Wealth Planning for the Modern Physician

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of   The Wealth Planning for the Modern Physician podcast , in our  2025 Summer Rewind Series . "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," s...

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of   The Wealth Planning for the Modern Physician podcast , in our  2025 Summer Rewind Series . "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," s...

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of   The Wealth Planning for the Modern Physician podcast , in our  2025 Summer Rewind Series . "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," s...

In this final episode of Season 5, host David Mandell recaps the season's key themes and previews the upcoming Summer Rewind series, which will highlight standout episodes from Seasons 3 and 4. The podcast will continue on a biweekly schedule over the summer, with new introductions to previously released episodes, allowing listeners to revisit valuable content over the Summer. David reviews each o...

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal expert with over 30 years of experience in healthcare transactions, to discuss the emerging relevance of ESOPs (Employee Stock Ownership Plans) for physician practices. Goettling shares his professional journey, from early M&A work to helping physician groups explore monetization options, including E...

In this episode of the Wealth Planning for the Modern Physician podcast, host David Mandell sits down with two highly respected medical leaders—Dr. Mark Figgie, Chief Emeritus of the Surgical Arthritis Service at the Hospital for Special Surgery (HSS), and Dr. Joel Press, Physiatrist-in-Chief at HSS—to explore their personal and professional journeys in medicine. Dr. Press shares how his diverse e...

In this second episode of a two-episode interview, host David Mandell continues his conversation with Corey Kleinschmidt, an industry veteran in the locum tenens space.  The episode kicks off with a recap of Part 1 and a reintroduction to Cory's extensive background in the industry, including his work with Jackson Healthcare and his current role at Locumpedia. The focus then shifts to actionable s...

In this first episode of a two-episode interview, host David Mandell speaks with Cory Kleinschmidt, an industry veteran in the locum tenens space. Cory shares his journey into the field, which began unexpectedly in the late 1990s when he helped develop LocumTenens.com, a job board that played a significant role in the industry's growth. He later founded Locumpedia, a digital platform dedicated to...

Host David Mandell welcomes Dr. Jude Pierre back to the podcast for an engaging discussion on physician entrepreneurship, financial pitfalls, and operational best practices. They begin by revisiting common mistakes doctors make when purchasing their first or second home, such as relying on 100% financing and overspending on a house before their career stabilizes. Dr. Pierre emphasizes the importan...

Listen in as host David Mandell welcomes back to the Podcast healthcare attorneys Michael Byrd and Brad Adatto, both of whom joined David back in Season 1. Brad and Michael begin the discussion laying out the legal issues around the weight loss drugs that have become so popular today and what physicians prescribing such drugs need to be aware of – from patient consent issues, to compounding challe...

Listen in as host David Mandell welcomes orthopedic surgeon Dr. Patrick St. Pierre. Pat begins by sharing his background in the military, where he served in the infantry and as an airborne ranger pathfinder and eventually transitioned to medical school and a path in orthopedics. He then tells David about his decisions around the first job he took outside of the military on the east coast and his e...

Listen in or watch as host David Mandell sits down with medical marketing consultant Kristy LaGourgue and aesthetic nurse Rachel Varga to discuss branding and marketing lessons that all doctors can benefit from, whether they own their own practice or not. David begins the discussion by asking Kristy and Rachel the most common mistakes medical practices make with marketing and how to avoid them.  ...

Listen in as host David Mandell sits down with Carole Foos, CPA from OJM Group and Greg Heimkreiter, JD, CPA from Howard, Nunn & Bloom, Inc.   David asks both Carole and Greg to give their key insights on the tax landscape as we enter 2025 with a new party in control of both the White House and Congress.   Carole begins with a discussion of potential changes to individual tax rates and Greg mentio...

Listen in to episode 5.10 as host David Mandell interviews Dr. Jude Pierre, internist, doctorpreneur, fellow podcaster and coach to young physicians. Jude begins by sharing his background, including a brief description of his family's immigrant story as immigrants from Haiti who moved back to Haiti from New York City when Jude was eight years old, for a business opportunity for his father—beginnin...

Listen in as host David Mandell interviews financial advisor Jay Zigmont PhD, MFA, CFP®, the CEO of Childfree Wealth. David begins that he had read's Jay first book and was extremely interested in the topic—as he and his wife Sheila do not have children. He and Jay then discuss Jay's background and how he came to direct his career around helping child-free clients. Jay then shares some statistics...

Listen as host David Mandell continues his conversation with dentist and coach Dr. Sue Keller. Picking up where they left off at the end of Part I, David and Sue discuss the ongoing financial challenges of her specialty dental practice.   Here, they tackle Sue's difficult decision to file bankruptcy for the practice after more than 20 years -- and the legal, practical and emotional processes invol...

Listen in or watch as host David Mandell interviews dentist and coach Dr. Sue Keller. David begins with questions he asks all doctor guests to the program—about their initial interest in becoming a doctor, early career journey and more. Sue relates her personal experiences that lead her to dentistry and a shift from an interest in orthodontics to general dentistry. Sue explains her initial venture...

Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones. David begins asking about Jessica's career and how she ended up working with medical and dental practices. Jessica then shares with David the pain points doctors typically have when they contact her—how they want to see their practices, and lives, improved. Jessica then speaks to David about the importance of f...

Listen in or watch as host David Mandell interviews Dr. Benjamin Ostrander, Chief Resident in Otolaryngology at the University of California San Diego. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician and in their particular area. Ben explains his family background in engineering, his initial degrees in engineering and bio...

Listen in or watch as host David Mandell interviews CPA and practice consultant Nolan Bradbury. David begins by noting he and Nolan will first focus on traditional private practices and then then transition into "side hustles" and doctorpreneurship.  In terms of private practices, David asks Nolan about key financial priorities in running a profitable practice, including the importance of key perf...

In this special episode tied timed to release before the upcoming U.S. elections, host David Mandell welcomes OJM Partner and Wealth Advisor Andrew Taylor, CFP, to discuss investing through impactful current events, including potentially stress-inducing election seasons. In this unique episode, David and Andy refer to a number of slides based on data from U.S. presidential elections going back mor...

Listen in or watch as host David Mandell continues his interview with orthopedic surgeon Dr. John "Jay" Foley, focusing on Jay's career path after being disabled in a snowboarding accident and unable to perform surgery. Jay explains how his own-occupation disability policy made a significant impact on his post-injury financial health. He also relates that his initial plan for an osteoporosis cente...

Listen in or watch as host David Mandell interviews orthopedic surgeon Dr. John "Jay" Foley. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician, early career journey and more.   Jay explains what got him interested in orthopedics at a young age, about how he spent a few years as a seasonal surgeon between the mountains and t...

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of   The Wealth Planning for the Modern Physician podcast , in our  2024 Summer Rewind Series . "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2024," s...

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of   The Wealth Planning for the Modern Physician podcast , in our  2024 Summer Rewind Series . "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2024," s...