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!"

Episode 3.6 (Originally released on November 24, 2022)

Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending

In this episode, David is joined by Dr. Zwade Marshall, an anesthesiologist/pain medicine physician, as well as co-founder and CEO of Doc2Doc Lending.

Zwade begins with his background – where he grew up and what got him interested in medicine. Zwade the story behind Doc2Doc Lending–how they evaluate physician borrowers differently than banks do, how their program fared during COVID, and the rate at which they have been growing. David and Zwade then discuss the misconceptions many doctors have around debt, including emotions connected to it and the stress created by debt during training and early years of practice. Zwade explains how Doc2Doc Lending has raised money from physicians in practice to make these loans–the “equity” side of the business.

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

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!"

Episode 3.1 (Originally released on September 8, 2022)

Exiting Partners from a Practice with Attorney, Jason Greis

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.