Wealth Planning for the Modern Physician

David B. Mandell, JD, MBA

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!

About PodLP

PodLP is the leading podcast app for feature phones. With 10M+ installs in nearly every country, PodLP is available for KaiOS on the KaiStore and JioStore, as well as Cloud Phone and Android. If you're interested in promoting "Wealth Planning for the Modern Physician" on PodLP, contact sales@podlp.com.

Screenshots are mockup renders of PodLP for KaiOS. Actual design may vary based on platform, operating system, and app version.

Wealth Planning for the Modern Physician

Episodes (100)

Wed Sep 16th After-Tax Alpha: Six Strategies for Building Wealth with Bill Martin, CFA
Wed Sep 2nd Summer Rewind 2026 #5: From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. Joel Press
Aug 19th Summer Rewind 2026 #4: From West Point to Wine: Success in Career & Retirement, with Dr. Pat St. Pierre

Wealth Planning for the Modern Physician

Sep 16, 2026
43 minutes
59 MB

Season 7 of Wealth Planning for the Modern Physician begins with host David Mandell joined by Bill Martin, CFA, Chief Wealth Officer at Earned Wealth and founder of the Earned Institute. Bill shares the career experiences that led him to Earned and explains why he was drawn to building an integrated wealth-management platform specifically for doctors. He and David also discuss the Earned Institute and its education-first mission of bringing together expertise across tax, investing, insurance, asset protection, retirement planning and other areas of a physician's financial life. The conversation then turns to Earned's new white paper, After-Tax...

Wealth Planning for the Modern Physician

After-Tax Alpha: Six Strategies for Building Wealth with Bill Martin, CFA

David B. Mandell, JD, MBA

00:00 -42:44