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!
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A podcast hosted by Saturday Night Live alumnus, Gary Kroeger and co- hosted by TV Director Ken Ceizler. Their interviews are casual, witty and reflect their authentic curiosity about the guest area of expertise or experience. They also tackle serious issues like; who has the right of way? A person in a wheelchair or a mom pushing a stroller? Guest have included many notable figures in the entertainment world including: "Saving Private Ryan" Producer Mark Gordon, Actor/Writer/Director Brad H ...
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Summer Rewind 2024 #4: Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone
44:51
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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 …
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Summer Rewind 2024 #3: Banking for Doctors, by Doctors featuring Dr. Michael Jerkins
41:34
41:34
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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 …
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Summer Rewind 2024 #2: Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending
41:34
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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 …
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Summer Rewind 2024 #1: Exiting Partners from a Practice with Attorney, Jason Greis
41:34
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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 …
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Is this anyway to run a airline and other things that are upsetting
32:56
32:56
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Send us a Text Message. Flying Sucks, Jobs of the Future, why Bob Eubanks never liked Gary, And why Kenny needs new Porn! Support the Show.By Gary Kroeger and Ken Ceizler
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Highlights & Insights: Recapping the Episodes of Season 4
37:38
37:38
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In this 19th and final episode of Season 4, host David Mandell recaps the season’s 18 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 18 episodes to revisit ones that they found most valuable, and can motivate those who missed any episodes to…
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Lessons from A Career in Military/Academic Oral Surgery… and Retirement with Dr. Butch Ferguson
41:34
41:34
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In this episode, host David Mandell, JD, MBA welcomes Dr. Butch Ferguson, a retired oral and maxillofacial surgeon. Their discussion initially covers Dr. Butch's career journey, including his experience in the US Army Dental Corps, both pros and cons -- beginning with his own training, moving up the command chain, training other dentists and oral s…
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Send us a Text Message. Sometimes we need to let off a little steam Support the Show.By Gary Kroeger and Ken Ceizler
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Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 2)
31:44
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31:44
Listen in to this continuing episode as host David Mandell sits down with Ethan Nkana, JD, MBA, founder of Rocky Mountain Physician Agency and his client, Dr. Erica Mathieu, Chief Medical Officer at Primary Health Solutions. Here, in part two of this two-episode interview, David begins the discussion with Erica, looking at her situation as a case s…
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Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 1)
22:40
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Listen in as host David Mandell sits down with Ethan Nkana, JD, MBA, founder of Rocky Mountain Physician Agency and his client, Dr. Erica Mathieu, Chief Medical Officer at Primary Health Solutions. In part one of this two-episode interview, David begins the discussion with Ethan, covering his background in law and as a hospital administrator, where…
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Know Your Numbers with CPAs Chelsea Dorfeld & Mary Kathryn Williamson
37:45
37:45
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Listen in as host David Mandell chats with two CPAs from the firm Aprio who specialize in serving medical and dental practices. They share insights on managing finances, increasing profitability, and understanding key numbers in a healthcare practice. The discussion covers the importance of understanding financials, key performance indicators, and …
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Send us a Text Message. He host two shows on Sirius XM, he's got a new podcast and he shares what he really thinks about Kenny Support the Show.By Gary Kroeger and Ken Ceizler
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Susie Essman will no longer "Curb" her Enthusiasm
53:32
53:32
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Send us a Text Message. She yelled, she cursed, she insulted. And we're gonna miss her. Susie Essman talks about her years on "Curb", what's next and what made the show so funny. Support the Show.By Gary Kroeger and Ken Ceizler
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Better Methods for Hiring Staff with Dr. Mike Neal
34:20
34:20
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Listen in or watch as podcast host David Mandell sits down with optometrist Dr. Mike Neal. David centers this discussion on the challenges of hiring within medical practices and how Dr. Neal's experiences with hiring difficulties in his own practice led him to create Build My Team, a service designed to assist medical practices in overcoming staffi…
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Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan
36:55
36:55
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Listen in as host David Mandell interviews Shannon Seeberan, the co-founder of CloudMedSpas, a platform that enables physicians and medical practitioners to maximize practice revenue by monetizing their unused medical space. The discussion starts with Shannon's career, as she explains how she transitioned from publishing and advertising to aestheti…
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Chances are Ed Zwick Made One of Your Favorite Movies
50:21
50:21
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Send us a Text Message. Writer/Director Ed Zwick talks to us about his new book and making movies. A partial list of his credits include: "Thirtysomething" (Co-Creator) "About Last Night" (Director) "Glory" (Director) "Shakespeare in Love" (Producer) "Courage Under fire" (Director) "Defiance" (Director, Co-Writer) "Legends of the Fall" (Director) "…
