show episodes
 
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!
 
The Morning Cruise’s Carmen Brown from The JOY FM spends her mornings ON-Air, but in these one-on-one OFF-Air conversations, she grabs a cup of coffee and sits down with some of her favorite people. In these casual discussions nothing is off-limits! The chats are rawer, deeper, and even more surprising! Carmen also shares all of her favorite things. As an Enneagram 7, if she’s loving it, you will for sure hear about it, and everything is filtered through the lens of her faith.
 
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show series
 
Listen in as guest host and OJM Group Co-Founder Jason O’Dell chats with Mark Grosvenor, Executive Vice President and Chief Technology Officer for NFP (National Financial Partners). In his discussion with Jason, Mark covers several important topics for physicians and medical practices, including cyber fraud involved with PPP loans (and practical st…
 
It’s been the worst of both worlds lately. We are all carrying extra grief due to the loss of loved ones, friends, and our pre-pandemic way of life. Whether people or dreams that we’ve lost, we’re mourning. And yet, all our normal mourning rituals have been disrupted due the the nature of this crisis. We need to grieve, and yet, we’re struggling to…
 
Brad Adatto is a partner at the law firm of ByrdAdatto, a national business and healthcare boutique law firm. As the son of a surgeon, and from a family of many dentists, Brad has a personal connection to the businesses of both medicine and dentistry. In his discussion with David, Brad covers a number of important issues for listeners, including co…
 
Why is New Age spirituality so appealing to millennials (and other generations!)? What is it about human beings that makes us wired for spirituality and a desire to know that we are significant in the universe–even when we reject religious faith? We’re chatting about everything from looking to the stars for meaning to looking to personality types f…
 
Listen in as Dr. Jen Haley joins David to discuss how her upbringing influenced her decision to become a physician, why she shifted specialties during her training, and how a few unplanned significant decisions have shaped her career and financial life. Jen also talks about her Radiance Revealed Podcast and reveals a few important financial habits …
 
My guest this week is Chris Tomlin! Chris is the most sung worship artist of all-time! And because of this, he is often viewed through a “ super spiritual” lens. But here what you may not know… Chris is one of the funniest guys I know! And, boy can he tell a story! In this episode of OFF-AIR with Carmen, you'll hear THIS side of Chris as he shares …
 
What makes Gilbert Blythe the ultimate literary husband and father? How can we treat our vocations with more intentionality and commitment? Why are there so many resources for Catholic moms and not Catholic dads? All this AND the world’s cutest love story coming your way in today’s episode of the podcast! We are so pleased to welcome back Tyler Bla…
 
In this episode, anesthesiologist and fellow podcaster Dr. Richard Marn joins David to discuss various topics. Listen in as Richard explains his decision to pursue anesthesiology, when he originally planned to be a surgeon, and his choice to leave a large academic institution after many years for solo private practice. They also discuss Richard’s a…
 
Happy Easter, y’all! On this episode of OFF-AIR, I sat down with three of my favorites…Bill, Lindsay & Haley. We’ve been doing an online bible study together led by Paige Brown called “Bible History Overview.” That title sounds dry, but we were riveted! She connected to Old and New Testaments together for us and changed our perspective so much that…
 
Repp & Summer Gordon experienced every parent's worst nightmare. They lost their sweet five year old son, Sawyer, in a horrific accident when he pedaled his bike onto a busy road. In this vulnerable conversation, Summer shares their journey through unspeakable grief and inexplicable forgiveness, held together by an unwavering faith. Of all the epis…
 
As we prepare for Holy Week, we thought it was just the right time to be inspired by a conversion story. And since we’ve been itching to have our friend Meg Tietz on the show for ages, we asked if she could share her family’s beautiful story of conversion for you this week! Meg is the creator and host of Sorta Awesome, a weekly lifestyle podcast fo…
 
In this episode, David is joined by investment bankers Clint Bundy and Stewart Carlin from The Bundy Group. Clint and Stewart each discuss success factors for physicians looking to sell their practice, merge into larger practices, or even become an acquirer. They also cover a few common mistakes they often see in the medical practice space. Finally…
 
