Wealth Planning for the Modern Physician cover art

All Episodes

Wealth Planning for the Modern Physician — 102 episodes

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Title
1

From Surgeon to Innovator: An Entrepreneurial Journey with Dr. Steven Siepser

2

From Burnout to Breakthrough: Reinvention Strategies for Physicians with Todd Jason

3

From OB/GYN to Advocate, Part II: Entrepreneurship and Disability Insurance Insights, with Stephanie Pearson, MD

4

From OB/GYN to Advocate, Part I: An Injury that Changed Everything, with Stephanie Pearson, MD

5

Healthcare M&A in 2026: What Physicians Need to Know with Matthew Phillips

6

Medicine Meets Machine Learning: Real-World AI in Practice with Dr. Joshua Lowentritt

7

The Business of Independence: Private Practice Done Right with Teri Yates

8

From Academia to Innovation: Redefining Pain Medicine with Dr. Peter Staats (Part 2)

9

From Academia to Innovation: Redefining Pain Medicine with Dr. Peter Staats (Part 1)

10

Peer Review, Workplace Violence, and Protecting Your Career with Dr. David Koronkiewicz

11

Asset Protection Essentials for Physicians with Attorney Bo Loeffler

12

Ethical Entrepreneurship in Medicine: Building Smarter Practices with Dr. Paul Lynch

13

Thriving in a Changing Healthcare Landscape with Jerry Kelsheimer

14

The Journey from Pediatrics to Scrub Sisters with Dr. Jacqueline Winkelmann

15

Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 2)

16

Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 1)

17

How Practices Can Build the Right Physician Comp Models Today and Beyond with Attorney Jason Greis

18

The Journey from Solo Practice to Industry Leader with Dr. Cynthia Matossian

19

Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell

20

Summer Rewind 2025 #5: An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta

21

Summer Rewind 2025 #4: Understanding One's P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett

22

Summer Rewind 2025 #3: Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman

23

Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr

24

Summer Rewind 2025 #1: All Things Real Estate with Trisha Talbot

25

Executive Summary: Highlights of Season 5 with Host, David Mandell

26

ESOPs for Doctors: A Tax-Advantaged Exit Strategy for Medical Practices with Special Guest, Bob Goettling

27

From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. Joel Press

28

Locum Tenens Uncovered: Insights from Industry Expert Corey Kleinschmidt (Part 2)

29

Locum Tenens Uncovered: Insights from Industry Expert Cory Kleinschmidt (Part 1)

30

Maximizing Physician Success: Entrepreneurship, Efficiency, and Burnout Prevention with Dr. Jude Pierre

31

Compounding Controversies to Non-Compete & Practice Exit Challenges: 2025 Legal Trends with Attorneys Michael Byrd and Brad Adatto

32

From West Point to Wine: Success in Career & Retirement, with Dr. Pat St. Pierre

33

From Practice to Personal Brand: Marketing Strategies for All Doctors, with Kristy LaGourgue and Rachel Varga

34

The 2025 Tax Landscape: Insights on Changes and Planning Strategies, with CPAs Carole Foos & Greg Heimkreiter

35

Balancing Medicine and Entrepreneurship: A Blueprint for Success with Dr. Jude Pierre

36

Childfree Wealth: Breaking Financial Norms for a Growing Population with Dr. Jay Zigmont

37

Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2)

38

Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 1)

39

Insights on Bridging Medicine and Business with Consultant Jessica Jones

40

Innovating Healthcare with Hospitality with Dr. Benjamin Ostrander

41

Practice Key Performance Indicators, Side Hustle Do's & Don'ts and More with CPA Nolan Bradbury

42

Election Season & Your Portfolio: Insights on Weathering Uncertainty with Andrew Taylor, CFP

43

Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 2)

44

Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 1)

45

Summer Rewind 2024 #5: Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA

46

Summer Rewind 2024 #4: Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone

47

Summer Rewind 2024 #3: Banking for Doctors, by Doctors featuring Dr. Michael Jerkins

