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  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...

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...

In this 19th and final episode of Season 4, host David Mandell recaps the season's 18 episodes. He briefly summarizes each episode and highlights a pearl or two from each. This can serve as a helpful reminder for listeners who have heard all 18 episodes to revisit ones that they found most valuable, and can motivate those who missed any episodes to listen or watch them during the summer, as we als...

In this episode, host David Mandell, JD, MBA welcomes Dr. Butch Ferguson, a retired oral and maxillofacial surgeon. Their discussion initially covers Dr. Butch's career journey, including his experience in the US Army Dental Corps, both pros and cons -- beginning with his own training, moving up the command chain, training other dentists and oral surgeons for years. David and Butch then dive into...

Listen in to this continuing episode as host David Mandell sits down with  Ethan Nkana, JD, MBA , founder of Rocky Mountain Physician Agency and his client, Dr. Erica Mathieu, Chief Medical Officer at Primary Health Solutions.   Here, in part two of this two-episode interview, David begins the discussion with Erica, looking at her situation as a case study – first discovering what her frustrations...

Listen in as host David Mandell sits down with Ethan Nkana, JD, MBA , founder of Rocky Mountain Physician Agency and his client, Dr. Erica Mathieu, Chief Medical Officer at Primary Health Solutions. In part one of this two-episode interview, David begins the discussion with Ethan, covering his background in law and as a hospital administrator, where he used to negotiate physician employment contra...

Listen in as host David Mandell chats with two CPAs from the firm Aprio who specialize in serving medical and dental practices. They share insights on managing finances, increasing profitability, and understanding key numbers in a healthcare practice. The discussion covers the importance of understanding financials, key performance indicators, and strategies to increase profitability in a healthca...

Listen in or watch as podcast host David Mandell sits down with optometrist Dr. Mike Neal.   David centers this discussion on the challenges of hiring within medical practices and how Dr. Neal's experiences with hiring difficulties in his own practice led him to create Build My Team, a service designed to assist medical practices in overcoming staffing challenges. David and Mike initially cover co...

Listen in as host David Mandell interviews Shannon Seeberan, the co-founder of CloudMedSpas, a platform that enables physicians and medical practitioners to maximize practice revenue by monetizing their unused medical space. The discussion starts with Shannon's career, as she explains how she transitioned from publishing and advertising to aesthetic medical practice growth, leveraging her deep und...

Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole Listen in as host David Mandell speaks with orthopedic surgeon Dr. Brian Cole. David and Brian begin the discussion with an overview of Brian's career journey, his decision to earn an M.B.A. and his thoughts on the importance of business acumen in the medical field. David asks Brian about the unique structure of his practic...

In the second part of the podcast, host David Mandell continues his conversation with investment banker Clint Bundy and private equity principal Matt Ebbel, focusing on the factors that contribute to successful mergers and acquisitions (M&A) in the healthcare sector, including medical, dental, and veterinary practices. They delve into what makes a practice an attractive acquisition target, the imp...

Listen or watch as host David Mandell takes a deep dive into healthcare mergers and acquisitions (M&A), with investment banker Clint Bundy and private equity firm principal Matt Ebbel.   They discuss the advisory and strategic roles they play, aiming to maximize value and find the best partnerships for business or practice owners looking to sell or raise capital. Bundy shares insights into the pro...

Listen in as host David Mandell speaks to returning guest plastic surgeon Dr. Jonathan Kaplan about adding a weight loss program to a medical practice – both for the patient's health and happiness and the practice's economics. Jonathan begins the discussion with an overview of the current popular weight loss medications Ozempic/Wegovy (semaglutide) and Mounjaro/Zepbound (tirzepatide) and how they...

Listen in as host David Mandell chats with Certified Financial Planners Bob Peelman, Adam Braunscheidel, and Andrew Taylor from the OJM Group on three wealth planning topics that are relevant for 2024. David begins by discussing with Bob Peelman the basics of 529 plans, including the two types of plans, tax benefits, planning flexibility factors and more.   Bob also delves into the new rules comin...

Listen in as host David Mandell interviews Dr. Madan Kandula, ENT surgeon, entrepreneur, and CEO of Advent, which he has grown to over 250 team members across 18 locations, serving over 1500 new patients monthly. Dr. Kandula shares his background, including a brief description of his family's immigrant story from India, emphasizing the struggles his parents overcame and how this impacted his life...

Listen in as David chats with Carey Ransom, a serial entrepreneur, venture capitalist and angel investor. Carey begins by explaining how growing up around a family business fostered his entrepreneurial streak. Carey then discusses what initially captures his interest in an entrepreneurial venture and why he often is skeptical of founders who are in love with their solutions. He and David also spen...

In this episode,  David welcomes back two guests from earlier seasons – orthopaedic surgeons Dr. Sanjeev Bhatia and Dr. Matthew Provencher.   Sanjeev and Matt join David to discuss a new venture they've founded, along with David, called The Doctors Agents (TDA).   Sanjeev and Matt begin with how they identified a need in the marketplace for physicians to know more and achieve better results when e...

Host David Mandell chats with Dr. Jordan Romano in Episode 4.4 of the podcast. Jordan talks about his career, how he became involved in working as a medical expert witness, grew the work into a business, and now advises other physicians who are interested in this potential "side hustle." Jordan begins with the story of how he ended up in medicine and at Harvard and Mass General, as well as the non...

Listen in as David chats with healthcare real estate expert Colin Carr.   Colin begins with his background in real estate in a variety of settings. He then tells the story of how, after seeing physicians do so poorly in deals, he decided to launch a firm dedicated to helping doctors. Next, Colin explains the top mistakes he sees physicians and practices make when it comes to their real estate -- i...

Dr. Jeffrey Segal, a n eurosurgeon, attorney and founder of Medical Justice, returns to the podcast for Episode 4.2, where he and David discuss current legal landmines facing physicians. Jeff begins with the topic of licensing and how doctors typically become involved with investigations into their licenses by state departments and the various outcomes that can occur. He covers private letters of...

To kick off Season 4 of the podcast, David welcomes a very special guest – his father, radiologist Dr. Charles Mandell.   David begins by asking Charlie, as he does with all physician guests, where he is from and what led him to become a physician in general and a radiologist in particular. Charlie shares a bit about his first job out of training and his move to become chairman of a group radiolog...

Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast . "I think that all of the episodes are great and provide value for our listeners," says David, "but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023."  Insights a Few Years Beyond a Private Equity Transaction with...

Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast . "I think that all of the episodes are great and provide value for our listeners," says David, "but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023."   Improving How You Work With Your People with Frank Maselli O...

Orthopedic Experiences: The Navy SEALS to the New England Patriots with Dr. Matther Provencher Originally released October 28, 2021 For the fifth installment of the 2023 Summer Rewind Series, David revisits Season 2, Episode 7, where he chats with orthopaedic surgeon Dr. Matthew Provencher. Dr. Provencher is a long-time client of OJM Group and is currently collaborating with David on some educatio...