.

Next, David and Dana discuss the current state of the healthcare industry, including the impact of technology and consolidation, and her bullish view of the industry, focusing on innovation. Dana also comments on specific specialties that she believes are at the beginning of significant changes, and how physicians in those specialties can take advantage of opportunities.

David and Dana conclude with Dana’s two key pieces of advice for physicians looking to thrive in the changing healthcare environment.

You can find show notes and more information by visiting