Rephonic
Artwork for Wealth Planning for the Modern Physician

Wealth Planning for the Modern Physician

David B. Mandell, JD, MBA
Healthcare
Entrepreneurship
Orthopedic Surgery
Private Practice
Locum Tenens
Profit and Loss Management
Wealth Management
Financial Literacy For Physicians
Financial Planning
Plastic Surgery
Dental Practice
Bankruptcy
Mentorship
Ancillary Services
Career Decisions In Medicine
Ophthalmology
Dentistry
Disability Insurance
Artificial Intelligence
Compensation Models

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!

PublishesTwice monthlyEpisodes100Founded6 years ago
Number of ListenersCategories
InvestingBusinessEducation

Listen to this Podcast

Artwork for Wealth Planning for the Modern Physician

Latest Episodes

This summer, join host David Mandell as he revisits and highlights episodes from Season 5 of The Wealth Planning for the Modern Physician podcast, in our 2026 Summer Rewind Series.

"I genuinely believe there is a lot of information to gain from all... more

YouTube

This summer, join host David Mandell as he revisits and highlights episodes from Season 5 of The Wealth Planning for the Modern Physician podcast, in our 2026 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all o... more

YouTube

This summer, join host David Mandell as he revisits and highlights episodes from Season 5 of The Wealth Planning for the Modern Physician podcast, in our 2026 Summer Rewind Series.

"I genuinely believe there is a lot of information to gain from all... more

YouTube

This summer, join host David Mandell as he revisits and highlights episodes from Season 5 of the Wealth Planning for the Modern Physician podcast, in our 2026 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all o... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Money Meets Medicine
Money Meets MedicineDoctor Podcast Network, Jimmy Turner MD
White Coat Investor Podcast
White Coat Investor PodcastDr. Jim Dahle of the White Coat Investor
Your Money, Your Wealth
Your Money, Your WealthYour Money, Your Wealth
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson

Recent Guests

Dr. Mark Figgie
Chief Emeritus of the Surgical Arthritis Service and Professor of Orthopedic Surgery, Hospital for Special Surgery
Hospital for Special Surgery
Episode: Summer Rewind 2026 #5: From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. Joel Press
Dr. Joel Press
Physiatrist-in-Chief at Hospital for Special Surgery and Professor of Rehab Medicine
Hospital for Special Surgery
Episode: Summer Rewind 2026 #5: From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. Joel Press
Pat St. Pierre
Orthopedic surgeon; West Point graduate; MAKO design surgeon
Eisenhower Desert Orthopedic Center; MAKO Collaborator
Episode: Summer Rewind 2026 #4: From West Point to Wine: Success in Career & Retirement, with Dr. Pat St. Pierre
Sue Keller
Dentist who built Bum and Healthy Smiles; later pivoted to public health and coaching
Dentist; public health professional; coach
Episode: Summer Rewind 2026 #3: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2)
Dr. Kirk Campbell
Associate professor of Orthopedic Surgery at NYU Grossman School of Medicine; medical director CME at NYU
New York University Grossman School of Medicine
Episode: From Surgeon to Investor: Real Estate & Wealth with Dr. Kirk Campbell
Matt Stevens
Franchise expert, author of Franchising 101
Franchise Consultant
Episode: Physicians & Franchising: What Doctors Need to Know, with Matt Stevens
Steven Siepser
Ophthalmologist, founder/CEO of Patient Confidence Corporation of America, doing business as VisionLock
Siepser Laser Eye Care; VisionLock/SightAssure
Episode: From Surgeon to Innovator: An Entrepreneurial Journey with Dr. Steven Siepser
Todd Jason
Reinvention expert focusing on burnout and career transitions for professionals
Reinvention (podcast) / Kaiser Permanente workshops collaborator
Episode: From Burnout to Breakthrough: Reinvention Strategies for Physicians with Todd Jason
Stephanie Pearson
OBGYN turned disability insurance advocate; founder of EARN team
EARN (Earned)
Episode: From OB/GYN to Advocate, Part II: Entrepreneurship and Disability Insurance Insights, with Stephanie Pearson, MD

Host

David Mandell
Host of the show; attorney and wealth manager; affiliated with OJM Group and Earned

Reviews

5.0 out of 5 stars from 43 ratings
  • Helpful podcast

    Informative and good guests.

    Apple Podcasts
    5
    Ellegold
    United States2 years ago
  • Amazing podcast!

    This podcast is an incredible resource for improving your financial strategies to build wealth and achieve financial freedom. David is an incredibly knowledgeable and engaging host and each episode is insightful along a variety of topics. Highly recommend!

    Apple Podcasts
    5
    maddie@podcastingyou
    United States4 years ago
  • David's a great host

    For any physician looking for wealth planning strategies, David's podcast is a must listen!

    Apple Podcasts
    5
    Trevor Oldham
    United States5 years ago
  • Valuable Content!

