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Wealth Planning for the Modern Physician

Wealth Planning for the Modern Physician

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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. 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. Tune in every other week for new episodes!

Recent Episodes

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

    2 weeks ago

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

    1 month ago

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

    1 month ago

  • Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 1)

    2 months ago

  • Summer Rewind 2024 #5: Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA

    2 months ago

  • Summer Rewind 2024 #4: Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone

    3 months ago

  • Summer Rewind 2024 #3: Banking for Doctors, by Doctors featuring Dr. Michael Jerkins

    3 months ago

  • Summer Rewind 2024 #2: Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending

    4 months ago

  • Summer Rewind 2024 #1: Exiting Partners from a Practice with Attorney, Jason Greis

    4 months ago

  • Highlights & Insights: Recapping the Episodes of Season 4

    5 months ago