Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr
Wealth Planning for the Modern Physician
Release Date: 07/09/2025
The Journey from Pediatrics to Scrub Sisters with Dr. Jacqueline Winkelmann
Wealth Planning for the Modern Physician
In this episode of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Jacqueline Winkelmann, a pediatric hospitalist and founder of Scrub Sisters. Dr. Winkelmann shares her journey from growing up in Puerto Rico, being inspired by her uncle's compassion and dedication to medicine and eventually pursuing pediatrics as her calling. She discusses how financial foresight and a unique tuition waiver allowed her to graduate debt-free, enabling her to maintain a balanced career and family life as a part-time physician at the Children's Hospital of Orange County. Dr....
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Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 2)
Wealth Planning for the Modern Physician
In this second part of a two-part episode, host David Mandell continues his discussion with Dr. Jack Bert, a board-certified orthopedic surgeon and former president of the Arthroscopy Association of North America. In this conversation, Jack emphasizes the importance of ancillaries in building a financially successful medical practice. He explains how orthopedists and other specialists can significantly increase revenue streams through owning or participating in ambulatory surgery centers (ASCs), imaging services, physical therapy, and durable medical equipment. Dr. Bert stresses that...
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Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 1)
Wealth Planning for the Modern Physician
In this first part of a two-part episode, host David Mandell welcomes Dr. Jack Bert, a board-certified orthopedic surgeon and former president of the Arthroscopy Association of North America. Dr. Bert shares his background, including his training at Northwestern, Temple, and the Mayo Clinic, as well as his career—building one of the first outpatient ambulatory surgery centers in Minnesota. He highlights how his practice expanded from a solo effort into a large multi-location group, providing insight into the evolution of orthopedic practice models. Dr. Bert reflects on the influences that...
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How Practices Can Build the Right Physician Comp Models Today and Beyond with Attorney Jason Greis
Wealth Planning for the Modern Physician
In this episode, host David Mandell welcomes back attorney Jason Greis for his third appearance. Jason, a healthcare business attorney with extensive experience advising physician practices, discusses one of the most pressing issues for independent groups today: physician compensation models and partnership structures. With generational shifts and economic realities reshaping the field, many practices are rethinking what it means to become a partner and how to fairly compensate both younger and senior physicians. Jason explains how compensation models have evolved from the 1980s and 1990s to...
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The Journey from Solo Practice to Industry Leader with Special Guest, Dr. Cynthia Matossian
Wealth Planning for the Modern Physician
In the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Cynthia Matossian, an accomplished ophthalmologist, entrepreneur, and industry leader. Dr. Matossian shares her unique journey into medicine, starting from an initial interest in political science and international relations before ultimately discovering her passion for ophthalmology. She discusses the early challenges she faced in starting her own practice in 1987, particularly as a woman seeking financial backing in a male-dominated field, and the resilience and determination...
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Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell
Wealth Planning for the Modern Physician
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 and 4 of , in our 2025 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 4.1 | Originally Released: September 21, 2023 To kick off Season 4 of the podcast, David welcomes a very special guest – his father, radiologist...
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Summer Rewind 2025 #5: An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta
Wealth Planning for the Modern Physician
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 and 4 of , in our 2025 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 3.13 | Originally Released: March 9, 2023 In this episode, Dr. Shaminder (Shammi) Gupta joins David to discuss his career path, the impact of...
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Summer Rewind 2025 #4: Understanding One’s P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett
Wealth Planning for the Modern Physician
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of , in our 2025 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 3.11 | Originally Released: February 9, 2023 In this episode, plastic surgeon Dr. Richard Bartlett joins David to discuss his career, academic and private...
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Summer Rewind 2025 #3: Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman
Wealth Planning for the Modern Physician
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of , in our 2025 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 3.5 | Originally Released: November 3, 2022 In this episode, orthopaedic surgeon Dr. Scott Sigman joins David to discuss his career path, business and...
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Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr
Wealth Planning for the Modern Physician
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of , in our 2025 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 4.3 | Originally Released: October 19, 2023 Listen in as David chats with healthcare real estate expert Colin Carr. Colin begins with his background...
info_outlineThis 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 2025 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 4.3 | Originally Released: October 19, 2023
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 practices make when it comes to their real estate—including do-it-oneself, not performing adequate due diligence and more—and what that will cost them in the long run.
Colin delves into the choice between leasing and purchasing for a medical practice and relates the importance of having a multi-factor decision process as the key to fostering long-term peace of mind.
He then discusses the significance of timing, in terms of when to make the ‘rent vs. own’ decision, when to contact a landlord on a possible lease renewal, and even when to reach out to potential real estate agents.
Colin wraps up by sharing how physicians can find an ethical, competent real estate agent they can trust.
Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.