Rephonic
Artwork for Wealth Planning for the Modern Physician

Wealth Planning for the Modern Physician

David B. Mandell, JD, MBA
Healthcare
Entrepreneurship
Locum Tenens
Orthopedic Surgery
Profit and Loss Management
Wealth Management
Financial Literacy For Physicians
Financial Planning
Plastic Surgery
Dental Practice
Ancillary Services
Career Decisions In Medicine
Compensation Models
Real Estate
Academic Medicine
Orthopedics
Private Practice
Telemedicine
Business Ventures
Healthcare Real Estate

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
EducationBusinessInvesting

Listen to this Podcast

Artwork for Wealth Planning for the Modern Physician

Latest Episodes

Episode 6.17 features Todd Jason, a reinvention coach and podcast host, who joins David Mandell to explore physician burnout, career transitions, and the evolving nature of work. Drawing on his experience working with organizations like Kaiser Perman... more

YouTube

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

YouTube

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

YouTube

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

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.

White Coat Investor Podcast
White Coat Investor PodcastDr. Jim Dahle of the White Coat Investor
Money Meets Medicine
Money Meets MedicineDoctor Podcast Network, Jimmy Turner MD
Hidden Brain
Hidden BrainHidden Brain, Shankar Vedantam

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 of Wealth Planning for the Modern Physician Podcast

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.

The guest lineup covers a broad spectrum of healthcare finance topics.
Host integrates clinical context with financial strategies effectively.
Great resource for physicians wanting to improve financial literacy and planning.
Provides practical financial guidance tailored for physicians.
High-quality guests with actionable insights on wealth and practice management.

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
Prof G Markets
Prof G MarketsVox Media Podcast Network
Financial Audit
Financial AuditCaleb Hammer
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
The MORE Show
The MORE ShowJustin Colby, Bleav, Justin Colby
Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'ShaughnessyColossus | Investing & Business Podcasts

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.

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 centers on practical wealth-building strategies for physicians, featuring in-depth conversations with medical professionals and industry experts on personal finance, practice management, real estate, compensation models, and retirement planning. Episodes frequently explore topics like physician compensation, ownership structures (including ESOPs), real estate decisions for doctors, locum tenens, and the financial literacy needed to run a medical practice or plan a lucrative career in medicine. A notable strength is the blend of clinical insight with actionable financial guidance, often grounded in real-world experiences from physicians and healthcare executives. The format tends to combine mentoring-style discussions, case studies... more

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 three 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. White Coat Investor Podcast
2. Money Meets Medicine
3. The Passive Income MD Podcast
4. Hidden Brain
5. Planet Money

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. 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.

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