Wealth Planning for the Modern Physician
Hosted by David Mandell · David B. Mandell, JD, MBA
5.0from 43 ratings
- 148
- Episodes
- 64
- Transcribed
- 43
- Ratings
- Bi-weekly
- Cadence
- 2020
- First episode
- 47K
- YouTube views
About Wealth Planning for the Modern Physician
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!
- Publisher
- David B. Mandell, JD, MBA
- Category
- business · education
- Language
- en
- Explicit
- No
- First episode
- 23 Sept 2020
- Latest episode
- 14 Oct 2026
Latest episodes
64 of 148 episodes have a transcript.
14 Oct 2026TRANSCRIPT
Retirement Plans for Physicians: Are You Making the Most of Yours? with Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®
30 Sept 2026TRANSCRIPT
Independent Practice, Value-Based Care & Physician Advocacy with Dr. Eric Hansen
16 Sept 2026TRANSCRIPT
After-Tax Alpha: Six Strategies for Building Wealth with Bill Martin, CFA
Inside a recent episode
Retirement Plans for Physicians: Are You Making the Most of Yours? with Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®
Published 14 Oct 2026 · Transcript excerpt
[…] Just a little more about you. Yeah, of course. So I started well. So with earned, as you're aware, we work in the health care space. And so what I'm doing on a day to day and pretty much have been doing for the last decade is I'm working with private practices, solopreneurs and large medical groups. And what we're doing is we're figuring out how do we maximize the bottom line for our physicians and clinicians, meaning how do we take gross revenue shelter as much of that as we can through various tax strategies and result in the largest net income for the practice owner or the individual. And so what that means really in my specific nine to five is I'm looking at 401ks, profit shares, anything covered under what is called ERISA, the IRS tax code, to say, how can I help an individual save for their own retirement and get the best tax benefit at the same time. […]
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See plansWho has been a guest on Wealth Planning for the Modern Physician
Names identified in recent episode analyses. Showing up to five guests.
- Nick Gizzarelli
- Dr Eric Hansen
- Bill Martin
- Mark Figgie
- Joel Press
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 46,921
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 42 ratings
- Spotify
- 5.0 / 5
- 1 ratings
Podcast Authority Score: 75 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 87
- Social presence
- 0
- YouTube
- 76
- Engagement
- 82
Contact Wealth Planning for the Modern Physician
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Wealth Planning for the Modern Physician
Who hosts Wealth Planning for the Modern Physician?
David Mandell host the show. Published by David B. Mandell, JD, MBA.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Wealth Planning for the Modern Physician take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
64 of 148 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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