Best David B. Mandell, JD, MBA Podcasts (2023)

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Wealth Planning for the Modern Physician

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50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell 35:37

7d ago35:37

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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Wealth Planning for the Modern Physician

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Summer Rewind #7: Private Equity Insights with Dr. Steve Hamilton and CEO Andy Blankemeyer 36:23

21d ago36:23

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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Wealth Planning for the Modern Physician

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Summer Rewind #6: Improving How You Work With Your People with Frank Maselli 38:06

1M ago38:06

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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Wealth Planning for the Modern Physician

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Summer Rewind #5: The Navy SEALS to the New England Patriots with Dr. Matthew Provencher 45:28

2M ago45:28

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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Wealth Planning for the Modern Physician

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Summer Rewind #4: Expert Insights on Asset Protection with Bo Loeffler, Esq. 46:03

2M ago46:03

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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Wealth Planning for the Modern Physician

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Summer Rewind #3: Financial Therapy 101 with Dr. Gregory Gilot and Erika Wasserman 41:12

3M ago41:12

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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Wealth Planning for the Modern Physician

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Summer Rewind #2: The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle 45:45

3M ago45:45

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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Wealth Planning for the Modern Physician

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Summer Rewind #1: Lessons From a Neurosurgeon-Attorney-CEO, with Jeffrey Segal, MD, JD 39:40

4M ago39:40

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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Wealth Planning for the Modern Physician

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Season 3 Recap: An Executive Summary 26:47

4M ago26:47

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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Wealth Planning for the Modern Physician

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Time Management & Entrepreneurship With Resident, Book Author, and Podcast Host Dr. Wendell Cole 35:10

4M ago35:10

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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Wealth Planning for the Modern Physician

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M&A Lessons, Including the Importance of Getting Employees on Board, with David Valaer 39:23

5M ago39:23

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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Wealth Planning for the Modern Physician

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The Value of Experts, Hyper Growth and More from Dentist, Cosmetic Surgeon, Entrepreneur Dr. Erik Nuveen 43:20

5M ago43:20

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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Wealth Planning for the Modern Physician

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Banking for Doctors, by Doctors featuring Dr. Michael Jerkins 38:45

6M ago38:45

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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Wealth Planning for the Modern Physician

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Insights from Practice Consultant Catherine Maley, MBA 14:51

6M ago14:51

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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Wealth Planning for the Modern Physician

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An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta 34:24

7M ago34:24

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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Wealth Planning for the Modern Physician

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Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA 33:00

7M ago33:00

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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Wealth Planning for the Modern Physician

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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

8M ago41:05

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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Wealth Planning for the Modern Physician

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Private Practice and Private Investing Insights from Dr. Charlie Eifrig 42:05

8M ago42:05

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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Wealth Planning for the Modern Physician

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Hot Topics in Tax & Asset Protection Planning with Carole C. Foos, CPA 31:28

9M ago31:28

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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Wealth Planning for the Modern Physician

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Insights from a Plastic Surgeon, Professor & Innovator with Dr. Joshua Korman 36:23

9M ago36:23

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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Wealth Planning for the Modern Physician

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Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone 42:38

10M ago42:38

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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Wealth Planning for the Modern Physician

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Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending 36:16

10M ago36:16

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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Wealth Planning for the Modern Physician

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Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman 31:10

11M ago31:10

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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Wealth Planning for the Modern Physician

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The Present & Future of the Healthcare Industry with Dana Jacoby 36:46

11M ago36:46

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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Wealth Planning for the Modern Physician

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From Branding to Charitable Pursuits to Entrepreneurship & More with Dr. Travis Clegg 39:39

12M ago39:39

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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Wealth Planning for the Modern Physician

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All Things Real Estate with Trisha Talbot 39:40

1y ago39:40

39:40

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 …

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Wealth Planning for the Modern Physician

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Exiting Partners from a Practice with Attorney Jason Greis 30:00

1y ago30:00

30:00

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 exit…

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Wealth Planning for the Modern Physician

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Season 2 Recap: An Executive Summary of All 20 Episodes 34:07

1+ y ago34:07

34:07

In this 21st 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 po…

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Wealth Planning for the Modern Physician

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All Things ASC Featuring Attorney Jason Greis 33:20

1+ y ago33:20

33:20

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 restri…

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Wealth Planning for the Modern Physician

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How Private Practices Can Improve Their Payor Contracts with Brett Spark 37:37

1+ y ago37:37

37:37

Listen in as David chats with Brett Spark, the President of Aroris, a healthcare consulting firm. Brett outlines his career path in various areas of healthcare, from large institutions to CEO of small private practices, and his decision to create Aroris and become an entrepreneur. Brett then explains where he sees the most common payor contract pit…

