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!
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Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 2)
27:54
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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 relat…
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Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 1)
26:08
26:08
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26:08
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 a…
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Summer Rewind 2024 #5: Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA
34:36
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34:36
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 …
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Summer Rewind 2024 #4: Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone
44:51
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44:51
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 …
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Summer Rewind 2024 #3: Banking for Doctors, by Doctors featuring Dr. Michael Jerkins
41:34
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41:34
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 …
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Summer Rewind 2024 #2: Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending
41:34
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41:34
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 …
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Summer Rewind 2024 #1: Exiting Partners from a Practice with Attorney, Jason Greis
41:34
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41:34
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 …
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Highlights & Insights: Recapping the Episodes of Season 4
37:38
37:38
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37:38
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…
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Lessons from A Career in Military/Academic Oral Surgery… and Retirement with Dr. Butch Ferguson
41:34
41:34
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41:34
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 s…
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Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 2)
31:44
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31:44
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 s…
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Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 1)
22:40
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22:40
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…
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Know Your Numbers with CPAs Chelsea Dorfeld & Mary Kathryn Williamson
37:45
37:45
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37:45
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 …
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Better Methods for Hiring Staff with Dr. Mike Neal
34:20
34:20
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34:20
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 staffi…
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Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan
36:55
36:55
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36:55
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 aestheti…
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Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole
48:22
48:22
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48:22
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 as…
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A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 2)
33:27
33:27
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33:27
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 …
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A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 1)
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29:52
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29:52
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 r…
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Adding A Weight Loss Program to Help Patients and Build Profits with Dr. Jonathan Kaplan
45:26
45:26
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45:26
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)…
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Hot Topics in Wealth Management For 2024 with OJM Advisors Bob Peelman, Adam Braunscheidel, and Andrew Taylor
38:36
38:36
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38:36
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 an…
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Immigrant Origins, Entrepreneurship, and the Importance of Mindset with Dr. Madan Kandula
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41:01
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41:01
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 hi…
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Entrepreneurship & Venture Funding Lessons with Carey Ransom
43:46
43:46
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43:46
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…
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Strategically Evaluate & Negotiate Potential Jobs with The Doctors Agents Co-Founders Dr. Sanjeev Bhatia & Dr. Matthew Provencher
37:20
37:20
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37:20
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 t…
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The Medical Expert Witness “Side Hustle” with Dr. J. Jordan Romano
34:24
34:24
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34:24
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 a…
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A Deep Dive Into Real Estate with Colin Carr
43:26
43:26
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43:26
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 practi…
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Avoiding and Disarming Legal Landmines with Neurosurgeon and Attorney Dr. Jeffrey Segal
13:10
13:10
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13:10
Dr. Jeffrey Segal, a neurosurgeon, 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 outco…
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50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell
35:37
35:37
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35:37
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…
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Summer Rewind #7: Private Equity Insights with Dr. Steve Hamilton and CEO Andy Blankemeyer
36:23
36:23
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36:23
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 Fe…
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Summer Rewind #6: Improving How You Work With Your People with Frank Maselli
38:06
38:06
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38:06
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…
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Summer Rewind #5: The Navy SEALS to the New England Patriots with Dr. Matthew Provencher
45:28
45:28
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45:28
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 c…
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Summer Rewind #4: Expert Insights on Asset Protection with Bo Loeffler, Esq.
46:03
46:03
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46:03
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 Insigh…
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Summer Rewind #3: Financial Therapy 101 with Dr. Gregory Gilot and Erika Wasserman
41:12
41:12
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41:12
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:…
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Summer Rewind #2: The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle
45:45
45:45
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45:45
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: …
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Summer Rewind #1: Lessons From a Neurosurgeon-Attorney-CEO, with Jeffrey Segal, MD, JD
39:40
39:40
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39:40
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: …
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Season 3 Recap: An Executive Summary
26:47
26:47
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26:47
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 f…
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Time Management & Entrepreneurship With Resident, Book Author, and Podcast Host Dr. Wendell Cole
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35:10
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35:10
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 launche…
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M&A Lessons, Including the Importance of Getting Employees on Board, with David Valaer
39:23
39:23
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39:23
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 …
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The Value of Experts, Hyper Growth and More from Dentist, Cosmetic Surgeon, Entrepreneur Dr. Erik Nuveen
43:20
43:20
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43:20
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 c…
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Banking for Doctors, by Doctors featuring Dr. Michael Jerkins
38:45
38:45
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38:45
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…
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Insights from Practice Consultant Catherine Maley, MBA
14:51
14:51
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14:51
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 pract…
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An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta
34:24
34:24
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34:24
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 – wher…
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Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA
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33:00
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33:00
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 w…
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Understanding One’s P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett
41:05
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41:05
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…
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Private Practice and Private Investing Insights from Dr. Charlie Eifrig
42:05
42:05
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42:05
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…
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Hot Topics in Tax & Asset Protection Planning with Carole C. Foos, CPA
31:28
31:28
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31:28
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…
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Insights from a Plastic Surgeon, Professor & Innovator with Dr. Joshua Korman
36:23
36:23
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36:23
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…
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Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone
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42:38
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42:38
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 a…
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Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending
36:16
36:16
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36:16
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 matchi…
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Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman
31:10
31:10
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31:10
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 ea…
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The Present & Future of the Healthcare Industry with Dana Jacoby
36:46
36:46
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36:46
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, inc…
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From Branding to Charitable Pursuits to Entrepreneurship & More with Dr. Travis Clegg
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39:39
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39:39
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 beca…
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