Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending

Season 2 Recap: An Executive Summary of All 20 Episodes

Release Date: 05/26/2022

Description: In this 21st and final episode of Season 2, David recaps the season’s 20 episodes. He briefly summarizes each episode and highlights a pearl or two from each.  This can serve as a helpful reminder for listeners who have heard all 20 episodes to revisit ones that they found most valuable, and can motivate those who missed any episodes to visit our podcast page and listen during the show’s hiatus. Look for new episodes in August when the Wealth Planning for the Modern Physician podcast resumes with Season 3!

Explicit: No

Wealth Planning for the Modern Physician: A Podcast Trailer

Release Date: 09/24/2020

Description: Listen in for a hint of what's to come from the Wealth Planning for the Modern Physician podcast!  

Explicit: No

Season 3 Recap: An Executive Summary

Release Date: 06/01/2023

Description: In the final episode of Season 3, host David Mandell recaps the season’s 18 episodes and highlights a pearl or two from each.  This recap can serve as a helpful reminder for listeners to revisit episodes that they found most valuable, and can encourage those who missed any episodes to visit our podcast page and listen during our summer hiatus.  New for Summer 2023: David has curated a series of thought-provoking and noteworthy episodes from Seasons 1 & 2 to be re-released every other Thursday. Look for new episodes in September when the Wealth Planning for the Modern Physician podcast resumes with Season 4! Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.  

Explicit: No

Summer Rewind 2024 #1: Exiting Partners from a Practice with Attorney, Jason Greis

Release Date: 07/11/2024

Description: 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 2024 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 2024," says David. "I hope you enjoy this Season 3 encore. Have a great summer!" Episode 3.1 (Originally released on September 8, 2022) Exiting Partners from a Practice with Attorney, Jason Greis Listen in as David chats with nationally recognized healthcare attorney Jason Greis about the important and sensitive topic of creating win-win strategies for exiting retiring partners from a medical practice. Jason begins by describing his firm and practice and then gives some reasons why setting a partner exit pathway is so important for the exiting partners, the practice and younger partners. Jason covers what is typically involved to incorporate exit plans into the legal documents of a practice and why having a solid exit plan can actually be a practice differentiator for recruitment of younger physicians. Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.

Explicit: No

Financial Retirement Planning

Release Date: 06/04/2021

Authors: Sridhar Boppana

Description: Wealth creation for Retirement planning

Explicit: No

The Wealth Alliance Podcast

Release Date: 09/24/2020

Authors: Kevin Barrett

Description: Wealth Alliance is a wealth management and financial planning firm based in San Diego, California. Company President Kevin Barrett, who has been a financial advisor for over 20 years, shares how Wealth Alliance advises its clients in the areas of financial planning, investment management, tax planning, insurance & annuities, and estate planning.

Explicit: No

America’s Tax Coach with Ed Lloyd CPA of Ed Lloyd & Associates, PLLC

Release Date: 08/18/2020

Authors: Ed Lloyd

Description: Learn all the tips, tricks and more for wealth management, retirement planning and more!

Explicit: No

The Feed Your Self Podcast

Release Date: 03/28/2021

Description: Ancestral Health For Modern Wealth

Explicit: No

Podcast – Blueprint for Wealth

Release Date: 01/06/2022

Authors: Wayne M. Zell

Description: Welcome to Blueprint for Wealth! I created this podcast to help you and your loved ones realize your personal dreams of wealth and freedom by providing you with educational content on legal developments in the areas of estate planning, tax planning and business planning.

Explicit: No

Retirement Planning Archives - Triton Financial Group

Release Date: 04/08/2021

Description: Comprehensive Financial Planning & Wealth Management

Explicit: No

Wealth Ecology

Release Date: 04/10/2021

Authors: Dawn Ridler

Description: Everything Wealth and Financial Planning

Explicit: No

Landon and Bib

Release Date: 04/29/2021

Authors: landonandbib

Description: Discussions on creating wealth, planning for your future and a sprinkling of bad humor.

Explicit: No

Skyline Wealth Strategies Radio

Release Date: 08/24/2020

Authors: Skyline Wealth Strategies

Description: The Skyline Wealth Strategies Radio Hour brings you investment strategies for the modern financial landscape.

Explicit: No

The Working Mom's Podcast

Release Date: 09/25/2020

Authors: The Working Mom's Podcast

Description: We support the modern working mom with inspiring stories and resources. Something remarkable happens when everyday women come together to share their extraordinary stories. The Working Mom’s Podcast gives the modern woman a microphone to discuss health, wealth, and relationships. Join our host, Estate Planning Attorney Pamela Maass & owner of Maass Law.

Explicit: No

Worth It: Insights on wealth management and personal planning strategies.

Release Date: 06/08/2021

Authors: Proskauer

Description: Insights on wealth management and personal planning strategies.

Explicit: No