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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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The Gary and Kenny Show

Gary Kroeger and Ken Ceizler

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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Listen in as host David Mandell chats with entrepreneur, former practice CEO and consultant David Valaer. David V. shares details about his former career as a naval Top Gun aviator including lessons from his training that he imparts to practices today. He explains why his experience as a 100% owner of a company that went through an M&A transaction …
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In this episode, cosmetic surgeon Dr. Erik Nuveen joins David to discuss his career path, his practice’s growth, what he has learned about the business of medicine in building a cosmetic surgery platform. Erik begins by explaining his dual trainings and degrees in dentistry and medicine and how his family background shaped both his medical/dental c…
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In this episode, David is joined by Dr. Michael Jerkins, internist, pediatrician, and co-founder and President of Panacea Financial. Michael begins with his background – where he grew up and what got him interested in medicine. He explains his decision to postpone medical school for a year and get a master’s degree in Education, and how teaching is…
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Listen in as David chats with medical practice consultant Catherine Maley. David begins introducing Catherine with her experience in working with cosmetic practices but points out that their discussion will include lessons for doctors in all types of practices. Catherine starts with an explanation of what she does in her business with medical pract…
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