Hosted by David B. Mandell, JD, MBA · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
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!
David B. Mandell, JD, MBA hosts Wealth Planning for the Modern Physician, a business show with 100 episodes published.
In this Season 6 executive summary episode of the Wealth Planning for the Modern Physician Podcast, host David Mandell reflects on the major themes, conversations, and lessons shared throughout the season. David explains
Dr. Kirk Campbell shares his journey from aspiring physician to orthopedic surgeon and academic leader, highlighting how early experiences shaped his passion for medicine. He reflects on the rigorous training physicians
Episode 6.19 features franchise consultant Matt Stevens, who joins David Mandell to unpack the fundamentals of franchising and why it can be an attractive wealth-building strategy for physicians. Stevens explains that fr
Dr. Steven Siepser shares a compelling journey from his early fascination with medicine to becoming a highly skilled ophthalmologist and entrepreneur. His career path was shaped by curiosity, adaptability, and a willingn
Episode 6.17 features Todd Jason, a reinvention coach and podcast host, who joins David Mandell to explore physician burnout, career transitions, and the evolving nature of work. Drawing on his experience working with or
In Part Two of this two-part conversation, Stephanie Pearson shares how personal hardship ultimately led her to build a mission-driven business dedicated to protecting physicians. What began as a deeply personal recovery
In Part One of this two-part conversation, Dr. Stephanie Pearson shares her powerful journey from practicing OB/GYN to becoming a nationally-recognized advocate for physician disability insurance and financial protection
In Episode 6.14, host David Mandell interviews Matthew Phillips, Managing Director at City Capital Advisors, to discuss the evolving landscape of healthcare mergers and acquisitions. With more than 25 years of legal and
In Episode 6.13, Dr. Joshua Lowentritt joins host David Mandell to explore the rapidly evolving role of artificial intelligence in medicine. Dr. Lowentritt shares his 25+ year journey as a practicing physician and health
In this episode, David Mandell speaks with Teri Yates, founder and CEO of Accountable Physician Advisors, about the realities of building, sustaining, and scaling independent medical practices. Drawing from her backgroun
In Part 2 of the conversation with Dr. Peter Staats, the discussion expands beyond clinical medicine into leadership, advocacy, entrepreneurship, and the business realities shaping modern healthcare. Dr. Staats reflects
In Part one of this two‑part conversation, Dr. Peter Staats shares the formative experiences that shaped his path into anesthesiology and pain medicine, beginning with his upbringing in Hawaii and the profound intellectu
Dr. David Koronkiewicz, a retired orthopedic surgeon and current leader in healthcare quality, safety, and risk management, joins the podcast to discuss two major issues affecting physicians today: the peer review system
Attorney Bo Loeffler returns to the podcast to revisit with David the foundational principles of asset protection—what it is, why physicians need it, and how proper timing and structure make all the difference. The conve
In this episode, host David Mandell welcomes Dr. Paul Lynch, a double board-certified anesthesiologist and pain management specialist, entrepreneur, and business leader. Dr. Lynch shares his remarkable journey from aspir
In this episode of the Wealth Planning for the Modern Physician Podcast, David Mandell welcomes back Jerry Kelsheimer, President of Medic Management Group. With decades of experience in healthcare business management, Je
In this episode of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Jacqueline Winkelmann, a pediatric hospitalist and founder of Scrub Sisters. Dr. Winkelmann shares her journey from
In this second part of a two-part episode, host David Mandell continues his discussion with Dr. Jack Bert, a board-certified orthopedic surgeon and former president of the Arthroscopy Association of North America. In thi
In this first part of a two-part episode, host David Mandell welcomes Dr. Jack Bert, a board-certified orthopedic surgeon and former president of the Arthroscopy Association of North America. Dr. Bert shares his backgrou
In this episode, host David Mandell welcomes back attorney Jason Greis for his third appearance. Jason, a healthcare business attorney with extensive experience advising physician practices, discusses one of the most pre
Matt Stevens
Managing Director for Human Performance and Learning · Hawk Conservancy Trust
1 appearance on this show
Dr. Stephanie Pearson
National Geographic Explorer & Author of 100 Hikes of a Lifetime U.S.A.
2 appearances on this show
Matthew Phillips
Junior and Senior High School Social Studies Teacher · City Capital Advisors
1 appearance on this show
Paul Lynch
double board-certified anesthesiologist and pain management specialist · Elm Tree Garden Contractors
1 appearance on this show
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Wealth Planning for the Modern Physician is hosted by David B. Mandell, JD, MBA. The show is categorised under business (investing) and has published 100 episodes.
Wealth Planning for the Modern Physician has published 100 episodes.
Wealth Planning for the Modern Physician regularly covers business, investing, education. It sits in the business category, with a investing focus.
Wealth Planning for the Modern Physician is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Wealth Planning for the Modern Physician hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Wealth Planning for the Modern Physician average 37 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Wealth Planning for the Modern Physician's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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