Wealth Planning for the Modern Physician
David B. Mandell, JD, MBA
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Top 10 Wealth Planning for the Modern Physician Episodes
Goodpods has curated a list of the 10 best Wealth Planning for the Modern Physician episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Wealth Planning for the Modern Physician for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Wealth Planning for the Modern Physician episode by adding your comments to the episode page.
Election Season & Your Portfolio: Insights on Weathering Uncertainty with Andrew Taylor, CFP
Wealth Planning for the Modern Physician
10/17/24 • 35 min
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 more than 60 years. For those watching on our YouTube channel, those slides are part of the video content. For those listening, a link to the referenced presentation slides can be found here. Also, the article that Andy references regarding October volatility can be found here.
Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com.
Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!
8 | Leveraging Today’s Low Interest Rates, Including The Use of Premium-Financed Life Insurance, with Jason M. O'Dell, MS, CWM
Wealth Planning for the Modern Physician
12/24/20 • 33 min
This episode focuses on a powerful wealth planning opportunity for physicians that is time-sensitive -- leveraging today’s historically low interest rates. You’ll hear from David, as well as his OJM Group partner, Jason O’Dell, MS, CWM, as they discuss techniques for leveraging low interest rates in a number of wealth planning areas.
David discusses three ways to leverage such low rates and then introduces Jason to discuss premium-financed life insurance, one technique that has increased attractiveness today.
You can find show notes and more information by visiting www.physicianswealthpodcast.com.
7 | Insights From a Spine Surgeon-MBA-Practice Executive with Isador Lieberman, MD, MBA
Wealth Planning for the Modern Physician
12/10/20 • 47 min
In this episode, Orthopaedic Spine Surgeon Isador Lieberman, MD, MBA joins the podcast to discuss his career path from Toronto to Cleveland to South Florida to Dallas, including academic positions, clinical work and administrative responsibilities.
Listen in as Isador explains why he sought out an MBA while in practice at the Cleveland Clinic and lessons he learned running orthopaedic departments and, currently, the Texas Back Institute. He and David also discuss entrepreneurial opportunities that physicians can leverage, as well as Dr. Lieberman’s founding of, and continuing work on, the Uganda Spine Surgery Mission.
You can find show notes and more information by visiting www.physicianswealthpodcast.com.
6 | The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle
Wealth Planning for the Modern Physician
11/26/20 • 43 min
Today we have two guests joining the show: Drs. Robin and Evander Fogle, from Atlanta, Georgia. Robin is a Reproductive Endocrinology and Infertility Specialist, while Evander is an Orthopaedic Surgeon. In this episode, we discuss their stories of how they met, and their medical training paths across the U.S. (and Evander’s stint as staff surgeon at Guantanamo Bay, Cuba.)
We focus most of the discussion on their challenges of making financial decisions as a couple and raising a family with busy practices – including the differences in how Robin deals with money vs Evander, yet how they make it work. They touch on buying that first house, savings vs spending, budgeting, the value of getting a professional’s input, the importance of delegation and more.
You can find show notes and more information by visiting www.physicianswealthpodcast.com.
5 | Marketing & Operational Pearls with Tim Sawyer, President of Crystal Clear Digital Marketing
Wealth Planning for the Modern Physician
11/12/20 • 35 min
Tim Sawyer is the President and Co-Founder of Inc. 500 Company Crystal Clear Digital Marketing. He is a highly regarded motivational speaker, author and practice management consultant within the medical industry.
Listen in as Tim explains what he has learned from running his own business, including his mistakes, and what his advice would be for physicians in private practice or with entrepreneurial aspirations. You will learn the important difference between abdicating and delegating, how to increase productivity by updating your database and more.
You can find show notes and more information by visiting www.physicianswealthpodcast.com.
