Wealth Planning for the Modern Physician

David B. Mandell, JD, MBA

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About

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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Recent episodes

  • After-Tax Alpha: Six Strategies for Building Wealth with Bill Martin, CFASep 16, 2026 · 43 min
  • Summer Rewind 2026 #5: From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. Joel PressSep 2, 2026 · 45 min
  • Summer Rewind 2026 #4: From West Point to Wine: Success in Career & Retirement, with Dr. Pat St. PierreAug 19, 2026 · 38 min
  • Summer Rewind 2026 #3: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2)Aug 5, 2026 · 34 min
  • Summer Rewind 2026 #2: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention with Dr. Sue Keller (Part 1)Jul 22, 2026 · 28 min
  • Summer Rewind 2026 #1: Insights on Bridging Medicine and Business with Consultant Jessica JonesJul 8, 2026 · 40 min
  • Season 6 Executive Summary with Host David MandellJun 24, 2026 · 40 min
  • From Surgeon to Investor: Real Estate & Wealth with Dr. Kirk CampbellJun 10, 2026 · 32 min
  • Physicians & Franchising: What Doctors Need to Know, with Matt StevensMay 27, 2026 · 41 min
  • From Surgeon to Innovator: An Entrepreneurial Journey with Dr. Steven SiepserMay 13, 2026 · 38 min

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