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OrthoFinance- Finding Financial Advisors w/ David Mandell

OrthoFinance- Finding Financial Advisors w/ David Mandell

FromNailed It Ortho


OrthoFinance- Finding Financial Advisors w/ David Mandell

FromNailed It Ortho

ratings:
Length:
45 minutes
Released:
Oct 8, 2023
Format:
Podcast episode

Description

Get a FREE BOOK by doing the following steps: Step 1: Visit ojmbookstore.com Step 2: Enter promo code NAILEDIT23 at checkout or simply Text NAILEDIT23 to 844-418-1212 and click the link in the reply text to order. _______________________ Listen to our episode with David Mandell on Finding Financial Advisors. David is an attorney in The Law Office of David B. Mandell, PC, and principal of the nationally-known wealth management firm OJM Group, LLC. Mr. Mandell is the author of more than fifteen books written specifically for doctors. These include the past book Wealth Protection Planning for Orthopaedic Surgeons & Sports Medicine Specialists and his most recent Wealth Planning for the Modern Physician: Residency to Retirement, which is also the title of a podcast Mr. Mandell hosts, now in its 3rd season. His expertise from these books has allowed him to write articles in over 100 publications, including AAOS Now and Orthopedics Today, where he and orthopedic surgeon Dr. Sanjeev Bhatia have an ongoing monthly column called Forward Thinking. He has also appeared as an authority on television, including Fox and Bloomberg TV. Mr. Mandell has addressed many of the nation’s leading medical conferences, including The American Osteopathic Academy of Orthopedics, the American Section of the International College of Surgeons, the American Association of Neurological Surgeons, the American Society of Plastic Surgeons, the Ortho Summit, the American Association of Orthopaedic Executives, and numerous others. Mr. Mandell holds a bachelor’s degree, with honors, from Harvard University. His law degree is from the UCLA School of Law, and he also earned an MBA from UCLA’s Anderson School of Management. In this episode, David shared about finding the right Financial Advisor. And he shared some informative points on queries you may have about finance, like: The 3 key elements of wealth planning that are applicable for young physicians, even us in training Importance of Savings. Finding a financial advisor that is right for you.  What’s your number one rule when advising a physician on finding an advisor? What is fiduciary? Four key questions we can ask a financial advisor. And more! This episode is sponsored by Locumstory:   Everyone has a story. Different needs, wants, and goals, and how to attain them. Your story determines your solution. Whatever your situation and story, locum tenens should be part of the conversation. How do you find out if locums is a good option for you? Go to an unbiased, informative source like locumstory.com. You’ll learn all the ins and outs of locums, details on travel and housing, assignment coordination, tax information, and more. You’ll also hear firsthand stories from locums physicians from all walks of life, so you get a bigger picture of the diverse options. Get a comprehensive view of locums, and decide if it’s right for you  at www.locumstory.com.
Released:
Oct 8, 2023
Format:
Podcast episode

Titles in the series (100)

Get on top of the game, deepen your learning and further your practice with this Orthopaedic Surgery Podcast featuring Orthopaedic Surgery residents as they interview national and international experts to bring you key information and knowledge in the field. Dr. Jamal Fitts and Dr. Wendell Cole are here to light that fire under your feet and get your blood pumping with some good Orthopaedic Knowledge. We stay away from the boring, put you to sleep lectures, and just come with some high quality content and fun. Its a great podcast for attending physicians, residents, and medical students. Topics include high yield trauma, pediatrics, spine, sports, hand, and foot and ankle. There may also be some off brand topics.