    David does such a good job covering a variety of topics. The guests offer valuable insight as well. I would recommend this podcast to anyone looking to be inspired and motivated!

    Apple Podcasts
    5
    megan@podcastingyou
    United States5 years ago
  • Great perspectives- highly recommend

    David has a great interviewing style and I am really enjoying his guests.

    Apple Podcasts
    5
    JenTarabiohacker
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests bring real-world experience and actionable guidance
Consistently valuable content for wealth planning in medicine
Clear host with strong insight from guests
High-quality experts; practical takeaways for physicians

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
The MORE Show
The MORE ShowJustin Colby, Bleav, Justin Colby
Prof G Markets
Prof G MarketsVox Media Podcast Network
Financial Audit
Financial AuditCaleb Hammer
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Michael Makes Sense
Michael Makes SenseCommonwealth Guardians
Odd Lots
Odd LotsBloomberg
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson

Talking Points

Recent interactions between the hosts and their guests.

Summer Rewind 2026 #3: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2)
Q: Is that something that sort of piqued your interest in maybe I could do that?
The guest describes transitioning from dentistry to team-based public health work and coaching as a natural evolution after discovering a passion for helping people through coaching, which grew from volunteer vaccine work to paid public health roles and eventually coaching.
Summer Rewind 2026 #2: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention with Dr. Sue Keller (Part 1)
Q: How did you start and grow your practice, especially as a woman in that market?
I took over a small Greenfield practice after a burnout from the previous dentist, built a niche focused on anxious adults with sedation, moved to Northampton to access a warmer patient base, and invested in a modern, comfortable office while building the team and services around patient comfort.
Summer Rewind 2026 #2: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention with Dr. Sue Keller (Part 1)
Q: Tell us where you grew up and what drew you to dentistry?
I grew up outside of Erie, Pennsylvania in a small town called Fairview, and I decided to pursue dentistry because I wanted to help people have comfortable experiences at the dentist, seeing the disconnect between patients who dreaded visits and what I had as a patient.
From Surgeon to Investor: Real Estate & Wealth with Dr. Kirk Campbell
Q: Why is financial literacy important for physicians and how does it show up in practice?
Mandell notes the long training path and high debt load, while Campbell discusses the need to understand alternative investments beyond stocks and bonds to manage taxes and create passive income.
Ethical Entrepreneurship in Medicine: Building Smarter Practices with Dr. Paul Lynch
Q: Why shift away from traditional private equity models in medicine, and what structure do you prefer now?
He explains preferring minority ownership to empower physicians and avoid treating doctors as mere cogs, advocating physician-led governance and shared success rather than a dominant private equity control.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Wealth Planning for the Modern Physician

What is Wealth Planning for the Modern Physician about and what kind of topics does it cover?

This show targets physicians optimizing their finances through practical, real-world advice. Across episodes, topics range from private practice transitions, real estate and asset protection, M&A and capital strategies for physicians, to leveraging AI in medicine and ethical entrepreneurship in healthcare. A standout pattern is the focus on actionable planning, disciplined wealth-building, and collaboration with specialists to navigate licensing, legal, and tax considerations. The host consistently features practitioners and experts who translate complex financial concepts into physician-friendly guidance, making it a valuable resource for doctors seeking to improve their financial trajectory and practice longevity.

Where can I find podcast stats for Wealth Planning for the Modern Physician?

Rephonic provides a wide range of podcast stats for Wealth Planning for the Modern Physician. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Wealth Planning for the Modern Physician and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Wealth Planning for the Modern Physician get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for Wealth Planning for the Modern Physician, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Wealth Planning for the Modern Physician?

Rephonic provides comprehensive predictive audience data for Wealth Planning for the Modern Physician, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Wealth Planning for the Modern Physician have?

To see how many followers or subscribers Wealth Planning for the Modern Physician has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Wealth Planning for the Modern Physician?

These podcasts share a similar audience with Wealth Planning for the Modern Physician:

1. Money Meets Medicine
2. White Coat Investor Podcast
3. Your Money, Your Wealth
4. Money Guy Show
5. BiggerPockets Real Estate Podcast

How many episodes of Wealth Planning for the Modern Physician are there?

Wealth Planning for the Modern Physician launched 6 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Wealth Planning for the Modern Physician?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Wealth Planning for the Modern Physician?

Rephonic pulls ratings and reviews for Wealth Planning for the Modern Physician from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Wealth Planning for the Modern Physician?

Rephonic provides full transcripts for episodes of Wealth Planning for the Modern Physician. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Wealth Planning for the Modern Physician?

Recent guests on Wealth Planning for the Modern Physician include:

1. Dr. Mark Figgie
2. Dr. Joel Press
3. Pat St. Pierre
4. Sue Keller
5. Dr. Kirk Campbell
6. Matt Stevens
7. Steven Siepser
8. Todd Jason

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days