Wealth Planning for the Modern Physician

By: David B. Mandell JD MBA
  • Summary

  • 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!
    © 2023 OJM GROUP, LLC
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Episodes
  • Innovating Healthcare with Hospitality with Dr. Benjamin Ostrander
    Nov 14 2024

    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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    36 mins
  • Practice Key Performance Indicators, Side Hustle Do’s & Don’ts and More with CPA Nolan Bradbury
    Oct 31 2024

    Listen in or watch as host David Mandell interviews CPA and practice consultant Nolan Bradbury.

    David begins by noting he and Nolan will first focus on traditional private practices and then then transition into “side hustles” and doctorpreneurship.

    In terms of private practices, David asks Nolan about key financial priorities in running a profitable practice, including the importance of key performance indicators (KPIs) and the critical difference between delegating and abdicating. They also discuss a number of important success factors if doctors are looking to grow the practice and, eventually, exit in some type of merger or sale.

    Turning their discussion to side hustles and entrepreneurship, Nolan explains what he sees as must-haves in terms of considerations for physicians branching out into these areas. Nolan also gives insights into how a physician or practice can find a good CPA who is the right fit for them.

    Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com.

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    37 mins
  • Election Season & Your Portfolio: Insights on Weathering Uncertainty with Andrew Taylor, CFP
    Oct 17 2024

    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.

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    35 mins

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