Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell
Wealth Planning for the Modern Physician
Release Date: 09/03/2025
Summer Rewind 2026 #4: From West Point to Wine: Success in Career & Retirement, with Dr. Pat St. Pierre
Wealth Planning for the Modern Physician
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 5.13 | Originally Released: March 5, 2025 Host David Mandell speaks with orthopedic surgeon and retired Army Colonel...
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Summer Rewind 2026 #3: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2)
Wealth Planning for the Modern Physician
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 Released: December 25, 2024 Host David Mandell continues his conversation with dentist and coach Dr....
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Summer Rewind 2026 #2: Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention with Dr. Sue Keller (Part 1)
Wealth Planning for the Modern Physician
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 5.7 | Originally Released: December 11, 2026 Listen in or watch as host David Mandell interviews dentist and coach Dr....
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Summer Rewind 2026 #1: Insights on Bridging Medicine and Business with Consultant Jessica Jones
Wealth Planning for the Modern Physician
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 5.6 | Originally Released: November 27, 2024 Listen in or watch as host David Mandell speaks with practice consultant...
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Season 6 Executive Summary with Host David Mandell
Wealth Planning for the Modern Physician
In this Season 6 executive summary episode of the Wealth Planning for the Modern Physician Podcast, host David Mandell reflects on the major themes, conversations, and lessons shared throughout the season. David explains the structure of the podcast’s academic calendar format and previews the upcoming Summer Rewind series, which revisits standout episodes from prior seasons. He then walks listeners through each episode of the season, highlighting important insights and lessons from all 20 episodes. By summarizing each episode from the season, this episode serves as both a roadmap for...
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From Surgeon to Investor: Real Estate & Wealth with Dr. Kirk Campbell
Wealth Planning for the Modern Physician
Dr. Kirk Campbell shares his journey from aspiring physician to orthopedic surgeon and academic leader, highlighting how early experiences shaped his passion for medicine. He reflects on the rigorous training physicians undergo and the significant gap in financial education during that time. Despite entering high-income roles, many physicians lack the knowledge to manage their finances effectively, often facing high debt and limited exposure to wealth-building strategies beyond traditional investments. The conversation explores how the shift from private practice to employed physician models...
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Physicians & Franchising: What Doctors Need to Know, with Matt Stevens
Wealth Planning for the Modern Physician
Episode 6.19 features franchise consultant Matt Stevens, who joins David Mandell to unpack the fundamentals of franchising and why it can be an attractive wealth-building strategy for physicians. Stevens explains that franchising is less about buying a brand and more about gaining access to a proven system, support structure, and community. With thousands of franchise opportunities across dozens of industries, physicians have a wide range of options, many of which can be tailored to their time constraints and financial goals. A core theme of the conversation is the concept of ‘buying down...
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From Surgeon to Innovator: An Entrepreneurial Journey with Dr. Steven Siepser
Wealth Planning for the Modern Physician
Dr. Steven Siepser shares a compelling journey from his early fascination with medicine to becoming a highly skilled ophthalmologist and entrepreneur. His career path was shaped by curiosity, adaptability, and a willingness to pursue opportunity, from studying abroad to pivoting specialties into ophthalmology. He ultimately built a thriving solo practice by leveraging early expertise in emerging technologies like intraocular lenses and LASIK, positioning himself ahead of many peers. The conversation highlights both the rewards and risks of entrepreneurship in medicine, particularly...
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From Burnout to Breakthrough: Reinvention Strategies for Physicians with Todd Jason
Wealth Planning for the Modern Physician
Episode 6.17 features Todd Jason, a reinvention coach and podcast host, who joins David Mandell to explore physician burnout, career transitions, and the evolving nature of work. Drawing on his experience working with organizations like Kaiser Permanente, Todd highlights the growing prevalence of burnout among physicians, driven by overwhelming workloads, administrative burdens, and lack of support systems. He emphasizes that burnout is not a personal failure but a systemic issue affecting many professionals, particularly those in high-stakes, service-oriented careers like medicine. Todd...
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From OB/GYN to Advocate, Part II: Entrepreneurship and Disability Insurance Insights, with Stephanie Pearson, MD
Wealth Planning for the Modern Physician
In Part Two of this two-part conversation, Stephanie Pearson shares how personal hardship ultimately led her to build a mission-driven business dedicated to protecting physicians. What began as a deeply personal recovery journey evolved into an education-first approach to disability and life insurance. Rather than setting out with a business plan, Stephanie initially focused on helping other physicians avoid the mistakes and gaps that impacted her own experience. Through organic growth, word-of-mouth referrals, and a partnership that developed naturally, she built a firm centered on advocacy,...
info_outlineThis summer, join host David Mandell as he revisits and highlights episodes from Season 3 and 4 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 4.1 | Originally Released: September 21, 2023
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 his move to become chairman of a group radiology practice after a few years, including what he learned about the business of medicine.
David and Charlie discuss Charlie’s various entrepreneurial business ventures during this phase of his career, including real estate development and alternative energy.
Charlie then talks about the second phase of his career – a locums practice that has allowed him to travel around the U.S. and maintain an ideal work-life balance for him and his wife. He relates some advice to other physicians who may consider this option. Charlie also discusses the telemedicine-medical software firm he co-founded, which continues to operate and grow today.
The episode concludes with Charlie sharing some insights from 50 years in practice, why he still works and enjoys it, and what younger physicians should ponder when they consider their future retirement.
Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.