『Wealth Planning for the Modern Physician』のカバーアート

Wealth Planning for the Modern Physician

Wealth Planning for the Modern Physician

著者: David B. Mandell JD MBA
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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 個人ファイナンス 経済学
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  • Summer Rewind 2025 #3: Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman
    2025/07/23

    This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series.

    "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!"

    Episode 3.5 | Originally Released: November 3, 2022

    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 early on the need for leveraging the expertise of others.

    David and Scott then discuss the important factors Scott considered when choosing his first job out of training and Scott’s view on the importance of branding and marketing, especially for younger physicians looking to build their practices. Scott then relates the value he sees in finding great advisors and the importance of changing to new people if needed.

    David and Scott then delve into Scott’s various entrepreneurial activities, from lasers in orthopaedic surgery, an orthopaedic mutual fund, the Ortho Show podcast, his #followthefro social media hashtag and more.

    Finally, Scott gives David two important pieces of business advice for fellow physicians, especially younger doctors.

    You can find show notes and more information by visiting www.physicianswealthpodcast.com.

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    33 分
  • Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr
    2025/07/09

    This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series.

    "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!"

    Episode 4.3 | Originally Released: October 19, 2023

    Listen in as David chats with healthcare real estate expert Colin Carr. Colin begins with his background in real estate in a variety of settings. He then tells the story of how, after seeing physicians do so poorly in deals, he decided to launch a firm dedicated to helping doctors.

    Next, Colin explains the top mistakes he sees physicians and practices make when it comes to their real estate—including do-it-oneself, not performing adequate due diligence and more—and what that will cost them in the long run.

    Colin delves into the choice between leasing and purchasing for a medical practice and relates the importance of having a multi-factor decision process as the key to fostering long-term peace of mind.

    He then discusses the significance of timing, in terms of when to make the ‘rent vs. own’ decision, when to contact a landlord on a possible lease renewal, and even when to reach out to potential real estate agents.

    Colin wraps up by sharing how physicians can find an ethical, competent real estate agent they can trust.

    Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.

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    46 分
  • Summer Rewind 2025 #1: All Things Real Estate with Trisha Talbot
    2025/06/25

    This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series.

    "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!"

    Episode 3.2 | Originally Released: September 22, 2022

    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 and the challenges for physicians looking to own it.

    Trisha then shares her answers to a few common questions she hears from physicians and discusses a typical first step for a doctor considering a new office or piece of real estate. Finally, Trisha explains when a practice might consider selling a property, and important factors affecting that decision.

    You can find show notes and more information by visiting www.physicianswealthpodcast.com.

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    42 分

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