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!
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Episodes
  • Insights on Bridging Medicine and Business with Consultant Jessica Jones
    Nov 27 2024

    Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones.

    David begins asking about Jessica’s career and how she ended up working with medical and dental practices. Jessica then shares with David the pain points doctors typically have when they contact her—how they want to see their practices, and lives, improved.

    Jessica then speaks to David about the importance of finding the doctor’s passions and how to align the practice with those passions, along with patient needs—potentially with a cash-based revenue element outside of insurance reimbursement. She then digs into the details around service offerings, equipment purchases, the importance of delegation and other key success factors her experiences has discovered are valuable—in cash-based practices or traditional ones.

    Finally, Jessica stresses the importance of brainstorming and getting out of the daily grind to have perspective on what is working and what could be improved.

    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
  • 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.

    Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

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    37 mins

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