3 | The Business of Medicine and Success Factors for Doctors Working with Lawyers with attorney Michael Byrd
Wealth Planning for the Modern Physician
10/01/20 • 30 min
Michael S. Byrd is a partner at the law firm of ByrdAdatto, a national business and healthcare boutique law firm. As the son of a doctor and entrepreneur, Michael has a personal connection to both business and medicine, and he has blended these life experiences to become a leading advocate for doctors and dentists throughout the United States. Today he joins the show to share his advice for any physicians looking to become involved in entrepreneurial activities, including running a private practice. Listen in as Michael shares where physicians tend to go wrong when it comes to legal issues and how “$5 problems” often escalate to become “$50 solutions.” Michael also discusses success factors that every doctor should be aware of when working with attorneys. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
2 | Lessons from a Neurosurgeon-Attorney-CEO with Jeffrey Segal, MD, JD
Wealth Planning for the Modern Physician
10/01/20 • 38 min
Dr. Jeffrey Segal is a board-certified neurosurgeon, attorney and founder of Medical Justice, a physician-based organization focused on keeping doctors from being sued for frivolous reasons. He is also the founder of eMerit, which helps doctors protect and preserve their reputations—particularly online. Jeff joins the show today to discuss his journey from physician to CEO to attorney to CEO.
Listen in as he explains what it takes to launch a venture and why there are always lessons to learn from starting one—even if you fail. You’ll discover the importance of creating a great team around you—whether in terms of staff or advisors, how managing your online presence can help you not only overcome bad reviews but also positively add more patients, and Jeff’s advice for young physicians starting out. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
1 | Job Choices, Financial Modeling and Investing – Lessons So Far from a Millennial Surgeon with Dr. Sanjeev Bhatia
Wealth Planning for the Modern Physician
10/01/20 • 28 min
Welcome to the Wealth Planning for the Modern Physician podcast, where your host, David Mandell, JD, MBA addresses the most common concerns surrounding financial freedom and shares his tips for gaining independence. Listen in as David speaks with physicians, thought leaders, and industry experts about the steps they took to secure their financial futures, and lessons learned through their careers. In this opening episode, Sanjeev Bhatia, MD, joins the show to discuss investing, making informed job decisions, and more. You will learn the importance of viewing investing as a long-term game (and not being discouraged if you lose money in the beginning), why we must be careful not to overanalyze ourselves, and why the first job you take is not necessarily your perfect job.
You can find show notes and more information by visiting www.physicianswealthpodcast.com.
4 | Moving From an Employed Position to Buying a Private Practice and Beyond with Plastic Surgeon Dr. Jonathan Kaplan
Wealth Planning for the Modern Physician
10/29/20 • 34 min
A second-generation physician, Jonathan explains why he became a plastic surgeon, his background in getting a master’s degree in public health, and his choice to become an employed physician out of fellowship. He and David discuss Jonathan’s decision to buy a private practice in San Francisco and everything that was involved in that transaction, including his use of an SBA loan and creation of a business plan. Jonathan then discusses the areas of wealth planning he handles himself, as well as the areas he delegates. Finally, Jonathan and David chat about why he created BuildMyBod, a tool that strives to create price transparency in health care. Jonathan covers what this new venture offers physicians and valuable lessons he has learned from this business.
You can find show notes and more information by visiting www.physicianswealthpodcast.com.
Innovating Healthcare with Hospitality with Dr. Benjamin Ostrander
Wealth Planning for the Modern Physician
11/14/24 • 36 min
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 engineering and his gravitation to medical school and surgery.
David and Ben then focus on the topic of innovation in general and specifically how medicine can learn from other industries—first discussing how the checklist concept came to medicine from aviation.
Ben shares some of his research on the science and art of hospitality and how these concepts could translate into medicine. David and Ben then jump into a number of potential ways medicine could benefit from lessons learned in hospitality—from patient experience to environmental factors to employee satisfaction.
Finally, Ben provides further resources for those interested in applying these concepts into their practice or hospital workplace.
Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com.
Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!
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FAQ
How many episodes does Wealth Planning for the Modern Physician have?
Wealth Planning for the Modern Physician currently has 101 episodes available.
What topics does Wealth Planning for the Modern Physician cover?
The podcast is about Doctor, Wealth, Career, Tax, Investing, Work, Legal, Financial, Practice, Physician, Podcasts, Finance, Education, Job, Business and Advice.
What is the most popular episode on Wealth Planning for the Modern Physician?
The episode title 'Know Your Numbers with CPAs Chelsea Dorfeld & Mary Kathryn Williamson' is the most popular.
What is the average episode length on Wealth Planning for the Modern Physician?
The average episode length on Wealth Planning for the Modern Physician is 36 minutes.
How often are episodes of Wealth Planning for the Modern Physician released?
Episodes of Wealth Planning for the Modern Physician are typically released every 14 days.
When was the first episode of Wealth Planning for the Modern Physician?
The first episode of Wealth Planning for the Modern Physician was released on Sep 23, 2020.
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