HeyJaredWealth 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…
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 16, 2026
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- Earliest in this view
- Aug 5, 2026
Latest episodes
After-Tax Alpha: Six Strategies for Building Wealth with Bill Martin, CFA (opens the original)
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Season 7 of Wealth Planning for the Modern Physician begins with host David Mandell joined by Bill Martin, CFA, Chief Wealth Officer at Earned Wealth and founder of the Earned Institute. Bill shares the career experiences that led him to Earned and explains why he was drawn to building an integrated wealth-management platform specifically for doctors. He and David also discuss the Earned Institute and its education-first mission of bringing together expertise across tax, investing, insurance, as
Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 1) (opens the original)
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Listen in or watch as host David Mandell interviews orthopedic surgeon Dr. John "Jay" Foley. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician, early career journey and more. Jay explains what got him interested in orthopedics at a young age, about how he spent a few years as a seasonal surgeon between the mountains and the beaches, before settling down in Reno, Nevada. David learns from Jay how he built a busy orthopedic
Summer Rewind 2026 #3: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2) (opens the original)
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This summer, join host David Mandell as he revisits and highlights episodes from Season 5 of The Wealth Planning for the Modern Physician podcast, in our 2026 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 5.8 | Originally Re
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