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Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole
48:22
48:22
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Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole Listen in as host David Mandell speaks with orthopedic surgeon Dr. Brian Cole. David and Brian begin the discussion with an overview of Brian’s career journey, his decision to earn an M.B.A. and his thoughts on the importance of business acumen in the medical field. David as…
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A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 2)
33:27
33:27
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In the second part of the podcast, host David Mandell continues his conversation with investment banker Clint Bundy and private equity principal Matt Ebbel, focusing on the factors that contribute to successful mergers and acquisitions (M&A) in the healthcare sector, including medical, dental, and veterinary practices. They delve into what makes a …
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A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 1)
29:52
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Listen or watch as host David Mandell takes a deep dive into healthcare mergers and acquisitions (M&A), with investment banker Clint Bundy and private equity firm principal Matt Ebbel. They discuss the advisory and strategic roles they play, aiming to maximize value and find the best partnerships for business or practice owners looking to sell or r…
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Send us a Text Message. Actress/Author Illeana Douglas is our guest. Her film credits include some of the most unforgettable movies of our time;“Cape Fear”, “Goodfellas” and “To Die For”. We talk about her very interesting upbringing, her love of movies and her new book “Connecticut in the Movies: From Dream House to Dark Suburbia”. Support the Sho…
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Adding A Weight Loss Program to Help Patients and Build Profits with Dr. Jonathan Kaplan
45:26
45:26
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Listen in as host David Mandell speaks to returning guest plastic surgeon Dr. Jonathan Kaplan about adding a weight loss program to a medical practice – both for the patient’s health and happiness and the practice’s economics. Jonathan begins the discussion with an overview of the current popular weight loss medications Ozempic/Wegovy (semaglutide)…
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Hot Topics in Wealth Management For 2024 with OJM Advisors Bob Peelman, Adam Braunscheidel, and Andrew Taylor
38:36
38:36
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Listen in as host David Mandell chats with Certified Financial Planners Bob Peelman, Adam Braunscheidel, and Andrew Taylor from the OJM Group on three wealth planning topics that are relevant for 2024. David begins by discussing with Bob Peelman the basics of 529 plans, including the two types of plans, tax benefits, planning flexibility factors an…
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Who Killed JFK and other things we forgot to mention in 2023
39:54
39:54
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Send us a Text Message. Plus! Do movies about real people have an obligation to the truth? And what should Kenny do about the mistaken text inviting him to a party and blueberry pie? Support the Show.By Gary Kroeger and Ken Ceizler
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Immigrant Origins, Entrepreneurship, and the Importance of Mindset with Dr. Madan Kandula
41:01
41:01
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Listen in as host David Mandell interviews Dr. Madan Kandula, ENT surgeon, entrepreneur, and CEO of Advent, which he has grown to over 250 team members across 18 locations, serving over 1500 new patients monthly. Dr. Kandula shares his background, including a brief description of his family's immigrant story from India, emphasizing the struggles hi…
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Send us a Text Message. Kenny is back from Istanbul and he’s learned a few things about rugs. And big time movie/TV/Theater mogul Mark Gordon calls in while we’re doing the show and tells Gary he may be in his next play! Support the Show.By Gary Kroeger and Ken Ceizler
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Entrepreneurship & Venture Funding Lessons with Carey Ransom
43:46
43:46
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Listen in as David chats with Carey Ransom, a serial entrepreneur, venture capitalist and angel investor. Carey begins by explaining how growing up around a family business fostered his entrepreneurial streak. Carey then discusses what initially captures his interest in an entrepreneurial venture and why he often is skeptical of founders who are in…
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Strategically Evaluate & Negotiate Potential Jobs with The Doctors Agents Co-Founders Dr. Sanjeev Bhatia & Dr. Matthew Provencher
37:20
37:20
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In this episode, David welcomes back two guests from earlier seasons – orthopaedic surgeons Dr. Sanjeev Bhatia and Dr. Matthew Provencher. Sanjeev and Matt join David to discuss a new venture they’ve founded, along with David, called The Doctors Agents (TDA). Sanjeev and Matt begin with how they identified a need in the marketplace for physicians t…
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The Medical Expert Witness “Side Hustle” with Dr. J. Jordan Romano
34:24
34:24
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Host David Mandell chats with Dr. Jordan Romano in Episode 4.4 of the podcast. Jordan talks about his career, how he became involved in working as a medical expert witness, grew the work into a business, and now advises other physicians who are interested in this potential “side hustle.” Jordan begins with the story of how he ended up in medicine a…
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When Naturally Stupid meets Artificial Intelligence
36:56
36:56
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Send us a Text Message. Fortunately for us, Gary’s beautiful wife, Shannon, is a software designer and she helps explain it to us. And Kenny fills us in on some interesting facts that very few people care about Support the Show.By Gary Kroeger and Ken Ceizler
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Will you still need me, will you still feed me when I'm a hundred and four?