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Wealth Planning for the Modern Physician

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Tax Update & The Billionaire's Tax Tactic You Can Use 31:39

1+ y ago31:39

31:39

This episode focuses the timely topic of taxes, as it is released on April 14. OJM Group partner and CPA Carole Foos joins David to talk taxes. David starts by turning the mic over to Carole for an overview of the latest developments in tax proposals from the Biden Administration, which recently released its 2023 budget proposal. Carole covers the …

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Wealth Planning for the Modern Physician

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Entrepreneurship, Wealth Management, and Government Involvement with Dr. John Prunskis 31:56

1+ y ago31:56

31:56

In this episode, pain management specialist Dr. John Prunksis joins David to discuss his career path, the significant growth of this practice, and his involvement with the Lithuanian Parliament and U.S. government. Listen in as John first explains how he became involved with the Lithuanian Parliament and what he helped accomplish as a member there.…

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Wealth Planning for the Modern Physician

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Insights from Executive, Entrepreneur & Consultant Louis Frisina, MBA 40:24

1+ y ago40:24

40:24

Listen in as David chats with former biotech corporate executive, multiple-time entrepreneur and medical practice consultant Louis Frisina. They begin by discussing Louis’s career path, from embarking on studies leading to both law and medicine and then shifting to a business career as a management consultant. Louis then walks listeners through his…

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Wealth Planning for the Modern Physician

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Insights A Few Years Beyond a Private Equity Transaction with Dr. Steve Hamilton and CEO Andy Blankemeyer 34:20

1+ y ago34:20

34:20

Listen in as David chats orthopaedic surgeon Dr. Steve Hamilton and practice CEO Andy Blankemeyer as they discuss what they have learned a few years out of a private equity investment into their practice – Beacon Orthopaedics and OrthoAlliance. After Steve and Andy initially explain their roles at the practice and the growth they have enjoyed in re…

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Wealth Planning for the Modern Physician

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Improving How You Work With Your People with Frank Maselli 36:38

1+ y ago36:38

36:38

Listen in as David chats with author and consultant Frank Maselli. They begin by discussing Frank’s career path, from the military to Wall Street to being a speaker, author and trainer. They then examine what Frank thinks about assessment tests and how he approaches them. Frank then explains the “3-part mind” and how it impacts interactions with yo…

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Wealth Planning for the Modern Physician

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Anatomy of A Mission-Focused, Award-Winning Practice with Dr. Benjamin Domb 35:27

1+ y ago35:27

35:27

In this episode, orthopaedic surgeon Dr. Benjamin Domb joins David to discuss his career path, running a large subspecialty practice and the award he and the practice recently won. Listen in as Ben explains how he always wanted to be a sports medicine orthopaedic surgeon, even though he comes from a family of professional musicians. Ben and David t…

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Wealth Planning for the Modern Physician

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Medical Practice Mergers & Acquisitions with Attorney Gary W. Herschman 51:31

1+ y ago51:31

51:31

Listen in as David chats with nationally recognized healthcare mergers and acquisitions (M&A) attorney Gary Herschman. Gary begins by describing his firm and practice and then gives some statistics in terms of the number of M&A deals in the medical practice space. David and Gary then dive into the reasons why a medical practice might consider mergi…

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Wealth Planning for the Modern Physician

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Entrepreneurship, Delivering CME, and Private Investing with David Victor, JD 38:24

2y ago38:24

38:24

Listen in as host David Mandell chats with entrepreneur and experienced private investor David Victor. They begin by discussing Victor’s career path, leaving the practice of law to join his father in the startup that became American Education Institute (AEI), where Mandell lectures every year. They then explore AEI in more depth – what services it …

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Wealth Planning for the Modern Physician

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Student Loans 101 39:06

2y ago39:06

39:06

Listen in as David chats with student loan expert Ryan Frailich. David and Ryan begin with Ryan’s career path -- from a teacher to human resources professional to Certified Financial PlannerTM with an expertise and certification in student loans (CSLP). David and Ryan then dive into student loans – discussing Income Driven Repayment plans, the pros…

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Wealth Planning for the Modern Physician

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Using Cash Balance Plans to Reduce Taxes & Build Wealth with Scott McHenry, FCA, MAAA, MSEA 42:22

2y ago42:22

42:22

Listen as David chats with retirement plan expert Scott McHenry. David and Scott talk about Scott’s career path – from a position inside a large firm to the transition to his own firm about 15 years ago. David and Scott then dive into Cash Balance Plans (CBPs). They discuss how these plans can be more favorable than other qualified plans, such as p…

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Wealth Planning for the Modern Physician

