This 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 2024 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 2024," says David. "I hope you enjoy this Season 3 encore. Have a great summer!"

Exiting Partners from a Practice with Attorney, Jason Greis.

(Originally released on September 8, 2022)

Listen in as David chats with nationally recognized healthcare attorney Jason Greis about the important and sensitive topic of creating win-win strategies for exiting retiring partners from a medical practice. Jason begins by describing his firm and practice and then gives some reasons why setting a partner exit pathway is so important for the exiting partners, the practice and younger partners. Jason covers what is typically involved to incorporate exit plans into the legal documents of a practice and why having a solid exit plan can actually be a practice differentiator for recruitment of younger physicians.

Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.

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 listen or watch them during the summer, as we also run our Summer Rewind Series.

Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com.

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 surgeons for years.

David and Butch then dive into his decision to leave the military and join Augusta University as a faculty member in Oral and Maxillofacial Surgery, where he spent a few decades. Butch discusses the challenges and rewards of teaching in a Level 1 trauma center, dealing with complex surgical cases and severe trauma, as well as the career, financial and business advice he gave to students over the years.

The discussion concludes covering the topic of retirement, including how Butch was not initially prepared for the transition and the toll that took on him. They then chat about Butch’s new business and his newfound energy around that. Their discussion includes Butch’s advice for other doctors approaching retirement on how to “retire well.”

Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com.