27:42
27:42
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Send us a Text Message. Boomers parents are living into their 100s. It's predicted boomers will live even longer. Boy, our kids are gonna be pissed. Also, Kenny tells of the sexual encounter that still confuses him. And Gary finally shows us his halo. A don’t miss episode! (Unless you have something else to do) Support the Show.…
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A Deep Dive Into Real Estate with Colin Carr
43:26
43:26
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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 practi…
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Send us a Text Message. Eoin Macken star of the hit NBC series "La Brea" is our guest. Eoin shares his thoughts on acting, his thoughts on accents, working with Dinosaurs, dating Neanderthals, and would he rather die from the heat or the cold. Support the Show.By Gary Kroeger and Ken Ceizler
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Avoiding and Disarming Legal Landmines with Neurosurgeon and Attorney Dr. Jeffrey Segal
13:10
13:10
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Dr. Jeffrey Segal, a neurosurgeon, attorney and founder of Medical Justice, returns to the podcast for Episode 4.2, where he and David discuss current legal landmines facing physicians. Jeff begins with the topic of licensing and how doctors typically become involved with investigations into their licenses by state departments and the various outco…
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50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell
35:37
35:37
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To kick off Season 4 of the podcast, David welcomes a very special guest – his father, radiologist Dr. Charles Mandell. David begins by asking Charlie, as he does with all physician guests, where he is from and what led him to become a physician in general and a radiologist in particular. Charlie shares a bit about his first job out of training and…
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Send us a Text Message. It's been a long hot summer but not enough to kill us so we’re starting another season. Gary has a lot of important issues he needs to get off his chest. Kenny questions why white eggs and brown eggs are packed in separate cartons. Support the Show.By Gary Kroeger and Ken Ceizler
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Summer Rewind #7: Private Equity Insights with Dr. Steve Hamilton and CEO Andy Blankemeyer
36:23
36:23
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Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.” Insights a Fe…
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Summer Rewind #6: Improving How You Work With Your People with Frank Maselli
38:06
38:06
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Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.” Improving How…
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Summer Rewind #5: The Navy SEALS to the New England Patriots with Dr. Matthew Provencher
45:28
45:28
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Orthopedic Experiences: The Navy SEALS to the New England Patriots with Dr. Matther Provencher Originally released October 28, 2021 For the fifth installment of the 2023 Summer Rewind Series, David revisits Season 2, Episode 7, where he chats with orthopaedic surgeon Dr. Matthew Provencher. Dr. Provencher is a long-time client of OJM Group and is c…
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Summer Rewind #4: Expert Insights on Asset Protection with Bo Loeffler, Esq.
46:03
46:03
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Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.” Expert Insigh…
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Summer Rewind #3: Financial Therapy 101 with Dr. Gregory Gilot and Erika Wasserman
41:12
41:12
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41:12
Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.” Episode 1.13:…
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Send us a Text Message. He began as the head writer for the game show "Remote Control". He wrote for Penn & Teller, Dennis Leary, Michael Richards and Craig Ferguson. He won an Oscar for a short film he did with Steven Wright. And he explains why that evening turned out to be a disaster. Support the Show.…
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Summer Rewind #2: The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle
45:45
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Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.” Episode 1.6: …
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Send us a Text Message. Laura Foy is a gay parent living in Florida. She survived Hurricane Ian but can she survive DeSantis? Support the Show.By Gary Kroeger and Ken Ceizler
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Summer Rewind #1: Lessons From a Neurosurgeon-Attorney-CEO, with Jeffrey Segal, MD, JD
39:40
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39:40
Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.” Episode 1.2: …
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Send us a Text Message. Tech guy Steve Greenberg with great Father’s Day gift ideas while Gary and Kenny have no idea Support the Show.By Gary Kroeger and Ken Ceizler
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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 f…
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Send us a Text Message. The writers strike is about more than wages. We are joined by writer Susan Hurwitz Arneson to discuss how we got here and what’s at stake. Support the Show.By Gary Kroeger and Ken Ceizler
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Send us a Text Message. You've seen him on "Louie", "The Sarah Silverman Show", "Make Me Laugh" and doing stand-up on MTV and Comedy Central. And now you get to see him with us. Support the Show.By Gary Kroeger and Ken Ceizler
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Time Management & Entrepreneurship With Resident, Book Author, and Podcast Host Dr. Wendell Cole
35:10
35:10
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Wendell begins with his background—where he grew up and what got him interested in medicine generally and orthopaedics in particular. He outlines the jobs he had and ventures he started while in medical school, as well as the book he wrote and a podcast he launched at the same time. David and Wendell chat about why he ended that podcast and launche…
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We're Back! And We're Slightly Better than Before
55:26
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Send us a Text Message. Learn why Gary was hiding under the bed and who was the hot teacher Kenny lusted after in Junior High. And we'll explain why our generation may actually be happy we're gonna die. Support the Show.By Gary Kroeger and Ken Ceizler
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