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Thoughts from A Clinician, Academic & Leader featuring Dr. Kevin Plancher 27:55

2y ago27:55

27:55

In this episode, orthopaedic surgeon Dr. Kevin Plancher joins David to discuss his academic and private practice career, experiences with finance and speaking alongside David at an upcoming orthopaedic meeting. Listen in as Kevin explains how he ended up in orthopaedics when coming from a family in finance and building a department with other “youn…

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Wealth Planning for the Modern Physician

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Orthopaedic Experiences: The Navy SEALs to the New England Patriots with Dr. Matthew Provencher 46:37

2y ago46:37

46:37

In this episode, orthopaedic surgeon Dr. Matthew Provencher joins David to discuss varied experiences he has had in his career. Listen in as Matthew explains how he ended up in orthopaedics when his dream of being a Navy pilot didn’t work out. He then explains his experience as a Naval surgeon, taking care of the SEALs, and working on humanitarian …

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Wealth Planning for the Modern Physician

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Financial Management for the Private Practice 33:16

2y ago33:16

33:16

Listen in as David chats with CPA and financial consultant Jessica Nunn. David and Jessica discuss Jessica’s initial interest in finance and accounting, including her education and initial jobs with larger firms working with public companies. David and Jessica then dive into Jessica’s decision to go out on her own to help smaller clients like medic…

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Wealth Planning for the Modern Physician

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Expert Insights on Asset Protection with Bo Loeffler, Esq. 44:05

2y ago44:05

44:05

Listen in as David chats with author and nationally recognized asset protection attorney Bo Loeffler. David and Bo discuss Bo’s background as a litigator and U.S. Bankruptcy Trustee and how that has helped him as an asset protection attorney. Bo also chats about his experience in representing lottery winners. David and Bo then dive into a few speci…

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Wealth Planning for the Modern Physician

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Alternative Investments, How LLCs Shield Assets & Retiring Well with Dr. David Yanoff 50:34

2y ago50:34

50:34

In this episode, orthopaedic surgeon Dr. David Yanoff joins David to discuss varied topics. Listen in as Dr. Yanoff shares why he initially became interested in medicine and how his military service guided him into orthopaedic surgery. He then explains his sudden departure from his first practice for a new town and how that led to building a thrivi…

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Wealth Planning for the Modern Physician

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Tax Planning: The Employee Retention Credit Featuring Carole Foos, CPA 25:53

2y ago25:53

25:53

This episode focuses on the timely topic of the Employee Retention Tax Credit (ERC), which many medical practices may be able to take advantage of for significant tax savings. From its origins in the CARES Act in 2020 and the rules that related to it around the PPP loans and more, to the changes recently enacted by Congress as a part of the Consoli…

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Wealth Planning for the Modern Physician

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Personal Branding & Other Business Lessons with Orthopaedic Surgeon Dr. Michael Ast 34:28

2y ago34:28

34:28

In the second episode of Season 2, orthopaedic surgeon Dr. Michael Ast joins David to discuss several topics. Listen in as Michael explains his interest in becoming an orthopaedic surgeon following a college gymnastic career and his early exposure to business and finance. Michael then describes his first job out of training and the unique focus tha…

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Wealth Planning for the Modern Physician

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The Entrepreneurial Operating System (EOS) 33:28

2y ago33:28

33:28

Listen in as David chats with CPA and professional EOS implementer Crystal Faulkner about the Entrepreneurial Operating System and how physicians and practice owners can benefit from using it in their practices or entrepreneurial ventures. David and Crystal discuss what the EOS is, how it differs from other strategic planning processes, and what th…

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Wealth Planning for the Modern Physician

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21 | The Physician as an Entrepreneur with Jerry Kelsheimer and Ronnen Isakov of Medic Management Group 38:32

2+ y ago38:32

38:32

Listen in as David chats with Jerry Kelsheimer and Ronnen Isakov, President and Managing Director of Medic Management Group, a national “one stop” solution for healthcare management. David, Jerry and Ronnen examine several aspects of the business of medicine, including ways that Medic Management Group helps physicians and medical practices. They di…

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Wealth Planning for the Modern Physician

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20 | Personal Guarantees to Partner Choices: Insights from An Ophthalmology Practice Founder with Desmond McGuire, MD 41:03

2+ y ago41:03

41:03

In this episode, retina specialist Dr. Desmond McGuire joins David to discuss everything from his first exposure to ophthalmology back in high school, as well as how his parents influenced his commitment to saving for retirement. Dr. McGuire and David then review how Desi founded his practice by purchasing it from a few physicians and then examine …

Podcasts Worth a Listen

David B. Mandell, JD, MBA Podcasts

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