48

Summer Rewind 2024 #2: Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending

49

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

50

Highlights & Insights: Recapping the Episodes of Season 4

51

Lessons from A Career in Military/Academic Oral Surgery… and Retirement with Dr. Butch Ferguson

52

Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 2)

53

Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 1)

54

Know Your Numbers with CPAs Chelsea Dorfeld & Mary Kathryn Williamson

55

Better Methods for Hiring Staff with Dr. Mike Neal

56

Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan

57

Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole

58

A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 2)

59

A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 1)

60

Adding A Weight Loss Program to Help Patients and Build Profits with Dr. Jonathan Kaplan

61

Hot Topics in Wealth Management For 2024 with OJM Advisors Bob Peelman, Adam Braunscheidel, and Andrew Taylor

62

Immigrant Origins, Entrepreneurship, and the Importance of Mindset with Dr. Madan Kandula

63

Entrepreneurship & Venture Funding Lessons with Carey Ransom

64

Strategically Evaluate & Negotiate Potential Jobs with The Doctors Agents Co-Founders Dr. Sanjeev Bhatia & Dr. Matthew Provencher

65

The Medical Expert Witness "Side Hustle" with Dr. J. Jordan Romano

66

A Deep Dive Into Real Estate with Colin Carr

67

Avoiding and Disarming Legal Landmines with Neurosurgeon and Attorney Dr. Jeffrey Segal

68

50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell

69

Summer Rewind #7: Private Equity Insights with Dr. Steve Hamilton and CEO Andy Blankemeyer

70

Summer Rewind #6: Improving How You Work With Your People with Frank Maselli

71

Summer Rewind #5: The Navy SEALS to the New England Patriots with Dr. Matthew Provencher

72

Summer Rewind #4: Expert Insights on Asset Protection with Bo Loeffler, Esq.

73

Summer Rewind #3: Financial Therapy 101 with Dr. Gregory Gilot and Erika Wasserman

74

Summer Rewind #2: The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle

75

Summer Rewind #1: Lessons From a Neurosurgeon-Attorney-CEO, with Jeffrey Segal, MD, JD

76

Season 3 Recap: An Executive Summary

77

Time Management & Entrepreneurship With Resident, Book Author, and Podcast Host Dr. Wendell Cole

78

M&A Lessons, Including the Importance of Getting Employees on Board, with David Valaer

79

The Value of Experts, Hyper Growth and More from Dentist, Cosmetic Surgeon, Entrepreneur Dr. Erik Nuveen

80

Banking for Doctors, by Doctors featuring Dr. Michael Jerkins

81

Insights from Practice Consultant Catherine Maley, MBA

82

An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta

83

Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA

84

Understanding One's P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett

85

Private Practice and Private Investing Insights from Dr. Charlie Eifrig

86

Hot Topics in Tax & Asset Protection Planning with Carole C. Foos, CPA

87

Insights from a Plastic Surgeon, Professor & Innovator with Dr. Joshua Korman

88

Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone

89

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

90

Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman

91

The Present & Future of the Healthcare Industry with Dana Jacoby

92

From Branding to Charitable Pursuits to Entrepreneurship & More with Dr. Travis Clegg

93

All Things Real Estate with Trisha Talbot

94

Exiting Partners from a Practice with Attorney Jason Greis

95

Season 2 Recap: An Executive Summary of All 20 Episodes

96

All Things ASC Featuring Attorney Jason Greis

97

How Private Practices Can Improve Their Payor Contracts with Brett Spark

98

Tax Update & The Billionaire's Tax Tactic You Can Use

99

Entrepreneurship, Wealth Management, and Government Involvement with Dr. John Prunskis

100

Insights from Executive, Entrepreneur & Consultant Louis Frisina, MBA

101

Insights A Few Years Beyond a Private Equity Transaction with Dr. Steve Hamilton and CEO Andy Blankemeyer

102

Improving How You Work With Your People with Frank Maselli