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Wealth Planning for the Modern Physician

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David B. Mandell, JD, MBA

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!

#100

Ethical Entrepreneurship in Medicine: Building Smarter Practices with Dr. Paul Lynch

In this episode, host David Mandell welcomes Dr. Paul Lynch, a double board-certified anes... more

10 Dec 2025

41 MINS

41:31

10 Dec 2025

#99

Thriving in a Changing Healthcare Landscape with Jerry Kelsheimer

In this episode of the Wealth Planning for the Modern Physician Podcast, David Mandell wel... more

26 Nov 2025

41 MINS

41:33

26 Nov 2025

#98

The Journey from Pediatrics to Scrub Sisters with Dr. Jacqueline Winkelmann

In this episode of the Wealth Planning for the Modern Physician Podcast, host David Mandel... more

12 Nov 2025

44 MINS

44:50

12 Nov 2025

#97

Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 2)

In this second part of a two-part episode, host David Mandell continues his discussion wit... more

29 Oct 2025

29 MINS

29:08

29 Oct 2025

#96

Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 1)

In this first part of a two-part episode, host David Mandell welcomes Dr. Jack Bert, a boa... more

15 Oct 2025

29 MINS

29:01

15 Oct 2025

#95

How Practices Can Build the Right Physician Comp Models Today and Beyond with Attorney Jason Greis

In this episode, host David Mandell welcomes back attorney Jason Greis for his third appea... more

01 Oct 2025

37 MINS

37:35

01 Oct 2025

#94

The Journey from Solo Practice to Industry Leader with Dr. Cynthia Matossian

In the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host Dav... more

17 Sep 2025

42 MINS

42:32

17 Sep 2025

#93

Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Char...

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 ... more

03 Sep 2025

37 MINS

37:08

03 Sep 2025

#92

Summer Rewind 2025 #5: An Unexpected Career Path and Lessons from the Business Side of Medicine with...

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 ... more

20 Aug 2025

36 MINS

36:25

20 Aug 2025

#91

Summer Rewind 2025 #4: Understanding One's P&L and Being a Good Practice Citizen with Plastic Surgeo...

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 ... more

06 Aug 2025

43 MINS

43:03

06 Aug 2025

#90

Summer Rewind 2025 #3: Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigma...

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 ... more

23 Jul 2025

33 MINS

33:03

23 Jul 2025

#89

Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 ... more

09 Jul 2025

45 MINS

45:33

09 Jul 2025

#88

Summer Rewind 2025 #1: All Things Real Estate with Trisha Talbot

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 ... more

25 Jun 2025

41 MINS

41:54

25 Jun 2025

#87

Executive Summary: Highlights of Season 5 with Host, David Mandell

In this final episode of Season 5, host David Mandell recaps the season's key themes and p... more

11 Jun 2025

36 MINS

36:26

11 Jun 2025

#86

ESOPs for Doctors: A Tax-Advantaged Exit Strategy for Medical Practices with Special Guest, Bob Goet...

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker a... more

28 May 2025

41 MINS

41:20

28 May 2025

#85

From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. ...

In this episode of the Wealth Planning for the Modern Physician podcast, host David Mandel... more

14 May 2025

42 MINS

42:17

14 May 2025

#84

Locum Tenens Uncovered: Insights from Industry Expert Corey Kleinschmidt (Part 2)

In this second episode of a two-episode interview, host David Mandell continues his conver... more

30 Apr 2025

35 MINS

35:28

30 Apr 2025

#83

Locum Tenens Uncovered: Insights from Industry Expert Cory Kleinschmidt (Part 1)

In this first episode of a two-episode interview, host David Mandell speaks with Cory Klei... more

16 Apr 2025

39 MINS

39:51

16 Apr 2025

#82

Maximizing Physician Success: Entrepreneurship, Efficiency, and Burnout Prevention with Dr. Jude Pie...

Host David Mandell welcomes Dr. Jude Pierre back to the podcast for an engaging discussion... more

02 Apr 2025

33 MINS

33:52

02 Apr 2025

#81

Compounding Controversies to Non-Compete & Practice Exit Challenges: 2025 Legal Trends with Attorney...

Listen in as host David Mandell welcomes back to the Podcast healthcare attorneys Michael ... more

19 Mar 2025

46 MINS

46:45

19 Mar 2025

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#100

Ethical Entrepreneurship in Medicine: Building Smarter Practices with Dr. Paul Lynch

#99

Thriving in a Changing Healthcare Landscape with Jerry Kelsheimer

#98

The Journey from Pediatrics to Scrub Sisters with Dr. Jacqueline Winkelmann

#97

Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 2)

#96

Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 1)

#95

How Practices Can Build the Right Physician Comp Models Today and Beyond with Attorney Jason Greis

#94

The Journey from Solo Practice to Industry Leader with Dr. Cynthia Matossian

#93

Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Char...

#92

Summer Rewind 2025 #5: An Unexpected Career Path and Lessons from the Business Side of Medicine with...

#91

Summer Rewind 2025 #4: Understanding One's P&L and Being a Good Practice Citizen with Plastic Surgeo...

#90

Summer Rewind 2025 #3: Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigma...

#89

Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr

#88

Summer Rewind 2025 #1: All Things Real Estate with Trisha Talbot

#87

Executive Summary: Highlights of Season 5 with Host, David Mandell

#86

ESOPs for Doctors: A Tax-Advantaged Exit Strategy for Medical Practices with Special Guest, Bob Goet...

#85

From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. ...

#84

Locum Tenens Uncovered: Insights from Industry Expert Corey Kleinschmidt (Part 2)

#83

Locum Tenens Uncovered: Insights from Industry Expert Cory Kleinschmidt (Part 1)

#82

Maximizing Physician Success: Entrepreneurship, Efficiency, and Burnout Prevention with Dr. Jude Pie...

#81

Compounding Controversies to Non-Compete & Practice Exit Challenges: 2025 Legal Trends with Attorney...