We are thrilled to be joined by the lovely Rachel Bulman to talk about the weird trend of the 90s that we were all influenced by: purity culture. Rachel wrote a wonderful piece for the Word on Fire blog recently about purity culture’s failings and the importance of understanding a richer view of the human person, our bodies, and our sexuality in th…
 
In this episode, David speaks with Cleveland Clinic Florida orthopaedic surgeon Dr. Gregory Gilot and his collaborator “Your Financial Therapist” Erika Wasserman. Listen in as Greg outlines his traditional surgical training and career. Greg then discusses his interest in Financial Therapy and decision to pursue academic training in the field while …
 
My guests this week are sisters Taylor and Madison from the band, Cain. I met Taylor and Madison along with their brother Logan about a year ago. It’s been fun to watch their debut single, Rise Up, shoot to #1 on the charts and stay there for several weeks! We'll talk about the dynamics between siblings being in a band together, what they all learn…
 
In our six years of podcasting we have never had a religious sister as a guest! So this episode with Sr. Theresa Aletheia Noble is long overdue. She has an incredible conversion story from atheism and then she was surprised to discern a call to religious life and was led to the Daughters of St. Paul. It’s a beautiful and moving story and we can’t w…
 
In this episode, gastroenterologist and entrepreneur Mukul Mehra, MD joins the program to discuss his career journey and business pursuits. Listen in as Mukul explains his financial choices on schools to attend, job selection and how he sought the right financial firm to guide him. He and David also discuss how Mukul’s time away from the practice l…
 
My guest today is Temple Stewart. Temple is married to Ross, and they recently adopted sweet Ellie! They are also pregnant and expecting baby number two next month. Temple and I go to church together and have walked similar roads in trying to figure out our health through Functional Medicine. Temple is a WEALTH of knowledge in the Ketogenic world, …
 
Today you’ll meet Sarah Faulkner. I randomly met Sarah at a Christmas Market a couple of years ago. Like so many of us, Sarah thought her “story” would be one thing. But after surviving not one – but TWO – brain aneurysms, Sarah realized God’s story for her life had some unexpected chapters. Sarah’s faith inspires me, and I know it will inspire you…
 
Is it possible to think about personal style through a theological lens? Lillian Fallon thinks so. We love following Lillian’s Instagram account and writing on style and theology (and her outfits are fabulous, too). So we asked her to join us for a conversation about clothes, self-expression, and honoring the bodies God gave us. Lillian Fallon is a…
 
Dr. Goldberg discusses his motivation to become a physician, his experience in joining a private practice after training and the decision to leave that practice and go out on his own. He then explains his decision to go to law school at night and what he took away from that training. Finally, Dr. Goldberg explains his advice to fellow physicians re…
 
Like so many people, I’ve had a life-long struggle with weight. I’ve tried everything under the sun. You name it, I’ve done it. That all changed in 2019 when I was introduced to FASTer Way to Fat Loss. It was through this program that Amanda Tress introduced me to Alex, who practices Functional Medicine. In February of 2020, I had my first appointm…
 
For a couple of years, we’ve been fascinated by the story of Servant of God Nicholas Black Elk, a Lakota holy man and Catholic convert and catechist. We’ve wanted to learn more about this intriguing figure and we’re thrilled to have the chance to talk to Dr. Damian Costello about his incredible life and legacy. Dr. Damian Costello received his PhD …
 
As the new year begins and the Biden administration takes office, this episode focuses on the timely topic of 2021 tax planning. David opens with an overview of two tax-related topics: (1) the improvement of the tax-favored asset class of permanent life insurance by a federal law passed at the end of 2020; and (2) the tactic of timely tax loss/gain…
 
We are kicking off the 2021 season of the podcast with our friend and yours, Hallie Lord! Hallie is a speaker, co-founder of The Edel Gathering, a devoted Sephora fan, author of upcoming book Falling Home: Creating a Life That Catches You When You Fall, beloved radio show host, and mom of 8. She’s also the co-host of The Beatbox Gospel podcast. In …
 
