Wealth Planning for the Modern Physician

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."  Expert Insights on Asset Protection with Bo Loeffler, Esq. Or...

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."  Episode 1.13: Financial Therapy 101 with Dr. Gregory Gilot an...

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."  Episode 1.6: The Financial Life of a Two-Physician Couple wit...

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."  Episode 1.2: Lessons From a Neurosurgeon-Attorney-CEO, with J...

In the final episode of Season 3, host David Mandell recaps the season's 18 episodes and highlights a pearl or two from each.  This recap can serve as a helpful reminder for listeners to revisit episodes that they found most valuable, and can encourage those who missed any episodes to visit our podcast page and listen during our summer hiatus.   New for Summer 2023: David has curated a series of t...

Wendell begins with his background—where he grew up and what got him interested in medicine generally and orthopaedics in particular. He outlines the jobs he had and ventures he started while in medical school, as well as the book he wrote and a podcast he launched at the same time. David and Wendell chat about why he ended that podcast and launched the NailedIt podcast when starting orthopaedic r...

Listen in as host David Mandell chats with entrepreneur, former practice CEO and consultant David Valaer. David V. shares details about his former career as a naval Top Gun aviator including lessons from his training that he imparts to practices today.   He explains why his experience as a 100% owner of a company that went through an M&A transaction some years ago impacts his entire approach to wo...

In this episode, cosmetic surgeon Dr. Erik Nuveen joins David to discuss his career path, his practice's growth, what he has learned about the business of medicine in building a cosmetic surgery platform. Erik begins by explaining his dual trainings and degrees in dentistry and medicine and how his family background shaped both his medical/dental career and his entrepreneurial spirit. David and Er...

In this episode, David is joined by Dr. Michael Jerkins, internist, pediatrician, and co-founder and President of Panacea Financial. Michael begins with his background – where he grew up and what got him interested in medicine.   He explains his decision to postpone medical school for a year and get a master's degree in Education, and how teaching is still part of his passion and career.   Michael...

Listen in as David chats with medical practice consultant Catherine Maley. David begins introducing Catherine with her experience in working with cosmetic practices but points out that their discussion will include lessons for doctors in all types of practices. Catherine starts with an explanation of what she does in her business with medical practices nationally and internationally. She then disc...

An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta In this episode, Dr. Shaminder (Shammi) Gupta joins David to discuss his career path, the impact of Hurricane Katrina on that path, and what he is learning from being a business executive as well as a clinician. Shammi begins with his background – where he grew up, what got him interested in medicine...

In this episode, orthopaedic surgeon Dr. Selene Parekh joins David to discuss his career path, academic medicine, entrepreneurship, finance and more. Selene begins with his background – where he grew up, what got him interested in medicine and orthopaedics in particular.   He then explains his early exposure to and interest in financial topics, and why he chose to pursue an MBA. Selene then explai...

In this episode, plastic surgeon Dr. Richard Bartlett joins David to discuss his career, academic and private practice, financial decisions and more. Richard begins with his background—where he grew up, what got him interested in medicine and surgery in particular — and his lack of interest in finances as he went through medical and surgical training.   Richard explains the process for choosing hi...

In this episode, retina specialist Dr. Charlie Eifrig joins David to discuss his career path, private practice, private investments, financial decisions and more. Charlie begins with his background, including what got him interested in medicine and ophthalmology in particular and his exposure to and interest in financial topics, both in college and during medical training. He explains why he took...

This episode focuses on tax and asset protection planning – as OJM Group partner and CPA Carole Foos joins David to highlight tax planning opportunities as we welcome in 2023. David then drills down into a few important developments in asset protection planning.  Carole begins with some highlights on new tax developments and opportunities, including energy-efficient home and business credits and c...

In this episode, plastic surgeon Dr. Joshua Korman joins David to discuss his career path, academic and private practice, innovation, financial decisions and more. Josh begins with his background – where he grew up, what got him interested in medicine and plastics in particular.  Josh explains why he took his first job out of training at Kaiser, the reasons he left to form a private practice, and...

Listen in as David chats with facial plastic surgeon Dr. Steven Dayan and MedSpa Partners (MSP) CEO Dominic Mazzone. They discuss the consolidation in medicine in general and aesthetics in particular and delve into why Steven chose to sell his practice to MSP. David begins the conversation by asking both Steven and Dominic about their upbringings and career paths.  Steven explains how his practice...

In this episode, David is joined by Dr. Zwade Marshall, an anaesthesiologist/pain medicine physician, as well as co-founder and CEO of Doc2Doc Lending.  Zwade begins with his background – where he grew up and what got him interested in medicine. He then describes Doc2Doc Lending and how the company emerged from his own cash flow dilemma after matching to attend Harvard for residency and needing to...

In this episode, orthopaedic surgeon Dr. Scott Sigman joins David to discuss his career path, business and entrepreneurial endeavours, marketing, podcasts, and more. Scott begins with his background – where he grew up, what got him interested in medicine and orthopaedics.  He explains how both of his parents were entrepreneurs and how he realized early on the need for leveraging the expertise of o...

Listen in as David chats with Dana Jacoby, a thought leader and consultant in the healthcare industry. Dana begins by explaining how she was initially attracted to the healthcare field, and shares details about the first part of her career at large multi-national healthcare firms. She then describes the origins of her firm Vector Medical Group, including her motivation to launch the firm. Next, Da...

In this episode, orthopaedic surgeon Dr. Travis Clegg joins David to discuss his career path, wealth management decisions, charitable endeavors and more. Travis begins with his background – where he grew up and what got him interested in medicine and orthopaedics.  He explains how he did not have much exposure to finance early in his career but became an avid reader/listener of content to educate...

Listen in as David chats with Trisha Talbot , real estate advisor and entrepreneur behind DocProperties . Trisha begins by explaining what her training, certifications, and experience in real estate were before launching her own firm.  She then relates her motivation to launch DocProperties and delves into the unique aspects of healthcare real estate and the challenges for physicians looking to ow...

Listen in as David chats with nationally recognized healthcare attorney Jason Greis about the important and sensitive topic of creating win-win strategies for exiting retiring partners from a medical practice.  Jason begins by describing his firm and practice and then gives some reasons why setting a partner exit pathway is so important for the exiting partners, the practice and younger partners....

In this 21 st and final episode of Season 2, David recaps the season's 20 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 20 episodes to revisit ones that they found most valuable, and can motivate those who missed any episodes to visit our podcast page and listen during the show's hiatus....

Listen in as David chats with nationally recognized healthcare attorney Jason Greis about all things related to ambulatory surgery centers (ASCs). Jason provides an overview of his firm and practice and then outlines some benefits of ASC ownership for physicians, along with some trends he is seeing in the marketplace. Jason then explains the restrictions that can limit ASC involvement for physicia...