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Artwork for Wealth Planning for the Modern Physician

Wealth Planning for the Modern Physician

David B. Mandell, JD, MBA
Healthcare
Dental Practice
Entrepreneurship
Locum Tenens
Financial Planning
Financial Challenges
Healthcare Real Estate
Orthopedic Surgery
Mentorship
Physician Practices
Cash-Based Practice
Continuing Education
Sedation Dentistry
Bankruptcy
Social Media Presence
Patient Acquisition
Marketing Strategies
Aesthetics
Mako Robotic Surgery
Physician Investments

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
InvestingEducationBusiness

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Artwork for Wealth Planning for the Modern Physician

Latest Episodes

In Part Two of this two-part conversation, Stephanie Pearson shares how personal hardship ultimately led her to build a mission-driven business dedicated to protecting physicians. What began as a deeply personal recovery journey evolved into an educa... more

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In Part One of this two-part conversation, Dr. Stephanie Pearson shares her powerful journey from practicing OB/GYN to becoming a nationally-recognized advocate for physician disability insurance and financial protection. Nearly ten years into practi... more

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In Episode 6.14, host David Mandell interviews Matthew Phillips, Managing Director at City Capital Advisors, to discuss the evolving landscape of healthcare mergers and acquisitions. With more than 25 years of legal and corporate finance advisory exp... more

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In Episode 6.13, Dr. Joshua Lowentritt joins host David Mandell to explore the rapidly evolving role of artificial intelligence in medicine. Dr. Lowentritt shares his 25+ year journey as a practicing physician and healthcare leader, highlighting how ... more

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Recent Guests

Dr. Jacqueline Winkelmann
Award-winning pediatric hospitalist turned CEO and founder of Scrub Sisters
Scrub Sisters
Episode: The Journey from Pediatrics to Scrub Sisters with Dr. Jacqueline Winkelmann
Dr. Jack Bert
Board-certified orthopedic surgeon, knee and shoulder specialist, and consultant to multiple orthopedic companies
Episode: Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 1)
Jason Greis
Healthcare business attorney at Banesh Law Firm
Banesh Law Firm
Episode: How Practices Can Build the Right Physician Comp Models Today and Beyond with Attorney Jason Greis
Dr. Cynthia Matossian
Founder and former medical director of Matossian Eye Associates, Chief Medical Officer for Freya Ophthalmics, CEO of GPOptho
Episode: The Journey from Solo Practice to Industry Leader with Dr. Cynthia Matossian
Dr. Charles Mandell
A physician with over 50 years of experience, former chairman of the radiology department, and entrepreneur in telemedicine and medical billing software.
Umedics, Inc.
Episode: Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell
Dr. Shaminder Gupta
Practicing internist and nephrologist, Chief Medical Officer for Monogram Health Care
Monogram Health Care
Episode: Summer Rewind 2025 #5: An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta
Dr. Richard Bartlett
Board-certified plastic surgeon with over 30 years of experience and a faculty member at Harvard Medical School.
Harvard Medical School
Episode: Summer Rewind 2025 #4: Understanding One's P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett
Dr. Scott Sigman
Board certified orthopedic surgeon, podcast host, and chief medical officer of Ortholazor orthopedic laser centers.
Orthopedic Surgical Associates of Lowell
Episode: Summer Rewind 2025 #3: Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman
Colin Carr
Founder and CEO of CAR, the nation's leading provider of commercial real estate services for health care tenants and buyers
CAR
Episode: Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr

Host

David Mandell
Host and wealth manager, who engages with physicians and financial experts to enhance understanding of wealth management.

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 States4 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.

This podcast is an incredible resource for improving your financial strategies to build wealth and achieve financial freedom.
David does such a good job covering a variety of topics. The guests offer valuable insight as well.
David and his guests give great advice and offer new perspectives!
David has a great interviewing style and I am really enjoying his guests.
Very interesting content. Looking forward to more episodes!
For physicians wanting to look into financial aspects, this is a great resource!
Very little fluff. The host and the guest get right to the point and the content is very valuable!
For any physician looking for wealth planning strategies, it's a must listen!
Informative and good guests.
Love hearing from other physicians in the field.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Maximizing Physician Success: Entrepreneurship, Efficiency, and Burnout Prevention with Dr. Jude Pierre
Q: What advice do you have regarding owning medical practice real estate?
Owning the building where you practice adds value to your practice and provides financial benefits in the long term.
Maximizing Physician Success: Entrepreneurship, Efficiency, and Burnout Prevention with Dr. Jude Pierre
Q: What tips do you have for preventing burnout among physicians?
Connecting with others and taking care of personal needs, such as regular grooming, can help reduce stress and burnout.
Maximizing Physician Success: Entrepreneurship, Efficiency, and Burnout Prevention with Dr. Jude Pierre
Q: Can you provide tips for maximizing financial benefits from Medicare Advantage?
It's crucial to manage patient populations effectively to gain surplus checks from insurance and avoid unnecessary hospital visits.
Maximizing Physician Success: Entrepreneurship, Efficiency, and Burnout Prevention with Dr. Jude Pierre
Q: How has your experience with medical scribes changed your practice?
Hiring a medical scribe improved patient interaction and efficiency in documentation, allowing more time for patient care.
Maximizing Physician Success: Entrepreneurship, Efficiency, and Burnout Prevention with Dr. Jude Pierre
Q: What common rookie mistakes do physicians make when buying their first home?
Physicians often make mistakes like opting for 100% financing or purchasing homes that are too expensive, which may lead to financial issues later on.

Audience Metrics

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

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Gender Skew
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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 podcast focuses on enhancing the financial literacy of physicians by combining expert insights with real-world experiences of doctors from diverse specialties. Topics range from wealth management strategies, retirement planning, and compensation structures to navigating the intricacies of real estate and various financial models in medical practice. Each episode features in-depth discussions with physicians and industry experts, making it a valuable resource for doctors at any career stage looking to improve their personal financial situations. A unique aspect of the podcast is its emphasis on mentorship and peer support as tools for success in the often-overlooked business side of healthcare.

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

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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. The Passive Income MD Podcast
2. Point Me To First Class
3. All-In with Chamath, Jason, Sacks & Friedberg
4. White Coat Investor Podcast
5. Money For the Rest of Us

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?

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

Recent guests on Wealth Planning for the Modern Physician include:

1. Dr. Jacqueline Winkelmann
2. Dr. Jack Bert
3. Jason Greis
4. Dr. Cynthia Matossian
5. Dr. Charles Mandell
6. Dr. Shaminder Gupta
7. Dr. Richard Bartlett
8. Dr. Scott Sigman

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.

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