In this episode, sports medicine orthopaedic surgeon Dr. Scott Faucett, MD, MS joins the podcast to discuss his career path, decisions concerning career and finances, and his entrepreneurial ventures in medically-related businesses. Listen in as Scott explains his background in finance, from both his family and college education and his fascinating…
 
This episode focuses on a powerful wealth planning opportunity for physicians that is time-sensitive -- leveraging today’s historically low interest rates. You’ll hear from David, as well as his OJM Group partner, Jason O’Dell, MS, CWM, as they discuss techniques for leveraging low interest rates in a number of wealth planning areas. David discusse…
 
We’re chatting with Gina Dalfonzo today about the friendship between two of our favorite literary figures, Dorothy L. Sayers and C.S. Lewis. Because Sayers wasn’t officially part of the Inklings–the literary group of friends that included Lewis, Tolkien, and Charles Williams–her friendship with Lewis isn’t as celebrated as it should be. But their m…
 
In this episode, Orthopaedic Spine Surgeon Isador Lieberman, MD, MBA joins the podcast to discuss his career path from Toronto to Cleveland to South Florida to Dallas, including academic positions, clinical work and administrative responsibilities. Listen in as Isador explains why he sought out an MBA while in practice at the Cleveland Clinic and l…
 
Welcome to my 20th and final episode of OFF-AIR with Carmen in 2020! This week’s guest is my girlfriend, Natalie Grant!! Folks have said for years that we could be sisters, and I take this as a very high compliment! Natalie is equal parts hilarious, prone to TMI (like me!), and so full of wisdom. I just love her!! We recorded this episode in Februa…
 
A blessed Advent to you and yours! We are talking about a very Advent-y subject: Our Lady’s Magnificat in this episode. We’re joined by the wonderful Sonja Corbitt to discuss her new book, Exalted. Sonja is the Bible Study Evangelista and creator of “the best modernization of lectio,” the LOVE the Word® Bible study method … Continue reading FoC 146…
 
Today we have two guests joining the show: Drs. Robin and Evander Fogle, from Atlanta, Georgia. Robin is a Reproductive Endocrinology and Infertility Specialist, while Evander is an Orthopaedic Surgeon. In this episode, we discuss their stories of how they met, and their medical training paths across the U.S. (and Evander’s stint as staff surgeon a…
 
How do we order our lives? How do we find order when living in tumultuous times? Is that even possible? Today we’re chatting with the lovely Tsh Oxenreider about what it means to live intentionally in 2020. Tsh lives with her husband Kyle and three kids in central Texas. Her blog and her first podcast … Continue reading FoC 145: Intentional Living …
 
Tim Sawyer is the President and Co-Founder of Inc. 500 Company Crystal Clear Digital Marketing. He is a highly regarded motivational speaker, author and practice management consultant within the medical industry. Listen in as Tim explains what he has learned from running his own business, including his mistakes, and what his advice would be for phy…
 
Because you asked for it, here’s a special ELECTION DAY 2020 edition of OFF-AIR with Carmen! With all the political noise and social tensions this year, we need some solid guidance. So, somewhat unplanned, my morning show partner Bill Martin and I sat at my kitchen table the weekend before the general election to have a conversation about a biblica…
 
A few months ago we saw a powerful video about the legacy of faith of Black Catholics in New Orleans featuring Dr. Ansel Augustine. Ever since we’ve wanted a chance to interview Dr. Augustine and dive a little deeper in the rich history of Black Catholic faith and culture. This year has highlighted the injustice … Continue reading FoC 144: Why Blac…
 
A second-generation physician, Jonathan explains why he became a plastic surgeon, his background in getting a master’s degree in public health, and his choice to become an employed physician out of fellowship. He and David discuss Jonathan’s decision to buy a private practice in San Francisco and everything that was involved in that transaction, in…
 
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